JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst Pacific Financial
Latest Disclosed Ownership24,128 shares
Latest Disclosed Value $ 7,097,626
First Pacific Financial reports 7.75% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - First Pacific Financial filed a 13F-HR form disclosing ownership of 24,128 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,097,626 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 26,156 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.75% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 24,128 -2,028 -7.75 7,098 -15.79 0.9140
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 26,156 -1,129 -4.14 8,428 -2.07 1.1005
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 27,285 6,181 29.29 8,607 40.67 1.1956
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 21,104 17,755 530.16 6,118 645.19 0.9019
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,349 297 9.73 822 12.31 0.1667
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,052 1,011 49.53 732 70.00 0.1702
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,041 1,000 96.06 430 104.76 0.1007
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,041 -72 -6.47 211 -5.41 0.0541
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,113 -938 -45.73 223 -36.21 0.0623
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,051 0 0.00 349 17.17 0.1066
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,051 0 0.00 297 -0.34 0.1326
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,051 484 30.89 298 46.08 0.1266
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,567 0 0.00 204 -2.86 0.0945
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,567 1,567 210 0.1037
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,060 -100.00 0 -100.00
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,060 0 0.00 281 -13.80 0.1444
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,060 0 0.00 326 -3.26 0.1571
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,060 2,060 337 0.1786
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.