JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSilicon Valley Capital Partners
Latest Disclosed Ownership4,528 shares
Latest Disclosed Value $ 1,331,886
Silicon Valley Capital Partners reports 58.41% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 19, 2026 - Silicon Valley Capital Partners filed a 13F-HR form disclosing ownership of 4,528 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,331,886 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,887 shares of JPMorgan Chase & Co.. This represents a change in shares of -58.41% 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)
2026-05-19 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,528 -6,359 -58.41 1,332 -62.05 0.1305
2026-02-13 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,887 1,309 13.67 3,508 16.09 0.3192
2025-11-17 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,578 -1,019 -9.62 3,021 -1.66 0.2849
2025-09-11 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,597 -1,211 -10.26 3,072 7.15 0.3205
2025-05-28 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 11,808 1,448 13.98 2,867 15.47 0.3747
2025-01-29 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,360 194 1.91 2,483 15.87 0.2770
2024-10-30 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,166 453 4.66 2,144 9.11 0.2790
2024-10-30 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,713 1,911 24.49 1,965 25.74 0.2704
2024-04-29 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,802 1,984 34.10 1,563 57.94 0.2333
2024-02-14 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,818 409 7.56 990 26.15 0.1660
2023-11-06 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,409 13 0.24 784 0.00 0.1472
2023-08-14 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,396 627 13.15 785 26.25 0.1465
2023-05-10 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,769 372 8.46 622 5.43 0.1301
2023-02-14 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,397 -1,416 -24.36 590 -2.97 0.1349
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,813 959 19.76 607 10.97 0.1317
2022-07-13 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,854 -1,073 -18.10 547 -32.30 0.1136
2022-05-13 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,927 1,685 39.72 808 20.24 0.1327
2022-02-11 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,242 1,193 39.13 672 34.67 0.1055
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,049 250 8.93 499 14.71 0.0951
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,799 665 31.16 435 33.85 0.0866
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,134 -380 -15.12 325 1.88 0.0713
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,514 22 0.88 319 32.92 0.0686
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,492 -868 -25.83 240 -24.05 0.0600
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,360 881 35.54 316 41.70 0.0982
2020-05-12 2020-03-31 13F JPMORGAN CHASE & CO COMUSD1.00 COM 46625H100 2,479 -48 -1.90 223 -36.65 0.0892
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COMUSD1.00 COM 46625H100 2,527 686 37.26 352 62.21 0.1188
2019-11-12 2019-09-30 13F JPMORGAN CHASE & CO COMUSD1.00 COM 46625H100 1,841 -1,211 -39.68 217 -36.36 0.0849
2019-08-09 2019-06-30 13F JPMORGAN CHASE &CO. COMUSD1.00 COM 46625H100 3,052 -73 -2.34 341 7.91 0.1371
2019-05-15 2019-03-31 13F JPMORGAN CHASE &CO. COMUSD1.00 COM 46625H100 3,125 -149 -4.55 316 -1.25 0.1350
2019-02-04 2018-12-31 13F JPMORGAN CHASE &CO. COMUSD1.00 COM 46625H100 3,274 423 14.84 320 -0.62 0.1608
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,851 0 0.00 322 -1.83 0.1343
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,851 750 35.70 328 41.99 0.1573
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,101 2,101 231 0.1351
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.