JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVenture Visionary Partners LLC
Latest Disclosed Ownership248,263 shares
Latest Disclosed Value $ 73,029,208
Venture Visionary Partners LLC reports 3.13% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Venture Visionary Partners LLC filed a 13F-HR form disclosing ownership of 248,263 shares of JPMorgan Chase & Co. (MX:JPM) valued at $73,029,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 240,725 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.13% 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 248,263 7,538 3.13 73,029 -6.50 2.4313
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 240,725 2,309 0.97 78,109 3.86 2.5457
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 238,416 -447 -0.19 75,204 8.60 2.5815
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 238,863 6,791 2.93 69,249 21.64 2.5990
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 232,072 16,827 7.82 56,927 10.33 2.3834
2025-07-14 2024-12-31 13F/A-01 JPMORGAN CHASE COM 46625H100 215,245 -2,874 -1.32 51,596 12.18 2.1859
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 860,900 642,781 206,386 6.1597
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 218,119 1,640 0.76 45,992 5.03 1.9974
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 216,479 1,787 0.83 43,788 1.83 2.0149
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 214,692 -27,100 -11.21 43,003 4.56 2.0388
2024-02-15 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 241,792 -238 -0.10 41,129 17.17 2.1686
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 241,980 -50 41,161 2.2234
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 242,030 3,214 1.35 35,100 1.06 2.1104
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 238,816 1,990 0.84 34,734 12.55 2.0436
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 236,826 -1,468 -0.62 30,861 -3.43 1.9549
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 238,294 10,550 4.63 31,955 34.27 2.3127
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 227,744 7,747 3.52 23,799 -3.93 1.9312
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 219,997 5,059 2.35 24,774 -15.45 1.8843
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 214,938 1,458 0.68 29,300 -13.40 1.9523
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 213,480 2,051 0.97 33,835 -2.27 2.1988
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 211,429 16,637 8.54 34,620 14.23 2.4626
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 194,792 -9,963 -4.87 30,307 -2.77 2.4309
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 204,755 125,305 157.72 31,169 208.76 2.6021
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 79,450 53,949 211.56 10,095 311.20 1.1100
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,501 160 0.63 2,455 3.02 0.5985
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 25,341 1,679 7.10 2,383 11.88 0.6932
2020-05-07 2020-03-31 13F J P MORGAN CHASE COM 46625H100 23,662 4,502 23.50 2,130 -20.22 0.8030
2020-02-06 2019-12-31 13F J P MORGAN CHASE COM 46625H100 19,160 19,160 2,670 0.8100
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.