JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAccuvest Global Advisors
Latest Disclosed Ownership3,135 shares
Latest Disclosed Value $ 922,000
Accuvest Global Advisors reports 47.60% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Accuvest Global Advisors filed a 13F-HR form disclosing ownership of 3,135 shares of JPMorgan Chase & Co. (MX:JPM) valued at $922,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,983 shares of JPMorgan Chase & Co.. This represents a change in shares of -47.60% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,135 -2,848 -47.60 922 -52.18 0.8598
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,983 -817 -12.01 1,928 -10.12 1.4205
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,983 1,928
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,800 -252 -3.57 2,145 4.94 1.3370
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,052 868 14.04 2,044 34.74 1.3297
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,184 6,184 1,517 1.2912
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 0 -6,914 -100.00 0 -100.00
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,914 6,914 1,458 1.2529
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 0 -8,428 -100.00 0 -100.00
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,428 2,202 35.37 1,688 59.40 0.7382
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,226 -4,279 -40.73 1,059 -30.47 1.1291
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,505 855 8.86 1,523 8.55 0.8348
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,650 -3,421 -26.17 1,403 -17.62 0.7188
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,071 -8,515 -39.45 1,703 -41.17 0.7702
2023-01-12 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,586 10,474 94.26 2,895 149.35 0.9598
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,112 1,109 11.09 1,161 3.11 0.7939
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,003 4,894 95.79 1,126 61.78 0.7248
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,109 875 20.67 696 3.88 0.3487
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,234 1,181 38.68 670 32.15 0.2942
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,053 621 25.53 507 34.13 0.2397
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,432 -286 -10.52 378 -8.70 0.1900
2021-08-16 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,718 2,034 297.37 414 375.86 0.2218
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 684 -2,536 -78.76 87 -71.94 0.2642
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,220 -4,408 -57.79 310 -56.76 1.0175
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,628 -380 -4.75 717 -0.55 1.8856
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,008 7,912 8,241.67 721 5,446.15 2.2764
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 96 96 13 0.0271
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -4,274 -100.00 0 -100.00
2018-10-31 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,274 4,274 482 0.1790
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 0 -7,264 -100.00 0 -100.00
2016-08-11 2016-06-30 13F JPMorgan Chase COM 46625H100 7,264 -2,170 -23.00 451 -19.32 0.2752
2016-05-09 2016-03-31 13F JPMorgan Chase COM 46625H100 9,434 0 0.00 559 -10.27 0.2713
2016-01-28 2015-12-31 13F JPMorgan Chase COM 46625H100 9,434 0 0.00 623 8.35 0.2699
2015-11-12 2015-09-30 13F JPMorgan Chase COM 46625H100 9,434 0 0.00 575 -10.02 0.2626
2015-08-13 2015-06-30 13F/A-1 JPMorgan Chase COM 46625H100 9,434 -5,265 -35.82 639 -28.20 0.2380
2015-08-13 2015-06-30 13F JPMorgan Chase COM 46625H100 14,699 0 890 0.3435
2015-04-17 2015-03-31 13F JPMorgan Chase COM 46625H100 14,699 -14,699 -50.00 890 -51.63 0.3435
2015-01-14 2014-12-31 13F JPMorgan Chase COM 46625H100 29,398 24,573 509.28 1,840 532.30 0.3941
2014-10-08 2014-09-30 13F JPMorgan Chase COM 46625H100 4,825 -1,715 -26.22 291 -22.81 0.0957
2014-07-17 2014-06-30 13F JPMorgan Chase COM 46625H100 6,540 3,160 93.49 377 83.90 0.1157
2014-04-09 2014-03-31 13F JPMorgan Chase COM 46625H100 3,380 3,380 205 0.0533
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.