JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBeaton Management Co. Inc.
Latest Disclosed Ownership21,561 shares
Latest Disclosed Value $ 6,342
Beaton Management Co. Inc. reports 1.12% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Beaton Management Co. Inc. filed a 13F-HR form disclosing ownership of 21,561 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,342 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,806 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.12% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE Common 46625H100 21,561 -245 -1.12 6 -14.29 2.8241
2026-02-10 2025-12-31 13F JPMORGAN CHASE Common 46625H100 21,806 -261 -1.18 7 16.67 3.0955
2025-11-12 2025-09-30 13F JPMORGAN CHASE Common 46625H100 22,067 100 0.46 7 0.00 3.1653
2025-08-12 2025-06-30 13F JPMORGAN CHASE Common 46625H100 21,967 0 0.00 6 20.00 3.1106
2025-04-25 2025-03-31 13F JPMORGAN CHASE Common 46625H100 21,967 -25 -0.11 5 0.00 2.7972
2025-01-31 2024-12-31 13F JPMORGAN CHASE Common 46625H100 21,992 -25 -0.11 5 25.00 2.6578
2024-11-06 2024-09-30 13F JPMORGAN CHASE Common 46625H100 22,017 0 0.00 5 0.00 2.3486
2024-08-13 2024-06-30 13F JPMORGAN CHASE Common 46625H100 22,017 -26 -0.12 4 0.00 2.3943
2024-05-10 2024-03-31 13F JPMORGAN CHASE Common 46625H100 22,043 -36 -0.16 4 33.33 2.4036
2024-02-09 2023-12-31 13F JPMORGAN CHASE Common 46625H100 22,079 -330 -1.47 4 0.00 2.2484
2023-11-03 2023-09-30 13F JPMORGAN CHASE Common 46625H100 22,409 -283 -1.25 3 0.00 2.1106
2023-07-21 2023-06-30 13F JPMORGAN CHASE Common 46625H100 22,692 0 0.00 3 50.00 2.0884
2023-05-12 2023-03-31 13F JPMORGAN CHASE & CO COM Common 46625H100 22,692 250 1.11 3 -33.33 1.9959
2023-02-14 2022-12-31 13F JPMORGAN CHASE Common 46625H100 22,442 0 0.00 3 -99.87 2.0181
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM Common 46625H100 22,442 -35 -0.16 2,345 -7.35 1.7731
2022-08-12 2022-06-30 13F JPMORGAN CHASE Common 46625H100 22,477 0 0.00 2,531 -17.40 1.7949
2022-05-13 2022-03-31 13F JPMORGAN CHASE Common 46625H100 22,477 368 1.66 3,064 -12.48 1.8916
2022-02-03 2021-12-31 13F JPMORGAN CHASE Common 46625H100 22,109 -169 -0.76 3,501 -4.00 2.0890
2021-11-08 2021-09-30 13F JPMORGAN CHASE Common 46625H100 22,278 -6 -0.03 3,647 5.22 2.4118
2021-08-12 2021-06-30 13F JPMORGAN CHASE Common 46625H100 22,284 -100 -0.45 3,466 1.70 2.2043
2021-05-21 2021-03-31 13F/A-1 JPMORGAN CHASE Common 46625H100 22,384 -160 -0.71 3,408 18.95 2.3538
2021-05-14 2021-03-31 13F JPMORGAN CHASE Common 46625H100 22,384 -160 3,408 2.3768
2021-02-17 2020-12-31 13F JPMORGAN CHASE Common 46625H100 22,544 22,544 0.71 2,865 -15.93 2.1154
2020-11-13 2020-09-30 13F JPMORGAN CHASE Common 46625H100 0 -22,908 -100.00 0 -100.00
2020-08-14 2020-06-30 13F JPMORGAN CHASE Common 46625H100 22,908 450 2.00 2,155 6.58 1.9205
2020-05-15 2020-03-31 13F JPMORGAN CHASE Common 46625H100 22,458 100 0.45 2,022 -35.13 2.0249
2020-02-07 2019-12-31 13F JPMORGAN CHASE Common 46625H100 22,358 0 0.00 3,117 18.47 2.4451
2019-11-15 2019-09-30 13F JPMORGAN CHASE Common 46625H100 22,358 427 1.95 2,631 7.30 2.1317
2019-08-15 2019-06-30 13F JPMORGAN CHASE Common 46625H100 21,931 0 0.00 2,452 10.45 2.0336
2019-05-14 2019-03-31 13F JPMORGAN CHASE Common 46625H100 21,931 225 1.04 2,220 4.77 1.9199
2019-02-14 2018-12-31 13F JPMORGAN CHASE Common 46625H100 21,706 -150 -0.69 2,119 -14.07 2.0800
2018-11-16 2018-09-30 13F JPMORGAN CHASE Common 46625H100 21,856 100 0.46 2,466 8.78 2.0360
2018-08-15 2018-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Common 46625H100 21,756 634 3.00 2,267 -2.41 2.0302
2018-05-15 2018-03-31 13F JPMORGAN CHASE Common 46625H100 21,122 75 0.36 2,323 3.20 2.1481
2018-02-07 2017-12-31 13F JP MORGAN CHASE & CO COM Common 46625H100 21,047 -430 -2.00 2,251 9.75 2.0306
2017-11-09 2017-09-30 13F JP MORGAN CHASE & CO COM Common 46625H100 21,477 0 0.00 2,051 4.48 1.9328
2017-08-17 2017-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Common 46625H100 21,477 21,477 1,963 1.9479
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.