JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital International Ltd /ca/
Latest Disclosed Ownership55,626 shares
Latest Disclosed Value $ 16,362,944
Capital International Ltd /ca/ reports 25.90% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Capital International Ltd /ca/ filed a 13F-HR form disclosing ownership of 55,626 shares of JPMorgan Chase & Co. (MX:JPM) valued at $16,362,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 75,070 shares of JPMorgan Chase & Co.. This represents a change in shares of -25.90% 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 55,626 -19,444 -25.90 16,363 -32.36 0.6064
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 75,070 -93,411 -55.44 24,189 -54.48 0.8525
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 168,481 379 0.23 53,144 9.05 1.9229
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 168,102 -16,577 -8.98 48,734 7.58 1.8669
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 184,679 3,081 1.70 45,302 4.07 1.9751
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 181,598 -2,916 -1.58 43,531 11.89 1.7756
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 184,514 -421 -0.23 38,907 4.02 1.6767
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 184,935 -2,000 -1.07 37,405 -0.10 1.7249
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 186,935 22,753 13.86 37,443 34.07 1.7910
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 164,182 2,907 1.80 27,927 19.41 1.4321
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 161,275 -136 -0.08 23,388 -0.37 1.3451
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 161,411 -336 -0.21 23,476 11.38 1.3156
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 161,747 -71,990 -30.80 21,077 -32.76 1.2639
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 233,737 23,834 11.35 31,344 42.89 2.1603
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 209,903 8,915 4.44 21,935 -3.08 1.5291
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 200,988 1,141 0.57 22,633 -16.92 1.7033
2022-05-19 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 199,847 -65,627 -24.72 27,243 -35.19 1.5523
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 199,847 -65,627 27,243 1.5675
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 265,474 1,028 0.39 42,038 -2.89 2.1352
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 264,446 -5,978 -2.21 43,287 2.91 2.3567
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 270,424 -31,197 -10.34 42,062 -8.39 2.3173
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 301,621 -22,231 -6.86 45,916 11.58 2.7714
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 323,852 54,493 20.23 41,152 58.70 2.4025
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 269,359 53,833 24.98 25,931 27.92 1.7574
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 215,526 4,612 2.19 20,272 6.76 1.8974
2020-05-15 2020-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 210,914 -21,927 -9.42 18,989 -41.50 2.1300
2020-02-18 2019-12-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 232,841 67,350 40.70 32,458 66.65 3.4189
2019-11-14 2019-09-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 165,491 86,935 110.67 19,477 121.76 2.9461
2019-08-14 2019-06-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 78,556 -378 -0.48 8,783 9.92 2.0877
2019-05-15 2019-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 78,934 -828 -1.04 7,990 2.62 1.9134
2019-02-14 2018-12-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 79,762 -13,202 -14.20 7,786 -25.78 2.1112
2018-11-14 2018-09-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 92,964 -19,120 -17.06 10,490 -10.17 3.2736
2018-08-14 2018-06-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 112,084 4,613 4.29 11,678 -1.19 2.0422
2018-05-15 2018-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 107,471 1,840 1.74 11,819 4.62 2.1172
2018-02-14 2017-12-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 105,631 -205,432 -66.04 11,297 -61.98 2.1422
2017-11-14 2017-09-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 311,063 48,000 18.25 29,710 23.57 1.9604
2017-08-14 2017-06-30 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 263,063 198,700 308.72 24,044 325.26 1.5934
2017-05-15 2017-03-31 13F JPMORGAN CHASE AND COMMON STOCK 46625H100 64,363 7,200 12.60 5,654 14.62 0.3683
2017-02-15 2016-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 57,163 -1,900 -3.22 4,933 25.43 0.3452
2016-11-14 2016-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 59,063 -36,800 -38.39 3,933 -33.98 0.2779
2016-08-15 2016-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 95,863 -15,488 -13.91 5,957 -9.66 0.4315
2016-05-16 2016-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 111,351 0 0.00 6,594 -10.32 0.4256
2016-02-12 2015-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 111,351 -6,600 -5.60 7,353 2.25 0.4646
2015-11-16 2015-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 117,951 6,200 5.55 7,191 -5.03 0.4774
2015-08-14 2015-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 111,751 -200 -0.18 7,572 11.65 0.4524
2015-05-15 2015-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 111,951 -28,900 -20.52 6,782 -23.05 0.4136
2015-03-02 2014-12-31 13F/A-1 JPMORGAN CHASE COMMON STOCK 46625H100 140,851 -27,100 -16.14 8,814 -12.88 0.5476
2015-02-13 2014-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 125,351 6,817
2014-11-14 2014-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 167,951 -300 -0.18 10,117 4.35 0.6291
2014-08-14 2014-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 168,251 0 0.00 9,695 -5.09 0.5994
2014-05-15 2014-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 168,251 -42,500 -20.17 10,215 -17.12 0.6398
2014-02-14 2013-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 210,751 -29,700 -12.35 12,325 -0.84 0.7537
2013-11-14 2013-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 240,451 -65,500 -21.41 12,429 -23.05 0.8147
2013-08-14 2013-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 305,951 305,951 16,151 0.9962
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.