JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirestone Capital Management
Latest Disclosed Ownership3,463 shares
Latest Disclosed Value $ 1,018,719
Firestone Capital Management reports 0.06% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Firestone Capital Management filed a 13F-HR form disclosing ownership of 3,463 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,018,719 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 3,461 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.06% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,463 2 0.06 1,019 -8.70 0.2121
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,461 -32 -0.92 1,115 1.27 0.2366
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,493 12 0.34 1,102 9.12 0.2381
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,481 -18 -0.51 1,009 17.60 0.2377
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,499 -1,960 -35.90 858 -34.40 0.2250
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,459 -27 -0.49 1,308 13.15 0.3252
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,486 -23 -0.42 1,157 3.77 0.2901
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,509 1 0.02 1,114 1.00 0.3042
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,508 27 0.49 1,103 18.35 0.3070
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,481 -123 -2.19 932 14.78 0.2872
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,604 0 0.00 813 -5.47 0.2779
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,604 141 2.58 860 20.82 0.2797
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,463 2,000 57.75 712 53.23 0.2562
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,463 -99 -2.78 464 24.73 0.1726
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,562 0 0.00 372 -7.23 0.1513
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,562 47 1.34 401 -16.28 0.1559
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,515 0 0.00 479 -14.00 0.1569
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,515 -72 -2.01 557 -0.18 0.1757
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,587 0 0.00 558 0.00 0.1847
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,587 1 0.03 558 2.20 0.2014
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,586 -466 -11.50 546 6.02 0.1941
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,052 200 5.19 515 38.81 0.1957
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,852 -100 -2.53 371 -0.27 0.1660
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,952 252 6.81 372 11.71 0.1725
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,700 128 3.58 333 -33.13 0.1731
2020-02-13 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,572 3,572 498 0.2125
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,903 498
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.