JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionValicenti Advisory Services Inc
Latest Disclosed Ownership53,354 shares
Latest Disclosed Value $ 15,695
Valicenti Advisory Services Inc reports 0.34% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Valicenti Advisory Services Inc filed a 13F-HR form disclosing ownership of 53,354 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,695 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 53,536 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.34% 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)
2026-04-14 2026-03-31 13F J.P. MORGAN CHASE COM 46625H100 53,354 -182 -0.34 16 -11.76 3.4201
2026-01-16 2025-12-31 13F J.P. MORGAN CHASE COM 46625H100 53,536 105 0.20 17 6.25 3.6095
2025-10-17 2025-09-30 13F J.P. MORGAN CHASE COM 46625H100 53,431 -3,283 -5.79 17 0.00 3.6150
2025-07-16 2025-06-30 13F J.P. MORGAN CHASE COM 46625H100 56,714 -151 -0.27 16 23.08 3.8410
2025-04-23 2025-03-31 13F J.P. MORGAN CHASE COM 46625H100 56,865 -6,515 -10.28 14 -13.33 3.5870
2025-01-23 2024-12-31 13F J.P. MORGAN CHASE COM 46625H100 63,380 -3,760 -5.60 15 7.14 3.7831
2024-10-23 2024-09-30 13F J.P. MORGAN CHASE COM 46625H100 67,140 -5,223 -7.22 14 0.00 3.6361
2024-07-23 2024-06-30 13F J.P. MORGAN CHASE COM 46625H100 72,363 -3,785 -4.97 15 -6.67 3.9293
2024-04-23 2024-03-31 13F J.P. MORGAN CHASE COM 46625H100 76,148 -3,619 -4.54 15 15.38 4.2483
2024-01-16 2023-12-31 13F J.P. MORGAN CHASE COM 46625H100 79,767 -124 -0.16 14 18.18 4.1235
2023-10-18 2023-09-30 13F J.P. MORGAN CHASE COM 46625H100 79,891 2,220 2.86 12 0.00 3.9552
2023-07-12 2023-06-30 13F J.P. MORGAN CHASE COM 46625H100 77,671 362 0.47 11 10.00 3.5810
2023-04-20 2023-03-31 13F J.P. MORGAN CHASE COM 46625H100 77,309 5,882 8.23 10 11.11 3.3551
2023-01-17 2022-12-31 13F J.P. MORGAN CHASE COM 46625H100 71,427 -1,329 -1.83 10 -99.88 3.4888
2022-10-18 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 72,756 -294 -0.40 7,603 -7.57 2.7789
2022-07-19 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 73,050 10,538 16.86 8,226 -3.47 2.6843
2022-04-20 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 62,512 291 0.47 8,522 -13.51 2.2401
2022-01-21 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 62,221 -394 -0.63 9,853 -3.86 2.4499
2021-10-21 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 62,615 327 0.52 10,249 5.79 2.7781
2021-07-21 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 62,288 -1,698 -2.65 9,688 -0.54 2.6788
2021-04-15 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 63,986 -710 -1.10 9,741 18.49 2.8891
2021-01-19 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 64,696 -21 -0.03 8,221 31.96 2.6635
2020-10-16 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 64,717 678 1.06 6,230 3.44 2.3200
2020-07-16 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 64,039 8,892 16.12 6,023 21.31 2.4532
2020-04-21 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 55,147 4,856 9.66 4,965 -29.18 2.4833
2020-01-21 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 50,291 -44 -0.09 7,011 18.35 2.9370
2019-10-21 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 50,335 -464 -0.91 5,924 4.31 2.8151
2019-07-17 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 50,799 -1,659 -3.16 5,679 6.95 2.7694
2019-04-18 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 52,458 7,152 15.79 5,310 20.05 2.5364
2019-01-22 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 45,306 10,106 28.71 4,423 11.35 2.2084
2018-10-17 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 35,200 410 1.18 3,972 9.57 1.7228
2018-07-24 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 34,790 1,730 5.23 3,625 -0.30 1.6678
2018-04-25 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 33,060 39 0.12 3,636 2.97 1.7180
2018-01-18 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 33,021 -2,707 -7.58 3,531 3.49 1.7561
2017-10-23 2017-09-30 13F J.P. MORGAN CHASE COM 46625H100 35,728 -389 -1.08 3,412 3.36 1.7166
2017-07-26 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 36,117 2,327 6.89 3,301 11.22 1.7646
2017-04-26 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 33,790 33,790 2,968 1.6475
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.