JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFounders Capital Management, Llc
Latest Disclosed Ownership699 shares
Latest Disclosed Value $ 205,618
Founders Capital Management, Llc reports 7.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Founders Capital Management, Llc filed a 13F-HR form disclosing ownership of 699 shares of JPMorgan Chase & Co. (MX:JPM) valued at $205,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 754 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.29% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 699 -55 -7.29 206 -15.29 0.0338
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 754 47 6.65 243 8.52 0.0361
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 707 -110 -13.46 223 -5.51 0.0349
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 817 0 0.00 237 18.00 0.0403
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 817 817 200 0.0369
2019-01-18 2018-12-31 13F/A-1 Jpmorgan Chase COM 46625H100 0 -4,989 -100.00 0 -100.00
2018-10-11 2018-09-30 13F Jpmorgan Chase COM 46625H100 4,989 -3 -0.06 571 9.81 0.2329
2018-07-09 2018-06-30 13F Jpmorgan Chase COM 46625H100 4,992 100 2.04 520 -1.52 0.2371
2018-04-04 2018-03-31 13F Jpmorgan Chase COM 46625H100 4,892 1,175 31.61 528 32.66 0.2426
2018-01-11 2017-12-31 13F/A-1 Jpmorgan Chase COM 46625H100 3,717 80 2.20 398 14.70 0.1762
2018-01-10 2017-12-31 13F Jpmorgan Chase COM 46625H100 3,717 80 398
2017-10-24 2017-09-30 13F/A-1 Jpmorgan Chase COM 46625H100 3,637 20 0.55 347 4.52 0.1650
2017-10-16 2017-09-30 13F Jpmorgan Chase COM 46625H100 3,637 20 347
2017-07-20 2017-06-30 13F Jpmorgan Chase COM 46625H100 3,617 0 0.00 332 4.40 0.1657
2017-04-25 2017-03-31 13F Jpmorgan Chase COM 46625H100 3,617 -268 -6.90 318 -5.07 0.1626
2017-01-17 2016-12-31 13F Jpmorgan Chase COM 46625H100 3,885 23 0.60 335 30.35 0.1815
2016-10-11 2016-09-30 13F Jpmorgan Chase COM 46625H100 3,862 26 0.68 257 7.98 0.1437
2016-07-14 2016-06-30 13F Jpmorgan Chase COM 46625H100 3,836 23 0.60 238 5.31 0.1339
2016-04-05 2016-03-31 13F Jpmorgan Chase COM 46625H100 3,813 26 0.69 226 -9.60 0.1315
2016-01-08 2015-12-31 13F Jpmorgan Chase COM 46625H100 3,787 22 0.58 250 8.70 0.1505
2015-10-09 2015-09-30 13F Jpmorgan Chase COM 46625H100 3,765 -47 -1.23 230 -10.85 0.1484
2015-07-20 2015-06-30 13F Jpmorgan Chase COM 46625H100 3,812 -47 -1.22 258 10.26 0.1547
2015-04-13 2015-03-31 13F Jpmorgan Chase COM 46625H100 3,859 3,859 234 0.1399
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.