JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVestor Capital, Llc
Latest Disclosed Ownership180,127 shares
Latest Disclosed Value $ 52,986
Vestor Capital, Llc reports 1,215.28% increase in ownership of JPM / JPMorgan Chase & Co.

On May 21, 2026 - Vestor Capital, Llc filed a 13F-HR form disclosing ownership of 180,127 shares of JPMorgan Chase & Co. (MX:JPM) valued at $52,986 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 13,695 shares of JPMorgan Chase & Co.. This represents a change in shares of 1,215.28% 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)
2026-05-21 2026-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 180,127 166,432 1,215.28 53 -25.71 3.8341
2026-02-11 2025-12-31 13F JP Morgan Chase Common Stocks 46625H100 13,695 -193,346 -93.39 71 7.69 4.8896
2025-11-13 2025-09-30 13F JP Morgan Chase Common Stocks 46625H100 207,041 205,764 16,113.08 65 4.1888
2025-08-12 2025-06-30 13F JP Morgan Chase Common Stocks 46625H100 1,277 -150,492 -99.16 0 -100.00 0.0195
2025-05-06 2025-03-31 13F JP Morgan Chase Common Stocks 46625H100 151,769 475 0.31 37 2.78 3.0616
2025-02-11 2024-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 151,294 8 0.01 36 16.13 2.7669
2024-10-29 2024-09-30 13F JP Morgan Chase Common Stocks 46625H100 151,286 27,200 21.92 32 24.00 2.5097
2024-07-30 2024-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 124,086 -25,199 -16.88 25 -13.79 2.0242
2024-05-14 2024-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 149,285 20,389 15.82 30 38.10 2.5248
2024-02-14 2023-12-31 13F/A-1 JP Morgan Chase COMMON STOCK 46625H100 128,896 54,561 73.40 22 110.00 2.0923
2024-02-07 2023-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 128,896 54,561 22 2.0921
2023-11-08 2023-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 74,335 686 0.93 11 0.00 1.1699
2023-08-21 2023-06-30 13F/A-1 JP Morgan Chase COMMON STOCK 46625H100 73,649 69,880 1,854.07 11 11.11 1.1293
2023-08-09 2023-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 661 -73,211 0 0.0202
2023-05-09 2023-03-31 13F/A-99 JP Morgan Chase COMMON STOCK 46625H100 3,769 -49,970 -92.99 0 -100.00 0.0431
2023-04-26 2023-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 3,769 -49,970 0 0.0431
2023-02-13 2022-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 53,739 -1,428 -2.59 7 -99.88 0.8690
2022-11-14 2022-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 55,167 -26,317 -32.30 5,765 -37.17 0.7560
2022-08-10 2022-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 81,484 15,582 23.64 9,176 2.14 1.1126
2022-05-09 2022-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 65,902 -86,260 -56.69 8,984 -62.71 0.8919
2022-02-11 2021-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 152,162 -105,819 -41.02 24,095 -42.94 2.2984
2021-11-15 2021-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 257,981 8,719 3.50 42,229 8.92 4.4060
2021-08-13 2021-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 249,262 -3,134 -1.24 38,770 0.91 4.0697
2021-05-14 2021-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 252,396 27,355 12.16 38,422 34.36 4.3894
2021-02-12 2020-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 225,041 27,790 14.09 28,596 50.59 3.4613
2020-11-13 2020-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 197,251 69,264 54.12 18,989 64.79 2.6899
2020-05-14 2020-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 127,987 -25,157 -16.43 11,523 -46.02 2.2511
2020-02-10 2019-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 153,144 7,388 5.07 21,348 24.45 3.2350
2019-11-20 2019-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 145,756 4,923 3.50 17,154 8.95 2.8992
2019-08-06 2019-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 140,833 6,235 4.63 15,745 15.56 2.7782
2019-05-13 2019-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 134,598 5,356 4.14 13,625 7.99 2.4937
2019-02-15 2018-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 129,242 9,171 7.64 12,617 -6.88 2.7464
2018-11-19 2018-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 120,071 -6,376 -5.04 13,549 2.83 2.6253
2018-08-13 2018-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 126,447 966 0.77 13,176 -4.51 2.6802
2018-05-15 2018-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 125,481 11,445 10.04 13,799 13.15 2.8600
2018-02-13 2017-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 114,036 -960 -0.83 12,195 11.04 2.6319
2017-11-08 2017-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 114,996 -1,933 -1.65 10,983 2.77 2.4670
2017-08-10 2017-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 116,929 -52,636 -31.04 10,687 -28.25 2.5982
2017-05-12 2017-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 169,565 1,675 1.00 14,895 2.82 3.2356
2017-02-14 2016-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 167,890 -1,193 -0.71 14,487 28.67 3.8482
2016-11-14 2016-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 169,083 845 0.50 11,259 7.70 3.0749
2016-08-09 2016-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 168,238 -1,440 -0.85 10,454 4.04 2.9654
2016-05-12 2016-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 169,678 -9,592 -5.35 10,048 -15.11 2.9319
2016-02-12 2015-12-31 13F JP Morgan Chase COMMON STOCK 46625H100 179,270 -984 -0.55 11,837 7.71 3.4832
2015-11-12 2015-09-30 13F JP Morgan Chase COMMON STOCK 46625H100 180,254 894 0.50 10,990 -9.57 3.4930
2015-08-10 2015-06-30 13F JP Morgan Chase COMMON STOCK 46625H100 179,360 28,628 18.99 12,153 33.10 3.6510
2015-05-08 2015-03-31 13F JP Morgan Chase COMMON STOCK 46625H100 150,732 150,732 9,131 3.0515
2015-01-29 2014-12-31 13F JP Morgan Chase COM 46625H100 0 -152,796 -100.00 0 -100.00
2014-11-17 2014-09-30 13F JP Morgan Chase COM 46625H100 152,796 263 0.17 9,204 4.72 3.0563
2014-08-12 2014-06-30 13F JP Morgan Chase COM 46625H100 152,533 1,520 1.01 8,789 -4.13 2.9738
2014-05-15 2014-03-31 13F JP Morgan Chase COM 46625H100 151,013 1,977 1.33 9,168 5.19 3.2594
2014-02-13 2013-12-31 13F JP Morgan Chase COM 46625H100 149,036 2,268 1.55 8,716 14.90 3.1521
2013-11-12 2013-09-30 13F JP Morgan Chase COM 46625H100 146,768 4,444 3.12 7,586 0.97 3.0746
2013-08-16 2013-06-30 13F JP Morgan Chase COM 46625H100 142,324 142,324 7,513 3.2454
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.