JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlta Capital Management Llc/
Latest Disclosed Ownership25,769 shares
Latest Disclosed Value $ 7,580,254
Alta Capital Management Llc/ reports 0.57% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Alta Capital Management Llc/ filed a 13F-HR form disclosing ownership of 25,769 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,580,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,622 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.57% 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 JP Morgan Chase COM 46625H100 25,769 147 0.57 7,580 -8.18 0.5870
2026-02-06 2025-12-31 13F JP Morgan Chase COM 46625H100 25,622 -383 -1.47 8,256 0.65 0.5498
2025-11-04 2025-09-30 13F JP Morgan Chase COM 46625H100 26,005 -1,873 -6.72 8,203 1.48 0.4566
2025-07-28 2025-06-30 13F JP Morgan Chase COM 46625H100 27,878 1,200 4.50 8,082 23.50 0.4599
2025-04-21 2025-03-31 13F JP Morgan Chase COM 46625H100 26,678 -112 -0.42 6,544 1.92 0.4247
2025-02-06 2024-12-31 13F JP Morgan Chase COM 46625H100 26,790 -790 -2.86 6,422 10.42 0.3826
2024-11-12 2024-09-30 13F JP Morgan Chase COM 46625H100 27,580 6 0.02 5,816 4.27 0.3458
2024-07-25 2024-06-30 13F JP Morgan Chase COM 46625H100 27,574 -72 -0.26 5,577 0.72 0.3507
2024-04-25 2024-03-31 13F JP Morgan Chase COM 46625H100 27,646 874 3.26 5,538 21.59 0.3417
2024-01-22 2023-12-31 13F JP Morgan Chase COM 46625H100 26,772 733 2.82 4,554 20.60 0.2940
2023-10-18 2023-09-30 13F JP Morgan Chase COM 46625H100 26,039 -508 -1.91 3,776 -2.20 0.2719
2023-07-20 2023-06-30 13F JP Morgan Chase COM 46625H100 26,547 -190 -0.71 3,861 10.82 0.2650
2023-04-24 2023-03-31 13F JP Morgan Chase COM 46625H100 26,737 560 2.14 3,484 -0.74 0.2562
2023-01-26 2022-12-31 13F JP Morgan Chase COM 46625H100 26,177 786 3.10 3,510 32.30 0.2687
2022-10-25 2022-09-30 13F JP Morgan Chase COM 46625H100 25,391 7,406 41.18 2,653 31.01 0.2076
2022-08-02 2022-06-30 13F JP Morgan Chase COM 46625H100 17,985 383 2.18 2,025 -15.59 0.1486
2022-04-19 2022-03-31 13F JP Morgan Chase COM 46625H100 17,602 1,475 9.15 2,399 -6.03 0.1403
2022-02-02 2021-12-31 13F JP Morgan Chase COM 46625H100 16,127 866 5.67 2,553 2.20 0.1322
2021-11-03 2021-09-30 13F JP Morgan Chase COM 46625H100 15,261 -13,879 -47.63 2,498 -44.88 0.1409
2021-07-27 2021-06-30 13F JP Morgan Chase COM 46625H100 29,140 1,764 6.44 4,532 8.76 0.1304
2021-05-06 2021-03-31 13F JP Morgan Chase COM 46625H100 27,376 9,097 49.77 4,167 79.46 0.1274
2021-02-03 2020-12-31 13F/A-1 JP Morgan Chase COM 46625H100 18,279 -17,811 -49.35 2,322 -33.16 0.1310
2021-01-29 2020-12-31 13F JP Morgan Chase COM 46625H100 18,279 -17,811 2,322 131,048.2107
2020-10-30 2020-09-30 13F JP Morgan Chase COM 46625H100 36,090 -24,947 -40.87 3,474 -39.49 0.1107
2020-08-06 2020-06-30 13F JP Morgan Chase COM 46625H100 61,037 5,499 9.90 5,741 14.82 0.2010
2020-05-06 2020-03-31 13F JP Morgan Chase COM 46625H100 55,538 16,923 43.82 5,000 -7.11 0.2160
2020-01-30 2019-12-31 13F JP Morgan Chase COM 46625H100 38,615 -121 -0.31 5,383 18.10 0.3510
2019-10-22 2019-09-30 13F JP Morgan Chase COM 46625H100 38,736 -2,057 -5.04 4,558 -0.04 0.3153
2019-07-26 2019-06-30 13F JP Morgan Chase COM 46625H100 40,793 1,228 3.10 4,560 13.86 0.2546
2019-04-23 2019-03-31 13F JP Morgan Chase COM 46625H100 39,565 36,178 1,068.14 4,005 1,113.64 0.2357
2019-01-09 2018-12-31 13F JP Morgan Chase COM 46625H100 3,387 1,200 54.87 330 34.15 0.0214
2018-10-17 2018-09-30 13F JP Morgan Chase COM 46625H100 2,187 0 0.00 246 8.37 0.0136
2018-07-23 2018-06-30 13F JP Morgan Chase COM 46625H100 2,187 0 0.00 227 -5.42 0.0140
2018-04-06 2018-03-31 13F JP Morgan Chase COM 46625H100 2,187 -363 -14.24 240 -11.76 0.0149
2018-01-18 2017-12-31 13F JP Morgan Chase COM 46625H100 2,550 -130 -4.85 272 6.67 0.0171
2017-10-19 2017-09-30 13F JP Morgan Chase COM 46625H100 2,680 0 0.00 255 4.51 0.0165
2017-07-10 2017-06-30 13F JP Morgan Chase COM 46625H100 2,680 0 0.00 244 3.83 0.0165
2017-04-19 2017-03-31 13F JP Morgan Chase COM 46625H100 2,680 -841 -23.89 235 -22.44 0.0157
2017-01-19 2016-12-31 13F JP Morgan Chase COM 46625H100 3,521 -500 -12.43 303 13.48 0.0217
2016-10-13 2016-09-30 13F JP Morgan Chase COM 46625H100 4,021 -75 -1.83 267 5.12 0.0166
2016-07-20 2016-06-30 13F JP Morgan Chase COM 46625H100 4,096 -950 -18.83 254 -14.77 0.0157
2016-04-21 2016-03-31 13F JP Morgan Chase COM 46625H100 5,046 -450 -8.19 298 -17.68 0.0184
2016-02-08 2015-12-31 13F JP Morgan Chase COM 46625H100 5,496 129 2.40 362 10.70 0.0292
2015-10-19 2015-09-30 13F JP Morgan Chase COM 46625H100 5,367 1,978 58.37 327 42.79 0.0278
2015-07-29 2015-06-30 13F JP Morgan Chase COM 46625H100 3,389 3,389 0.00 229 0.0188
2014-10-23 2014-09-30 13F JP Morgan Chase COM 46625H100 0 -3,550 -100.00 0 -100.00
2014-07-08 2014-06-30 13F JP Morgan Chase COM 46625H100 3,550 -50 -1.39 204 -6.42 0.0188
2014-04-16 2014-03-31 13F/A-1 JP Morgan Chase COM 46625H100 3,600 -350 -8.86 218 6.86 0.0211
2013-10-29 2013-09-30 13F JP Morgan Chase COM 46625H100 3,950 -1,025 -20.60 204 -22.14 0.0245
2013-08-01 2013-06-30 13F JP Morgan Chase COM 46625H100 4,975 4,975 262 0.0354
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.