Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership6,723,652 shares
Latest Disclosed Value $ 428,229,460
Jpmorgan Chase & Co reports 9.64% decrease in ownership of IBKR / Interactive Brokers Group, Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 6,723,652 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $428,229,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 7,440,816 shares of Interactive Brokers Group, Inc.. This represents a change in shares of -9.64% 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)
2026-05-13 2026-03-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 6,723,652 -717,164 -9.64 428,229 -10.51 0.0030
2026-05-13 2026-03-31 13F INTERACTIVE BROKERS GROUP I COMMON 45841N107 0 -100.00 0
2026-02-11 2025-12-31 13F INTERACTIVE BROKERS GROUP I COMMON 45841N107 7,440,816 -1,609,640 -17.79 478,519 -23.16 0.0300
2025-11-26 2025-09-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 9,050,456 -1,097,942 -10.82 622,768 10.75 0.0373
2025-11-07 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 9,050,456 -1,097,942 622,768 0.0039
2025-08-12 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 10,148,398 7,051,682 227.71 562,328 9.66 0.0368
2025-05-12 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 3,096,716 -891,654 -22.36 512,785 -27.23 0.0374
2025-02-12 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 3,988,370 -28,712 -0.71 704,625 25.87 0.0525
2024-12-26 2024-09-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 4,017,082 11,379 0.28 559,821 13.99 0.0425
2024-11-08 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 4,017,082 11,379 559,821 0.0427
2024-12-26 2024-06-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 4,005,703 302,935 8.18 491,099 18.73 0.0403
2024-08-12 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 4,005,703 302,935 491,099 0.0403
2024-12-26 2024-03-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 3,702,768 2,316,739 167.15 413,636 259.99 0.0349
2024-05-10 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 3,702,768 2,316,739 413,636 0.0350
2024-12-26 2023-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 1,386,029 1,093,496 373.80 114,902 353.78 0.0110
2024-02-12 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 1,386,029 1,093,496 114,902 0.0110
2023-11-14 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 292,533 -77,050 -20.85 25,322 -17.52 0.0028
2023-08-11 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 369,583 103,073 38.68 30,701 39.53 0.0033
2023-05-18 2023-03-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 266,510 72,817 37.59 22,003 157,064.29 0.0027
2023-05-11 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 89,706 -103,987 12,152 0.0002
2023-02-13 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 193,693 11,586 6.36 14 -99.88 0.0018
2022-11-14 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 182,107 -4,555 -2.44 11,638 13.34 0.0017
2022-08-11 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 186,662 26,004 16.19 10,268 -3.03 0.0014
2022-05-11 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 160,658 40,304 33.49 10,589 10.78 0.0013
2022-02-11 2021-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 120,354 1,832 1.55 9,559 29.39 0.0011
2022-02-10 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 120,354 1,832 9,559 0.0011
2021-11-12 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 118,522 -13,315 -10.10 7,388 -14.73 0.0009
2021-08-12 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 131,837 -59,574 -31.12 8,664 -38.03 0.0010
2021-05-12 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 191,411 103,631 118.06 13,980 161.46 0.0019
2021-02-19 2020-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 87,780 -32,965 -27.30 5,347 -7.92 0.0008
2021-02-11 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 87,780 -32,965 5,347 132.2351
2020-11-12 2020-09-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 120,745 6,736 5.91 5,807 21.94 0.0010
2020-11-12 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 120,745 5,807
2020-08-11 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 114,009 58,115 103.97 4,762 97.35 0.0009
2020-05-12 2020-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 55,894 -22,219 -28.44 2,413 -33.75 0.0006
2020-02-11 2019-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 78,113 9,228 13.40 3,642 -1.67 0.0007
2019-11-12 2019-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 68,885 33,145 92.74 3,704 95.56 0.0007
2019-08-07 2019-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 35,740 3,162 9.71 1,894 12.07 0.0004
2019-05-07 2019-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 32,578 -3,924 -10.75 1,690 -15.29 0.0003
2019-02-11 2018-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 36,502 -93,836 -71.99 1,995 -72.33 0.0005
2018-11-13 2018-09-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COMMON 45841N107 130,338 -57,191 -30.50 7,209 -40.32 0.0014
2018-11-07 2018-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 130,338 -57,191 7,209
2018-08-14 2018-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 187,529 77,377 70.25 12,079 63.10 0.0025
2018-05-10 2018-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 110,152 -14,404 -11.56 7,406 0.42 0.0016
2018-02-13 2017-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 124,556 -77,083 -38.23 7,375 -18.41 0.0016
2017-11-09 2017-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 201,639 140,292 228.69 9,039 293.68 0.0020
2017-08-09 2017-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 61,347 38,338 166.62 2,296 187.36 0.0005
2017-05-10 2017-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 23,009 -76,303 -76.83 799 -77.96 0.0002
2017-02-06 2016-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 99,312 -104,860 -51.36 3,626 -49.65 0.0009
2016-11-04 2016-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 204,172 77,259 60.88 7,201 60.27 0.0018
2016-08-08 2016-06-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 126,913 126,505 31,006.13 4,493 27,981.25 0.0011
2016-05-10 2016-03-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 408 -27,436 -98.53 16 -98.68 0.0000
2016-02-12 2015-12-31 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 27,844 -5,238 -15.83 1,214 -7.04 0.0003
2015-11-13 2015-09-30 13F INTERACTIVE BROKERS GROUP IN COMMON 45841N107 33,082 -5,792 -14.90 1,306 -19.18 0.0003
2015-08-14 2015-06-30 13F INTERACTIVE BROKERS GRO-CL A COMMON 45841N107 38,874 -38,257 -49.60 1,616 -38.41 0.0004
2015-05-15 2015-03-31 13F INTERACTIVE BROKERS GRO-CL A COMMON 45841N107 77,131 -51,569 -40.07 2,624 -30.08 0.0006
2015-02-13 2014-12-31 13F INTERACTIVE BROKERS GRO-CL A COMMON 45841N107 128,700 11,991 10.27 3,753 28.88 0.0009
2014-12-08 2014-09-30 13F/A-1 INTERACTIVE BROKERS GRO-CL A COMMON 45841N107 116,709 -27,879 -19.28 2,912 -13.54 0.0007
2014-11-14 2014-09-30 13F INTERACTIVE BROKERS GRO-CL A COMMON 45841N107 116,709 2,912
2014-09-03 2014-06-30 13F/A-1 INTERACTIVE BROKERS GRO-CL A COMMON 45841N107 144,588 -827 -0.57 3,368 6.89 0.0009
2014-08-14 2014-06-30 13F INTERACTIVE BROKERS GRO-CL A COMMON 45841N107 144,588 3,368
2014-05-15 2014-03-31 13F INTERACTIVE BROKERS GROUP COMMON 45841N107 145,415 -13,791 -8.66 3,151 -18.68 0.0009
2014-02-26 2013-12-31 13F/A-1 INTERACTIVE BROKERS GROUP COMMON 45841N107 159,206 -10,725 -6.31 3,875 21.47 0.0011
2014-02-13 2013-12-31 13F INTERACTIVE BROKERS GROUP COMMON 45841N107 159,206 3,875
2013-10-31 2013-09-30 13F INTERACTIVE BROKERS GROUP COMMON 45841N107 169,931 17,960 11.82 3,190 31.44 0.0009
2013-08-13 2013-06-30 13F INTERACTIVE BROKERS GROUP COMMON 45841N107 151,971 151,971 2,427 0.0008
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.