JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLafayette Investments, Inc.
Latest Disclosed Ownership15,660 shares
Latest Disclosed Value $ 4,606,422
Lafayette Investments, Inc. reports 1.44% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Lafayette Investments, Inc. filed a 13F-HR form disclosing ownership of 15,660 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,606,422 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 15,889 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.44% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,660 -229 -1.44 4,606 -10.02 0.9327
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,889 -120 -0.75 5,120 1.39 0.9677
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,009 -37 -0.23 5,050 8.56 0.9671
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,046 1,827 12.85 4,652 33.38 0.9402
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,219 151 1.07 3,488 3.41 0.7378
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,068 -25 -0.18 3,372 13.50 0.7228
2025-02-13 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,093 -23 -0.16 2,972 4.06 0.6265
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,093 -23 2,972 0.6265
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,116 -10 -0.07 2,855 0.92 0.6492
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,126 106 0.76 2,829 18.67 0.6357
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,020 85 0.61 2,385 18.02 0.5927
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,935 -260 -1.83 2,021 -2.13 0.5507
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,195 -4,526 -24.18 2,064 -15.38 0.5424
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,721 -13,265 -41.47 2,439 -43.13 0.6754
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 31,986 508 1.61 4,289 30.40 1.2070
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 31,478 -1,477 -4.48 3,289 -11.37 1.0150
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 32,955 2,470 8.10 3,711 -10.71 1.0716
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 30,485 1,415 4.87 4,156 -9.71 1.0319
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 29,070 103 0.36 4,603 -2.93 1.1501
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 28,967 243 0.85 4,742 6.13 1.2869
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 28,724 471 1.67 4,468 3.88 1.2172
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 28,253 -1,324 -4.48 4,301 14.45 1.3765
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,577 358 1.23 3,758 33.59 1.2771
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 29,219 -1,090 -3.60 2,813 -1.33 1.0755
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 30,309 9,179 43.44 2,851 49.89 1.1888
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 21,130 199 0.95 1,902 -34.82 0.9142
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 20,931 461 2.25 2,918 21.13 1.0138
2019-10-23 2019-09-30 13F JPMORGAN CHASE COM 46625H100 20,470 25 0.12 2,409 5.38 0.8705
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 20,445 8,220 67.24 2,286 84.65 0.8098
2019-05-03 2019-03-31 13F J P Morgan Chase And COM 46625H100 12,225 -2,368 -16.23 1,238 -13.12 0.4559
2019-02-05 2018-12-31 13F J P Morgan Chase And COM 46625H100 14,593 920 6.73 1,425 -7.65 0.5725
2018-11-08 2018-09-30 13F J P Morgan Chase And COM 46625H100 13,673 1,505 12.37 1,543 21.69 0.5324
2018-08-10 2018-06-30 13F J P Morgan Chase And COM 46625H100 12,168 4,218 53.06 1,268 45.08 0.4644
2018-05-15 2018-03-31 13F J P Morgan Chase And COM 46625H100 7,950 35 0.44 874 3.31 0.3267
2018-02-12 2017-12-31 13F J P Morgan Chase And COM 46625H100 7,915 40 0.51 846 12.50 0.3026
2017-11-13 2017-09-30 13F J P Morgan Chase And COM 46625H100 7,875 39 0.50 752 5.03 0.2796
2017-08-14 2017-06-30 13F J P Morgan Chase And COM 46625H100 7,836 41 0.53 716 4.53 0.2654
2017-05-05 2017-03-31 13F J P Morgan Chase And COM 46625H100 7,795 40 0.52 685 2.39 0.2535
2017-02-14 2016-12-31 13F/A-1 J P Morgan Chase And COM 46625H100 7,755 49 0.64 669 30.41 0.2562
2017-02-13 2016-12-31 13F J P Morgan Chase And COM 46625H100 7,706 513
2016-11-14 2016-09-30 13F J P Morgan Chase And COM 46625H100 7,706 53 0.69 513 7.77 0.2068
2016-08-15 2016-06-30 13F J P Morgan Chase And COM 46625H100 7,653 48 0.63 476 5.78 0.1935
2016-05-13 2016-03-31 13F J P Morgan Chase And COM 46625H100 7,605 53 0.70 450 -9.82 0.1870
2016-02-11 2015-12-31 13F J P Morgan Chase And COM 46625H100 7,552 46 0.61 499 8.95 0.2075
2015-10-23 2015-09-30 13F J P Morgan Chase And COM 46625H100 7,506 -179 -2.33 458 -12.09 0.1998
2015-08-12 2015-06-30 13F J P Morgan Chase And COM 46625H100 7,685 1 0.01 521 11.80 0.2188
2015-05-15 2015-03-31 13F J P Morgan Chase And COM 46625H100 7,684 0 0.00 466 -3.12 0.1975
2015-02-12 2014-12-31 13F J P Morgan Chase And COM 46625H100 7,684 0 0.00 481 3.89 0.2017
2014-10-30 2014-09-30 13F J P Morgan Chase And COM 46625H100 7,684 0 0.00 463 4.51 0.2079
2014-08-13 2014-06-30 13F J P Morgan Chase And COM 46625H100 7,684 0 0.00 443 -4.94 0.1946
2014-04-30 2014-03-31 13F J P Morgan Chase And COM 46625H100 7,684 0 0.00 466 3.79 0.2128
2014-02-07 2013-12-31 13F J P Morgan Chase And COM 46625H100 7,684 1 0.01 449 13.10 0.2102
2013-10-29 2013-09-30 13F J P Morgan Chase And COM 46625H100 7,683 0 0.00 397 -2.22 0.1932
2013-08-15 2013-06-30 13F J P Morgan Chase And COM 46625H100 7,683 7,683 406 0.1949
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.