JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKathmere Capital Management, LLC
Latest Disclosed Ownership17,994 shares
Latest Disclosed Value $ 5,293,133
Kathmere Capital Management, LLC reports 45.37% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Kathmere Capital Management, LLC filed a 13F-HR form disclosing ownership of 17,994 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,293,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 12,378 shares of JPMorgan Chase & Co.. This represents a change in shares of 45.37% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,994 5,616 45.37 5,293 32.72 0.3259
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,378 2,203 21.65 3,988 24.28 0.2685
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,175 194 1.94 3,210 10.92 0.2278
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,981 1,901 23.53 2,894 45.96 0.2226
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,080 527 6.98 1,982 9.50 0.1682
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,553 1,428 23.31 1,811 40.20 0.1624
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,125 225 3.81 1,291 8.21 0.1211
2024-08-15 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,900 947 19.12 1,193 20.26 0.1264
2024-07-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,085 132 865 0.1120
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,953 -132 -2.60 992 14.81 0.1134
2024-04-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,085 381 8.10 865 26.69 0.1121
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,704 1,110 30.88 682 30.65 0.1011
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,594 60 1.70 523 13.48 0.0812
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,534 492 16.17 461 13.02 0.0755
2023-01-24 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,042 440 16.91 408 49.63 0.0721
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,127 525 429 0.0712
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,602 -1,238 -32.24 272 -37.04 0.0542
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,840 316 8.97 432 -10.00 0.0797
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,524 519 17.27 480 0.84 0.0817
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,005 -1,164 -27.92 476 -30.21 0.0827
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,169 1,166 38.83 682 46.04 0.1237
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,003 2 0.07 467 2.19 0.0899
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,001 -43 -1.41 457 18.09 0.0904
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,044 49 1.64 387 34.38 0.0832
2020-11-20 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,995 -1,133 -27.45 288 -25.77 0.0715
2020-11-13 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 8,097 3,969 789 214,913.7621
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,128 4,128 388 0.1134
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,904 -100.00 0 -100.00
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,904 1,904 265 0.0945
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.