JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCatalyst Financial Partners Llc
Latest Disclosed Ownership22,670 shares
Latest Disclosed Value $ 6,668,607
Catalyst Financial Partners Llc reports 2.20% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Catalyst Financial Partners Llc filed a 13F-HR form disclosing ownership of 22,670 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,668,607 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 22,183 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.20% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 22,670 487 2.20 6,669 -6.70 0.7874
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,183 1,720 8.41 7,148 10.74 0.7972
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,463 -73 -0.36 6,455 8.42 0.7785
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,536 466 2.32 5,954 20.92 0.6499
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,070 799 4.15 4,923 6.58 0.9061
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,271 256 1.35 4,619 15.22 0.8684
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,015 424 2.28 4,010 6.62 0.7843
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,591 2,272 13.92 3,760 27.98 0.8262
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 16,319 941 6.12 2,939 12.35 0.7561
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,378 137 0.90 2,616 18.33 0.7386
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,241 4,137 37.26 2,210 36.93 0.7131
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,104 1,249 12.67 1,615 25.70 0.5756
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,855 704 7.69 1,284 4.65 0.5499
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,151 9,151 1,227 0.6308
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.