JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBlack Diamond Financial, LLC
Latest Disclosed Ownership9,306 shares
Latest Disclosed Value $ 2,737,453
Black Diamond Financial, LLC reports 0.10% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Black Diamond Financial, LLC filed a 13F-HR form disclosing ownership of 9,306 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,737,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 9,297 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.10% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,306 9 0.10 2,737 -8.61 0.2987
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,297 1,120 13.70 2,996 16.13 0.3158
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,177 865 11.83 2,579 21.71 0.2890
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,312 -212 -2.82 2,120 14.85 0.3292
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,524 61 0.82 1,846 3.19 0.2772
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,463 -107 -1.41 1,789 12.03 0.2681
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,570 1,349 21.68 1,596 26.87 0.2709
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,221 543 9.56 1,258 30.36 0.2429
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,678 0 0.00 966 0.00 0.2610
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,678 163 2.96 966 20.78 0.2610
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,515 217 4.10 800 3.77 0.2462
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,298 -432 -7.54 771 3.22 0.2281
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,730 427 8.05 747 4.92 0.2451
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,303 1 0.02 711 28.34 0.2571
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,302 -735 -12.17 554 -18.53 0.2232
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,037 -829 -12.07 680 -27.35 0.2678
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,866 1,160 20.33 936 3.54 0.2954
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,706 -37 -0.64 904 -3.83 0.3045
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,743 -109 -1.86 940 3.30 0.4514
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,852 0 0.00 910 2.13 0.3555
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,852 0 0.00 891 19.76 0.3781
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,852 -884 -13.12 744 14.81 0.3415
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,736 110 1.66 648 4.01 0.3633
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,626 -225 -3.28 623 0.97 0.4067
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,851 4,987 267.54 617 137.31 0.4683
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,864 0 0.00 260 18.72 0.1883
2019-10-23 2019-09-30 13F J P MORGAN CHASE COM 46625H100 1,864 0 0.00 219 5.29 0.1615
2019-07-19 2019-06-30 13F J P MORGAN CHASE COM 46625H100 1,864 1,864 208 0.1773
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.