JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCrystal Rock Capital Management
Latest Disclosed Ownership23,668 shares
Latest Disclosed Value $ 6,962,179
Crystal Rock Capital Management reports 2.37% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Crystal Rock Capital Management filed a 13F-HR form disclosing ownership of 23,668 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,962,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 24,243 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.37% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,668 -575 -2.37 6,962 -10.87 4.1333
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,243 -500 -2.02 7,812 0.09 4.1284
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 24,743 -4,175 -14.44 7,805 -6.91 4.2606
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,918 3,250 12.66 8,384 33.15 4.8340
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,668 -1,630 -5.97 6,296 -3.78 4.3060
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,298 -1,245 -4.36 6,544 8.72 4.0148
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,543 1,250 4.58 6,019 9.02 3.5474
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 27,293 -775 -2.76 5,520 -1.81 3.3030
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,068 0 0.00 5,622 17.76 3.2734
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,068 -775 -2.69 4,774 14.16 3.1504
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 28,843 0 0.00 4,183 -0.29 3.1860
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 28,843 0 0.00 4,195 11.60 3.1026
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 28,843 -7,000 -19.53 3,759 -21.81 3.1163
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 35,843 29,208 440.21 4,807 159.08 4.1402
2022-11-08 2022-09-30 13F LULULEMON ATHLETICA COM 46625H100 6,635 -5,758 -46.46 1,855 32.88 1.9098
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,393 0 0.00 1,396 -17.35 1.3239
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,393 0 0.00 1,689 -13.91 1.1194
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 12,393 0 0.00 1,962 -3.30 1.0564
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 12,393 -2,850 -18.70 2,029 -14.42 1.0786
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,243 0 0.00 2,371 2.20 1.2340
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,243 2,875 23.25 2,320 47.58 1.2594
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,368 -8,700 -41.29 1,572 -22.49 0.8974
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,068 -5,750 -21.44 2,028 -19.62 1.2796
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,818 -17,275 -39.18 2,523 -36.45 1.7431
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 44,093 -5,850 -11.71 3,970 -42.98 3.5041
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 49,943 0 0.00 6,962 18.44 4.5433
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 49,943 -14,050 -21.96 5,878 -17.84 4.3124
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 63,993 -2,125 -3.21 7,154 6.89 5.2868
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 66,118 0 0.00 6,693 3.70 4.9508
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 66,118 -5,075 -7.13 6,454 -19.66 5.7928
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 71,193 0 0.00 8,033 8.29 5.5307
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 71,193 0 0.00 7,418 -5.25 5.2928
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 71,193 -33,450 -31.97 7,829 -30.04 5.4690
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 104,643 -2,284 -2.14 11,191 9.58 7.2160
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 106,927 -7,790 -6.79 10,213 -2.59 6.8079
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 114,717 0 0.00 10,485 4.05 6.7750
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 114,717 -17,632 -13.32 10,077 -11.76 6.4354
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 132,349 0 0.00 11,420 29.58 7.5050
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 132,349 0 0.00 8,813 7.16 5.9385
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 132,349 0 0.00 8,224 4.92 6.0875
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 132,349 4,200 3.28 7,838 -7.37 5.1078
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 128,149 19,350 17.79 8,462 27.57 6.1884
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 108,799 25,000 29.83 6,633 16.82 5.0000
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 83,799 4,812 6.09 5,678 18.66 4.2927
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 78,987 0 0.00 4,785 -3.20 3.3912
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 78,987 -9,672 -10.91 4,943 -7.45 3.4980
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 88,659 -7,000 -7.32 5,341 -3.10 4.0135
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 95,659 -20,853 -17.90 5,512 -22.07 3.8852
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 116,512 1,517 1.32 7,073 5.17 4.2539
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 114,995 12,050 11.71 6,725 26.39 3.9896
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 102,945 0 0.00 5,321 -2.08 3.4238
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 102,945 102,945 5,434 3.7562
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.