JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAtlantic Union Bankshares Corp
Latest Disclosed Ownership292,269 shares
Latest Disclosed Value $ 85,973,990
Atlantic Union Bankshares Corp reports 1.83% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Atlantic Union Bankshares Corp filed a 13F-HR form disclosing ownership of 292,269 shares of JPMorgan Chase & Co. (MX:JPM) valued at $85,973,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 297,731 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.83% 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)
2026-05-12 2026-03-31 13F J P MORGAN CHASE COM 46625H100 292,269 -5,462 -1.83 85,974 -10.38 0.6255
2026-02-04 2025-12-31 13F J P MORGAN CHASE COM 46625H100 297,731 -4,742 -1.57 95,935 0.55 1.7991
2025-11-04 2025-09-30 13F J P MORGAN CHASE COM 46625H100 302,473 2,086 0.69 95,409 9.56 1.7966
2025-08-06 2025-06-30 13F J P MORGAN CHASE Stock 46625H100 300,387 153,671 104.74 87,084 141.97 1.9882
2025-05-05 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 146,716 -11,346 -7.18 35,989 -5.01 2.1773
2025-02-07 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 158,062 -586 -0.37 37,889 13.26 2.2050
2024-11-14 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 158,648 -520 -0.33 33,452 3.91 1.9435
2024-07-24 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 159,168 44,982 39.39 32,193 40.76 2.0071
2024-04-16 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 114,186 -4,678 -3.94 22,871 13.12 1.9270
2024-01-19 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 118,864 -399 -0.33 20,219 16.90 1.8738
2023-10-20 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 119,263 442 0.37 17,296 0.08 1.7724
2023-07-11 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 118,821 3,672 3.19 17,281 15.17 1.7230
2023-05-08 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 115,149 -43 -0.04 15,005 -2.86 1.5611
2023-02-09 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 115,192 -7,130 -5.83 15,447 20.84 1.6530
2022-10-25 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 122,322 -5,068 -3.98 12,783 -10.90 1.4675
2022-07-21 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 127,390 -648 -0.51 14,346 -17.81 1.4667
2022-04-26 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 128,038 45 0.04 17,454 -13.88 1.5279
2022-01-19 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 127,993 -885 -0.69 20,267 -3.93 1.7183
2021-10-26 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 128,878 -1,447 -1.11 21,096 4.07 1.9857
2021-07-26 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 130,325 -2,972 -2.23 20,271 -0.10 1.9581
2021-05-04 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 133,297 -1,589 -1.18 20,292 18.39 2.0721
2021-02-01 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 134,886 -751 -0.55 17,140 31.26 1.7798
2020-10-16 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 135,637 3,755 2.85 13,058 5.26 1.5201
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 131,882 1,891 1.45 12,405 6.00 1.5454
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 129,991 -1,317 -1.00 11,703 -36.07 1.7072
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 131,308 -1,231 -0.93 18,305 17.35 2.3466
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 132,539 366 0.28 15,599 5.57 2.0875
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 132,173 75,791 134.42 14,776 158.86 1.9847
2019-04-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 56,382 -3,214 -5.39 5,708 -1.89 1.5804
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 59,596 -951 -1.57 5,818 -14.84 1.8966
2018-10-11 2018-09-30 13F JPMORGAN CHASE COM 46625H100 60,547 344 0.57 6,832 8.91 2.0608
2018-07-12 2018-06-30 13F JPMORGAN CHASE COM 46625H100 60,203 6,498 12.10 6,273 6.21 2.0400
2018-04-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 53,705 -1,094 -2.00 5,906 0.78 1.8267
2018-01-10 2017-12-31 13F JPMORGAN CHASE COM 46625H100 54,799 -1,645 -2.91 5,860 8.72 1.8135
2017-10-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 56,444 -15 -0.03 5,390 4.46 1.8139
2017-07-12 2017-06-30 13F JPMORGAN CHASE COM 46625H100 56,459 1,090 1.97 5,160 6.11 1.7851
2017-04-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 55,369 13,483 32.19 4,863 34.52 1.7353
2017-01-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 41,886 -447 -1.06 3,615 28.24 1.3443
2016-10-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 42,333 242 0.57 2,819 7.80 1.0748
2016-07-14 2016-06-30 13F JPMORGAN CHASE COM 46625H100 42,091 3,742 9.76 2,615 15.15 1.0070
2016-04-08 2016-03-31 13F JPMORGAN CHASE COM 46625H100 38,349 -212 -0.55 2,271 -10.80 0.9429
2016-01-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 38,561 3,340 9.48 2,546 18.58 1.1174
2015-10-28 2015-09-30 13F JPMORGAN CHASE COM 46625H100 35,221 -293 -0.83 2,147 -10.80 0.9967
2015-07-29 2015-06-30 13F JPMORGAN CHASE COM 46625H100 35,514 -468 -1.30 2,407 10.41 1.1379
2015-04-24 2015-03-31 13F JPMORGAN CHASE COM 46625H100 35,982 -3,154 -8.06 2,180 -10.98 1.0036
2015-01-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 39,136 30,400 347.99 2,449 364.71 1.0899
2014-10-24 2014-09-30 13F JPMORGAN CHASE COM 46625H100 8,736 740 9.25 527 14.32 0.2470
2014-08-05 2014-06-30 13F JPMORGAN CHASE COM 46625H100 7,996 -108 -1.33 461 -4.36 0.2149
2014-08-05 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,104 8,104 482 0.2212
2014-05-01 2014-03-31 13F JPMORGAN CHASE COM 46625H100 8,104 482
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.