JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionQV Investors Inc.
Latest Disclosed Ownership12,645 shares
Latest Disclosed Value $ 3,720
QV Investors Inc. reports 1.94% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - QV Investors Inc. filed a 13F-HR form disclosing ownership of 12,645 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 12,895 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.94% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 12,645 -250 -1.94 4 -25.00 0.3011
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,895 -1,070 -7.66 4 0.00 0.3400
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,965 -6,870 -32.97 4 -33.33 0.3812
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,835 140 0.68 6 20.00 0.5925
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,695 -5,070 -19.68 5 -16.67 0.5125
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,765 -3,835 -12.96 6 0.00 0.6368
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 29,600 170 0.58 6 20.00 0.5515
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 29,430 -5,880 -16.65 6 -28.57 0.5594
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 35,310 -8,130 -18.72 7 0.00 0.6139
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 43,440 -1,210 -2.71 7 16.67 0.6659
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,650 -1,010 -2.21 6 0.00 0.6716
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 45,660 -2,220 -4.64 7 0.00 0.5986
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 47,880 -2,580 -5.11 6 0.00 0.5828
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 50,460 9,460 23.07 7 -99.86 0.6480
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 41,000 -1,440 -3.39 4,285 -10.34 0.4136
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 42,440 -5,470 -11.42 4,779 -26.83 0.4351
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 47,910 -6,780 -12.40 6,531 -24.58 0.4642
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 54,690 -4,500 -7.60 8,660 -10.62 0.6029
2021-10-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 59,190 0 0.00 9,689 5.25 0.7340
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 59,190 -15,520 -20.77 9,206 -19.05 0.5621
2021-04-16 2021-03-31 13F JPMORGAN CHASE COM 46625H100 74,710 -11,310 -13.15 11,373 4.04 0.6995
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 86,020 -9,310 -9.77 10,931 19.11 0.7176
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 95,330 -1,640 -1.69 9,177 0.61 0.6236
2020-07-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 96,970 10,878 12.64 9,121 17.68 0.6110
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 86,092 -16,118 -15.77 7,751 -45.60 0.6630
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 102,210 -670 -0.65 14,248 17.67 0.5985
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 102,880 -55,260 -34.94 12,108 -31.52 0.3646
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 158,140 157,095 15,033.01 17,680 16,738.10 2.4336
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,045 -270 -20.53 105 -17.97 0.0150
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,315 110 9.13 128 -5.19 0.0194
2018-10-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,205 0 0.00 135 8.00 0.0143
2018-07-24 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,205 -170 -12.36 125 -17.22 0.0132
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,375 290 26.73 151 30.17 0.0131
2018-01-23 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,085 90 9.05 116 22.11 0.0092
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 995 -22,980 -95.85 95 -95.66 0.0080
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 23,975 340 1.44 2,191 5.54 0.1802
2017-04-26 2017-03-31 13F JPMORGAN CHASE COM 46625H100 23,635 367 1.58 2,076 3.44 0.2137
2017-02-02 2016-12-31 13F JPMORGAN CHASE COM 46625H100 23,268 -6,090 -20.74 2,007 2.66 0.2245
2016-10-27 2016-09-30 13F JPMORGAN CHASE COM 46625H100 29,358 18 0.06 1,955 7.24 0.2352
2016-08-08 2016-06-30 13F JP Morgan Chase COM 46625H100 29,340 0 0.00 1,823 4.89 0.2315
2016-05-04 2016-03-31 13F JP Morgan Chase COM 46625H100 29,340 0 0.00 1,738 -10.27 0.2316
2016-02-22 2015-12-31 13F JP Morgan Chase COM 46625H100 29,340 -2,350 -7.42 1,937 0.26 0.2592
2015-11-04 2015-09-30 13F JP Morgan Chase COM 46625H100 31,690 0 0.00 1,932 -10.01 0.2316
2015-07-23 2015-06-30 13F JP Morgan Chase COM 46625H100 31,690 0 0.00 2,147 11.82 0.2369
2015-04-20 2015-03-31 13F JP Morgan Chase COM 46625H100 31,690 0 0.00 1,920 -3.18 0.2193
2015-02-12 2014-12-31 13F JP Morgan Chase COM 46625H100 31,690 900 2.92 1,983 6.90 0.2450
2014-10-29 2014-09-30 13F JP Morgan Chase COM 46625H100 30,790 840 2.80 1,855 7.47 0.2366
2014-07-29 2014-06-30 13F JP Morgan Chase COM 46625H100 29,950 -23,275 -43.73 1,726 -44.54 0.2386
2014-01-30 2013-12-31 13F/A-1 JP Morgan Chase COM 46625H100 53,225 3,100 6.18 3,112 2.27 0.5794
2014-01-28 2013-12-31 13F JP Morgan Chase COM 46625H100 53,225 3,112
2014-05-01 2011-03-31 13F JP Morgan Chase COM 46625H100 50,125 50,125 3,043 0.4900
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.