JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFORA Capital, LLC
Latest Disclosed Ownership3,460 shares
Latest Disclosed Value $ 1,017,932
FORA Capital, LLC ownership in JPM / JPMorgan Chase & Co.

On May 14, 2026 - FORA Capital, LLC filed a 13F-HR form disclosing ownership of 3,460 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,017,932 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 11, 2023 disclosing 0 shares of JPMorgan Chase & Co..

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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,460 3,460 1,018 0.0746
2023-08-11 2023-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 0 -52,725 -100.00 0 -100.00
2023-05-12 2023-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 52,725 52,725 6,871 0.6882
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 0 -65,455 -100.00 0 -100.00
2022-08-11 2022-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 65,455 65,455 7 1.4663
2022-02-11 2021-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 0 -37,037 -100.00 0 -100.00
2021-11-15 2021-09-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 37,037 37,037 6 1.5305
2021-05-17 2021-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 0 -24,943 -100.00 0 -100.00
2021-02-12 2020-12-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 24,943 24,943 3,170 0.4837
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO CMN COM 46625H100 0 -11,028 -100.00 0 -100.00
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO CMN COM 46625H100 11,028 11,028 993 0.2144
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.