JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionProVise Management Group, LLC
Latest Disclosed Ownership104,455 shares
Latest Disclosed Value $ 30,726,611
ProVise Management Group, LLC reports 1.43% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - ProVise Management Group, LLC filed a 13F-HR form disclosing ownership of 104,455 shares of JPMorgan Chase & Co. (MX:JPM) valued at $30,726,611 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 105,972 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.43% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 104,455 -1,517 -1.43 30,727 -10.02 2.2098
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 105,972 -1,010 -0.94 34,146 1.19 2.4307
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 106,982 -1,093 -1.01 33,745 7.70 2.4874
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 108,075 -965 -0.88 31,332 17.14 2.4748
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 109,040 -2,213 -1.99 26,747 0.30 2.2697
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 111,253 -7,307 -6.16 26,668 6.68 2.2861
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 118,560 -221 -0.19 24,999 4.06 1.9807
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 118,781 -358 -0.30 24,025 0.67 2.0448
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 119,139 -3,009 -2.46 23,864 14.85 2.0659
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 122,148 1,698 1.41 20,777 18.95 1.7614
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 120,450 1,249 1.05 17,468 0.76 1.6239
2023-08-24 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 119,201 6,656 5.91 17,337 18.21 1.5716
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 112,545 0 14,666 1.3852
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 112,545 5,954 5.59 14,666 2.60 1.4022
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 106,591 7,894 8.00 14,294 38.58 1.4470
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 98,697 42,415 75.36 10,314 62.73 1.1520
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 56,282 28,968 106.06 6,338 70.24 0.6760
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 27,314 435 1.62 3,723 -12.52 0.3515
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 26,879 113 0.42 4,256 -2.85 0.3856
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 26,766 299 1.13 4,381 6.41 0.4334
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 26,467 -537 -1.99 4,117 0.15 0.4200
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 27,004 -4,412 -14.04 4,111 2.98 0.4430
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,416 1,033 3.40 3,992 36.48 0.4609
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 30,383 -1,009 -3.21 2,925 -0.95 0.3913
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 31,392 119 0.38 2,953 4.87 0.4239
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,273 -1,854 -5.60 2,816 -39.02 0.4722
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 33,127 57 0.17 4,618 18.65 0.5682
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 33,070 -242 -0.73 3,892 4.51 0.5161
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 33,312 4,132 14.16 3,724 26.07 0.4986
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 29,180 -708 -2.37 2,954 1.23 0.4146
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 29,888 344 1.16 2,918 -12.48 0.4612
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 29,544 496 1.71 3,334 10.14 0.4388
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 29,048 -2,677 -8.44 3,027 -13.24 0.2280
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 31,725 572 1.84 3,489 4.71 0.5139
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 31,153 -5,658 -15.37 3,332 -5.23 0.4780
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 36,811 -2,775 -7.01 3,516 -2.82 0.5102
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 39,586 -1,075 -2.64 3,618 1.32 0.5490
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 40,661 -2,299 -5.35 3,571 -3.67 0.5733
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 42,960 35 0.08 3,707 29.71 0.6304
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 42,925 -117 -0.27 2,858 6.84 0.4954
2016-08-02 2016-06-30 13F JPMORGAN CHASE COM 46625H100 43,042 -500 -1.15 2,675 3.76 0.4921
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 43,542 1,005 2.36 2,578 -8.22 0.5296
2016-02-05 2015-12-31 13F JPMORGAN CHASE COM 46625H100 42,537 4,300 11.25 2,809 20.51 0.5898
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 38,237 4,350 12.84 2,331 1.52 0.5406
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 33,887 495 1.48 2,296 13.49 0.4888
2015-05-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 33,392 567 1.73 2,023 -1.51 0.4282
2015-02-17 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 32,825 -430 -1.29 2,054 2.55 0.4405
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 32,825 -430 2,054 0.4416
2014-11-10 2014-09-30 13F JPMORGAN CHASE COM 46625H100 33,255 -2,100 -5.94 2,003 -1.67 0.4349
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 35,355 350 1.00 2,037 -4.14 0.4420
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 35,005 -8,185 -18.95 2,125 -15.87 0.5146
2014-02-07 2013-12-31 13F JPMORGAN CHASE COM 46625H100 43,190 3,950 10.07 2,526 24.49 0.6520
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 39,240 210 0.54 2,029 -1.55 0.5748
2013-08-08 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 39,030 39,030 2,061 0.6084
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.