JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionACR Alpine Capital Research, LLC
Latest Disclosed Ownership978,495 shares
Latest Disclosed Value $ 287,834,013
ACR Alpine Capital Research, LLC reports 0.13% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - ACR Alpine Capital Research, LLC filed a 13F-HR form disclosing ownership of 978,495 shares of JPMorgan Chase & Co. (MX:JPM) valued at $287,834,013 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 977,188 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.13% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 978,495 1,307 0.13 287,834 -8.59 2.8436
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 977,188 -123,030 -11.18 314,869 -9.27 4.9096
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,100,218 -39,148 -3.44 347,042 5.06 5.9297
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,139,366 14,824 1.32 330,314 19.74 5.9137
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,124,542 -171,748 -13.25 275,850 -11.23 5.7713
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,296,290 299,348 30.03 310,734 47.82 6.7324
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 996,942 -10,043 -1.00 210,215 3.21 6.2059
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,006,985 -10,624 -1.04 203,673 -0.08 6.2911
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,017,609 -354,819 -25.85 203,827 -12.69 6.1811
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,372,428 -8,031 -0.58 233,450 16.61 7.8873
2023-11-08 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,380,459 2,813 0.20 200,194 -0.08 7.7825
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 266,584 -1,111,062 38,660 7.1382
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,377,646 1,861 0.14 200,365 11.76 7.5565
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,375,785 -19,340 -1.39 179,279 -4.17 7.2948
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,395,125 -14,928 -1.06 187,086 26.97 8.4016
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,410,053 52,945 3.90 147,351 -3.58 7.3016
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,357,108 364,008 36.65 152,824 12.89 6.9391
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 993,100 133,793 15.57 135,380 -0.51 6.7208
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 859,307 -20,068 -2.28 136,072 -5.47 7.3122
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 879,375 -19,528 -2.17 143,945 2.95 8.1647
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 898,903 -18,928 -2.06 139,816 0.07 7.6780
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 917,831 -25,899 -2.74 139,722 16.51 7.5469
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 943,730 -15,757 -1.64 119,920 29.83 6.8946
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 959,487 -42,189 -4.21 92,370 -1.96 6.5712
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,001,676 -57,899 -5.46 94,217 -1.23 6.2554
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,059,575 338,927 47.03 95,394 -5.04 6.3382
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 720,648 -150,074 -17.24 100,459 -1.97 5.2295
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 870,722 -9,896 -1.12 102,475 4.09 5.1634
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 880,618 -48,020 -5.17 98,453 4.73 5.2010
2019-05-17 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 928,638 22,850 2.52 94,006 6.31 4.8385
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 94,005,957 93,100,169 928,638
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 905,788 274,220 43.42 88,423 24.07 4.5217
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 631,568 1,909 0.30 71,266 8.62 3.7771
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 629,659 -20,345 -3.13 65,611 -8.21 3.5262
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 650,004 -16,180 -2.43 71,481 0.34 3.8821
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 666,184 -11,475 -1.69 71,242 10.07 3.7760
2018-01-05 2017-09-30 13F/A-1 J P Morgan Chase COM 46625H100 677,659 -8,254 -1.20 64,723 3.24 3.4962
2017-11-07 2017-09-30 13F J P Morgan Chase COM 46625H100 677,659 -8,254 64,723
2017-08-09 2017-06-30 13F J P Morgan Chase COM 46625H100 685,913 -25,978 -3.65 62,692 0.26 5.3887
2017-05-10 2017-03-31 13F J P Morgan Chase COM 46625H100 711,891 -207,033 -22.53 62,532 -21.14 5.3682
2017-02-06 2016-12-31 13F J P Morgan Chase COM 46625H100 918,924 -881,094 -48.95 79,294 -33.85 6.3983
2016-10-26 2016-09-30 13F J P Morgan Chase COM 46625H100 1,800,018 14,616 0.82 119,863 8.04 8.2978
2016-10-26 2016-09-30 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 0 99 0.0069
2016-07-29 2016-06-30 13F J P Morgan Chase COM 46625H100 1,785,402 55,407 3.20 110,945 8.29 8.4943
2016-07-29 2016-06-30 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 0 81 0.0062
2016-05-10 2016-03-31 13F J P Morgan Chase COM 46625H100 1,729,995 143,434 9.04 102,450 -2.21 8.1644
2016-05-10 2016-03-31 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 0 71 0.0057
2016-02-11 2015-12-31 13F J P Morgan Chase COM 46625H100 1,586,561 2,735 0.17 104,761 8.49 10.4842
2016-02-11 2015-12-31 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 0 95 0.0095
2015-11-13 2015-09-30 13F J P Morgan Chase COM 46625H100 1,583,826 148,130 10.32 96,566 -0.74 10.5818
2015-11-13 2015-09-30 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 0 80 0.0088
2015-08-12 2015-06-30 13F J P Morgan Chase COM 46625H100 1,435,696 11,828 0.83 97,283 12.78 12.1461
2015-08-12 2015-06-30 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 0 99 0.0124
2015-05-13 2015-03-31 13F J P Morgan Chase COM 46625H100 1,423,868 279,622 24.44 86,258 20.46 10.4805
2015-05-13 2015-03-31 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 0 88 0.0107
2015-02-12 2014-12-31 13F J P Morgan Chase COM 46625H100 1,144,246 60,651 5.60 71,607 9.70 9.4094
2015-02-12 2014-12-31 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 4,000 -38,000 83 0.0109
2014-11-12 2014-09-30 13F J P Morgan Chase COM 46625H100 1,083,595 19,255 1.81 65,276 6.44 9.7429
2014-11-12 2014-09-30 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 42,000 0 845 0.1261
2014-08-14 2014-06-30 13F J P Morgan Chase COM 46625H100 1,064,340 75,644 7.65 61,327 2.17 9.3835
2014-08-14 2014-06-30 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 42,000 0 812 0.1242
2014-05-12 2014-03-31 13F J P Morgan Chase COM 46625H100 988,696 79,163 8.70 60,024 12.85 9.9965
2014-05-12 2014-03-31 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 42,000 0 848 0.1412
2014-02-18 2013-12-31 13F/A-1 J P Morgan Chase COM 46625H100 909,533 867,533 2,065.55 53,189 7,455.26 10.7305
2014-02-18 2013-12-31 13F/A-1 J P Morgan Chase *W EXP 10/28/2018 46634E114 42,000 -786,167 814 0.1642
2014-02-14 2013-12-31 13F J P Morgan Chase COM 46625H100 909,533 53,189
2014-02-14 2013-12-31 13F J P Morgan Chase *W EXP 10/28/2018 46634E114 42,000 814
2013-11-12 2013-09-30 13F J P MORGAN CHASE *W EXP 10/28/2018 46634E114 42,000 0 0.00 704 7.48 0.1638
2013-11-12 2013-09-30 13F J P MORGAN CHASE COM 46625H100 828,167 118,155 42,808 9.9611
2013-08-15 2013-06-30 13F J P MORGAN CHASE *W EXP 10/28/2018 46634E114 42,000 42,000 655 0.1489
2013-08-15 2013-06-30 13F J P MORGAN CHASE COM 46625H100 710,012 668,012 37,482 8.5217
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.