JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionC M Bidwell & Associates Ltd
Latest Disclosed Ownership1,680 shares
Latest Disclosed Value $ 494,189
C M Bidwell & Associates Ltd reports 15.28% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - C M Bidwell & Associates Ltd filed a 13F-HR form disclosing ownership of 1,680 shares of JPMorgan Chase & Co. (MX:JPM) valued at $494,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,983 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.28% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F JP Morgan Chase COM 46625H100 1,680 -303 -15.28 494 -22.57 0.2308
2026-02-13 2025-12-31 13F JP Morgan Chase COM 46625H100 1,983 -46 -2.27 639 -0.31 0.3017
2025-11-13 2025-09-30 13F JP Morgan Chase COM 46625H100 2,029 -90 -4.25 640 4.23 0.3078
2025-08-14 2025-06-30 13F JP Morgan Chase COM 46625H100 2,119 -73 -3.33 614 14.34 0.3187
2025-05-15 2025-03-31 13F JP Morgan Chase COM 46625H100 2,192 -23 -1.04 538 1.32 0.3236
2025-02-12 2024-12-31 13F JP Morgan Chase COM 46625H100 2,215 -34 -1.51 531 11.81 0.3228
2024-11-13 2024-09-30 13F JP Morgan Chase COM 46625H100 2,249 -23 -1.01 474 3.27 0.2900
2024-08-13 2024-06-30 13F JP Morgan Chase COM 46625H100 2,272 -1 -0.04 460 0.88 0.3077
2024-05-14 2024-03-31 13F JP Morgan Chase COM 46625H100 2,273 -33 -1.43 455 16.07 0.3100
2024-02-14 2023-12-31 13F JP Morgan Chase COM 46625H100 2,306 14 0.61 392 18.07 0.2908
2023-11-13 2023-09-30 13F JP Morgan Chase COM 46625H100 2,292 -32 -1.38 332 -1.78 0.2528
2023-08-14 2023-06-30 13F JP Morgan Chase COM 46625H100 2,324 -22 -0.94 338 10.82 0.2472
2023-05-12 2023-03-31 13F JP Morgan Chase COM 46625H100 2,346 1,671 247.56 306 238.89 0.2319
2023-02-10 2022-12-31 13F JP Morgan Chase COM 46625H100 675 0 0.00 91 26.76 0.0714
2022-11-14 2022-09-30 13F JP Morgan Chase COM 46625H100 675 -1,258 -65.08 71 -67.43 0.0589
2022-08-12 2022-06-30 13F JP Morgan Chase COM 46625H100 1,933 1,198 162.99 218 118.00 0.1724
2022-04-29 2022-03-31 13F JP Morgan Chase COM 46625H100 735 700 2,000.00 100 1,566.67 0.0655
2022-02-11 2021-12-31 13F JP Morgan Chase COM 46625H100 35 0 0.00 6 0.00 0.0037
2021-11-12 2021-09-30 13F JP Morgan Chase COM 46625H100 35 0 0.00 6 20.00 0.0040
2021-08-13 2021-06-30 13F JP Morgan Chase COM 46625H100 35 0 0.00 5 0.00 0.0033
2021-05-14 2021-03-31 13F JP Morgan Chase COM 46625H100 35 0 0.00 5 25.00 0.0037
2021-02-16 2020-12-31 13F JP Morgan Chase COM 46625H100 35 -29 -45.31 4 -33.33 0.0033
2020-11-13 2020-09-30 13F JP Morgan Chase COM 46625H100 64 -4,128 -98.47 6 -98.48 0.0055
2020-08-14 2020-06-30 13F JP Morgan Chase COM 46625H100 4,192 -164 -3.76 394 0.51 0.3595
2020-05-15 2020-03-31 13F JP Morgan Chase COM 46625H100 4,356 -929 -17.58 392 -46.81 0.4133
2020-02-12 2019-12-31 13F JP Morgan Chase COM 46625H100 5,285 1,745 49.29 737 76.74 0.6660
2019-11-13 2019-09-30 13F JP Morgan Chase COM 46625H100 3,540 -2,055 -36.73 417 -33.39 0.4122
2019-08-07 2019-06-30 13F JP Morgan Chase COM 46625H100 5,595 5,560 15,885.71 626 15,550.00 0.6229
2019-05-15 2019-03-31 13F JP Morgan Chase COM 46625H100 35 0 0.00 4 33.33 0.0040
2019-02-14 2018-12-31 13F JP Morgan Chase COM 46625H100 35 0 0.00 3 -25.00 0.0033
2018-11-13 2018-09-30 13F JP Morgan Chase COM 46625H100 35 -110 -75.86 4 -73.33 0.0038
2018-08-13 2018-06-30 13F JP Morgan Chase COM 46625H100 145 -3,035 -95.44 15 -95.71 0.0139
2018-05-11 2018-03-31 13F JP Morgan Chase COM 46625H100 3,180 975 44.22 350 48.31 0.3202
2018-02-02 2017-12-31 13F JP Morgan Chase COM 46625H100 2,205 2,170 6,200.00 236 7,766.67 0.2036
2017-08-14 2017-06-30 13F JP Morgan Chase COM 46625H100 35 -2,195 -98.43 3 -98.47 0.0006
2017-05-12 2017-03-31 13F JP Morgan Chase COM 46625H100 2,230 0 0.00 196 2.08 0.0441
2017-02-13 2016-12-31 13F JP Morgan Chase COM 46625H100 2,230 2,230 0.00 192 0.0453
2015-05-07 2015-03-31 13F JP Morgan Chase COM 46625H100 0 -70,890 -100.00 0 -100.00
2015-02-09 2014-12-31 13F JP Morgan Chase COM 46625H100 70,890 0 0.00 4,436 3.89 1.0125
2014-11-14 2014-09-30 13F JP Morgan Chase COM 46625H100 70,890 70,890 4,579.21 4,270 -94.66 1.0061
2013-10-25 2013-09-30 13F JP Morgan Chase COM 46625H100 0 -1,515 -100.00 0 -100.00
2013-08-08 2013-06-30 13F JP Morgan Chase COM 46625H100 1,515 1,515 79,977 0.0235
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.