JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDelta Investment Management, LLC
Latest Disclosed Ownership6,132 shares
Latest Disclosed Value $ 1,803,750
Delta Investment Management, LLC reports 24.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Delta Investment Management, LLC filed a 13F-HR form disclosing ownership of 6,132 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,803,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 8,153 shares of JPMorgan Chase & Co.. This represents a change in shares of -24.79% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,132 -2,021 -24.79 1,804 -31.37 0.3228
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,153 67 0.83 2,627 3.02 0.4558
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,086 104 1.30 2,551 10.20 0.4571
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,982 66 0.83 2,314 19.22 0.4448
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,916 1,999 33.78 1,942 36.88 0.3920
2025-02-18 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,917 -24 -0.40 1,418 13.26 0.2762
2024-11-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,941 49 0.83 1,253 5.12 0.2553
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,892 -40 -0.67 1,192 0.25 0.2630
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,932 270 4.77 1,188 23.36 0.2699
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,662 -20 -0.35 963 16.87 0.2388
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,682 226 4.14 824 3.91 0.2284
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,456 109 2.04 794 13.94 0.2174
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,347 -121 -2.21 697 -5.05 0.1994
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,468 -107 -1.92 733 25.73 0.2376
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,575 627 12.67 583 4.67 0.2521
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,948 1 0.02 557 -17.36 0.2541
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,947 1 0.02 674 -13.92 0.2000
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,946 27 0.55 783 -2.73 0.2253
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,919 1 0.02 805 5.23 0.2530
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,918 1 0.02 765 2.14 0.2273
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,917 189 4.00 749 24.83 0.2383
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,728 -153 -3.13 600 27.93 0.1927
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,881 -19 -0.39 469 1.96 0.2540
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,900 242 5.20 460 9.79 0.1920
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,658 -76 -1.61 419 -36.42 0.3205
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,734 4,734 659 0.2399
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.