JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCurbstone Financial Management Corp
Latest Disclosed Ownership21,420 shares
Latest Disclosed Value $ 6,300,907
Curbstone Financial Management Corp reports 3.44% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Curbstone Financial Management Corp filed a 13F-HR form disclosing ownership of 21,420 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,300,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 22,184 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.44% 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)
2026-04-15 2026-03-31 13F JP Morgan Chase & Co COM 46625H100 21,420 -764 -3.44 6,301 -11.86 1.2056
2026-01-23 2025-12-31 13F JP Morgan Chase & Co COM 46625H100 22,184 488 2.25 7,148 4.46 1.3676
2025-10-15 2025-09-30 13F JP Morgan Chase & Co COM 46625H100 21,696 -422 -1.91 6,844 6.72 1.3157
2025-07-29 2025-06-30 13F JP Morgan Chase & Co COM 46625H100 22,118 401 1.85 6,412 20.37 1.3156
2025-04-15 2025-03-31 13F JP Morgan Chase & Co COM 46625H100 21,717 -883 -3.91 5,327 -1.66 1.1228
2025-01-22 2024-12-31 13F J P Morgan Chase & Co COM 46625H100 22,600 300 1.35 5,417 15.21 1.1473
2024-10-03 2024-09-30 13F J P Morgan Chase & Co COM 46625H100 22,300 -200 -0.89 4,702 3.34 1.0059
2024-07-03 2024-06-30 13F J P Morgan Chase & Co COM 46625H100 22,500 -880 -3.76 4,551 -2.84 0.9884
2024-04-09 2024-03-31 13F J P Morgan Chase & Co COM 46625H100 23,380 -550 -2.30 4,683 15.06 1.0117
2024-01-08 2023-12-31 13F J P Morgan Chase & Co COM 46625H100 23,930 60 0.25 4,070 17.60 0.9239
2023-10-10 2023-09-30 13F J P Morgan Chase & Co COM 46625H100 23,870 0 0.00 3,462 -0.29 0.8562
2023-07-05 2023-06-30 13F J P Morgan Chase & Co COM 46625H100 23,870 -328 -1.36 3,472 10.09 0.8276
2023-05-12 2023-03-31 13F J P Morgan Chase & Co COM 46625H100 24,198 -100 -0.41 3,153 105,000.00 0.7673
2023-01-19 2022-12-31 13F J P Morgan Chase & Co COM 46625H100 24,298 -20 -0.08 3 -99.88 0.8150
2022-10-05 2022-09-30 13F J P Morgan Chase & Co COM 46625H100 24,318 316 1.32 2,541 -5.99 0.6318
2022-08-04 2022-06-30 13F J P Morgan Chase & Co COM 46625H100 24,002 -1,496 -5.87 2,703 -22.24 0.6287
2022-04-18 2022-03-31 13F J P Morgan Chase & Co COM 46625H100 25,498 -200 -0.78 3,476 -14.57 0.6413
2022-01-19 2021-12-31 13F J P Morgan Chase & Co COM 46625H100 25,698 542 2.15 4,069 -1.19 0.7195
2021-10-06 2021-09-30 13F J P Morgan Chase & Co COM 46625H100 25,156 694 2.84 4,118 8.23 0.7765
2021-07-09 2021-06-30 13F J P Morgan Chase & Co COM 46625H100 24,462 -100 -0.41 3,805 1.77 0.7149
2021-04-05 2021-03-31 13F J P Morgan Chase & Co COM 46625H100 24,562 -700 -2.77 3,739 16.48 0.7459
2021-01-14 2020-12-31 13F J P Morgan Chase & Co COM 46625H100 25,262 484 1.95 3,210 34.59 0.6701
