JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIronvine Capital Partners, LLC
Latest Disclosed Ownership30,971 shares
Latest Disclosed Value $ 9,110,429
Ironvine Capital Partners, LLC ownership in JPM / JPMorgan Chase & Co.

On May 15, 2026 - Ironvine Capital Partners, LLC filed a 13F-HR form disclosing ownership of 30,971 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,110,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 30,971 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,971 0 0.00 9,110 -8.71 1.0014
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 30,971 0 0.00 9,979 2.15 0.9990
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,971 0 0.00 9,769 8.81 0.9724
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 30,971 0 0.00 8,979 18.18 0.9304
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 30,971 0 0.00 7,597 2.33 0.8248
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 30,971 0 0.00 7,424 13.69 0.7955
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 30,971 -1 -0.00 6,531 4.25 0.7011
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 30,972 -192 -0.62 6,264 0.35 0.6861
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 31,164 0 0.00 6,242 17.77 0.6845
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,164 1 0.00 5,301 17.28 0.6357
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 31,163 0 0.00 4,519 -0.29 0.5799
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 31,163 0 0.00 4,532 11.63 0.5503
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 31,163 -148,605 -82.66 4,061 -83.16 0.5123
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 179,768 7,718 4.49 24,107 34.08 3.1207
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 172,050 22,254 14.86 17,979 6.58 2.4127
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 149,796 22,979 18.12 16,869 -2.42 2.0705
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 126,817 -1,747 -1.36 17,288 -15.08 1.8645
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 128,564 2,414 1.91 20,358 -1.41 2.0888
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 126,150 -16,533 -11.59 20,649 -6.96 2.1928
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 142,683 -31,975 -18.31 22,193 -16.53 2.4308
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 174,658 -17,410 -9.06 26,588 8.94 3.0946
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 192,068 -22,683 -10.56 24,406 18.05 3.0480
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 214,751 -171,750 -44.44 20,674 -43.13 2.5901
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 386,501 1,325 0.34 36,354 4.84 4.8102
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 385,176 34,036 9.69 34,677 -29.16 5.4198
2020-01-23 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 351,140 2,927 0.84 48,949 13.78 6.8310
2019-10-24 2019-09-30 13F JPMORGAN CHASE COM 46625H100 348,213 49,595 16.61 43,022 23.31 6.3133
2019-07-26 2019-06-30 13F JPMORGAN CHASE COM 46625H100 298,618 18,645 6.66 34,888 23.10 5.7001
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 279,973 2,765 1.00 28,342 -1.58 5.3526
2019-01-30 2018-12-31 13F JPMORGAN CHASE COM 46625H100 277,208 14,333 5.45 28,796 -2.92 5.8592
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 262,875 8,915 3.51 29,663 12.09 6.0571
2018-07-26 2018-06-30 13F JPMORGAN CHASE COM 46625H100 253,960 24,664 10.76 26,463 4.95 5.9174
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 229,296 49,279 27.37 25,216 30.99 6.0687
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 180,017 180,017 19,251 6.0049
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.