JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBellecapital International Ltd.
Latest Disclosed Ownership1,376 shares
Latest Disclosed Value $ 404,764
Bellecapital International Ltd. reports 2.20% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Bellecapital International Ltd. filed a 13F-HR/A form disclosing ownership of 1,376 shares of JPMorgan Chase & Co. (MX:JPM) valued at $404,764 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,407 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.20% 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/A-1 JPMORGAN CHASE COM 46625H100 1,376 -31 -2.20 405 -10.82 0.0730
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,407 0 414 0.0769
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,407 157 12.56 453 14.97 0.0805
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,250 -13 -1.03 394 7.65 0.0637
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,263 0 0.00 366 18.45 0.0650
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,263 140 12.47 310 14.87 0.0612
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,123 -17 -1.49 269 12.08 0.0475
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,140 1,140 240 0.0477
2020-07-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -5,341 -100.00 0 -100.00
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,341 -873 -14.05 481 -44.46 0.3077
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,214 -632 -9.23 866 7.44 0.4440
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,846 565 9.00 806 14.81 0.4835
2019-07-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,281 -220 -3.38 702 6.69 0.4365
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,501 2,890 80.03 658 86.40 0.4187
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,611 740 25.77 353 8.95 0.2516
2018-10-12 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,871 0 0.00 324 8.36 0.2124
2018-07-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,871 0 0.00 299 -5.38 0.2159
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,871 -3,389 -54.14 316 -52.77 0.2955
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,260 4,110 191.16 669 226.34 0.5408
2017-10-25 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,150 -3,417 -61.38 205 -59.72 0.2417
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,567 0 0.00 509 4.09 0.4461
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,567 0 0.00 489 1.88 0.4522
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,567 850 18.02 480 57.89 0.4275
2016-11-03 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,717 0 0.00 304 3.75 0.3385
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,717 0 0.00 293 8.92 0.3209
2016-04-22 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,717 0 0.00 269 -13.50 0.3597
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 4,717 0 0.00 311 7.99 0.3977
2015-10-28 2015-09-30 13F JPMORGAN CHASE COM 46625H100 4,717 0 0.00 288 -10.00 0.4260
2015-07-07 2015-06-30 13F JPMORGAN CHASE COM 46625H100 4,717 1,300 38.05 320 54.59 0.4099
2015-07-07 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,417 0 0.00 207 -3.27 0.2763
2015-04-27 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,417 0 207 0.1580
2015-01-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 3,417 0 0.00 214 3.88 0.2909
2014-10-21 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,417 0 0.00 206 -0.48 0.2404
2014-04-11 2014-03-31 13F JPMORGAN CHASE COM 46625H100 3,417 0 0.00 207 3.50 0.1798
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 3,417 3,417 200 0.1918
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.