JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCooper Financial Group
Latest Disclosed Ownership10,362 shares
Latest Disclosed Value $ 3,048,135
Cooper Financial Group reports 0.38% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Cooper Financial Group filed a 13F-HR form disclosing ownership of 10,362 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,048,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 10,323 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.38% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,362 39 0.38 3,048 -8.36 0.3080
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,323 1,131 12.30 3,326 14.73 0.3539
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,192 -1,141 -11.04 2,900 -3.21 0.3209
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,333 331 3.31 2,996 22.10 0.3523
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,002 1,801 21.96 2,453 24.83 0.3232
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,201 850 11.56 1,966 26.77 0.2367
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,351 -1,816 -19.81 1,550 -16.40 0.2012
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,167 474 5.45 1,854 6.49 0.2726
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,693 984 12.76 1,741 32.80 0.2862
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,709 189 2.51 1,311 20.28 0.2384
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,520 -4 -0.05 1,091 -0.37 0.2622
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,524 -209 -2.70 1,094 8.64 0.2713
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,733 1,479 23.65 1,008 20.17 0.2715
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,254 395 6.74 839 36.93 0.2561
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,859 201 3.55 612 -3.92 0.2202
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,658 -746 -11.65 637 -27.03 0.2313
2022-04-25 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,404 -108 -1.66 873 -15.32 0.3316
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,404 -108 873 0.3313
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,512 -1,471 -18.43 1,031 -21.12 0.3892
2021-10-06 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,983 114 1.45 1,307 6.78 0.2711
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,869 316 4.18 1,224 6.43 0.2489
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,553 -1,739 -18.72 1,150 -2.62 0.2597
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,292 1,079 13.14 1,181 49.30 0.2409
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,213 -1,265 -13.35 791 -11.32 0.2283
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,478 322 3.52 892 8.25 0.2887
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,156 1,719 23.11 824 -20.54 0.3435
2020-01-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,437 -193 -2.53 1,037 15.48 0.4151
2019-10-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,630 285 3.88 898 9.38 0.4049
2019-07-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,345 -265 -3.48 821 6.62 0.3981
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,610 -814 -9.66 770 -6.33 0.4242
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,424 8,424 822 0.5572
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.