JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHWG Holdings LP
Latest Disclosed Ownership53,518 shares
Latest Disclosed Value $ 15,742,855
HWG Holdings LP reports 1.12% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - HWG Holdings LP filed a 13F-HR form disclosing ownership of 53,518 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,742,855 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 54,126 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.12% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 53,518 -608 -1.12 15,743 -9.74 4.0941
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 54,126 1,895 3.63 17,440 5.86 4.2259
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 52,231 2,686 5.42 16,475 14.70 4.1752
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 49,545 1,805 3.78 14,364 22.66 4.2026
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 47,740 19,373 68.29 11,711 72.23 5.2217
2025-02-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 28,367 2,251 8.62 6,800 23.48 2.2269
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,116 7,310 38.87 5,507 44.78 1.8946
2024-08-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,806 128 0.69 3,804 19.70 1.3947
2024-01-04 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,678 2,185 13.25 3,177 32.87 1.4231
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 16,493 16,430 26,079.37 2,392 26,466.67 1.3004
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 63 0 0.00 9 12.50 0.0042
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 63 0 0.00 8 0.0047
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 63 0 0.00 0 -100.00 0.0052
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 63 -9,482 -99.34 7 -99.46 0.0050
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,545 -5,717 -37.46 1,301 -46.17 0.6450
2022-02-17 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,262 -479 -3.04 2,417 -1.27 1.0484
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,741 -220 -1.38 2,448 0.74 1.0599
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,961 -3,843 -19.41 2,430 -3.42 1.2105
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 19,804 3,792 23.68 2,516 63.27 1.2738
2020-10-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 16,012 -8,272 -34.06 1,541 -32.53 1.3677
2020-08-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 24,284 12,006 97.78 2,284 33.41 1.8216
2020-01-09 2019-12-31 13F JPMORGAN CHASE & CO COMUSD1.00 COM 46625H100 12,278 4,680 61.60 1,712 91.50 1.4001
2019-11-20 2019-09-30 13F JPMORGAN CHASE & CO COMUSD1.00 COM 46625H100 7,598 1,649 27.72 894 34.44 0.8241
2019-07-29 2019-06-30 13F JPMORGAN CHASE &CO. COMUSD1.00 COM 46625H100 5,949 5,949 665 0.6443
2019-02-19 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -16,231 -100.00 0 -100.00
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 16,231 16,231 1,832 1.2386
2018-08-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 0 -15,572 -100.00 0 -100.00
2018-04-27 2018-03-31 13F JPMORGAN CHASE COM 46625H100 15,572 3,325 27.15 1,712 30.69 1.5881
2018-01-17 2017-12-31 13F JPMORGAN CHASE COM 46625H100 12,247 10,652 667.84 1,310 761.84 1.1080
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,595 -625 -28.15 152 -25.12 0.1195
2017-08-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,220 -8,277 -78.85 203 -77.98 0.1500
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 10,497 10,497 922 1.1632
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -117,349 -100.00 0 -100.00
2015-07-29 2015-06-30 13F JPMORGAN CHASE COM 46625H100 117,349 91,959 362.19 7,886 411.75 8.3128
2014-04-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 25,390 25,390 1,541 1.4006
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.