JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBeacon Capital Management, LLC
Latest Disclosed Ownership2,728 shares
Latest Disclosed Value $ 802,378
Beacon Capital Management, LLC reports 8.58% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Beacon Capital Management, LLC filed a 13F-HR form disclosing ownership of 2,728 shares of JPMorgan Chase & Co. (MX:JPM) valued at $802,378 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,984 shares of JPMorgan Chase & Co.. This represents a change in shares of -8.58% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,728 -256 -8.58 802 -16.55 0.1416
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,984 -114 -3.68 961 -1.64 0.1490
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,098 118 3.96 977 13.21 0.1389
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,980 43 1.46 864 19.86 0.1166
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,937 -61 -2.03 720 0.28 0.0973
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,998 74 2.53 719 16.56 0.0935
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,924 544 22.86 617 28.07 0.0875
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,380 -156 -6.15 481 -5.13 0.0887
2024-05-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,536 445 21.28 508 67.33 0.1041
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,091 1 0.05 303 0.00 0.0853
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,090 0 0.00 304 0.00 0.0806
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,090 64 3.16 304 15.21 0.0806
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,026 287 16.50 264 12.88 0.0771
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,739 562 47.75 233 77.86 0.0792
2022-10-05 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,177 -35 -2.89 131 -20.61 0.0436
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,212 0 0.00 165 0.00 0.0409
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,212 1,212 165 0.0392
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.