JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDunhill Financial, LLC
Latest Disclosed Ownership5,006 shares
Latest Disclosed Value $ 674,252
Dunhill Financial, LLC reports 174.45% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Dunhill Financial, LLC filed a 13F-HR form disclosing ownership of 5,006 shares of JPMorgan Chase & Co. (MX:JPM) valued at $674,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,824 shares of JPMorgan Chase & Co.. This represents a change in shares of 174.45% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE & CO COM STK USD1 COM 46625H100 5,006 3,182 174.45 674 38.97 0.1589
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,824 365 25.02 485 5.43 0.1187
2025-11-12 2025-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 1,459 127 9.53 460 22.99 0.1200
2025-08-05 2025-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 1,332 708 113.46 374 144.44 0.1084
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 624 -111 -15.10 153 -13.07 0.0696
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 735 138 23.12 176 40.80 0.0820
2024-11-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 597 -123 -17.08 126 -13.79 0.0647
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 720 57 8.60 146 9.85 0.0904
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 663 41 6.59 133 25.71 0.0986
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 622 -431 -40.93 106 -31.37 0.0959
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,053 0 0.00 153 -0.65 0.0967
2023-08-23 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,053 1,053 155 0.1015
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.