JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJacobs & Co/ca
Latest Disclosed Ownership2,431 shares
Latest Disclosed Value $ 715
Jacobs & Co/ca reports 2.40% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Jacobs & Co/ca filed a 13F-HR form disclosing ownership of 2,431 shares of JPMorgan Chase & Co. (MX:JPM) valued at $715 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 2,374 shares of JPMorgan Chase & Co..

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)
2026-04-07 2026-03-31 13F JPMorgan Chase COM 46625H100 2,431 57 2.40 1 0.0706
2026-01-05 2025-12-31 13F JPMorganChase&Co COM 46625H100 2,374 -50 -2.06 1 0.0721
2025-10-01 2025-09-30 13F JPMorgan Chase COM 46625H100 2,424 0 0.00 1 0.0731
2025-07-02 2025-06-30 13F JPMorgan Chase COM 46625H100 2,424 0 0.00 1 0.0697
2025-04-03 2025-03-31 13F JPMorganChase&Co COM 46625H100 2,424 0 0.00 1 0.0633
2025-01-10 2024-12-31 13F JPMorganChase&Co COM 46625H100 2,424 0 0.00 1 0.0591
2024-10-01 2024-09-30 13F JPMorgan Chase COM 46625H100 2,424 300 14.12 1 0.0511
2024-07-12 2024-06-30 13F JPMorgan Chase COM 46625H100 2,124 -300 -12.38 0 0.0450
2024-04-12 2024-03-31 13F JPMorganChase&Co COM 46625H100 2,424 0 0.00 0 0.0513
2024-01-18 2023-12-31 13F JPMorganChase&Co COM 46625H100 2,424 0 0.00 0 0.0467
2023-10-13 2023-09-30 13F JPMorganChase&Co COM 46625H100 2,424 -320 -11.66 0 0.0437
2023-07-11 2023-06-30 13F JPMorgan Chase COM 46625H100 2,744 -2,002 -42.18 0 0.0474
2023-04-17 2023-03-31 13F JPMorgan Chase COM 46625H100 4,746 -866 -15.43 1 0.0763
2023-01-13 2022-12-31 13F JPMorgan Chase COM 46625H100 5,612 2,773 97.68 1 -100.00 0.0979
2022-10-11 2022-09-30 13F JPMorgan Chase COM 46625H100 2,839 620 27.94 296 18.88 0.0426
2022-07-19 2022-06-30 13F JPMorgan Chase COM 46625H100 2,219 -31 -1.38 249 -18.63 0.0333
2022-04-14 2022-03-31 13F JPMorgan Chase COM 46625H100 2,250 31 1.40 306 -12.82 0.0339
2022-01-21 2021-12-31 13F JPMorgan Chase COM 46625H100 2,219 -32 -1.42 351 -4.62 0.0364
2021-10-13 2021-09-30 13F JPMorgan Chase COM 46625H100 2,251 -30 -1.32 368 3.95 0.0423
2021-07-15 2021-06-30 13F JPMorgan Chase COM 46625H100 2,281 0 0.00 354 2.02 0.0409
2021-04-05 2021-03-31 13F JPMorgan Chase COM 46625H100 2,281 0 0.00 347 20.07 0.0424
2021-01-12 2020-12-31 13F JPMorgan Chase COM 46625H100 2,281 -15 -0.65 289 30.77 0.0375
2020-12-03 2020-09-30 13F JPMorgan Chase COM 46625H100 2,296 -100 -4.17 221 -1.78 0.0321
2020-07-09 2020-06-30 13F JPMorgan Chase COM 46625H100 2,396 -231 -8.79 225 -4.66 0.0366
2020-04-13 2020-03-31 13F JPMorgan Chase COM 46625H100 2,627 175 7.14 236 -30.79 0.0456
2020-01-29 2019-12-31 13F J.P. Morgan Chase COM 46625H100 2,452 116 4.97 341 24.45 0.0518
2019-11-04 2019-09-30 13F J.P. Morgan Chase COM 46625H100 2,336 0 0.00 274 4.98 0.0444
2019-08-01 2019-06-30 13F J.P. Morgan Chase COM 46625H100 2,336 -65 -2.71 261 7.41 0.0421
2019-04-29 2019-03-31 13F J.P. Morgan Chase COM 46625H100 2,401 0 0.00 243 3.85 0.0414
2019-02-07 2018-12-31 13F J.P. Morgan Chase COM 46625H100 2,401 -75 -3.03 234 -16.13 0.0461
2018-10-23 2018-09-30 13F J.P. Morgan Chase COM 46625H100 2,476 200 8.79 279 17.72 0.0472
2018-07-19 2018-06-30 13F J.P. Morgan Chase COM 46625H100 2,276 -225 -9.00 237 -13.82 0.0429
2018-04-27 2018-03-31 13F J.P. Morgan Chase COM 46625H100 2,501 -2,389 -48.85 275 14.11 0.0508
2018-02-09 2017-12-31 13F iShares US Regional Banks COM 46625H100 4,890 0 0.00 241 4.78 0.0436
2017-11-14 2017-09-30 13F iShares US Regional Banks COM 46625H100 4,890 -450 -8.43 230 -5.35 0.0432
2017-07-13 2017-06-30 13F iShares US Regional Banks COM 46625H100 5,340 0 0.00 243 1.67 0.0478
2017-04-12 2017-03-31 13F iShares US Regional Banks COM 46625H100 5,340 2,394 81.26 239 -5.91 0.0491
2017-01-18 2016-12-31 13F J.P. Morgan Chase COM 46625H100 2,946 2,946 254 0.0551
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.