JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionInscription Capital, LLC
Latest Disclosed Ownership12,472 shares
Latest Disclosed Value $ 3,668,791
Inscription Capital, LLC reports 6.24% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Inscription Capital, LLC filed a 13F-HR form disclosing ownership of 12,472 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,668,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 11,740 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.24% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 12,472 732 6.24 3,669 -3.01 0.3857
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,740 -41 -0.35 3,783 1.80 0.3884
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,781 957 8.84 3,716 18.43 0.4005
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,824 -21,491 -66.50 3,138 -51.53 0.4523
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 32,315 -1,212 -3.61 6,473 -8.45 1.0663
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 33,527 764 2.33 7,069 6.69 1.0503
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 32,763 448 1.39 6,627 2.38 1.0667
2024-07-17 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 32,315 20,377 170.69 6,473 218.82 1.0661
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 32,315 20,377 6,371 2.1735
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,938 2,300 23.86 2,031 45.31 0.5550
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,638 -1,337 -12.18 1,398 -12.47 0.4557
2023-07-14 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 10,975 -347 -3.06 1,596 8.20 0.4963
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,322 0 1,475 0.3897
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 11,322 2,313 25.67 1,475 22.10 0.3897
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,009 -625 -6.49 1,208 19.96 0.4134
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,634 -19,169 -66.55 1,007 -68.96 0.2846
2022-09-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 28,803 12,384 75.42 3,244 44.95 0.5848
2022-05-16 2022-03-31 13F JPMorgan Chase Stock 46625H100 16,419 -1,065 -6.09 2,238 -19.18 0.6398
2022-02-10 2021-12-31 13F JPMorgan Chase Stock 46625H100 17,484 968 5.86 2,769 2.40 0.7566
2021-11-09 2021-09-30 13F JPMorgan Chase Stock 46625H100 16,516 -317,619 -95.06 2,704 -94.80 0.8478
2021-08-13 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 334,135 319,009 2,109.01 51,971 2,156.67 5.9012
2021-05-18 2021-03-31 13F JPMorgan Chase Stock 46625H100 15,126 1,265 9.13 2,303 30.78 0.7863
2021-02-16 2020-12-31 13F JPMorgan Chase Stock 46625H100 13,861 -6,639 -32.39 1,761 -10.79 0.6785
2020-11-16 2020-09-30 13F JPMorgan Chase Equity 46625H100 20,500 -68 -0.33 1,974 2.02 0.8762
2020-08-11 2020-06-30 13F JPMorgan Chase Stock 46625H100 20,568 256 1.26 1,935 5.80 1.0692
2020-05-14 2020-03-31 13F JPMorgan Chase Stock 46625H100 20,312 -1,956 -8.78 1,829 -41.08 1.2178
2020-02-04 2019-12-31 13F JPMorgan Chase Stock 46625H100 22,268 3,753 20.27 3,104 42.45 1.3742
2019-11-01 2019-09-30 13F JPMorgan Chase Stock 46625H100 18,515 9,377 102.62 2,179 117.68 1.1977
2019-08-14 2019-06-30 13F JPMorgan Chase Stock 46625H100 9,138 4,468 95.67 1,001 111.63 0.7487
2019-05-16 2019-03-31 13F JPMorgan Chase Stock 46625H100 4,670 366 8.50 473 12.62 0.2498
2019-05-16 2018-12-31 13F JPMorgan Chase Stock 46625H100 4,304 4,304 420 0.2336
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.