JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionVisionary Wealth Advisors
Latest Disclosed Ownership54,250 shares
Latest Disclosed Value $ 15,958,149
Visionary Wealth Advisors reports 1.68% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Visionary Wealth Advisors filed a 13F-HR form disclosing ownership of 54,250 shares of JPMorgan Chase & Co. (CH:JPM) valued at $15,958,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 55,176 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.68% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 54,250 -926 -1.68 15,958 -10.24 0.7060
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,176 -480 -0.86 17,779 1.27 0.8010
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 55,656 -38 -0.07 17,556 8.73 0.8189
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 55,694 -273 -0.49 16,146 17.61 0.8247
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 55,967 -2,567 -4.39 13,729 -2.16 0.8241
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 58,534 -1,750 -2.90 14,031 10.38 0.8227
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 60,284 -2,910 -4.60 12,712 -0.55 0.7735
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 63,194 -109 -0.17 12,782 0.80 0.8356
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 63,303 -171 -0.27 12,680 17.44 0.8559
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 63,474 -384 -0.60 10,797 16.59 0.7935
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 63,858 -970 -1.50 9,261 -1.78 0.7503
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 64,828 -888 -1.35 9,429 10.10 0.7547
2023-05-15 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 65,716 -1,102 -1.65 8,563 -4.43 0.7256
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 65,716 -1,102 9 0.7256
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 66,818 -755 -1.12 8,960 26.89 0.8270
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 67,573 -4,869 -6.72 7,061 -13.45 0.7334
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 72,442 439 0.61 8,158 -16.88 0.7322
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 72,003 1,578 2.24 9,815 -11.99 0.7896
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 70,425 541 0.77 11,152 -2.51 0.9144
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 69,884 287 0.41 11,439 5.67 1.1776
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 69,597 2,715 4.06 10,825 6.33 1.0880
2021-05-18 2021-03-31 13F JPMORGAN CHASE COM 46625H100 66,882 -111 -0.17 10,181 19.59 1.0710
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 66,993 -1,465 -2.14 8,513 29.18 0.9548
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 68,458 2,729 4.15 6,590 6.58 0.9285
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 65,729 2,385 3.77 6,183 8.44 0.9416
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 63,344 -9,155 -12.63 5,702 -43.58 1.0748
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 72,499 72,499 10,106 1.8086
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.