JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJoel Isaacson & Co., LLC
Latest Disclosed Ownership58,614 shares
Latest Disclosed Value $ 17,242,017
Joel Isaacson & Co., LLC reports 1.02% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Joel Isaacson & Co., LLC filed a 13F-HR form disclosing ownership of 58,614 shares of JPMorgan Chase & Co. (MX:JPM) valued at $17,242,017 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 58,022 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.02% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 58,614 592 1.02 17,242 -7.77 0.5716
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 58,022 599 1.04 18,696 3.21 0.6173
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 57,423 3,477 6.45 18,113 15.82 0.6536
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 53,946 2,343 4.54 15,639 23.55 0.6360
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 51,603 2,099 4.24 12,658 6.67 0.5738
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 49,504 1,945 4.09 11,867 18.33 0.5349
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 47,559 372 0.79 10,028 5.07 0.4782
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 47,187 -543 -1.14 9,544 -0.17 0.5013
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 47,730 4,759 11.07 9,560 30.80 0.5241
2024-02-12 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 42,971 332 0.78 7,309 18.21 0.4487
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 42,971 332 7,309 0.4487
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 42,639 275 0.65 6,183 0.36 0.4231
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 42,364 351 0.84 6,161 12.55 0.4124
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,013 -350 -0.83 5,475 -3.63 0.3934
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 42,363 1,436 3.51 5,681 32.80 0.4372
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 40,927 2,577 6.72 4,277 -0.97 0.3695
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 38,350 -515 -1.33 4,319 -13.50 0.3627
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 38,865 194 0.50 4,993 -18.47 0.3674
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 38,671 19 0.05 6,124 -3.21 0.4205
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 38,652 3,927 11.31 6,327 17.14 0.4778
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 34,725 344 1.00 5,401 3.19 0.4201
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 34,381 369 1.08 5,234 21.10 0.4589
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,012 1,295 3.96 4,322 37.21 0.4231
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 32,717 -766 -2.29 3,150 0.03 0.4094
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 33,483 1,518 4.75 3,149 9.42 0.4484
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,965 -2,384 -6.94 2,878 -39.89 0.5011
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 34,349 654 1.94 4,788 20.73 0.6288
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 33,695 -1,300 -3.71 3,966 1.38 0.5651
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 34,995 -9,242 -20.89 3,912 -12.64 0.5694
2019-04-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 44,237 5,580 14.43 4,478 15.95 0.6533
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 38,657 10,471 37.15 3,862 21.41 0.6120
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 28,186 24 0.09 3,181 8.42 0.5000
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 28,162 525 1.90 2,934 -3.46 0.4913
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 27,637 5,342 23.96 3,039 27.47 0.5301
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 22,295 -724 -3.15 2,384 8.41 0.4137
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 23,019 -829 -3.48 2,199 0.87 0.4023
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 23,848 583 2.51 2,180 6.65 0.4121
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 23,265 -37 -0.16 2,044 1.64 0.4010
2017-01-23 2016-12-31 13F JPMORGAN CHASE COM 46625H100 23,302 -1,203 -4.91 2,011 23.22 0.4045
2016-10-25 2016-09-30 13F JPMORGAN CHASE COM 46625H100 24,505 689 2.89 1,632 10.27 0.3352
2016-07-22 2016-06-30 13F JPMORGAN CHASE COM 46625H100 23,816 -3,786 -13.72 1,480 -9.48 0.3149
2016-04-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 27,602 2,097 8.22 1,635 -2.91 0.3611
2016-01-15 2015-12-31 13F JPMORGAN CHASE COM 46625H100 25,505 692 2.79 1,684 11.30 0.4136
2015-10-21 2015-09-30 13F JPMORGAN CHASE COM 46625H100 24,813 139 0.56 1,513 -9.51 0.4039
2015-07-27 2015-06-30 13F JPMORGAN CHASE COM 46625H100 24,674 -261 -1.05 1,672 10.66 0.4285
2015-04-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 24,935 1,347 5.71 1,511 2.37 0.3810
2015-01-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 23,588 495 2.14 1,476 6.11 0.3969
2014-10-22 2014-09-30 13F JPMORGAN CHASE COM 46625H100 23,093 451 1.99 1,391 6.59 0.4253
2014-07-21 2014-06-30 13F JPMORGAN CHASE COM 46625H100 22,642 474 2.14 1,305 -3.05 0.4085
2014-04-14 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 22,168 25 0.11 1,346 3.94 0.4517
2014-04-11 2014-03-31 13F JPMORGAN CHASE COM 46625H100 150,272 40
2014-02-12 2013-12-31 13F JPMORGAN CHASE COM 46625H100 22,143 1,423 6.87 1,295 20.92 0.4702
2014-02-26 2013-09-30 13F JPMORGAN CHASE COM 46625H100 20,720 418 2.06 1,071 -0.09 0.4375
2014-03-03 2013-06-30 13F JPMORGAN CHASE COM 46625H100 20,302 1,620 8.67 1,072 20.86 0.5042
2014-03-03 2013-03-31 13F JPMORGAN CHASE COM 46625H100 18,682 -294 -1.55 887 6.35 0.4494
2014-03-07 2012-12-31 13F JPMORGAN CHASE COM 46625H100 18,976 18,976 834 0.5436
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.