JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEmerald Investment Partners, Llc
Latest Disclosed Ownership31,378 shares
Latest Disclosed Value $ 9,230,194
Emerald Investment Partners, Llc reports 0.69% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Emerald Investment Partners, Llc filed a 13F-HR form disclosing ownership of 31,378 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,230,194 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 31,164 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.69% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 31,378 214 0.69 9,230 -8.08 1.0283
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,164 -242 -0.77 10,042 1.36 1.1074
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 31,406 -79 -0.25 9,906 8.54 1.1233
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,485 -537 -1.68 9,128 16.19 1.1033
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 32,022 2,765 9.45 7,855 12.01 1.0083
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 29,257 -2,867 -8.92 7,013 3.54 0.9945
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,124 1,909 6.32 6,774 10.83 0.9176
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 30,215 833 2.84 6,111 3.84 0.9314
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 29,382 -4,412 -13.06 5,885 2.38 0.9520
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 33,794 379 1.13 5,748 18.64 0.9461
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 33,415 2,837 9.28 4,846 8.95 0.7302
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 30,578 1,260 4.30 4,447 16.41 0.6700
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,318 -1,228 -4.02 3,820 -6.74 0.6157
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,546 2,417 8.59 4,096 39.37 0.7844
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,129 3,132 12.53 2,939 4.40 0.5829
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,997 512 2.09 2,815 -15.67 0.5578
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 24,485 3,988 19.46 3,338 2.83 0.5346
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,497 6,848 50.17 3,246 45.23 0.5403
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,649 938 7.38 2,235 13.05 0.5983
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 12,711 2,066 19.41 1,977 22.04 0.3097
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,645 -8,609 -44.71 1,620 -33.80 0.2911
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 19,254 1,167 6.45 2,447 40.55 0.4516
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 18,087 4,030 28.67 1,741 31.69 0.6099
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,057 10,648 312.35 1,322 330.62 0.6085
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,409 1,476 76.36 307 14.13 0.1878
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,933 1,933 269 0.1311
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 0 -73,313 -100.00 0 -100.00
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 73,313 73,313 261 0.1592
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.