JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionForbes J M & Co Llp
Latest Disclosed Ownership99,612 shares
Latest Disclosed Value $ 29,301,866
Forbes J M & Co Llp reports 1.06% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Forbes J M & Co Llp filed a 13F-HR form disclosing ownership of 99,612 shares of JPMorgan Chase & Co. (MX:JPM) valued at $29,301,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 98,566 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.06% 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)
2026-04-16 2026-03-31 13F JP MORGAN CHASE COM 46625H100 99,612 1,046 1.06 29,302 -7.74 2.4570
2026-01-21 2025-12-31 13F JP MORGAN CHASE COM 46625H100 98,566 859 0.88 31,760 3.05 2.5716
2025-10-28 2025-09-30 13F JP MORGAN CHASE COM 46625H100 97,707 915 0.95 30,820 9.83 2.5612
2025-07-18 2025-06-30 13F JP MORGAN CHASE COM 46625H100 96,792 -202 -0.21 28,061 17.94 2.5667
2025-05-06 2025-03-31 13F JP MORGAN CHASE COM 46625H100 96,994 2,459 2.60 23,793 5.00 2.3044
2025-01-28 2024-12-31 13F JP MORGAN CHASE COM 46625H100 94,535 -19,209 -16.89 22,661 -5.52 2.1811
2024-10-24 2024-09-30 13F JP MORGAN CHASE COM 46625H100 113,744 -759 -0.66 23,984 3.56 2.3423
2024-07-30 2024-06-30 13F JP MORGAN CHASE COM 46625H100 114,503 1,931 1.72 23,159 2.71 2.3731
2024-04-11 2024-03-31 13F JP MORGAN CHASE COM 46625H100 112,572 -1,035 -0.91 22,548 16.68 2.4441
2024-02-08 2023-12-31 13F JP MORGAN CHASE COM 46625H100 113,607 895 0.79 19,325 18.23 2.2454
2023-11-02 2023-09-30 13F JP MORGAN CHASE COM 46625H100 112,712 564 0.50 16,345 102,056.25 2.1245
2023-08-03 2023-06-30 13F JP MORGAN CHASE COM 46625H100 112,148 -16,287 -12.68 16 0.00 2.0296
2023-05-15 2023-03-31 13F JP MORGAN CHASE COM 46625H100 128,435 4,160 3.35 17 0.00 2.2887
2023-02-14 2022-12-31 13F JP MORGAN CHASE COM 46625H100 124,275 -2,801 -2.20 17 -99.88 2.4050
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 127,076 1,436 1.14 13,279 -6.14 2.0771
2022-07-22 2022-06-30 13F JP MORGAN CHASE COM 46625H100 125,640 -226 -0.18 14,148 -17.54 2.0822
2022-05-09 2022-03-31 13F JP MORGAN CHASE COM 46625H100 125,866 -183 -0.15 17,158 -14.04 2.1697
2022-02-11 2021-12-31 13F JP MORGAN CHASE COM 46625H100 126,049 775 0.62 19,960 -2.66 2.2926
2021-11-05 2021-09-30 13F JP MORGAN CHASE COM 46625H100 125,274 1,542 1.25 20,506 6.55 2.5883
2021-08-03 2021-06-30 13F JP MORGAN CHASE COM 46625H100 123,732 2,239 1.84 19,245 4.06 2.4276
2021-05-14 2021-03-31 13F JP MORGAN CHASE COM 46625H100 121,493 2,569 2.16 18,495 22.39 2.5777
2021-02-11 2020-12-31 13F JP MORGAN CHASE COM 46625H100 118,924 1,325 1.13 15,112 33.49 2.2221
2020-11-13 2020-09-30 13F JP MORGAN CHASE COM 46625H100 117,599 2,442 2.12 11,321 4.51 1.8114
2020-08-10 2020-06-30 13F JP MORGAN CHASE COM 46625H100 115,157 208 0.18 10,832 4.67 1.9321
2020-05-15 2020-03-31 13F JP MORGAN CHASE COM 46625H100 114,949 15,081 15.10 10,349 -25.66 2.3103
2020-02-07 2019-12-31 13F JP MORGAN CHASE COM 46625H100 99,868 -5,999 -5.67 13,922 11.74 2.2779
2019-11-07 2019-09-30 13F JP MORGAN CHASE COM 46625H100 105,867 428 0.41 12,459 5.69 2.3966
2019-08-02 2019-06-30 13F JP MORGAN CHASE COM 46625H100 105,439 10,645 11.23 11,788 22.84 2.2754
2019-05-07 2019-03-31 13F JP MORGAN CHASE COM 46625H100 94,794 1,837 1.98 9,596 5.75 2.0557
2019-01-25 2018-12-31 13F JP MORGAN CHASE COM 46625H100 92,957 -543 -0.58 9,074 -13.99 2.1439
2018-11-02 2018-09-30 13F JP MORGAN CHASE COM 46625H100 93,500 44 0.05 10,550 8.34 2.2428
2018-08-10 2018-06-30 13F JP MORGAN CHASE COM 46625H100 93,456 524 0.56 9,738 -4.72 2.1799
2018-04-18 2018-03-31 13F JP MORGAN CHASE COM 46625H100 92,932 1,776 1.95 10,220 4.84 2.3798
2018-02-09 2017-12-31 13F JP MORGAN CHASE COM 46625H100 91,156 2,529 2.85 9,748 15.17 2.2510
2017-11-13 2017-09-30 13F JP MORGAN CHASE COM 46625H100 88,627 85,882 3,128.67 8,464 3,285.60 2.1110
2017-08-10 2017-06-30 13F JP MORGAN CHASE COM 46625H100 2,745 -153 -5.28 250 -1.57 0.0636
2017-05-12 2017-03-31 13F JP MORGAN CHASE COM 46625H100 2,898 0 0.00 254 1.60 0.0663
2017-02-15 2016-12-31 13F JP MORGAN CHASE COM 46625H100 2,898 2,898 250 0.0688
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.