JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionValley Brook Capital Group, Inc.
Latest Disclosed Ownership18,514 shares
Latest Disclosed Value $ 5,445,960
Valley Brook Capital Group, Inc. reports 2.54% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Valley Brook Capital Group, Inc. filed a 13F-HR form disclosing ownership of 18,514 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,445,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 18,056 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.54% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,514 458 2.54 5,446 -6.40 3.6511
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,056 633 3.63 5,818 5.86 3.8498
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,423 28 0.16 5,496 8.96 3.6947
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,395 152 0.88 5,043 19.25 3.7748
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,243 93 0.54 4,230 2.87 3.3202
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,150 18 0.11 4,111 13.82 3.0714
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,132 -6 -0.04 3,613 4.21 2.5950
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 17,138 -5,444 -24.11 3,466 -2.61 2.7023
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 22,582 -1,472 -6.12 3,559 15.70 2.8442
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 24,054 7,001 41.05 3,076 24.38 2.6794
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 17,053 -2,409 -12.38 2,473 -12.61 2.4447
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,462 -760 -3.76 2,831 7.40 2.6133
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 20,222 656 3.35 2,635 0.46 2.4302
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,566 671 3.55 2,624 32.88 2.5158
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 18,895 -16 -0.08 1,974 -7.28 2.1557
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 18,911 -990 -4.97 2,129 -21.53 2.1951
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 19,901 1,582 8.64 2,713 -6.45 2.3420
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 18,319 70 0.38 2,900 -2.91 2.5020
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 18,249 -325 -1.75 2,987 3.39 2.9581
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,574 560 3.11 2,889 5.36 2.7544
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 18,014 865 5.04 2,742 25.84 2.4822
2021-03-19 2020-12-31 13F JPMORGAN CHASE and COM 46625H100 17,149 17,149 2,179 2.1548
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.