JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCacti Asset Management Llc
Latest Disclosed Ownership10,060 shares
Latest Disclosed Value $ 2,959,250
Cacti Asset Management Llc reports 1.47% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Cacti Asset Management Llc filed a 13F-HR form disclosing ownership of 10,060 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,959,250 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 2, 2026 disclosing 10,210 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.47% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE &CO COM 46625H100 10,060 -150 -1.47 2,959 -10.47 0.1794
2026-01-02 2025-12-31 13F JPMORGAN CHASE &CO COM 46625H100 10,210 -200 -1.92 3,305 0.46 0.1996
2025-10-01 2025-09-30 13F JPMORGAN CHASE &CO COM 46625H100 10,410 0 0.00 3,290 10.11 0.2167
2025-07-01 2025-06-30 13F JPMORGAN CHASE &CO COM 46625H100 10,410 -500 -4.58 2,989 12.80 0.2126
2025-04-01 2025-03-31 13F JPMORGAN CHASE &CO COM 46625H100 10,910 0 0.00 2,649 1.49 0.2051
2025-01-02 2024-12-31 13F JPMORGAN CHASE &CO COM 46625H100 10,910 -200 -1.80 2,611 11.06 0.1960
2024-10-02 2024-09-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 2,351 6.24 0.1750
2024-07-01 2024-06-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 2,213 -0.76 0.1744
2024-06-03 2024-03-31 13F/A-1 JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 2,230 18.44 0.1780
2024-04-01 2024-03-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 2,217 0.1767
2024-01-02 2023-12-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,882 16.46 0.1592
2023-10-04 2023-09-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,616 0.06 0.1491
2023-07-03 2023-06-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,616 11.61 0.1423
2023-04-04 2023-03-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,448 -2.82 0.1297
2023-01-03 2022-12-31 13F/A-1 JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,490 28.25 0.1386
2023-01-03 2022-12-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 1 0.1386
2022-10-03 2022-09-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,161 -7.19 0.1161
2022-07-01 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,251 -18.45 0.1166
2022-04-01 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,534 -12.79 0.1191
2022-01-03 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,759 -3.30 0.1353
2021-10-01 2021-09-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,819 6.31 0.1506
2021-07-01 2021-06-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,711 1.18 0.1378
2021-04-01 2021-03-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,691 21.39 0.1458
2021-01-04 2020-12-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,393 30.43 0.1367
2020-10-01 2020-09-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,068 -1.75 0.1230
2020-07-02 2020-06-30 13F JPMORGAN CHASE &CO COM 46625H100 11,110 0 0.00 1,087 4.62 0.1247
2020-04-01 2020-03-31 13F JPMORGAN CHASE &CO COM 46625H100 11,110 -3,150 -22.09 1,039 -47.63 0.1208
2020-01-02 2019-12-31 13F JPMORGAN CHASE &CO COM 46625H100 14,260 -1,000 -6.55 1,984 9.37 0.1481
2019-10-01 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 15,260 0 0.00 1,814 9.21 0.1408
2019-07-01 2019-06-30 13F JPMORGAN CHASE &CO COM 46625H100 15,260 -1,000 -6.15 1,661 0.91 0.1281
2019-04-01 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 16,260 0 0.00 1,646 3.72 0.1324
2019-01-02 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 16,260 660 4.23 1,587 -11.19 0.1392
2018-10-01 2018-09-30 13F JPMORGAN CHASE &CO COM 46625H100 15,600 0 0.00 1,787 9.16 0.1323
2018-07-02 2018-06-30 13F JPMORGAN CHASE &CO COM 46625H100 15,600 0 0.00 1,637 -2.85 0.1324
2018-04-02 2018-03-31 13F JPMORGAN CHASE &CO COM 46625H100 15,600 -1,000 -6.02 1,685 -5.07 0.1415
2018-01-02 2017-12-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,775 12.34 0.1436
2017-10-02 2017-09-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,580 4.43 0.1338
2017-07-03 2017-06-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,513 2.37 0.1354
2017-04-03 2017-03-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,478 3.21 0.1302
2017-01-03 2016-12-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,432 29.59 0.1351
2016-10-03 2016-09-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,105 7.07 0.1127
2016-07-01 2016-06-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,032 4.14 0.1105
2016-04-01 2016-03-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 991 -9.58 0.1066
2016-01-04 2015-12-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,096 8.30 0.1176
2015-10-01 2015-09-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,012 -10.04 0.1148
2015-07-01 2015-06-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,125 11.83 0.1215
2015-04-01 2015-03-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,006 -3.18 0.1063
2015-01-02 2014-12-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,039 3.90 0.1173
2014-10-02 2014-09-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,000 4.71 0.1207
2014-07-01 2014-06-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 955 -5.26 0.1174
2014-04-01 2014-03-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 1,008 3.81 0.1378
2014-01-02 2013-12-31 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 971 13.17 0.1464
2013-10-01 2013-09-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 0 0.00 858 -2.05 0.1474
2013-07-02 2013-06-30 13F JPMORGAN CHASE &CO COM 46625H100 16,600 16,600 876 0.1670
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.