JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMalaga Cove Capital, LLC
Latest Disclosed Ownership23,019 shares
Latest Disclosed Value $ 6,771,269
Malaga Cove Capital, LLC reports 0.87% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Malaga Cove Capital, LLC filed a 13F-HR form disclosing ownership of 23,019 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,771,269 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 23,221 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.87% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,019 -202 -0.87 6,771 -9.50 2.4332
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 23,221 -1,066 -4.39 7,482 -2.32 2.5901
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 24,287 -191 -0.78 7,661 7.95 2.7799
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 24,478 -713 -2.83 7,096 14.84 2.7874
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,191 83 0.33 6,179 2.68 2.6707
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,108 -505 -1.97 6,019 11.44 2.3628
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 25,613 -76 -0.30 5,401 3.95 2.1724
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 25,689 -76 -0.29 5,196 0.68 2.1102
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 25,765 -198 -0.76 5,161 16.85 2.1029
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,963 -1,269 -4.66 4,416 11.83 1.8636
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,232 -285 -1.04 3,949 -1.32 1.8233
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,517 -78 -0.28 4,002 11.32 1.8491
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 27,595 -12 -0.04 3,596 -2.89 1.7774
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 27,607 -51 -0.18 3,702 28.10 2.0192
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 27,658 1,256 4.76 2,890 -2.20 1.6473
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 26,402 943 3.70 2,955 -14.87 1.6494
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,459 587 2.36 3,471 -11.86 1.5780
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 24,872 -79 -0.32 3,938 -3.57 1.5403
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,951 -177 -0.70 4,084 4.50 1.6829
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,128 264 1.06 3,908 2.92 1.6658
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,864 -453 -1.79 3,797 18.77 1.6208
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 25,317 91 0.36 3,197 31.62 1.5030
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,226 1,814 7.75 2,429 10.31 1.4147
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 23,412 4,263 22.26 2,202 26.62 1.3445
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 19,149 91 0.48 1,739 -34.55 1.4276
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 19,058 -58 -0.30 2,657 18.09 1.6459
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 19,116 1,271 7.12 2,250 12.78 1.5226
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 17,845 -60 -0.34 1,995 10.04 1.2852
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 17,905 -1,443 -7.46 1,813 -3.62 1.1089
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 19,348 2,739 16.49 1,881 -0.90 1.2986
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 16,609 -121 -0.72 1,898 8.89 1.0321
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 16,730 -92 -0.55 1,743 -5.78 0.8824
2018-04-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 16,822 -52 -0.31 1,850 2.49 0.9938
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 16,874 0 0.00 1,805 10.53 1.0084
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 16,874 -109 -0.64 1,633 5.35 0.9369
2017-07-19 2017-06-30 13F JPMORGAN CHASE COM 46625H100 16,983 71 0.42 1,550 4.73 0.9267
2017-04-25 2017-03-31 13F JPMORGAN CHASE COM 46625H100 16,912 -109 -0.64 1,480 0.89 0.8988
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 17,021 -15 -0.09 1,467 29.48 0.9590
2016-10-21 2016-09-30 13F JPMORGAN CHASE COM 46625H100 17,036 0 0.00 1,133 12.29 0.8163
2016-07-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 17,036 0 0.00 1,009 0.00 0.8334
2016-04-26 2016-03-31 13F JPMORGAN CHASE COM 46625H100 17,036 -203 -1.18 1,009 -12.26 0.8334
2016-01-20 2015-12-31 13F JPMORGAN CHASE COM 46625H100 17,239 -25 -0.14 1,150 9.63 0.8157
2015-10-21 2015-09-30 13F JPMORGAN CHASE COM 46625H100 17,264 -299 -1.70 1,049 -11.40 0.8375
2015-07-15 2015-06-30 13F JPMORGAN CHASE COM 46625H100 17,563 0 0.00 1,184 12.65 0.8539
2015-04-10 2015-03-31 13F JPMORGAN CHASE COM 46625H100 17,563 0 0.00 1,051 -5.14 0.8307
2015-01-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 17,563 -114 -0.64 1,108 4.04 0.8938
2014-10-20 2014-09-30 13F JPMORGAN CHASE COM 46625H100 17,677 0 0.00 1,065 4.51 0.8560
2014-07-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 17,677 7,711 77.37 1,019 68.43 0.8459
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 9,966 9,966 605 0.5129
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.