JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIron Financial, LLC
Latest Disclosed Ownership9,203 shares
Latest Disclosed Value $ 2,707,225
Iron Financial, LLC reports 2.39% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Iron Financial, LLC filed a 13F-HR form disclosing ownership of 9,203 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,707,225 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 8,988 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.39% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,203 215 2.39 2,707 -6.49 1.1830
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,988 134 1.51 2,896 3.69 1.3311
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,854 -196 -2.17 2,793 6.44 1.3374
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,050 65 0.72 2,624 19.01 1.3601
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,985 143 1.62 2,204 4.01 1.2356
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,842 1 0.01 2,119 13.68 1.1907
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,841 -71 -0.80 1,864 3.44 1.0145
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,912 55 0.62 1,802 1.58 1.0108
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,857 -454 -4.88 1,774 12.07 0.9889
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,311 -17 -0.18 1,584 17.09 0.8988
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,328 -74 -0.79 1,353 -1.10 0.7852
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,402 -16 -0.17 1,367 11.41 0.7342
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,418 134 1.44 1,227 -1.45 0.6737
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,284 2,737 41.81 1,245 82.02 0.7147
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,547 -139 -2.08 684 -9.16 0.3755
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,686 -238 -3.44 753 -20.23 0.3943
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,924 -386 -5.28 944 -18.48 0.4351
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,310 0 0.00 1,158 -3.26 0.5165
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,310 -111 -1.50 1,197 3.73 0.5742
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,421 -255 -3.32 1,154 -1.28 0.5400
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,676 -968 -11.20 1,169 6.47 0.6169
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,644 -210 -2.37 1,098 28.87 0.5526
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,854 -694 -7.27 852 -5.12 0.4707
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,548 -1,240 -11.49 898 -7.52 0.4629
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,788 1,563 16.94 971 -24.49 0.6078
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,225 1,572 20.54 1,286 42.73 0.6128
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,653 141 1.88 901 18.55 0.6710
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,512 59 0.79 760 0.66 0.7092
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,453 565 8.20 755 12.35 0.4777
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,888 -57 -0.82 672 -14.29 0.5232
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,945 112 1.64 784 10.11 0.5262
2018-07-30 2018-06-30 13F JPMORGAN CHASE US Equities 46625H100 6,833 -32 -0.47 712 -5.70 0.3865
2018-04-23 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,865 -119 -1.70 755 1.07 0.4846
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,984 -778 -10.02 747 0.81 0.5192
2017-10-23 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,762 103 1.34 741 5.86 0.5652
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,659 3 0.04 700 4.17 0.6205
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,656 1,003 15.08 672 17.07 0.4843
2017-01-27 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,653 -1,359 -16.96 574 7.69 0.3920
2016-11-03 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,012 1 0.01 533 7.03 0.6507
2016-07-28 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,011 104 1.32 498 6.41 0.6417
2016-04-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,907 178 2.30 468 -8.24 0.4725
2016-01-19 2015-12-31 13F MORGAN J P US Equities 46625H100 7,729 -96 -1.23 510 6.92 0.4337
2015-10-27 2015-09-30 13F MORGAN J P US Equities 46625H100 7,825 -14 -0.18 477 -10.17 0.3175
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 7,839 3 0.04 531 11.79 0.5006
2015-04-09 2015-03-31 13F MORGAN J P Equity 46625H100 7,836 7,836 0.00 475 0.3708
2015-01-29 2014-12-31 13F MORGAN J P COM 46625H100 0 -9,303 -100.00 0 -100.00
2014-10-22 2014-09-30 13F MORGAN J P COM 46625H100 9,303 3 0.03 560 4.48 0.7145
2014-07-30 2014-06-30 13F MORGAN J P Equities 46625H100 9,300 4 0.04 536 -4.96 0.4739
2014-05-07 2014-03-31 13F MORGAN J P COM 46625H100 9,296 -297 -3.10 564 0.53 0.4290
2014-01-08 2013-12-31 13F MORGAN J P COM 46625H100 9,593 9,593 561 0.5723
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.