JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership28,912 shares
Latest Disclosed Value $ 8,504,754
Mv Capital Management, Inc. reports 0.44% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 28,912 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,504,754 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 28,786 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.44% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 28,912 126 0.44 8,505 -8.31 0.8343
2026-02-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,786 365 1.28 9,275 3.47 0.8912
2026-02-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,421 280 0.99 8,965 9.88 0.8605
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,141 -522 -1.82 8,158 16.05 0.8391
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,663 -57 -0.20 7,031 2.12 0.7544
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 28,720 -254 -0.88 6,884 12.69 0.7353
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,974 286 1.00 6,109 5.29 0.6485
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,688 192 0.67 5,802 1.66 0.6526
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,496 -1,155 -3.90 5,708 13.17 0.6532
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,651 241 0.82 5,044 18.24 0.6385
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 29,410 410 1.41 4,265 1.14 0.5692
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,000 -1,614 -5.27 4,218 5.72 0.5596
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 30,614 296 0.98 3,989 -1.87 0.5605
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,318 364 1.22 4,066 29.87 0.6282
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 29,954 4,402 17.23 3,130 8.79 0.5395
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,552 392 1.56 2,877 -16.12 0.4893
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,160 249 1.00 3,430 -13.05 0.5167
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 24,911 1,448 6.17 3,945 2.71 0.5741
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,463 4,100 21.17 3,841 27.52 0.6349
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 19,363 1,235 6.81 3,012 9.13 0.5114
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 18,128 2,378 15.10 2,760 37.93 0.5040
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,750 2,481 18.70 2,001 56.70 0.3794
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,269 2,235 20.26 1,277 23.03 0.2652
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,034 2,275 25.97 1,038 31.56 0.2443
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,759 962 12.34 789 -27.41 0.2054
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,797 464 6.33 1,087 25.96 0.2348
2019-11-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,333 715 10.80 863 16.62 0.1962
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,618 486 7.93 740 19.16 0.1711
2019-05-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,132 281 4.80 621 8.76 0.1494
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,851 277 4.97 571 -9.22 0.1598
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,574 -41 -0.73 629 7.52 0.1565
2018-08-14 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,615 -1 -0.02 585 -5.34 0.1518
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,616 0 618
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,616 -85 -1.49 618 1.31 0.1636
2018-03-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,701 1,354 31.15 610 46.99 0.1660
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,347 -333 -7.12 415 -3.04 0.1165
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,680 429 10.09 428 14.75 0.1264
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,251 -572 -11.86 373 -10.34 0.1174
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,823 306 6.77 416 38.21 0.1496
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,517 -445 -8.97 301 -2.27 0.1093
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,962 543 12.29 308 17.56 0.1117
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,419 428 10.72 262 -0.76 0.1061
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,991 1,366 52.04 264 65.00 0.1041
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 2,625 544 26.14 160 13.48 0.0728
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 2,081 379 22.27 141 36.89 0.0573
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 1,702 0 0.00 103 -3.74 0.0431
2015-03-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 1,702 1,702 107 0.0486
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.