JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVan Hulzen Asset Management, LLC
Latest Disclosed Ownership63,373 shares
Latest Disclosed Value $ 18,641,879
Van Hulzen Asset Management, LLC reports 12.00% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Van Hulzen Asset Management, LLC filed a 13F-HR form disclosing ownership of 63,373 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,641,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 56,585 shares of JPMorgan Chase & Co.. This represents a change in shares of 12.00% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 63,373 6,788 12.00 18,642 2.24 1.3493
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 56,585 1,537 2.79 18,233 5.00 1.3382
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 55,048 8,363 17.91 17,364 28.29 1.2905
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 46,685 -374 -0.79 13,534 17.25 1.1292
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 47,059 -693 -1.45 11,544 0.85 1.0532
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 47,752 1,165 2.50 11,447 127,077.78 0.8360
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 46,587 -702 -1.48 10 0.00 0.7113
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 47,289 -22,020 -31.77 10 -30.77 0.6415
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 69,309 -1,902 -2.67 14 8.33 0.9165
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 71,211 23,001 47.71 12 100.00 0.8519
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 48,210 13,310 38.14 7 20.00 0.5377
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 34,900 -13,059 -27.23 5 -16.67 0.4330
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 47,959 6,333 15.21 6 20.00 0.5871
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 41,626 551 1.34 6 -99.88 0.6426
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 41,075 800 1.99 4,292 -5.36 0.5298
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 40,275 -16,028 -28.47 4,535 -40.91 0.5418
2022-05-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 56,303 9,656 20.70 7,675 3.91 0.8136
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 46,647 36,219 347.32 7,386 332.69 0.8074
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,428 -181 -1.71 1,707 3.45 0.2540
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,609 4,377 70.23 1,650 73.87 0.2474
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,232 -4,256 -40.58 949 -28.81 0.1515
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,488 -6,902 -39.69 1,333 -20.37 0.2020
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,390 -227 -1.29 1,674 1.03 0.2521
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,617 4,494 34.25 1,657 40.30 0.2490
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,123 339 2.65 1,181 -33.73 0.2543
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,784 -22,053 -63.30 1,782 -56.54 0.3451
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 34,837 -1,066 -2.97 4,100 2.14 0.8665
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 35,903 2,997 9.11 4,014 20.50 0.8769
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 32,906 -1,927 -5.53 3,331 -2.03 0.8968
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 34,833 1,472 4.41 3,400 -9.67 0.9853
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 33,361 22,879 218.27 3,764 244.69 1.0020
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 10,482 5,995 133.61 1,092 121.50 0.3240
2018-05-07 2018-03-31 13F JP Morgan Chase COM 46625H100 4,487 -9,073 -66.91 493 -66.00 0.1510
2018-02-12 2017-12-31 13F JP Morgan Chase COM 46625H100 13,560 4,800 54.79 1,450 73.24 0.4412
2017-11-09 2017-09-30 13F JP Morgan Chase COM 46625H100 8,760 4,900 126.94 837 137.11 0.2823
2017-08-14 2017-06-30 13F JP Morgan Chase COM 46625H100 3,860 500 14.88 353 19.66 0.1400
2017-05-12 2017-03-31 13F JP Morgan Chase COM 46625H100 3,360 0 0.00 295 1.72 0.1351
2017-02-07 2016-12-31 13F/A-1 JP Morgan Chase COM 46625H100 3,360 0 0.00 290 29.46 0.1344
2017-02-06 2016-12-31 13F McDonalds COM 46625H100 3,377 17 411 0.1894
2016-11-03 2016-09-30 13F JP Morgan Chase COM 46625H100 3,360 0 0.00 224 7.18 0.1216
2016-08-11 2016-06-30 13F JP Morgan Chase COM 46625H100 3,360 0 0.00 209 5.03 0.1189
2016-04-27 2016-03-31 13F/A-1 JP Morgan Chase COM 46625H100 3,360 -300 -8.20 199 -17.77 0.1133
2016-04-27 2016-03-31 13F JP Morgan Chase COM 46625H100 6,500 2,840 210 0.1192
2016-02-12 2015-12-31 13F JP Morgan Chase COM 46625H100 3,660 0 0.00 242 8.52 0.1507
2015-10-21 2015-09-30 13F JP Morgan Chase COM 46625H100 3,660 0 0.00 223 -10.08 0.1441
2015-08-13 2015-06-30 13F/A-1 JP Morgan Chase COM 46625H100 3,660 -1,778 -32.70 248 -24.62 0.1337
2015-08-12 2015-06-30 13F JP Morgan Chase COM 46625H100 248 -5,190 37 0.0063
2015-04-30 2015-03-31 13F JP Morgan Chase COM 46625H100 5,438 -2,247 -29.24 329 -31.60 0.2013
2015-02-11 2014-12-31 13F JP Morgan Chase COM 46625H100 7,685 4,025 109.97 481 116.67 0.3332
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 3,660 -500 -12.02 222 -8.64 0.2245
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 4,160 4,160 243 0.2100
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.