JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBleakley Financial Group, LLC
Latest Disclosed Ownership131,802 shares
Latest Disclosed Value $ 38,770,904
Bleakley Financial Group, LLC reports 8.50% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Bleakley Financial Group, LLC filed a 13F-HR form disclosing ownership of 131,802 shares of JPMorgan Chase & Co. (MX:JPM) valued at $38,770,904 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 121,479 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.50% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 131,802 10,323 8.50 38,771 -0.95 0.6066
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 121,479 12,208 11.17 39,143 13.56 0.6793
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 109,271 1,496 1.39 34,467 10.31 0.7997
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 107,775 17,649 19.58 31,245 41.33 0.7935
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 90,126 2,399 2.73 22,108 5.13 0.7097
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 87,727 122 0.14 21,029 13.84 0.6329
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 87,605 429 0.49 18,472 4.76 0.5630
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 87,176 113 0.13 17,632 1.11 0.5088
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 87,063 1,173 1.37 17,439 19.36 0.5048
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 85,890 1,430 1.69 14,610 19.28 0.4643
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 84,460 -7,208 -7.86 12,248 -8.13 0.4317
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 91,668 9,867 12.06 13,332 25.08 0.4160
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 81,801 7,856 10.62 10,659 7.49 0.3558
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 73,945 73,945 9,916 0.3546
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.