JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVista Capital Partners, Inc.
Latest Disclosed Ownership7,537 shares
Latest Disclosed Value $ 2,217,105
Vista Capital Partners, Inc. reports 18.62% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Vista Capital Partners, Inc. filed a 13F-HR form disclosing ownership of 7,537 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,217,105 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,354 shares of JPMorgan Chase & Co.. This represents a change in shares of 18.62% 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)
2026-05-06 2026-03-31 13F J. P. Morgan Chase COM 46625H100 7,537 1,183 18.62 2,217 8.30 0.2230
2026-02-02 2025-12-31 13F J. P. Morgan Chase COM 46625H100 6,354 2,041 47.32 2,047 50.51 0.2021
2025-11-07 2025-09-30 13F J. P. Morgan Chase COM 46625H100 4,313 281 6.97 1,360 16.44 0.1384
2025-08-14 2025-06-30 13F J. P. Morgan Chase COM 46625H100 4,032 407 11.23 1,169 31.38 0.1280
2025-05-06 2025-03-31 13F J. P. Morgan Chase COM 46625H100 3,625 219 6.43 889 8.95 0.1080
2025-02-03 2024-12-31 13F J. P. Morgan Chase COM 46625H100 3,406 205 6.40 816 21.07 0.0950
2024-10-31 2024-09-30 13F J. P. Morgan Chase COM 46625H100 3,201 -133 -3.99 675 0.00 0.0781
2024-08-08 2024-06-30 13F J. P. Morgan Chase COM 46625H100 3,334 282 9.24 674 10.31 0.0836
2024-05-03 2024-03-31 13F J. P. Morgan Chase COM 46625H100 3,052 -809 -20.95 611 -6.86 0.0764
2024-02-09 2023-12-31 13F J. P. Morgan Chase COM 46625H100 3,861 826 27.22 657 49.09 0.0876
2023-10-26 2023-09-30 13F J. P. Morgan Chase COM 46625H100 3,035 -100 -3.19 440 -3.30 0.0658
2023-08-03 2023-06-30 13F J. P. Morgan Chase COM 46625H100 3,135 -179 -5.40 456 5.57 0.0633
2023-05-03 2023-03-31 13F J. P. Morgan Chase COM 46625H100 3,314 2 0.06 432 -2.93 0.0637
2023-02-07 2022-12-31 13F J. P. Morgan Chase COM 46625H100 3,312 801 31.90 444 69.47 0.0692
2022-11-08 2022-09-30 13F J. P. Morgan Chase COM 46625H100 2,511 -570 -18.50 262 -24.50 0.0447
2022-08-08 2022-06-30 13F J. P. Morgan Chase COM 46625H100 3,081 -751 -19.60 347 -33.52 0.0565
2022-05-09 2022-03-31 13F J. P. Morgan Chase COM 46625H100 3,832 1,260 48.99 522 28.26 0.0676
2022-02-07 2021-12-31 13F J. P. Morgan Chase COM 46625H100 2,572 105 4.26 407 0.74 0.0515
2021-11-10 2021-09-30 13F J. P. Morgan Chase COM 46625H100 2,467 0 0.00 404 5.21 0.0580
2021-08-09 2021-06-30 13F J. P. Morgan Chase COM 46625H100 2,467 121 5.16 384 7.56 0.0556
2021-05-10 2021-03-31 13F J. P. Morgan Chase COM 46625H100 2,346 -106 -4.32 357 14.42 0.0554
2021-02-10 2020-12-31 13F J. P. Morgan Chase COM 46625H100 2,452 -206 -7.75 312 21.88 0.0517
2020-11-10 2020-09-30 13F J. P. Morgan Chase COM 46625H100 2,658 -5 -0.19 256 2.40 0.0464
2020-08-12 2020-06-30 13F J. P. Morgan Chase COM 46625H100 2,663 -126 -4.52 250 -0.40 0.0487
2020-05-07 2020-03-31 13F J. P. Morgan Chase COM 46625H100 2,789 -297 -9.62 251 -41.63 0.0595
2020-02-04 2019-12-31 13F J. P. Morgan Chase COM 46625H100 3,086 -582 -15.87 430 -0.46 0.0805
2019-11-13 2019-09-30 13F J. P. Morgan Chase COM 46625H100 3,668 1,431 63.97 432 72.80 0.0857
2019-08-05 2019-06-30 13F J. P. Morgan Chase COM 46625H100 2,237 0 0.00 250 10.62 0.0497
2019-05-09 2019-03-31 13F J. P. Morgan Chase COM 46625H100 2,237 0 0.00 226 3.67 0.0465
2019-02-07 2018-12-31 13F J. P. Morgan Chase COM 46625H100 2,237 -172 -7.14 218 -19.85 0.0511
2018-11-05 2018-09-30 13F J. P. Morgan Chase COM 46625H100 2,409 0 0.00 272 8.37 0.0558
2018-08-08 2018-06-30 13F J. P. Morgan Chase COM 46625H100 2,409 206 9.35 251 3.72 0.0545
2018-04-17 2018-03-31 13F JP Morgan Chase and COM 46625H100 2,203 50 2.32 242 5.22 0.0551
2018-01-17 2017-12-31 13F JP Morgan Chase and COM 46625H100 2,153 -397 -15.57 230 -5.74 0.0521
2017-10-24 2017-09-30 13F JP Morgan Chase and COM 46625H100 2,550 0 0.00 244 4.72 0.0588
2017-07-11 2017-06-30 13F JP Morgan Chase and COM 46625H100 2,550 0 0.00 233 4.02 0.0588
2017-04-07 2017-03-31 13F JP Morgan Chase and COM 46625H100 2,550 90 3.66 224 5.66 0.0581
2017-01-20 2016-12-31 13F JP Morgan Chase and COM 46625H100 2,460 2,460 0.00 212 0.0577
2016-04-12 2016-03-31 13F JPMorgan Chase COM 46625H100 0 -3,430 -100.00 0 -100.00
2016-01-15 2015-12-31 13F JPMorgan Chase COM 46625H100 3,430 0 0.00 226 8.13 0.0709
2015-10-14 2015-09-30 13F JPMorgan Chase COM 46625H100 3,430 0 0.00 209 -9.91 0.0693
2015-07-13 2015-06-30 13F JPMorgan Chase COM 46625H100 3,430 3,430 232 0.0728
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.