JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionViking Fund Management Llc
Latest Disclosed Ownership44,000 shares
Latest Disclosed Value $ 12,943,040
Viking Fund Management Llc reports 22.22% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Viking Fund Management Llc filed a 13F-HR form disclosing ownership of 44,000 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,943,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 36,000 shares of JPMorgan Chase & Co.. This represents a change in shares of 22.22% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE Common Stock 46625H100 44,000 8,000 22.22 12,943 11.59 1.3267
2026-01-12 2025-12-31 13F JPMORGAN CHASE Common Stock 46625H100 36,000 -3,000 -7.69 11,600 -5.71 1.3445
2025-10-10 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 39,000 -3,000 -7.14 12,302 1.03 1.4868
2025-07-11 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 42,000 0 0.00 12,176 18.19 1.6726
2025-04-10 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 42,000 0 0.00 10,303 2.33 1.4853
2025-01-17 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 42,000 0 0.00 10,068 13.67 1.5675
2024-10-11 2024-09-30 13F JPMORGAN CHASE Common Stock 46625H100 42,000 -3,000 -6.67 8,856 -2.69 1.4389
2024-07-16 2024-06-30 13F JPMORGAN CHASE Common Stock 46625H100 45,000 -19,000 -29.69 9,102 -29.00 1.6297
2024-04-15 2024-03-31 13F JPMORGAN CHASE Common Stock 46625H100 64,000 -3,000 -4.48 12,819 12.49 2.3198
2024-01-17 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 67,000 -20,000 -22.99 11,397 -9.67 2.2178
2023-10-16 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 87,000 -6,000 -6.45 12,617 -6.72 2.5432
2023-07-20 2023-06-30 13F JPMORGAN CHASE Common Stock 46625H100 93,000 3,000 3.33 13,526 15.33 2.5604
2023-04-17 2023-03-31 13F JPMORGAN CHASE Common Stock 46625H100 90,000 0 0.00 11,728 -2.83 2.2582
2023-02-02 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 90,000 0 0.00 12,069 28.33 2.3948
2022-10-12 2022-09-30 13F JPMORGAN CHASE Common Stock 46625H100 90,000 13,000 16.88 9,405 8.46 2.2182
2022-07-18 2022-06-30 13F JPMORGAN CHASE Common Stock 46625H100 77,000 13,500 21.26 8,671 0.17 2.0068
2022-04-28 2022-03-31 13F JPMORGAN CHASE Common Stock 46625H100 63,500 9,500 17.59 8,656 1.23 1.9705
2022-01-14 2021-12-31 13F JPMORGAN CHASE Common Stock 46625H100 54,000 0 0.00 8,551 -3.26 2.2518
2021-10-18 2021-09-30 13F JPMORGAN CHASE Common Stock 46625H100 54,000 0 0.00 8,839 5.24 2.5575
2021-07-19 2021-06-30 13F JPMORGAN CHASE Common Stock 46625H100 54,000 1,000 1.89 8,399 4.10 2.3968
2021-04-26 2021-03-31 13F JPMORGAN CHASE Common Stock 46625H100 53,000 4,000 8.16 8,068 29.59 2.4066
2021-01-21 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 49,000 0 0.00 6,226 31.99 2.0035
2020-10-13 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 49,000 0 0.00 4,717 2.34 1.7528
2020-07-27 2020-06-30 13F JPMORGAN CHASE Common Stock 46625H100 49,000 19,000 63.33 4,609 70.64 1.7053
2020-04-13 2020-03-31 13F JPMORGAN CHASE Common Stock 46625H100 30,000 -1,000 -3.23 2,701 -37.49 1.1880
2020-01-15 2019-12-31 13F JPMORGAN CHASE Common Stock 46625H100 31,000 -1,000 -3.12 4,321 14.74 1.2138
2019-10-10 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 32,000 -3,000 -8.57 3,766 -3.76 1.0762
2019-07-16 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 35,000 -10,000 -22.22 3,913 -14.09 1.0390
2019-04-15 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 45,000 14,000 45.16 4,555 50.53 1.1332
2019-01-23 2018-12-31 13F JPMORGAN CHASE Common Stock 46625H100 31,000 16,000 106.67 3,026 78.74 0.8435
2018-10-09 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 15,000 0 0.00 1,693 8.32 0.3465
2018-07-16 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 15,000 0 0.00 1,563 -5.27 0.3006
2018-04-12 2018-03-31 13F JPMORGAN CHASE Common Stock 46625H100 15,000 -1,000 -6.25 1,650 -3.57 0.3129
2018-01-19 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 16,000 0 0.00 1,711 11.98 0.2794
2017-10-17 2017-09-30 13F JPMORGAN CHASE Common Stock 46625H100 16,000 0 0.00 1,528 4.51 0.2436
2017-07-19 2017-06-30 13F JPMORGAN CHASE Common Stock 46625H100 16,000 -1,000 -5.88 1,462 -2.08 0.2243
2017-04-17 2017-03-31 13F J.P. MORGAN CHASE Common Stock 46625H100 17,000 0 0.00 1,493 1.77 0.1998
2017-01-31 2016-12-31 13F J.P. MORGAN CHASE Common Stock 46625H100 17,000 17,000 1,467 0.1858
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.