JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHarvey Capital Management Inc
Latest Disclosed Ownership37,577 shares
Latest Disclosed Value $ 11,053,650
Harvey Capital Management Inc reports 0.38% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Harvey Capital Management Inc filed a 13F-HR form disclosing ownership of 37,577 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,053,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 37,722 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.38% 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)
2026-05-11 2026-03-31 13F JP MORGAN CHASE COM 46625H100 37,577 -145 -0.38 11,054 -9.06 2.5191
2026-02-17 2025-12-31 13F JP MORGAN CHASE COM 46625H100 37,722 5,020 15.35 12,155 17.83 2.5920
2025-10-31 2025-09-30 13F JP MORGAN CHASE COM 46625H100 32,702 -1,170 -3.45 10,315 4.87 2.2011
2025-08-14 2025-06-30 13F JP MORGAN CHASE COM 46625H100 33,872 -190 -0.56 9,837 17.73 2.3042
2025-04-30 2025-03-31 13F JP MORGAN CHASE COM 46625H100 34,062 -1,008 -2.87 8,355 -0.61 2.1862
2025-01-29 2024-12-31 13F JP MORGAN CHASE COM 46625H100 35,070 -195 -0.55 8,407 13.06 1.9785
2024-10-29 2024-09-30 13F JP MORGAN CHASE COM 46625H100 35,265 -5,400 -13.28 7,436 -9.59 1.8590
2024-07-22 2024-06-30 13F JP MORGAN CHASE COM 46625H100 40,665 -2,477 -5.74 8,225 -4.83 2.1619
2024-05-10 2024-03-31 13F JP MORGAN CHASE COM 46625H100 43,142 -100 -0.23 8,641 17.48 2.5282
2024-01-29 2023-12-31 13F JP MORGAN CHASE COM 46625H100 43,242 -150 -0.35 7,355 16.89 2.4412
2023-11-14 2023-09-30 13F JP MORGAN CHASE COM 46625H100 43,392 -2,850 -6.16 6,293 -6.44 2.2148
2023-08-04 2023-06-30 13F JP MORGAN CHASE COM 46625H100 46,242 -10,410 -18.38 6,725 -8.90 2.4723
2023-05-17 2023-03-31 13F/A-1 JP MORGAN CHASE COM 46625H100 56,652 -600 -1.05 7,382 -3.84 2.9101
2023-05-16 2023-03-31 13F JP MORGAN CHASE COM 46625H100 57,252 0 7,677 3.2153
2023-02-27 2022-12-31 13F JP MORGAN CHASE COM 46625H100 57,252 -600 -1.04 7,677 27.00 3.2153
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 57,852 -440 -0.75 6,045 -7.91 2.6181
2022-08-08 2022-06-30 13F JP MORGAN CHASE COM 46625H100 58,292 -4,050 -6.50 6,564 -22.76 2.5600
2022-04-22 2022-03-31 13F JP MORGAN CHASE COM 46625H100 62,342 -4,825 -7.18 8,498 -20.09 2.6231
2022-02-14 2021-12-31 13F JP MORGAN CHASE COM 46625H100 67,167 -3,550 -5.02 10,635 -8.12 3.2972
2021-10-25 2021-09-30 13F JP MORGAN CHASE COM 46625H100 70,717 700 1.00 11,575 6.29 3.9648
2021-08-10 2021-06-30 13F JP MORGAN CHASE COM 46625H100 70,017 -140 -0.20 10,890 1.97 3.5923
2021-05-07 2021-03-31 13F JP MORGAN CHASE COM 46625H100 70,157 -4,283 -5.75 10,680 12.91 3.8732
2021-02-10 2020-12-31 13F JP MORGAN CHASE COM 46625H100 74,440 44,140 145.68 9,459 224.38 3.8380
2020-10-27 2020-09-30 13F JP MORGAN CHASE COM 46625H100 30,300 0 0.00 2,916 2.32 1.3010
2020-08-05 2020-06-30 13F JP MORGAN CHASE COM 46625H100 30,300 30,300 2,850 1.4102
2020-04-29 2020-03-31 13F JP MORGAN CHASE COM 46625H100 0 -11,858 -100.00 0 -100.00
2020-02-04 2019-12-31 13F JP MORGAN CHASE COM 46625H100 11,858 45 0.38 1,653 18.92 0.7337
2019-10-17 2019-09-30 13F JP MORGAN CHASE COM 46625H100 11,813 0 0.00 1,390 5.30 0.6905
2019-07-23 2019-06-30 13F JP MORGAN CHASE COM 46625H100 11,813 0 0.00 1,320 10.46 0.6350
2019-04-17 2019-03-31 13F JP MORGAN CHASE COM 46625H100 11,813 968 8.93 1,195 12.95 0.5742
2019-01-31 2018-12-31 13F JP MORGAN CHASE COM 46625H100 10,845 8,845 442.25 1,058 370.22 0.5627
2018-10-24 2018-09-30 13F JP MORGAN CHASE COM 46625H100 2,000 0 0.00 225 8.17 0.0896
2018-08-07 2018-06-30 13F JP MORGAN CHASE COM 46625H100 2,000 0 0.00 208 -5.02 0.0826
2018-04-27 2018-03-31 13F JP MORGAN CHASE COM 46625H100 2,000 0 0.00 219 2.82 0.0820
2018-02-02 2017-12-31 13F JP MORGAN CHASE COM 46625H100 2,000 2,000 213 0.0772
2017-11-08 2017-09-30 13F JP MORGAN CHASE COM 46625H100 0 -4,000 -100.00 0 -100.00
2017-07-19 2017-06-30 13F JP MORGAN CHASE COM 46625H100 4,000 0 0.00 365 3.99 0.1565
2017-04-18 2017-03-31 13F JP MORGAN CHASE COM 46625H100 4,000 0 0.00 351 1.74 0.1577
2017-01-27 2016-12-31 13F JP MORGAN CHASE COM 46625H100 4,000 0 0.00 345 29.70 0.1607
2016-11-09 2016-09-30 13F JP MORGAN CHASE COM 46625H100 4,000 0 0.00 266 7.26 0.0821
2016-07-21 2016-06-30 13F JP MORGAN CHASE COM 46625H100 4,000 -5,000 -55.56 248 -53.38 0.1242
2016-04-19 2016-03-31 13F JP MORGAN CHASE COM 46625H100 9,000 -2,589 -22.34 532 -30.46 0.2578
2016-01-21 2015-12-31 13F JP MORGAN CHASE COM 46625H100 11,589 0 0.00 765 8.36 0.3021
2015-10-21 2015-09-30 13F JP MORGAN CHASE COM 46625H100 11,589 6,589 131.78 706 109.50 0.2817
2015-07-22 2015-06-30 13F JP MORGAN CHASE COM 46625H100 5,000 0 0.00 337 11.59 0.1140
2015-05-05 2015-03-31 13F JP MORGAN CHASE COM 46625H100 5,000 5,000 302 0.1110
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.