JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMagnus Financial Group LLC
Latest Disclosed Ownership54,581 shares
Latest Disclosed Value $ 16,055,527
Magnus Financial Group LLC reports 4.58% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Magnus Financial Group LLC filed a 13F-HR form disclosing ownership of 54,581 shares of JPMorgan Chase & Co. (MX:JPM) valued at $16,055,527 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 57,198 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.58% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 54,581 -2,617 -4.58 16,056 -12.89 1.3032
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 57,198 1,346 2.41 18,430 4.61 1.4071
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 55,852 499 0.90 17,617 9.78 1.3903
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 55,353 542 0.99 16,047 19.35 1.4079
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 54,811 717 1.33 13,445 3.69 1.3015
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 54,094 4,723 9.57 12,967 24.55 1.2512
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 49,371 -45 -0.09 10,410 4.16 1.0583
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 49,416 -1,318 -2.60 9,995 -1.65 1.1228
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 50,734 4,723 10.26 10,162 29.85 1.2055
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 46,011 1,537 3.46 7,826 21.35 1.0251
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,474 409 0.93 6,450 0.64 0.9396
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 44,065 1,198 2.79 6,409 14.72 0.9124
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,867 4,554 11.89 5,586 8.74 0.8504
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 38,313 -112 -0.29 5,138 27.95 0.8364
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 38,425 1,585 4.30 4,015 -3.23 0.7669
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 36,840 2,965 8.75 4,149 -10.16 0.7626
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 33,875 8,543 33.72 4,618 15.13 0.7714
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,332 2,441 10.66 4,011 7.05 0.7620
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 22,891 618 2.77 3,747 8.17 0.7930
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 22,273 -2,262 -9.22 3,464 -7.26 0.7547
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,535 -4,956 -16.81 3,735 -0.32 0.9023
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,491 4,137 16.32 3,747 53.50 0.3720
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,354 -401 -1.56 2,441 0.78 0.2841
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 25,755 1,166 4.74 2,422 9.39 0.2686
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 24,589 -2,639 -9.69 2,214 -41.68 0.3018
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 27,228 2,034 8.07 3,796 28.03 0.5432
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,194 -147 -0.58 2,965 4.66 0.5562
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 25,341 -3,329 -11.61 2,833 -2.38 0.5457
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 28,670 1,460 5.37 2,902 9.26 0.5906
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 27,210 27,210 2,656 0.7057
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.