JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLipe & Dalton
Latest Disclosed Ownership1,585 shares
Latest Disclosed Value $ 466
Lipe & Dalton ownership in JPM / JPMorgan Chase & Co.

On April 29, 2026 - Lipe & Dalton filed a 13F-HR form disclosing ownership of 1,585 shares of JPMorgan Chase & Co. (MX:JPM) valued at $466 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,585 shares of JPMorgan Chase & Co..

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)
2026-04-29 2026-03-31 13F JPMorgan Chase cs 46625H100 1,585 0 0.00 0 0.2439
2026-01-26 2025-12-31 13F JPMorgan Chase cs 46625H100 1,585 -80 -4.80 1 0.2524
2026-01-26 2025-09-30 13F JPMorgan Chase cs 46625H100 1,665 0 0.00 1 0.2601
2025-08-01 2025-06-30 13F JPMorgan Chase cs 46625H100 1,665 0 0.00 0 0.2610
2025-05-05 2025-03-31 13F JPMorgan Chase cs 46625H100 1,665 -135 -7.50 0 0.2289
2025-02-03 2024-12-31 13F JPMorgan Chase cs 46625H100 1,800 0 0.00 0 0.2291
2024-11-04 2024-09-30 13F JPMorgan Chase cs 46625H100 1,800 0 0.00 0 0.1920
2024-08-02 2024-06-30 13F JPMorgan Chase cs 46625H100 1,800 0 0.00 0 0.1958
2024-05-07 2024-03-31 13F JPMorgan Chase cs 46625H100 1,800 270 17.65 0 0.1861
2024-01-30 2023-12-31 13F JPMorgan Chase cs 46625H100 1,530 0 0.00 0 0.1411
2023-11-03 2023-09-30 13F JPMorgan Chase cs 46625H100 1,530 0 0.00 0 0.1336
2023-07-26 2023-06-30 13F JPMorgan Chase cs 46625H100 1,530 -85 -5.26 0 0.1271
2023-05-02 2023-03-31 13F JPMorgan Chase CS 46625H100 1,615 -65 -3.87 0 0.1203
2023-02-03 2022-12-31 13F JPMorgan Chase CS 46625H100 1,680 -50 -2.89 0 -100.00 0.1295
2022-11-07 2022-09-30 13F JPMorgan Chase CS 46625H100 1,730 0 0.00 181 -7.18 0.1135
2022-08-01 2022-06-30 13F JPMorgan Chase CS 46625H100 1,730 0 0.00 195 -17.37 0.1141
2022-04-26 2022-03-31 13F JPMorgan Chase CS 46625H100 1,730 -170 -8.95 236 -21.59 0.1152
2022-02-01 2021-12-31 13F JPMorgan Chase CS 46625H100 1,900 145 8.26 301 4.88 0.1424
2021-11-01 2021-09-30 13F JPMorgan Chase cs 46625H100 1,755 0 0.00 287 5.13 0.1474
2021-08-02 2021-06-30 13F JPMorgan Chase CS 46625H100 1,755 0 0.00 273 2.25 0.1419
2021-04-30 2021-03-31 13F JPMorgan Chase CS 46625H100 1,755 -160 -8.36 267 9.88 0.1481
2021-01-29 2020-12-31 13F JPMorgan Chase CS 46625H100 1,915 0 0.00 243 32.07 0.1494
2020-10-30 2020-09-30 13F JPMorgan Chase CS 46625H100 1,915 0 0.00 184 2.22 0.1279
2020-08-07 2020-06-30 13F JPMorgan Chase cs 46625H100 1,915 100 5.51 180 10.43 0.1307
2020-05-01 2020-03-31 13F JPMorgan Chase cs 46625H100 1,815 0 0.00 163 -35.57 0.1379
2020-01-21 2019-12-31 13F JPMorgan Chase cs 46625H100 1,815 132 7.84 253 27.78 0.1677
2019-11-07 2019-09-30 13F JPMorgan Chase cs 46625H100 1,683 -200 -10.62 198 -6.16 0.1445
2019-07-24 2019-06-30 13F JPMorgan Chase cs 46625H100 1,883 0 0.00 211 10.47 0.1508
2019-04-30 2019-03-31 13F JPMorgan Chase cs 46625H100 1,883 0 0.00 191 3.80 0.1405
2019-02-08 2018-12-31 13F JPMorgan Chase cs 46625H100 1,883 1,883 184 0.1499
2018-02-13 2017-12-31 13F JPMorgan Chase cs 46625H100 0 -1,500 -100.00 0 -100.00
2017-11-03 2017-09-30 13F JPMorgan Chase cs 46625H100 1,500 1,500 143 0.1005
2017-05-08 2017-03-31 13F JPMorgan Chase cs 46625H100 0 -75,114 -100.00 0 -100.00
2017-02-10 2016-12-31 13F JPMorgan Chase cs 46625H100 75,114 -123 -0.16 6,482 29.38 4.6108
2016-11-10 2016-09-30 13F JPMorgan Chase cs 46625H100 75,237 -1,297 -1.69 5,010 5.34 3.3529
2016-08-12 2016-06-30 13F JPMorgan Chase cs 46625H100 76,534 -1,015 -1.31 4,756 3.57 3.2832
2016-05-12 2016-03-31 13F JPMorgan Chase COM 46625H100 77,549 -1,475 -1.87 4,592 -12.00 3.6101
2016-02-10 2015-12-31 13F JPMorgan Chase COM 46625H100 79,024 -860 -1.08 5,218 7.12 4.2250
2015-11-13 2015-09-30 13F JPMorgan Chase COM 46625H100 79,884 -2,440 -2.96 4,871 -12.67 4.0372
2015-08-13 2015-06-30 13F JPMorgan Chase COM 46625H100 82,324 -2,095 -2.48 5,578 9.07 3.9997
2015-05-08 2015-03-31 13F JPMorgan Chase COM 46625H100 84,419 -1,635 -1.90 5,114 -5.03 3.5231
2015-02-18 2014-12-31 13F JPMorgan Chase COM 46625H100 86,054 -1,015 -1.17 5,385 2.67 3.5973
2014-11-14 2014-09-30 13F JPMorgan Chase COM 46625H100 87,069 -950 -1.08 5,245 3.41 3.4309
2014-08-06 2014-06-30 13F JPMorgan Chase COM 46625H100 88,019 -1,405 -1.57 5,072 4.34 3.1870
2014-05-14 2014-03-31 13F JPMorgan Chase COM 46625H100 89,424 -1,728 -1.90 4,861 -8.82 3.2531
2014-02-10 2013-12-31 13F JPMorgan Chase COM 46625H100 91,152 -4,575 -4.78 5,331 -99.89 3.6413
2013-10-30 2013-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 95,727 4,915 5.41 4,948,145 3.22 3.6284
2013-08-27 2013-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 90,812 90,812 4,793,980 3.9781
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.