JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBeutel, Goodman & Co Ltd.
Latest Disclosed Ownership31,400 shares
Latest Disclosed Value $ 9,236
Beutel, Goodman & Co Ltd. reports 2.26% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Beutel, Goodman & Co Ltd. filed a 13F-HR form disclosing ownership of 31,400 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,125 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.26% 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)
2026-05-15 2026-03-31 13F JPMorgan Chase Common 46625H100 31,400 -725 -2.26 9 -10.00 0.0626
2026-02-13 2025-12-31 13F JPMorgan Chase Common 46625H100 32,125 0 0.00 10 0.00 0.0636
2025-11-14 2025-09-30 13F JPMorgan Chase Common 46625H100 32,125 -525 -1.61 10 11.11 0.0610
2025-08-13 2025-06-30 13F JPMorgan Chase Common 46625H100 32,650 -2,838 -8.00 9 12.50 0.0539
2025-05-14 2025-03-31 13F/A-1 JPMorgan Chase Common 46625H100 35,488 35,488 9 0.0502
2025-05-12 2025-03-31 13F JPMorgan Chase Common 46625H100 35,488 35,488 18 0.1027
2022-02-14 2021-12-31 13F JPMorgan Chase Common 46625H100 0 -339,902 -100.00 0 -100.00
2021-11-12 2021-09-30 13F JPMorgan Chase Common 46625H100 339,902 14,078 4.32 55,638 9.79 0.3406
2021-08-13 2021-06-30 13F JPMorgan Chase Common 46625H100 325,824 -143,033 -30.51 50,678 -29.00 0.3014
2021-05-14 2021-03-31 13F JPMorgan Chase Common 46625H100 468,857 -183,729 -28.15 71,374 -13.93 0.4481
2021-02-05 2020-12-31 13F JPMorgan Chase Common 46625H100 652,586 38,480 6.27 82,924 40.27 0.5615
2020-11-13 2020-09-30 13F JPMorgan Chase Common 46625H100 614,106 6,102 1.00 59,119 3.38 0.4754
2020-08-14 2020-06-30 13F JPMorgan Chase Common 46625H100 608,004 87,851 16.89 57,188 22.12 0.4700
2020-05-14 2020-03-31 13F JPMorgan Chase Common 46625H100 520,153 112,348 27.55 46,829 -17.62 0.4368
2020-02-24 2019-12-31 13F/A-1 JPMorgan Chase Common 46625H100 407,805 -213,416 -34.35 56,848 3.00 0.3262
2020-02-14 2019-12-31 13F JPMorgan Chase Common 46625H100 475,406 -145,815 66,271 345,404.7348
2019-12-23 2019-09-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 621,221 -25,206 -3.90 55,192 0.01 0.3846
2019-10-31 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 621,221 -25,206 1,191 110,561.8603
2019-08-15 2019-06-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 646,427 1,309 0.20 55,186 12.93 0.3998
2019-08-15 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 646,427 1,309 55,186
2019-04-30 2019-03-31 13F/A-1 JPMORGAN CHASE COMMON 46625H100 645,118 9,469 1.49 48,868 7.48 0.3669
2019-04-26 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 645,118 9,469 48,868
2019-02-11 2018-12-31 13F/A-1 JPMORGAN CHASE COMMON 46625H100 635,649 3,917 0.62 45,466 -17.55 0.3871
2019-02-07 2018-12-31 13F JPMORGAN CHASE COMMON 46625H100 635,649 3,917 4,547
2018-10-31 2018-09-30 13F JPMORGAN CHASE COMMON 46625H100 631,732 -9,819 -1.53 55,146 8.43 0.3985
2018-07-30 2018-06-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 641,551 -33,127 -4.91 50,859 -13.96 0.3745
2018-07-30 2018-06-30 13F JPMORGAN CHASE COMMON 46625H100 641,551 -33,127 50,859
2018-04-30 2018-03-31 13F JPMORGAN CHASE COMMON 46625H100 674,678 -14,422 -2.09 59,113 0.41 0.4470
2018-02-21 2017-12-31 13F/A-2 JPMORGAN CHASE COMMON 46625H100 689,100 689,100 58,871 0.4000
2017-01-20 2016-12-31 13F JPMORGAN CHASE COMMON 46625H100 0 -2,202,960 -100.00 0 -100.00
2016-10-12 2016-09-30 13F JPMORGAN CHASE COMMON 46625H100 2,202,960 -511,140 -18.83 111,836 -13.74 1.0812
2016-07-07 2016-06-30 13F JPMORGAN CHASE COMMON 46625H100 2,714,100 128,679 4.98 129,644 9.83 1.3311
2016-04-19 2016-03-31 13F JPMORGAN CHASE COMMON 46625H100 2,585,421 -284,628 -9.92 118,039 -7.10 1.3088
2016-02-01 2015-12-31 13F JPMORGAN CHASE COMMON 46625H100 2,870,049 24,478 0.86 127,055 5.11 1.5297
2015-10-26 2015-09-30 13F JPMORGAN CHASE COMMON 46625H100 2,845,571 -8,925 -0.31 120,873 -24.38 1.3259
2015-07-13 2015-06-30 13F JPMORGAN CHASE COMMON 46625H100 2,854,496 -218,265 -7.10 159,833 8.90 1.3498
2015-04-09 2015-03-31 13F JPMORGAN CHASE COMMON 46625H100 3,072,761 744,470 31.97 146,770 16.85 1.4106
2015-01-20 2014-12-31 13F JPMORGAN CHASE COMMON 46625H100 2,328,291 31,918 1.39 125,607 6.70 1.1201
2014-12-01 2014-09-30 13F/A-1 JPMORGAN CHASE COMMON 46625H100 2,296,373 84,092 3.80 117,716 -1.41 1.0277
2014-10-09 2014-09-30 13F JPMORGAN CHASE COMMON 46625H100 2,296,373 117,716
2014-08-06 2014-06-30 13F JPMORGAN CHASE COMMON 46625H100 2,212,281 170,261 8.34 119,400 -5.99 1.0145
2014-01-21 2013-12-31 13F JP Morgan Chase Common 46625H100 2,042,020 2,042,020 127,012 1.1063
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.