JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAltrafin AG
Latest Disclosed Ownership39,186 shares
Latest Disclosed Value $ 11,526,954
Altrafin AG reports 17.12% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Altrafin AG filed a 13F-HR form disclosing ownership of 39,186 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,526,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 47,280 shares of JPMorgan Chase & Co.. This represents a change in shares of -17.12% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 39,186 -8,094 -17.12 11,527 -24.34 3.9722
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 47,280 1,260 2.74 15,235 4.95 4.8298
2026-02-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 46,020 -3,825 -7.67 14,516 0.46 4.6022
2026-02-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 49,845 5,245 11.76 14,451 32.08 4.8792
2026-02-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 44,600 -28,595 -39.07 10,940 -37.65 4.2519
2026-02-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 73,195 -909 -1.23 17,546 12.29 6.0832
2026-02-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 74,104 -338 -0.45 15,626 3.78 5.6284
2026-02-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 74,442 835 1.13 15,057 2.12 5.5626
2026-02-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 73,607 213 0.29 14,743 18.10 5.3429
2026-02-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 73,394 -1,055 -1.42 12,484 15.64 4.8106
2026-02-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 74,449 5,543 8.04 10,797 7.73 4.7057
2026-02-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 68,906 -5,268 -7.10 10,022 3.68 4.4980
2026-02-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 74,174 4,053 5.78 9,666 2.79 4.7506
2026-02-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 70,121 599 0.86 9,403 29.43 5.5084
2026-02-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 69,522 4,284 6.57 7,265 -1.10 4.3514
2026-02-17 2022-06-30 13F JPMORGAN CHASE COM 46625H100 65,238 7,782 13.54 7,346 -6.21 3.9620
2026-02-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 57,456 -3,662 -5.99 7,832 -19.07 3.0787
2026-02-17 2021-12-31 13F JPMORGAN CHASE COM 46625H100 61,118 61,118 9,678 3.4981
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.