JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStoneX Group Inc.
Latest Disclosed Ownership36,870 shares
Latest Disclosed Value $ 10,840,304
StoneX Group Inc. reports 28.72% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - StoneX Group Inc. filed a 13F-HR form disclosing ownership of 36,870 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,840,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 51,725 shares of JPMorgan Chase & Co.. This represents a change in shares of -28.72% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 36,870 -14,855 -28.72 10,840 -34.99 0.5835
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 51,725 -297 -0.57 16,675 1.62 0.7236
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 52,022 -2,305 -4.24 16,409 4.18 0.7153
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 54,327 4,950 10.02 15,750 30.04 0.7656
2025-08-13 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 49,377 2,589 5.53 12,112 8.00 0.7670
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 49,377 2,589 12 0.7670
2025-08-13 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 46,788 14,356 44.26 11,216 64.01 0.7158
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 46,788 14,356 11 0.7240
2025-08-13 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 32,432 -861 -2.59 6,839 1.56 0.5936
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,432 -861 7 0.6021
2025-08-13 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 33,293 2,571 8.37 6,734 9.43 0.6480
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,041 2,319 7 0.6546
2025-08-13 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 30,722 2,111 7.38 6,154 26.45 0.6672
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,332 1,721 6 0.6641
2025-08-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 28,611 1,174 4.28 4,866 22.32 0.5942
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,610 1,173 5 0.5972
2025-08-13 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 27,437 92 0.34 3,979 0.03 0.5353
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,437 92 4 0.5463
2025-08-13 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 27,345 -1,252 -4.38 3,977 6.74 0.5057
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,273 -1,324 4 0.5117
2025-08-13 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 28,597 4,686 19.60 3,726 16.22 0.4989
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 26,525 2,614 3 0.4692
2025-08-13 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 23,911 1,177 5.18 3,207 34.99 2.0681
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 22,855 121 3 2.0175
2025-08-13 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,734 -56 -0.25 2,376 -7.44 1.2402
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 22,638 -152 2,366 1.2537
2025-08-13 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,790 -124 -0.54 2,566 -17.84 1.2423
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,790 -124 2,566 1.3122
2025-08-13 2022-03-31 13F/A-4 JPMORGAN CHASE COM 46625H100 22,914 2,409 11.75 3,124 -3.79 0.2953
2025-08-13 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,505 4,926 31.62 3,247 27.29 0.3881
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,505 4,926 3,247 0.3880
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,579 -877 -5.33 2,550 -0.39 0.3666
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 16,456 526 3.30 2,560 5.57 0.3797
2021-06-30 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 15,930 471 3.05 2,425 23.47 0.4356
2021-06-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,930 471 2,425 0.4450
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,459 364 2.41 1,964 35.17 0.4320
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 15,095 -75 -0.49 1,453 1.82 0.4677
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 15,170 594 4.08 1,427 8.77 0.5412
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,576 -1,298 -8.18 1,312 -40.71 0.6966
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 15,874 1,163 7.91 2,213 27.85 0.9023
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 14,711 2,296 18.49 1,731 24.71 1.0814
2019-07-17 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 12,415 470 3.93 1,388 14.81 0.8918
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,000 -11,933 1,388
2019-04-05 2019-03-31 13F JPMORGAN CHASE COM 46625H100 11,945 1,125 10.40 1,209 14.49 0.9204
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,820 758 7.53 1,056 -6.96 1.0190
2018-10-03 2018-09-30 13F JPMORGAN CHASE C 46625H100 10,062 -97 -0.95 1,135 7.18 0.8426
2018-07-23 2018-06-30 13F JPMORGAN CHASE C 46625H100 10,159 189 1.90 1,059 -3.38 0.9122
2018-04-19 2018-03-31 13F JPMORGAN CHASE C 46625H100 9,970 648 6.95 1,096 9.93 1.0488
2018-02-09 2017-12-31 13F JPMORGAN CHASE C 46625H100 9,322 905 10.75 997 24.00 1.0404
2017-11-14 2017-09-30 13F/A-1 JPMORGAN CHASE C 46625H100 8,417 -20,765 -71.16 804 -69.85 1.0021
2017-11-13 2017-09-30 13F JPMORGAN CHASE C 46625H100 8,417 804
2017-08-31 2017-06-30 13F JPMORGAN CHASE C 46625H100 29,182 29,182 2,667 0.8326
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.