JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArcus Capital Partners, LLC
Latest Disclosed Ownership1,453 shares
Latest Disclosed Value $ 427,320
Arcus Capital Partners, LLC reports 63.56% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Arcus Capital Partners, LLC filed a 13F-HR form disclosing ownership of 1,453 shares of JPMorgan Chase & Co. (MX:JPM) valued at $427,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 6, 2026 disclosing 3,987 shares of JPMorgan Chase & Co.. This represents a change in shares of -63.56% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,453 -2,534 -63.56 427 -66.74 0.1536
2026-05-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,987 2,636 195.11 1,285 201.41 0.4612
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,351 13 0.97 426 10.08 0.1864
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,338 -20 -1.47 388 16.22 0.1678
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,358 -213 -13.56 333 6.05 0.1337
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,571 378 31.68 315 25.10 0.0996
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,193 4 0.34 252 4.58 0.0911
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,189 -382 -24.32 240 -23.57 0.0926
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,571 0 0.00 315 17.60 0.0996
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,571 -636 -28.82 267 -16.56 0.0939
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,207 0 0.00 320 0.00 0.0983
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,207 5 0.23 321 11.89 0.0958
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,202 0 0.00 287 -3.05 0.0979
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,202 2,202 295 0.1181
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,096 -100.00 0 -100.00
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,096 276 15.16 236 -4.84 0.1032
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,820 4 0.22 248 -13.89 0.0880
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,816 422 30.27 288 26.32 0.0976
2021-10-27 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,394 4 0.29 228 5.56 0.0855
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,394 4 228 0.0857
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,390 -207 -12.96 216 -11.11 0.1009
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,597 -52 -3.15 243 15.71 0.0192
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,649 1,649 210 0.0312
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 0 -1,189 -100.00 0 -100.00
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,189 1,189 133 0.0484
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,750 -100.00 0 -100.00
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,750 341 14.16 294 27.83 0.1660
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,409 2,409 230 0.1202
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.