JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAndra AP-fonden
Latest Disclosed Ownership382,685 shares
Latest Disclosed Value $ 112,570,620
Andra AP-fonden reports 58.79% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Andra AP-fonden filed a 13F-HR form disclosing ownership of 382,685 shares of JPMorgan Chase & Co. (MX:JPM) valued at $112,570,620 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 241,001 shares of JPMorgan Chase & Co.. This represents a change in shares of 58.79% 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 382,685 141,684 58.79 112,571 44.96 1.3411
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 241,001 133,301 123.77 77,655 128.59 0.9594
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 107,700 3,300 3.16 33,972 12.24 0.4341
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 104,400 4,500 4.50 30,267 23.51 0.4210
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 99,900 -150,200 -60.06 24,505 -59.12 0.4017
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 250,100 -35,800 -12.52 59,951 -0.55 0.9602
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 285,900 15,900 5.89 60,285 10.39 0.8878
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 270,000 121,800 82.19 54,610 83.97 0.9175
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 148,200 126,200 573.64 29,684 693.27 0.5270
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 22,000 -18,100 -45.14 3,742 -35.65 0.1982
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 40,100 -1,400 -3.37 5,815 -3.65 0.3428
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 41,500 -5,800 -12.26 6,036 -2.08 0.1527
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 47,300 29,500 165.73 6,164 308,050.00 0.1603
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,800 -6,700 -27.35 2 -99.92 0.0723
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,500 2,600 11.87 2,560 3.81 0.0839
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,900 -14,800 -40.33 2,466 -57.56 0.0706
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 36,700 -3,700 -9.16 5,811 -12.13 0.1184
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 40,400 1,500 3.86 6,613 9.29 0.1361
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 38,900 11,200 40.43 6,051 43.49 0.1236
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 27,700 -7,700 -21.75 4,217 -6.25 0.0930
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 35,400 -7,000 -16.51 4,498 10.19 0.0992
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 42,400 -3,200 -7.02 4,082 -4.83 0.1107
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 45,600 16,900 58.89 4,289 65.98 0.1248
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 28,700 17,300 151.75 2,584 62.62 0.0940
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 11,400 -20,700 -64.49 1,589 -57.94 0.0455
2019-11-19 2019-09-30 13F JPMORGAN CHASE COM 46625H100 32,100 3,100 10.69 3,778 16.53 0.1123
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 29,000 -10,200 -26.02 3,242 -18.30 0.0933
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 39,200 -5,700 -12.69 3,968 -21.69 0.1156
2018-10-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 44,900 -13,000 -22.45 5,067 -16.01 0.1306
2018-08-17 2018-06-30 13F JPMORGAN CHASE COM 46625H100 57,900 4,600 8.63 6,033 2.93 0.1631
2018-04-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 53,300 -47,500 -47.12 5,861 -45.63 0.1519
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 100,800 -14,800 -12.80 10,780 -2.36 0.2447
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 115,600 2,300 2.03 11,041 6.61 0.2585
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 113,300 -21,000 -15.64 10,356 -12.21 0.2563
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 134,300 -7,500 -5.29 11,797 -3.59 0.2767
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 141,800 -33,400 -19.06 12,236 4.88 0.3348
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 175,200 8,800 5.29 11,667 12.83 0.3125
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 166,400 -16,500 -9.02 10,340 -4.53 0.2640
2016-05-04 2016-03-31 13F JPMORGAN CHASE COM 46625H100 182,900 -19,200 -9.50 10,831 -18.84 0.2835
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 202,100 5,200 2.64 13,345 11.16 0.3812
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 196,900 23,800 13.75 12,005 2.35 0.3517
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 173,100 -7,900 -4.36 11,729 6.97 0.3387
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 181,000 -10,100 -5.29 10,965 -8.31 0.3105
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 191,100 28,400 17.46 11,959 22.02 0.2771
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 162,700 -30,600 -15.83 9,801 -12.00 0.2298
2014-07-09 2014-06-30 13F JPMORGAN CHASE COM 46625H100 193,300 -471,900 -70.94 11,138 -72.42 0.2442
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 665,200 -1,100 -0.17 40,384 3.64 0.9316
2014-02-05 2013-12-31 13F JPMORGAN CHASE COM 46625H100 666,300 -79,100 -10.61 38,965 1.13 0.9194
2013-11-07 2013-09-30 13F JPMORGAN CHASE COM 46625H100 745,400 -7,400 -0.98 38,530 -3.04 0.9824
2013-07-18 2013-06-30 13F JPMORGAN CHASE COM 46625H100 752,800 752,800 39,740 1.0339
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.