JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKrilogy Financial LLC
Latest Disclosed Ownership23,747 shares
Latest Disclosed Value $ 7,360,386
Krilogy Financial LLC reports 17.72% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Krilogy Financial LLC filed a 13F-HR form disclosing ownership of 23,747 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,360,386 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 20,173 shares of JPMorgan Chase & Co.. This represents a change in shares of 17.72% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,747 3,574 17.72 7,360 21.21 0.2370
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,173 816 4.22 6,073 0.65 0.2065
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,357 2,790 16.84 6,033 25.61 0.2265
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,567 591 3.70 4,803 22.56 0.2755
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,976 1,113 7.49 3,919 10.02 0.2539
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,863 293 2.01 3,563 15.95 0.2376
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,570 -557 -3.68 3,072 0.42 0.2114
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,127 -765 -4.81 3,060 -3.90 0.2258
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,892 69 0.44 3,183 18.28 0.2443
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,823 688 4.55 2,691 22.65 0.2293
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,135 -2,539 -14.37 2,195 -14.63 0.2009
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,674 -454 -2.50 2,571 8.81 0.2311
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,128 -386 -2.08 2,362 -4.83 0.1985
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,514 1,134 6.52 2,483 36.67 0.2364
2022-10-06 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,380 -91 -0.52 1,816 -7.68 0.2168
2022-07-14 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,471 173 1.00 1,967 -16.58 0.2284
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,298 881 5.37 2,358 -9.31 0.2410
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,417 -62 -0.38 2,600 -3.63 0.2620
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,479 144 0.88 2,698 6.18 0.2692
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 16,335 814 5.24 2,541 7.53 0.2534
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,521 699 4.72 2,363 25.49 0.2495
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,822 -551 -3.58 1,883 27.23 0.2259
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 15,373 -1,038 -6.33 1,480 -4.15 0.2052
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,411 -459 -2.72 1,544 1.65 0.2364
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 16,870 633 3.90 1,519 -32.91 0.2888
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 16,237 1,809 12.54 2,264 33.33 0.3724
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 14,428 32 0.22 1,698 5.53 0.3068
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 14,396 361 2.57 1,609 13.23 0.3084
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 14,035 -1,826 -11.51 1,421 -8.26 0.3008
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 15,861 1,498 10.43 1,549 -4.38 0.4269
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 14,363 455 3.27 1,620 11.80 0.3673
2018-08-15 2018-06-30 13F JPMORGAN CHASE COM 46625H100 13,908 3,406 32.43 1,449 25.45 0.3656
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 10,502 553 5.56 1,155 8.55 0.2754
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,949 -3,522 -26.15 1,064 -17.33 0.2569
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 13,471 -104 -0.77 1,287 3.71 0.3285
2017-08-15 2017-06-30 13F JPMORGAN CHASE COM 46625H100 13,575 1,153 9.28 1,241 15.76 0.3466
2017-05-16 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,422 0 0.00 1,072 0.00 0.3329
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 12,422 904 7.85 1,072 39.77 0.3329
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 11,518 -745 -6.08 767 0.66 0.2436
2016-08-16 2016-06-30 13F JPMORGAN CHASE COM 46625H100 12,263 1,802 17.23 762 23.10 0.2648
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 10,461 3,260 45.27 619 30.04 0.2546
2016-02-29 2015-12-31 13F * JPMORGAN CHASE COM 46625H100 7,201 485 7.22 476 16.38 0.4422
2015-11-25 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,716 6,716 409 0.1946
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.