JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDiligent Investors, LLC
Latest Disclosed Ownership5,988 shares
Latest Disclosed Value $ 1,761,401
Diligent Investors, LLC reports 0.28% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Diligent Investors, LLC filed a 13F-HR form disclosing ownership of 5,988 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,761,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,005 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.28% 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 JPMORGAN CHASE COM 46625H100 5,988 -17 -0.28 1,761 -8.95 0.4363
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,005 -71 -1.17 1,935 0.94 0.4759
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,076 -4,831 -44.29 1,916 -39.41 0.4844
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,907 -159 -1.44 3,162 16.51 0.7490
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,066 -7 -0.06 2,715 2.26 0.6605
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,073 3 0.03 2,654 13.71 0.6087
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,070 9 0.08 2,334 4.34 0.5416
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,061 20 0.18 2,237 1.18 0.5541
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,041 -163 -1.45 2,211 16.06 0.5547
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,204 84 0.76 1,906 18.18 0.5237
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,120 5,882 112.29 1,613 111.83 0.4925
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,238 188 3.72 762 15.65 0.2252
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,050 593 13.30 658 10.22 0.2032
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,457 369 9.03 598 39.81 0.1951
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,088 373 10.04 427 2.15 0.1523
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,715 446 13.64 418 -6.28 0.1430
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,269 492 17.72 446 1.36 0.1294
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,777 136 5.15 440 7.06 0.1230
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,641 0 0.00 411 0.00 0.1398
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,641 181 7.36 411 9.89 0.1395
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,460 -224 -8.35 374 9.68 0.1364
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,684 66 2.52 341 35.32 0.1369
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,618 -111 -4.07 252 -1.95 0.1150
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,729 2,729 257 0.1259
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.