JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEdgar Lomax Co/va
Latest Disclosed Ownership69,337 shares
Latest Disclosed Value $ 20,396,172
Edgar Lomax Co/va reports 7.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Edgar Lomax Co/va filed a 13F-HR form disclosing ownership of 69,337 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,396,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 75,095 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.67% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 69,337 -5,758 -7.67 20,396 -15.71 1.4549
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 75,095 -1,750 -2.28 24,197 -0.17 1.8381
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 76,845 -22,345 -22.53 24,239 -15.71 1.8982
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 99,190 -1,595 -1.58 28,756 16.32 1.8189
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 100,785 -31,080 -23.57 24,723 -21.79 1.5461
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 131,865 -2,510 -1.87 31,609 11.56 2.0373
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 134,375 -2,165 -1.59 28,334 2.60 1.7297
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 136,540 -2,390 -1.72 27,617 -0.76 1.7893
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 138,930 -204,858 -59.59 27,828 -52.41 1.7201
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 343,788 -13,900 -3.89 58,478 12.74 3.8228
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 357,688 -5,925 -1.63 51,872 -1.91 3.5318
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 363,613 -4,937 -1.34 52,884 10.12 3.4826
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 368,550 308,270 511.40 48,026 494.15 3.0887
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 60,280 -565 -0.93 8,084 27.13 0.4906
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 60,845 -605 -0.98 6,358 -8.12 0.4395
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 61,450 1,675 2.80 6,920 -15.08 0.4334
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 59,775 59,775 8,149 0.4781
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 0 -180,947 -100.00 0 -100.00
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 180,947 -3,200 -1.74 22,993 29.70 1.5625
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 184,147 7,300 4.13 17,728 6.58 1.3662
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 176,847 3,500 2.02 16,634 6.59 1.3298
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 173,347 -192,025 -52.56 15,606 -69.36 1.3866
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 365,372 -10,625 -2.83 50,933 15.10 3.2817
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 375,997 -3,900 -1.03 44,251 4.19 2.9540
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 379,897 -5,400 -1.40 42,472 8.89 2.8894
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 385,297 187,675 94.97 39,004 102.18 2.6748
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 197,622 700 0.36 19,292 -13.18 1.4653
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 196,922 -6,700 -3.29 22,221 4.73 1.4916
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 203,622 1,575 0.78 21,217 -4.51 1.4904
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 202,047 -12,550 -5.85 22,219 -3.18 1.5967
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 214,597 -6,215 -2.81 22,949 8.81 1.5671
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 220,812 -18,784 -7.84 21,090 -3.69 1.4888
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 239,596 -7,000 -2.84 21,899 1.10 1.4965
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 246,596 -94,150 -27.63 21,661 -26.33 1.4503
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 340,746 -30,799 -8.29 29,403 18.84 1.8850
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 371,545 -100 -0.03 24,741 7.13 1.5320
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 371,645 18,915 5.36 23,094 10.56 1.4485
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 352,730 352,730 0.00 20,889 1.4336
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 0 0 0 0.0000
2015-05-14 2015-03-31 13F JPMORGAN CHASE Com 46625H100 0 -290,672 -100.00 0 -100.00
2015-02-11 2014-12-31 13F JPMORGAN CHASE Com 46625H100 290,672 56,310 24.03 18,190 28.84 1.1375
2014-11-13 2014-09-30 13F JPMORGAN CHASE Com 46625H100 234,362 5,850 2.56 14,118 7.22 0.9571
2014-08-13 2014-06-30 13F JPMORGAN CHASE Com 46625H100 228,512 450 0.20 13,167 -4.90 0.9308
2014-05-15 2014-03-31 13F JPMORGAN CHASE Com 46625H100 228,062 -319,950 -58.38 13,846 -56.80 1.0213
2014-02-13 2013-12-31 13F JPMORGAN CHASE Com 46625H100 548,012 42,200 8.34 32,048 22.58 2.4224
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 505,812 -45,500 -8.25 26,145 -10.17 2.1435
2013-08-09 2013-06-30 13F JPMORGAN CHASE Com 46625H100 551,312 551,312 29,104 2.2643
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.