JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAct Two Investors Llc
Latest Disclosed Ownership27,491 shares
Latest Disclosed Value $ 8,086,753
Act Two Investors Llc reports 2.81% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Act Two Investors Llc filed a 13F-HR form disclosing ownership of 27,491 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,086,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 28,287 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.81% 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 27,491 -796 -2.81 8,087 -11.28 1.7845
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,287 0 0.00 9,115 2.15 1.6395
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,287 0 0.00 8,923 8.80 1.5815
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,287 0 0.00 8,201 18.19 1.6740
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,287 -45 -0.16 6,939 2.16 1.4706
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 28,332 0 0.00 6,791 13.68 1.3227
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,332 0 0.00 5,974 4.26 1.1269
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,332 0 0.00 5,730 0.99 1.1343
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,332 0 0.00 5,675 17.74 1.1398
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,332 559 2.01 4,819 19.67 1.0409
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,773 0 0.00 4,028 -0.30 1.0776
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,773 147 0.53 4,039 12.23 1.1298
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 27,626 0 0.00 3,600 -2.83 1.4350
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 27,626 0 0.00 3,705 28.30 3.8288
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 27,626 0 0.00 2,887 -7.20 2.9221
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 27,626 0 0.00 3,111 -17.39 2.9342
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 27,626 -225 -0.81 3,766 -14.60 2.9860
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 27,851 -61 -0.22 4,410 -3.48 3.4761
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 27,912 0 0.00 4,569 5.25 1.0842
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 27,912 -68 -0.24 4,341 1.93 0.8483
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 27,980 0 0.00 4,259 19.80 0.9384
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 27,980 0 0.00 3,555 31.96 0.8968
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 27,980 0 0.00 2,694 2.36 0.8714
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 27,980 0 0.00 2,632 4.49 0.9835
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 27,980 0 0.00 2,519 -35.41 1.1643
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 27,980 675 2.47 3,900 21.34 1.4776
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 27,305 0 0.00 3,214 5.27 1.4181
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 27,305 68 0.25 3,053 10.74 1.5877
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 27,237 0 0.00 2,757 3.69 1.5857
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 27,237 27,237 2,659 1.8684
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.