JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionItau Unibanco Holding S.A.
Latest Disclosed Ownership484 shares
Latest Disclosed Value $ 142,373
Itau Unibanco Holding S.A. reports 97.65% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Itau Unibanco Holding S.A. filed a 13F-HR/A form disclosing ownership of 484 shares of JPMorgan Chase & Co. (MX:JPM) valued at $142,373 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 20,560 shares of JPMorgan Chase & Co.. This represents a change in shares of -97.65% 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)
2026-05-15 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 484 -20,076 -97.65 142 -97.86 0.0027
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,560 0 6,625 0.1255
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,560 19,411 1,689.38 6,625 1,729.83 0.1588
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,149 -19,106 -94.33 362 -93.84 0.0121
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,255 -139 -0.68 5,872 117,340.00 0.2220
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,394 18,916 1,279.84 5 -98.59 0.1862
2025-02-14 2024-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,478 1,478 354 0.0110
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 0 -44,621 -100.00 0 -100.00
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,621 44,621 9,025 0.3687
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 0 -35,419 -100.00 0 -100.00
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 35,419 34,354 3,225.73 6,025 3,811.69 0.1981
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,065 -18,411 -94.53 154 -94.56 0.0068
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,476 18,475 1,845.65 2,833 2,078.46 0.1317
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,001 1,001 130 0.0066
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -6,184 -100.00 0 -100.00
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,184 -185,886 -96.78 646 -97.01 0.0259
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 192,070 93,175 94.22 21,629 60.44 0.7563
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 98,895 -93,348 -48.56 13,481 -55.75 0.3750
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 192,243 192,243 30,467 0.9165
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 0 -122,053 -100.00 0 -100.00
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 122,053 122,053 18,984 0.9318
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 0 -9,665 -100.00 0 -100.00
2021-02-19 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,665 2,082 27.46 1,228 68.22 0.0554
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,665 2,082 1,228 76,999.1886
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,583 7,583 -21.54 730 -40.55 0.0374
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 0 -4,480 -100.00 0 -100.00
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,480 -12,146 -73.05 467 -74.45 0.0494
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 16,626 7,889 90.29 1,828 95.72 0.0119
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 8,737 -1,510 -14.74 934 -69.82 0.0557
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 10,247 9,937 3,205.48 3,095 10,953.57 0.2109
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 310 -80 -20.51 28 -17.65 0.0033
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 390 390 34 0.0040
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.