JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionViolich Capital Management, Inc.
Latest Disclosed Ownership28,182 shares
Latest Disclosed Value $ 8,290,017
Violich Capital Management, Inc. reports 0.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Violich Capital Management, Inc. filed a 13F-HR form disclosing ownership of 28,182 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,290,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 28,265 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.29% 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)
2026-04-08 2026-03-31 13F JPMorgan Chase COM 46625H100 28,182 -83 -0.29 8,290 -8.97 0.9691
2026-02-03 2025-12-31 13F JPMorgan Chase COM 46625H100 28,265 7,090 33.48 9,108 36.35 1.0164
2025-10-29 2025-09-30 13F JPMorgan Chase COM 46625H100 21,175 2,000 10.43 6,679 20.15 0.7947
2025-07-29 2025-06-30 13F JPMorgan Chase COM 46625H100 19,175 -1,085 -5.36 5,559 138,875.00 0.7823
2025-05-02 2025-03-31 13F JPMorgan Chase COM 46625H100 20,260 135 0.67 5 0.00 0.6705
2025-01-29 2024-12-31 13F JPMorgan Chase COM 46625H100 20,125 330 1.67 5 0.00 0.6275
2024-10-18 2024-09-30 13F JPMorgan Chase COM 46625H100 19,795 100 0.51 4 33.33 0.5426
2024-07-25 2024-06-30 13F JPMorgan Chase COM 46625H100 19,695 0 0.00 4 0.00 0.5384
2024-04-30 2024-03-31 13F JPMorgan Chase COM 46625H100 19,695 9,210 87.84 4 200.00 0.5645
2024-01-26 2023-12-31 13F JPMorgan Chase COM 46625H100 10,485 -2,350 -18.31 2 0.00 0.2894
2023-10-12 2023-09-30 13F JPMorgan Chase COM 46625H100 12,835 -300 -2.28 2 0.00 0.3175
2023-07-25 2023-06-30 13F JPMorgan Chase COM 46625H100 13,135 -750 -5.40 2 0.00 0.3078
2023-04-18 2023-03-31 13F JPMorgan Chase COM 46625H100 13,885 -80 -0.57 2 0.00 0.3083
2023-01-24 2022-12-31 13F JPMorgan Chase COM 46625H100 13,965 -5,975 -29.96 2 -99.95 0.3326
2022-10-17 2022-09-30 13F JPMorgan Chase COM 46625H100 19,940 -6,896 -25.70 2,084 -31.04 0.3926
2022-07-25 2022-06-30 13F JPMorgan Chase COM 46625H100 26,836 -1,061 -3.80 3,022 -20.54 0.5295
2022-04-25 2022-03-31 13F JPMorgan Chase COM 46625H100 27,897 -1,556 -5.28 3,803 -18.46 0.5616
2022-01-26 2021-12-31 13F JPMorgan Chase COM 46625H100 29,453 430 1.48 4,664 -1.83 0.6700
2021-10-12 2021-09-30 13F JPMorgan Chase COM 46625H100 29,023 1,530 5.57 4,751 11.11 0.7640
2021-07-29 2021-06-30 13F JPMorgan Chase COM 46625H100 27,493 2,545 10.20 4,276 12.59 0.7175
2021-04-30 2021-03-31 13F JPMorgan Chase COM 46625H100 24,948 19,235 336.69 3,798 423.14 0.6848
2021-01-29 2020-12-31 13F JPMorgan Chase COM 46625H100 5,713 93 1.65 726 34.20 0.1403
2020-10-19 2020-09-30 13F JPMorgan Chase COM 46625H100 5,620 -339 -5.69 541 -3.57 0.1140
2020-08-03 2020-06-30 13F JPMorgan Chase COM 46625H100 5,959 -761 -11.32 561 -7.27 0.1228
2020-04-30 2020-03-31 13F JPMorgan Chase COM 46625H100 6,720 3,755 126.64 605 46.49 0.1619
2020-01-16 2019-12-31 13F JPMorgan Chase COM 46625H100 2,965 0 0.00 413 18.34 0.0901
2019-11-06 2019-09-30 13F JPMorgan Chase COM 46625H100 2,965 0 0.00 349 5.44 0.0840
2019-07-22 2019-06-30 13F JPMorgan Chase COM 46625H100 2,965 -366 -10.99 331 -1.78 0.0814
2019-05-07 2019-03-31 13F JPMorgan Chase COM 46625H100 3,331 411 14.08 337 18.25 0.0854
2019-02-12 2018-12-31 13F JPMorgan Chase COM 46625H100 2,920 -155 -5.04 285 -17.87 0.0809
2018-11-08 2018-09-30 13F JPMorgan Chase COM 46625H100 3,075 0 0.00 347 8.44 0.0793
2018-08-03 2018-06-30 13F JPMorgan Chase COM 46625H100 3,075 3,075 320 0.0805
2017-05-11 2017-03-31 13F JPMorgan Chase COM 46625H100 0 -1,773 -100.00 0 -100.00
2017-02-10 2016-12-31 13F JPMorgan Chase COM 46625H100 1,773 1,773 155 0.0476
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.