JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVisionPoint Advisory Group, LLC
Latest Disclosed Ownership11,836 shares
Latest Disclosed Value $ 3,481,592
VisionPoint Advisory Group, LLC reports 18.59% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - VisionPoint Advisory Group, LLC filed a 13F-HR form disclosing ownership of 11,836 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,481,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 9,981 shares of JPMorgan Chase & Co.. This represents a change in shares of 18.59% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,836 1,855 18.59 3,482 8.24 0.6560
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,981 -146 -1.44 3,216 0.69 0.6265
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,127 -450 -4.25 3,194 4.17 0.6374
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,577 3,176 42.91 3,066 68.93 0.6670
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,401 985 15.35 1,815 17.93 0.6222
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,416 -756 -10.54 1,540 1.79 0.5265
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,172 -6,017 -45.62 1,512 -43.31 0.5105
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 13,189 36 0.27 2,668 1.25 0.9481
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,153 -9,746 -42.56 2,635 -32.37 0.9498
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 22,899 -1,590 -6.49 3,895 9.69 1.4371
2023-12-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 24,489 1,978 8.79 3,551 8.49 1.5226
2023-08-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 22,511 2,830 14.38 3,274 24.02 1.3388
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,681 3,195 19.38 2,640 12.30 1.1644
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 16,486 13,848 524.94 2,350 751.45 0.9723
2022-11-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,638 843 46.96 276 27.78 0.1327
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,795 -4,423 -71.13 216 -70.57 0.0854
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,218 -1,339 -17.72 734 -36.34 0.3398
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,557 304 4.19 1,153 -5.41 0.5043
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,253 -1,625 -18.30 1,219 -11.73 0.5438
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,878 -2,721 -23.46 1,381 -21.80 0.6154
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,599 -355 -2.97 1,766 16.26 0.8460
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 11,954 11,954 1,519 0.7657
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,102 -100.00 0 -100.00
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,102 -3,617 -63.25 207 -59.81 0.0838
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,719 -1,132 -16.52 515 -46.07 0.2411
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,851 -2,346 -25.51 955 -9.39 0.3965
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,197 -24,414 -72.64 1,054 -71.95 0.2889
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 33,611 1,262 3.90 3,758 14.75 1.0793
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 32,349 25,235 354.72 3,275 371.90 0.9202
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,114 7,114 694 0.2247
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.