JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIeq Capital, Llc
Latest Disclosed Ownership394,889 shares
Latest Disclosed Value $ 116,160,587
Ieq Capital, Llc reports 0.84% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Ieq Capital, Llc filed a 13F-HR form disclosing ownership of 394,889 shares of JPMorgan Chase & Co. (MX:JPM) valued at $116,160,587 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 391,612 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.84% 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.

Upgrade to unlock premium data and export to Excel .

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 394,889 3,277 0.84 116,161 -7.94 0.3913
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 391,612 -7,894 -1.98 126,185 0.13 0.3778
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 399,506 52,732 15.21 126,016 25.35 0.3825
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 346,774 23,757 7.35 100,533 26.88 0.6150
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 323,017 21,020 6.96 79,236 9.46 0.6302
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 301,997 21,662 7.73 72,392 22.47 0.6996
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 280,335 10,089 3.73 59,112 8.14 0.7252
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 270,246 16,765 6.61 54,660 7.66 0.7356
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 253,481 10,851 4.47 50,772 23.02 0.7296
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 242,630 9,832 4.22 41,271 22.25 0.6865
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 232,798 3,871 1.69 33,760 1.40 0.6867
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 228,927 9,984 4.56 33,295 16.70 0.6718
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 218,943 5,104 2.39 28,531 -0.51 0.6616
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 213,839 9,934 4.87 28,676 34.57 0.8030
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 203,905 32,439 18.92 21,308 10.36 0.5848
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 171,466 -5,807 -3.28 19,308 -20.10 0.5850
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 177,273 -4,638 -2.55 24,165 -16.11 0.5757
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 181,911 3,681 2.07 28,805 -1.27 0.6660
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 178,230 7,213 4.22 29,175 9.68 0.7746
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 171,017 16,985 11.03 26,600 13.44 0.7816
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 154,032 9,606 6.65 23,448 27.77 0.9685
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 144,426 13,094 9.97 18,352 45.16 0.8162
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 131,332 1,387 1.07 12,643 3.44 0.6797
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 129,945 -16,149 -11.05 12,222 -7.08 0.7933
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 146,094 45,063 44.60 13,153 -6.61 1.0558
2020-02-11 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 101,031 101,031 14,084 1.2347
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 139,314 17,791
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.