JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership5,376 shares
Latest Disclosed Value $ 1,581,490
Truvestments Capital Llc reports 1.91% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 5,376 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,581,490 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,275 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.91% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,376 101 1.91 1,581 -6.95 0.2852
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,275 -28 -0.53 1,700 1.61 0.3088
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,303 264 5.24 1,673 14.52 0.3022
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,039 -302 -5.65 1,461 11.45 0.2922
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,341 517 10.72 1,310 13.32 0.2845
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,824 161 3.45 1,156 17.60 0.2976
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,663 2,380 104.25 983 113.23 0.2637
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,283 59 2.65 462 3.60 0.1840
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,224 -164 -6.87 446 9.61 0.1715
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,388 -6 -0.25 406 17.00 0.1834
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,394 106 4.63 347 4.52 0.1808
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,288 187 8.90 333 21.61 0.1656
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,101 -254 -10.79 274 -13.33 0.1459
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,355 17 0.73 316 29.10 0.1782
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,338 -85 -3.51 244 -10.62 0.1539
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,423 49 2.06 273 -15.74 0.1598
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,374 11 0.47 324 -13.37 0.1777
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,363 -760 -24.34 374 -26.81 0.1878
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,123 9 0.29 511 5.58 0.2819
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,114 -3,165 -50.41 484 -49.37 0.2656
2021-05-18 2021-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 6,279 1,038 19.81 956 43.76 0.5402
2021-02-17 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 5,241 20 0.38 665 32.47 0.4615
2020-11-13 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 5,221 457 9.59 502 12.30 0.4537
2020-08-06 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 4,764 -535 -10.10 447 -6.29 0.4556
2020-05-07 2020-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 5,299 -338 -6.00 477 -39.31 0.6061
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,637 -699 -11.03 786 5.36 0.5442
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,336 -63 -0.98 746 4.34 0.4858
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,399 616 10.65 715 22.01 0.4811
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,783 -4,911 -45.92 586 -51.45 0.4498
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 10,694 965 9.92 1,207 19.03 0.5804
2018-08-28 2018-06-30 13F JPMORGAN CHASE COM 46625H100 9,729 9,729 1,014 0.6366
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.