JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGables Capital Management Inc.
Latest Disclosed Ownership21,694 shares
Latest Disclosed Value $ 6,381,507
Gables Capital Management Inc. reports 5.72% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Gables Capital Management Inc. filed a 13F-HR form disclosing ownership of 21,694 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,381,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 20,521 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.72% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 21,694 1,173 5.72 6,382 -3.49 2.7040
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,521 -2,325 -10.18 6,612 -8.24 2.7936
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,846 1,610 7.58 7,206 17.06 3.0881
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 21,236 -963 -4.34 6,157 13.06 2.9102
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,199 -50 -0.22 5,445 2.10 2.6918
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,249 -50 -0.22 5,333 13.44 2.5733
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 22,299 -490 -2.15 4,702 2.00 2.3728
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,789 -335 -1.45 4,609 -0.48 2.4102
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 23,124 100 0.43 4,632 18.26 2.5515
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 23,024 20 0.09 3,916 17.39 2.4335
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 23,004 -8 -0.03 3,336 -0.30 2.3216
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 23,012 175 0.77 3,347 12.47 2.1906
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,837 41 0.18 2,976 -2.65 2.0784
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 22,796 -600 -2.56 3,057 24.99 2.2241
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 23,396 -100 -0.43 2,445 -7.60 1.9608
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 23,496 0 0.00 2,646 -17.39 1.9978
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 23,496 -230 -0.97 3,203 -14.75 2.0094
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 23,726 -100 -0.42 3,757 -3.67 2.2379
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,826 -415 -1.71 3,900 3.45 2.5454
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,241 -5,834 -19.40 3,770 -17.65 2.5819
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,075 -935 -3.02 4,578 16.19 2.5077
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,010 -900 -2.82 3,940 28.26 2.3001
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 31,910 505 1.61 3,072 3.99 1.9829
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 31,405 113 0.36 2,954 4.71 2.0467
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,292 3,312 11.84 2,821 -27.69 2.3173
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 27,980 1,248 4.67 3,901 23.88 2.6138
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 26,732 4,490 20.19 3,149 26.62 2.2283
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 22,242 -350 -1.55 2,487 8.56 2.0287
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 22,592 -100 -0.44 2,291 3.43 1.8429
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 22,692 430 1.93 2,215 -11.82 1.9295
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 22,262 -300 -1.33 2,512 5.41 1.9126
2018-08-10 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,562 1,375 6.49 2,383 2.27 1.9485
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 22,562 1,375 2,383 1.9589
2018-05-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 21,187 21,187 2,330 2.0610
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.