JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCarderock Capital Management Inc
Latest Disclosed Ownership2,251 shares
Latest Disclosed Value $ 662,154
Carderock Capital Management Inc reports 244.19% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Carderock Capital Management Inc filed a 13F-HR form disclosing ownership of 2,251 shares of JPMorgan Chase & Co. (MX:JPM) valued at $662,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 654 shares of JPMorgan Chase & Co.. This represents a change in shares of 244.19% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,251 1,597 244.19 662 215.24 0.1636
2026-01-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 654 -14 -2.10 211 0.00 0.0511
2025-10-17 2025-09-30 13F J P Morgan Chase COM 46625H100 668 68 11.33 211 21.39 0.0512
2025-07-10 2025-06-30 13F J P Morgan Chase COM 46625H100 600 600 174 0.0446
2023-07-25 2023-06-30 13F J P Morgan Chase COM 46625H100 0 -25 -100.00 0 -100.00
2023-04-19 2023-03-31 13F J P Morgan Chase COM 46625H100 25 -19,846 -99.87 3 50.00 0.0011
2023-01-20 2022-12-31 13F J P Morgan Chase COM 46625H100 19,871 -1,821 -8.39 3 -99.91 1.1052
2022-11-04 2022-09-30 13F/A-1 J P Morgan Chase COM 46625H100 21,692 -17,304 -44.37 2,267 -48.37 1.1570
2022-10-21 2022-09-30 13F J P Morgan Chase COM 46625H100 38,996 0 4,391 1.8339
2022-07-21 2022-06-30 13F J P Morgan Chase COM 46625H100 38,996 9,320 31.41 4,391 8.55 1.8339
2022-04-28 2022-03-31 13F J P Morgan Chase COM 46625H100 29,676 181 0.61 4,045 -13.40 1.3063
2022-01-31 2021-12-31 13F J P Morgan Chase COM 46625H100 29,495 2,760 10.32 4,671 6.74 1.1217
2021-10-29 2021-09-30 13F J P Morgan Chase COM 46625H100 26,735 700 2.69 4,376 8.08 1.2332
2021-07-30 2021-06-30 13F J P Morgan Chase COM 46625H100 26,035 -71 -0.27 4,049 1.89 1.1102
2021-05-07 2021-03-31 13F J P Morgan Chase COM 46625H100 26,106 93 0.36 3,974 20.24 1.1872
2021-02-05 2020-12-31 13F J P Morgan Chase COM 46625H100 26,013 -1,501 -5.46 3,305 24.76 0.9976
2020-10-27 2020-09-30 13F J P Morgan Chase COM 46625H100 27,514 -2,487 -8.29 2,649 -6.13 0.8948
2020-08-04 2020-06-30 13F J P Morgan Chase COM 46625H100 30,001 737 2.52 2,822 7.10 1.0402
2020-05-11 2020-03-31 13F J P Morgan Chase COM 46625H100 29,264 -5,545 -15.93 2,635 -45.69 1.2084
2020-02-04 2019-12-31 13F J P Morgan Chase COM 46625H100 34,809 8,557 32.60 4,852 57.02 1.6281
2019-10-23 2019-09-30 13F J P Morgan Chase COM 46625H100 26,252 510 1.98 3,090 7.37 1.1373
2019-07-15 2019-06-30 13F J P Morgan Chase COM 46625H100 25,742 216 0.85 2,878 11.38 1.0864
2019-04-23 2019-03-31 13F J P Morgan Chase COM 46625H100 25,526 3,064 13.64 2,584 17.83 1.0540
2019-02-14 2018-12-31 13F J P Morgan Chase COM 46625H100 22,462 -507 -2.21 2,193 -15.39 1.1327
2018-11-13 2018-09-30 13F J P Morgan Chase COM 46625H100 22,969 325 1.44 2,592 9.88 1.0225
2018-07-16 2018-06-30 13F J P Morgan Chase COM 46625H100 22,644 -67 -0.30 2,359 -5.53 1.0178
2018-04-27 2018-03-31 13F J P Morgan Chase COM 46625H100 22,711 405 1.82 2,497 4.70 1.1024
2018-01-25 2017-12-31 13F J P Morgan Chase COM 46625H100 22,306 702 3.25 2,385 15.61 1.0510
2017-11-15 2017-09-30 13F J P Morgan Chase COM 46625H100 21,604 94 0.44 2,063 4.93 0.9306
2017-08-09 2017-06-30 13F J P Morgan Chase COM 46625H100 21,510 58 0.27 1,966 4.35 0.8869
2017-04-17 2017-03-31 13F J P Morgan Chase COM 46625H100 21,452 21,452 1,884 0.8716
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.