JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital International Inc /ca/
Latest Disclosed Ownership595,657 shares
Latest Disclosed Value $ 175,218,463
Capital International Inc /ca/ reports 1.16% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Capital International Inc /ca/ filed a 13F-HR form disclosing ownership of 595,657 shares of JPMorgan Chase & Co. (MX:JPM) valued at $175,218,463 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 588,854 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.16% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 595,657 6,803 1.16 175,218 -7.65 1.3508
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 588,854 -129,838 -18.07 189,741 -16.30 1.4926
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 718,692 91,422 14.57 226,697 24.66 1.8128
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 627,270 69,413 12.44 181,852 32.89 1.7665
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 557,857 28,853 5.45 136,842 7.91 1.6594
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 529,004 20,951 4.12 126,808 18.37 1.4956
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 508,053 -8,814 -1.71 107,128 2.47 1.3509
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 516,867 -20,816 -3.87 104,542 -2.93 1.3907
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 537,683 41,205 8.30 107,698 27.53 1.4540
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 496,478 64,402 14.91 84,451 34.78 1.3166
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 432,076 -1,241 -0.29 62,660 -0.57 1.2005
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 433,317 46,425 12.00 63,022 25.00 1.1447
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 386,892 -43,334 -10.07 50,416 -12.62 1.0126
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 430,226 7,325 1.73 57,693 30.55 1.2452
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 422,901 -390,838 -48.03 44,193 -51.77 0.9870
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 813,739 -26,500 -3.15 91,635 -20.00 1.2710
2022-05-19 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 840,239 -165,552 -16.46 114,541 -28.08 1.2834
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 840,239 -165,552 114,541 1.3192
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,005,791 184,140 22.41 159,267 18.42 1.4811
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 821,651 -238,395 -22.49 134,496 -18.43 1.2973
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,060,046 -98,297 -8.49 164,880 -6.50 1.4706
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,158,343 -128,637 -10.00 176,335 7.83 1.6385
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,286,980 91,996 7.70 163,537 42.16 1.5163
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,194,984 28,878 2.48 115,041 4.88 1.2666
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,166,106 390,323 50.31 109,684 57.04 1.3375
2020-05-15 2020-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 775,783 69,142 9.78 69,844 -29.10 1.1761
2020-02-18 2019-12-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 706,641 -13,217 -1.84 98,506 16.27 1.3697
2019-11-14 2019-09-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 719,858 501,002 228.92 84,720 246.25 1.2757
2019-08-14 2019-06-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 218,856 158,192 260.77 24,468 298.44 1.7095
2019-05-15 2019-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 60,664 -2,990 -4.70 6,141 -1.17 0.7306
2019-02-14 2018-12-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 63,654 -2,542 -3.84 6,214 -16.81 0.8492
2018-11-14 2018-09-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 66,196 36,119 120.09 7,470 138.35 0.9752
2018-08-14 2018-06-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 30,077 -975 -3.14 3,134 -8.23 0.4792
2018-05-15 2018-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 31,052 -3,825 -10.97 3,415 -8.45 0.4937
2018-02-14 2017-12-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 34,877 -15,612 -30.92 3,730 -22.65 0.5548
2017-11-14 2017-09-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 50,489 -5,400 -9.66 4,822 -5.60 0.7050
2017-08-14 2017-06-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 55,889 12,000 27.34 5,108 32.50 0.7305
2017-05-15 2017-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 43,889 -1,000 -2.23 3,855 -0.46 0.4694
2017-02-15 2016-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 44,889 19,360 75.84 3,873 127.82 0.4817
2016-11-14 2016-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 25,529 -24,600 -49.07 1,700 -45.43 0.2020
2016-08-15 2016-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 50,129 -15,730 -23.88 3,115 -20.13 0.3751
2016-05-16 2016-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 65,859 -46,750 -41.52 3,900 -47.55 0.4282
2016-02-12 2015-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 112,609 -880 -0.78 7,436 7.47 0.6596
2015-11-16 2015-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 113,489 2,200 1.98 6,919 -8.25 0.6278
2015-08-14 2015-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 111,289 -1,500 -1.33 7,541 10.36 0.5433
2015-05-15 2015-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 112,789 -21,407 -15.95 6,833 -18.64 0.5140
2015-03-02 2014-12-31 13F/A-1 JPMORGAN CHASE COMMON STOCK 46625H100 134,196 -33,875 -20.16 8,398 -17.06 0.5806
2015-02-13 2014-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 134,196 7,298
2014-11-14 2014-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 168,071 -8,572 -4.85 10,125 -0.52 0.6302
2014-08-14 2014-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 176,643 -11,400 -6.06 10,178 -10.84 0.5373
2014-05-15 2014-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 188,043 -9,400 -4.76 11,416 -1.13 0.5039
2014-02-14 2013-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 197,443 -3,000 -1.50 11,546 11.44 0.4973
2013-11-14 2013-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 200,443 -238,766 -54.36 10,361 -55.31 0.4591
2013-08-14 2013-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 439,209 439,209 23,186 0.8426
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.