JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKeystone Financial Group
Latest Disclosed Ownership60,520 shares
Latest Disclosed Value $ 18,571,215
Keystone Financial Group reports 2.66% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 60,520 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,571,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 58,950 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.66% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE Equtities 46625H100 60,520 1,570 2.66 18,571 -2.23 1.2492
2026-02-06 2025-12-31 13F JPMORGAN CHASE Equities 46625H100 58,950 -4,054 -6.43 18,995 -4.64 1.4050
2025-11-17 2025-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 63,004 8,719 16.06 19,919 26.61 1.5221
2025-11-14 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 54,285 0 15,732 1.2506
2025-08-13 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 54,285 1,342 2.53 15,732 17.10 1.4193
2025-05-13 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 52,943 171 0.32 13,436 -2.18 1.3659
2025-02-13 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 52,772 30,699 139.08 13,735 195.12 1.3509
2025-02-19 2024-09-30 13F/A-3 JPMORGAN CHASE Common Stock 46625H100 22,073 -65 -0.29 4,654 3.95 0.5956
2025-02-18 2024-09-30 13F/A-2 JPMORGAN CHASE Common Stock 46625H100 22,073 -65 4,654 0.6056
2024-11-12 2024-09-30 13F JPMORGAN CHASE Common Stock 46625H100 22,073 -65 4,654 1.5365
2024-07-31 2024-06-30 13F JPMORGAN CHASE Common Stock 46625H100 22,138 1,265 6.06 4,478 7.11 1.6038
2024-05-08 2024-03-31 13F JPMORGAN CHASE Common Stock 46625H100 20,873 2,059 10.94 4,181 30.63 0.6090
2024-02-14 2023-12-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 18,814 263 1.42 3,200 18.96 0.5564
2024-02-09 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 18,814 263 3,200 0.5564
2023-11-06 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 18,551 976 5.55 2,690 5.24 0.4505
2023-08-07 2023-06-30 13F JPMORGAN CHASE Common Stock 46625H100 17,575 -475 -2.63 2,556 5.62 0.4347
2023-02-07 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 18,050 -2,174 -10.75 2,421 14.53 0.4779
2022-11-10 2022-09-30 13F JPMORGAN CHASE Common Stock 46625H100 20,224 1,787 9.69 2,113 1.78 0.4284
2022-08-05 2022-06-30 13F JPMORGAN CHASE Common Stock 46625H100 18,437 1,098 6.33 2,076 -12.18 0.4114
2022-05-13 2022-03-31 13F JPMORGAN CHASE Common Stock 46625H100 17,339 1,864 12.05 2,364 -3.51 0.4014
2022-02-11 2021-12-31 13F JPMORGAN CHASE Common Stock 46625H100 15,475 -2,656 -14.65 2,450 -17.45 0.4019
2021-11-12 2021-09-30 13F JPMORGAN CHASE Common Stock 46625H100 18,131 -803 -4.24 2,968 0.78 0.5370
2021-08-13 2021-06-30 13F JPMORGAN CHASE Common Stock 46625H100 18,934 -717 -3.65 2,945 -1.54 0.5334
2021-05-11 2021-03-31 13F JPMORGAN CHASE Common Stock 46625H100 19,651 -970 -4.70 2,991 14.16 0.5826
2021-02-10 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 20,621 -236 -1.13 2,620 30.48 0.5448
2020-11-13 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 20,857 1,032 5.21 2,008 7.67 0.4929
2020-08-13 2020-06-30 13F JPMORGAN CHASE Common Stock 46625H100 19,825 1,350 7.31 1,865 12.15 0.5068
2020-05-05 2020-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 18,475 904 5.14 1,663 -32.09 0.5511
2020-05-05 2020-03-31 13F JPMORGAN CHASE Common Stock 46625H100 17,571 0 2,449 657,930.0859
2020-02-06 2019-12-31 13F JPMORGAN CHASE Common Stock 46625H100 17,571 146 0.84 2,449 19.41 0.6579
2019-11-07 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 17,425 -186 -1.06 2,051 4.16 0.6309
2019-08-07 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 17,611 337 1.95 1,969 12.58 0.6405
2019-05-07 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 17,274 761 4.61 1,749 8.50 0.6220
2019-02-11 2018-12-31 13F JPMORGAN CHASE Common Stock 46625H100 16,513 436 2.71 1,612 -11.67 0.7284
2018-11-06 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 16,077 489 3.14 1,825 11.42 0.7469
2018-08-14 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 15,588 1,454 10.29 1,638 7.48 0.9135
2018-05-15 2018-03-31 13F JPMORGAN CHASE Common Stock 46625H100 14,134 1,095 8.40 1,524 7.70 0.8465
2018-02-09 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 13,039 13,039 1,415 0.8794
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.