JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVectors Research Management, LLC
Latest Disclosed Ownership14,909 shares
Latest Disclosed Value $ 4,385,552
Vectors Research Management, LLC reports 1.57% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Vectors Research Management, LLC filed a 13F-HR form disclosing ownership of 14,909 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,385,552 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 14,679 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.57% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,909 230 1.57 4,386 -7.27 1.2810
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,679 -367 -2.44 4,730 -0.34 1.4435
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,046 -150 -0.99 4,746 7.72 1.4956
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,196 -603 -3.82 4,406 13.68 1.5100
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,799 1,133 7.73 3,875 10.24 1.3553
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,666 -1,901 -11.47 3,516 117,066.67 1.1977
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 16,567 -383 -2.26 3 0.00 1.0563
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 16,950 -570 -3.25 3 0.00 1.0524
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,520 -27,083 -60.72 4 0.00 0.9911
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 44,603 25,520 133.73 3 50.00 0.8789
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,083 -3,338 -14.89 3 -33.33 0.8352
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 22,421 -1,635 -6.80 3 0.00 0.9270
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 24,056 -233 -0.96 3 0.00 0.8082
2023-02-08 2022-12-31 13F JP Morgan Chase COM 46625H100 24,289 -11,657 -32.43 3 -99.92 0.8435
2022-11-08 2022-09-30 13F JP Morgan Chase COM 46625H100 35,946 -1,121 -3.02 3,756 -10.01 1.0621
2022-08-12 2022-06-30 13F JP Morgan Chase COM 46625H100 37,067 -3,631 -8.92 4,174 -24.77 1.0585
2022-05-16 2022-03-31 13F JP Morgan Chase COM 46625H100 40,698 1,555 3.97 5,548 -10.49 1.2168
2022-02-15 2021-12-31 13F JP Morgan Chase COM 46625H100 39,143 991 2.60 6,198 -0.75 1.3079
2021-11-12 2021-09-30 13F JP Morgan Chase COM 46625H100 38,152 663 1.77 6,245 7.10 1.4716
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 37,489 1,258 3.47 5,831 5.73 1.4867
2021-05-18 2021-03-31 13F JPMorgan Chase COM 46625H100 36,231 -54 -0.15 5,515 19.61 1.5192
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 36,285 259 0.72 4,611 32.73 1.4166
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 36,026 736 2.09 3,474 4.67 1.2725
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 35,290 4,120 13.22 3,319 18.28 1.3091
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,170 10,714 52.38 2,806 -1.61 1.3336
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 20,456 2,620 14.69 2,852 35.87 1.1472
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,836 697 4.07 2,099 9.55 1.0310
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 17,139 1,832 11.97 1,916 23.61 1.0351
2019-07-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 15,307 1,364 9.78 1,550 13.89 0.8790
2019-02-12 2018-12-31 13F JPMORGAN CHASE ORD COM 46625H100 13,943 1,760 14.45 1,361 6.33 0.6491
2018-11-14 2018-09-30 13F JPMORGAN CHASE ORD COM 46625H100 12,183 12,183 1,280 0.7875
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.