JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionChelsea Counsel Co
Latest Disclosed Ownership1,392 shares
Latest Disclosed Value $ 409,471
Chelsea Counsel Co ownership in JPM / JPMorgan Chase & Co.

On June 4, 2026 - Chelsea Counsel Co filed a 13F-HR/A form disclosing ownership of 1,392 shares of JPMorgan Chase & Co. (MX:JPM) valued at $409,471 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 24, 2026 disclosing 1,392 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-06-04 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,392 0 0.00 409 -8.71 0.1803
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,392 0 449 0.1926
2026-02-24 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,392 -3 -0.22 449 1.82 0.1926
2025-11-25 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,395 3 0.22 440 9.18 0.1954
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,392 0 0.00 404 18.18 0.2001
2025-05-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,392 0 0.00 341 2.40 0.1856
2025-02-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,392 0 0.00 334 13.65 0.1722
2024-11-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,392 -700 -33.46 294 -30.73 0.1446
2024-11-21 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,092 0 0.00 423 0.95 0.2112
2024-06-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,092 73 3.62 419 22.16 0.2376
2024-02-21 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,019 0 0.00 343 17.47 0.1822
2023-11-22 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,019 0 0.00 293 -0.34 0.1506
2023-11-22 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,019 0 0.00 294 11.41 0.1446
2023-05-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,019 0 0.00 263 -2.59 0.1278
2023-02-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,019 2,019 271 0.1352
2022-10-31 2022-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 0 -2,931 -100.00 0 -100.00
2022-08-01 2022-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 2,931 0 0.00 330 -17.50 0.1695
2022-05-24 2022-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 2,931 -1,489 -33.69 400 -42.86 0.1762
2022-05-23 2021-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 4,420 0 0.00 700 -3.31 0.3031
2022-02-10 2021-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 4,420 0 0.00 724 5.23 0.3292
2022-02-10 2021-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 4,420 -500 -10.16 688 -8.14 0.3171
2022-02-10 2021-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 4,920 0 0.00 749 19.84 0.3713
2022-03-08 2020-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 4,920 1,459 42.16 625 87.69 0.3217
2022-05-06 2020-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 3,461 417 13.70 333 16.43 0.1337
2022-05-06 2020-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 3,044 3,044 286 0.1095
2020-06-12 2020-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 0 -1,489 -100.00 0 -100.00
2020-03-23 2019-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 1,489 -1,700 -53.31 208 -44.53 0.1265
2020-03-27 2019-09-30 13F/A-1 J.P. MORGAN CHASE COMMON 46625H100 3,189 -3,000 -48.47 375 -45.81 0.2257
2020-03-23 2019-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 700 -5,489 0
2019-12-09 2019-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 6,189 0 0.00 692 10.37 0.3704
2019-12-09 2019-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 6,189 0 0.00 627 3.81 0.3379
2019-12-09 2018-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 6,189 0 0.00 604 -13.47 0.3666
2019-12-09 2018-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 6,189 -200 -3.13 698 4.80 0.3638
2018-10-03 2018-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 6,389 0 0.00 666 -5.26 0.3964
2018-10-03 2018-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 6,389 -230 -3.47 703 -0.71 0.4521
2018-01-12 2017-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 6,619 -1,093 -14.17 708 -3.93 0.3781
2018-01-12 2017-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 7,712 7,712 737 0.3691
2015-08-28 2015-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 0 -3,401 -100.00 0 -100.00
2015-05-29 2015-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 3,401 0 0.00 206 -3.29 0.0444
2015-05-29 2014-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 3,401 3,401 213 0.0438
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.