2020-10-02 2020-09-30 13F J P Morgan Chase & Co COM 46625H100 24,778 100 0.41 2,385 2.76 0.5703
2020-07-10 2020-06-30 13F J P Morgan Chase & Co COM 46625H100 24,678 -120 -0.48 2,321 3.94 0.6010
2020-04-20 2020-03-31 13F J P Morgan Chase & Co COM 46625H100 24,798 -766 -3.00 2,233 -37.35 0.6745
2020-01-10 2019-12-31 13F J P Morgan Chase & Co COM 46625H100 25,564 -100 -0.39 3,564 18.01 0.8485
2019-10-18 2019-09-30 13F J P Morgan Chase & Co COM 46625H100 25,664 0 0.00 3,020 5.26 0.7756
2019-07-09 2019-06-30 13F J P Morgan Chase & Co COM 46625H100 25,664 28 0.11 2,869 10.56 0.7538
2019-04-10 2019-03-31 13F J P Morgan Chase & Co COM 46625H100 25,636 -152 -0.59 2,595 3.10 0.7063
2019-01-09 2018-12-31 13F/A-1 J P Morgan Chase & Co COM 46625H100 25,788 350 1.38 2,517 -12.30 0.7533
2019-01-08 2018-12-31 13F J P Morgan Chase & Co COM 46625H100 24,888 -550 2,593
2018-10-10 2018-09-30 13F J P Morgan Chase & Co COM 46625H100 25,438 550 2.21 2,870 10.68 0.7499
2018-07-06 2018-06-30 13F J P Morgan Chase & Co COM 46625H100 24,888 -900 -3.49 2,593 -8.57 0.7164
2018-04-10 2018-03-31 13F J P Morgan Chase & Co COM 46625H100 25,788 12,144 89.01 2,836 94.38 0.8022
2018-01-08 2017-12-31 13F J P Morgan Chase & Co COM 46625H100 13,644 -14,950 -52.28 1,459 -46.58 0.8056
2017-10-03 2017-09-30 13F J P Morgan Chase & Co COM 46625H100 28,594 13,297 86.93 2,731 95.35 0.7908
2017-07-07 2017-06-30 13F J P Morgan Chase & Co COM 46625H100 15,297 -286 -1.84 1,398 2.12 0.8402
2017-04-05 2017-03-31 13F J P Morgan Chase & Co COM 46625H100 15,583 -1,151 -6.88 1,369 -5.19 0.8392
2017-01-10 2016-12-31 13F J P Morgan Chase & Co COM 46625H100 16,734 -17,884 -51.66 1,444 -37.35 0.9102
2016-10-05 2016-09-30 13F J P Morgan Chase & Co COM 46625H100 34,618 350 1.02 2,305 8.27 0.7393
2016-07-07 2016-06-30 13F J P Morgan Chase & Co COM 46625H100 34,268 200 0.59 2,129 5.50 0.7131
2016-04-05 2016-03-31 13F J P Morgan Chase & Co COM 46625H100 34,068 3,006 9.68 2,018 -1.61 0.6780
2016-01-07 2015-12-31 13F J P Morgan Chase & Co COM 46625H100 31,062 15,531 100.00 2,051 116.58 0.7013
2015-10-06 2015-09-30 13F J P Morgan Chase & Co COM 46625H100 15,531 575 3.84 947 -6.52 0.6865
2015-07-14 2015-06-30 13F J P Morgan Chase & Co COM 46625H100 14,956 -505 -3.27 1,013 8.11 0.6737
2015-04-16 2015-03-31 13F J P Morgan Chase & Co COM 46625H100 15,461 573 3.85 937 0.54 0.6311
2015-01-23 2014-12-31 13F J P Morgan Chase & Co COM 46625H100 14,888 625 4.38 932 8.50 0.7175
2014-10-21 2014-09-30 13F J P Morgan Chase & Co COM 46625H100 14,263 0 0.00 859 4.50 0.6764
2014-07-25 2014-06-30 13F J P Morgan Chase & Co COM 46625H100 14,263 -50 -0.35 822 -5.41 0.6296
2014-05-15 2014-03-31 13F J P Morgan Chase COM 46625H100 14,313 14,313 869 0.7093
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.