JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVigilare Wealth Management
Latest Disclosed Ownership6,852 shares
Latest Disclosed Value $ 2,015,636
Vigilare Wealth Management reports 15.41% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 1, 2026 - Vigilare Wealth Management filed a 13F-HR form disclosing ownership of 6,852 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,015,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 8,100 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.41% 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)
2026-04-01 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,852 -1,248 -15.41 2,016 -22.80 0.6811
2026-01-07 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,100 -213 -2.56 2,610 -0.46 0.8779
2025-10-01 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,313 -238 -2.78 2,622 5.77 0.9085
2025-07-18 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,551 4,858 131.55 2,479 173.92 0.9294
2025-07-18 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 3,693 344 10.27 906 12.84 0.3617
2025-01-13 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 3,349 -85 -2.48 803 10.77 0.3260
2024-10-29 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 3,434 -1,024 -22.97 724 -19.64 0.2928
2024-07-15 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 4,458 7 0.16 902 1.12 0.3985
2024-04-26 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,451 93 2.13 892 20.24 0.4394
2024-01-08 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,358 10 0.23 741 17.62 0.3817
2023-10-10 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,348 -490 -10.13 631 -10.38 0.4023
2023-07-11 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,838 -64 -1.31 704 10.19 0.4060
2023-04-18 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,902 -634 -11.45 639 -14.02 0.3606
2023-01-11 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,536 15 0.27 742 28.60 0.4332
2022-10-20 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,521 -6,181 -52.82 577 -56.22 0.7463
2022-07-11 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,702 6,857 141.53 1,318 99.70 1.4303
2022-04-06 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,845 -4,676 -49.11 660 -56.23 0.5419
2022-01-07 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,521 519 5.77 1,508 2.31 0.8911
2021-10-19 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,002 2,299 34.30 1,474 41.32 0.9114
2021-07-16 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,703 -52 -0.77 1,043 1.46 0.6331
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,755 1,834 37.27 1,028 64.48 0.7301
2021-01-14 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,921 -216 -4.20 625 26.52 0.5921
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,137 -1,612 -23.89 494 -22.20 0.5146
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,749 -19,697 -74.48 635 -73.33 0.6444
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 26,446 -97 -0.37 2,381 -32.74 2.8492
2020-03-26 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 26,543 26,543 3,540 2.3587
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 26,543 3,540
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.