JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRamsay, Stattman, Vela & Price, Inc.
Latest Disclosed Ownership9,795 shares
Latest Disclosed Value $ 2,881,297
Ramsay, Stattman, Vela & Price, Inc. reports 0.81% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Ramsay, Stattman, Vela & Price, Inc. filed a 13F-HR form disclosing ownership of 9,795 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,881,297 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 9,875 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.81% 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 9,795 -80 -0.81 2,881 -9.43 0.5691
2026-01-23 2025-12-31 13F JPMorgan Chase COM 46625H100 9,875 0 0.00 3,182 2.15 0.5731
2025-11-05 2025-09-30 13F JPMorgan Chase COM 46625H100 9,875 0 0.00 3,115 8.81 0.5579
2025-07-31 2025-06-30 13F JPMorgan Chase COM 46625H100 9,875 0 0.00 2,863 18.17 0.5346
2025-04-30 2025-03-31 13F JPMorgan Chase COM 46625H100 9,875 70 0.71 2,422 3.06 0.4604
2025-01-31 2024-12-31 13F JPMorgan Chase COM 46625H100 9,805 64 0.66 2,350 14.47 0.4371
2024-10-25 2024-09-30 13F JPMorgan Chase COM 46625H100 9,741 0 0.00 2,054 4.21 0.3818
2024-08-01 2024-06-30 13F JPMorgan Chase COM 46625H100 9,741 0 0.00 1,970 0.97 0.3728
2024-05-02 2024-03-31 13F JPMorgan Chase COM 46625H100 9,741 0 0.00 1,951 17.81 0.3739
2024-02-01 2023-12-31 13F JPMorgan Chase COM 46625H100 9,741 0 0.00 1,657 17.28 0.3374
2023-10-27 2023-09-30 13F JPMorgan Chase COM 46625H100 9,741 0 0.00 1,413 -0.28 0.3060
2023-08-01 2023-06-30 13F JPMorgan Chase COM 46625H100 9,741 0 0.00 1,417 11.58 0.2887
2023-04-28 2023-03-31 13F JPMorgan Chase COM 46625H100 9,741 0 0.00 1,269 -2.83 0.2740
2023-02-06 2022-12-31 13F JPMorgan Chase COM 46625H100 9,741 -475 -4.65 1,306 22.28 0.2942
2022-10-31 2022-09-30 13F JPMorgan Chase COM 46625H100 10,216 0 0.00 1,068 -7.13 0.2650
2022-08-04 2022-06-30 13F JPMorgan Chase COM 46625H100 10,216 830 8.84 1,150 -10.09 0.2577
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 9,386 7,825 501.28 1,279 417.81 0.2493
2022-01-24 2021-12-31 13F JPMorgan Chase COM 46625H100 1,561 0 0.00 247 -3.52 0.0561
2021-10-29 2021-09-30 13F JPMorgan Chase COM 46625H100 1,561 0 0.00 256 5.35 0.0638
2021-07-28 2021-06-30 13F JPMorgan Chase COM 46625H100 1,561 -10 -0.64 243 1.67 0.0601
2021-04-22 2021-03-31 13F JPMorgan Chase COM 46625H100 1,571 -50 -3.08 239 16.02 0.0634
2021-01-26 2020-12-31 13F JPMorgan Chase COM 46625H100 1,621 -2,775 -63.13 206 -51.30 0.0579
2020-11-09 2020-09-30 13F JPMorgan Chase COM 46625H100 4,396 0 0.00 423 2.42 0.1312
2020-08-04 2020-06-30 13F JPMorgan Chase COM 46625H100 4,396 -15 -0.34 413 4.03 0.1425
2020-05-04 2020-03-31 13F JPMorgan Chase COM 46625H100 4,411 -5 -0.11 397 -35.55 0.1564
2020-01-28 2019-12-31 13F JPMorgan Chase COM 46625H100 4,416 -16 -0.36 616 18.01 0.1971
2019-11-06 2019-09-30 13F JPMorgan Chase COM 46625H100 4,432 150 3.50 522 8.98 0.1808
2019-08-09 2019-06-30 13F JPMorgan Chase COM 46625H100 4,282 -4 -0.09 479 10.37 0.1709
2019-05-07 2019-03-31 13F JPMorgan Chase COM 46625H100 4,286 0 0.00 434 3.83 0.1582
2019-02-05 2018-12-31 13F JPMorgan Chase COM 46625H100 4,286 0 0.00 418 -13.64 0.1743
2018-10-30 2018-09-30 13F JPMorgan Chase COM 46625H100 4,286 0 0.00 484 8.28 0.1765
2018-08-01 2018-06-30 13F JPMorgan Chase COM 46625H100 4,286 -25 -0.58 447 -5.70 0.1771
2018-05-01 2018-03-31 13F JPMorgan Chase COM 46625H100 4,311 0 0.00 474 2.82 0.1918
2018-01-29 2017-12-31 13F JPMorgan Chase COM 46625H100 4,311 115 2.74 461 14.96 0.1825
2017-10-30 2017-09-30 13F JPMorgan Chase COM 46625H100 4,196 126 3.10 401 7.80 0.1688
2017-08-04 2017-06-30 13F JPMorgan Chase COM 46625H100 4,070 0 0.00 372 3.91 0.1620
2017-04-25 2017-03-31 13F JPMorgan Chase COM 46625H100 4,070 0 0.00 358 1.99 0.1633
2017-02-09 2016-12-31 13F JPMorgan Chase COM 46625H100 4,070 -395 -8.85 351 18.18 0.1659
2016-11-15 2016-09-30 13F JPMorgan Chase COM 46625H100 4,465 0 0.00 297 7.22 0.1422
2016-07-27 2016-06-30 13F JPMorgan Chase COM 46625H100 4,465 0 0.00 277 4.92 0.1368
2016-05-11 2016-03-31 13F JPMorgan Chase COM 46625H100 4,465 0 0.00 264 -10.51 0.1357
2016-02-10 2015-12-31 13F JPMorgan Chase COM 46625H100 4,465 0 0.00 295 8.46 0.1478
2015-11-12 2015-09-30 13F JPMorgan Chase COM 46625H100 4,465 395 9.71 272 -1.45 0.1404
2015-08-13 2015-06-30 13F JPMorgan Chase COM 46625H100 4,070 0 0.00 276 11.74 0.1355
2015-05-13 2015-03-31 13F JPMorgan Chase COM 46625H100 4,070 0 0.00 247 -3.14 0.1196
2015-02-13 2014-12-31 13F JPMorgan Chase COM 46625H100 4,070 -250 -5.79 255 -1.92 0.1195
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 4,320 50 1.17 260 5.69 0.1361
2014-08-13 2014-06-30 13F JPMorgan Chase COM 46625H100 4,270 0 0.00 246 -5.02 0.1233
2014-05-13 2014-03-31 13F JPMorgan Chase COM 46625H100 4,270 100 2.40 259 6.15 0.1350
2014-02-12 2013-12-31 13F JPMorgan Chase COM 46625H100 4,170 0 0.00 244 12.96 0.1291
2013-11-12 2013-09-30 13F JPMorgan Chase COM 46625H100 4,170 0 0.00 216 -1.82 0.1245
2013-08-14 2013-06-30 13F JPMorgan Chase COM 46625H100 4,170 4,170 220 0.1363
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.