JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMeritage Portfolio Management
Latest Disclosed Ownership52,137 shares
Latest Disclosed Value $ 16,799,584
Meritage Portfolio Management reports 3.13% decrease in ownership of JPM / JPMorgan Chase & Co.

On January 27, 2026 - Meritage Portfolio Management filed a 13F-HR form disclosing ownership of 52,137 shares of JPMorgan Chase & Co. (MX:JPM) valued at $16,799,584 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 28, 2025 disclosing 53,824 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.13% 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)
2026-01-27 2025-12-31 13F JP MORGAN CHASE COMMON 46625H100 52,137 -1,687 -3.13 16,800 -1.05 1.1149
2025-10-28 2025-09-30 13F JP MORGAN CHASE COMMON 46625H100 53,824 -5,129 -8.70 16,978 -0.67 1.1307
2025-07-25 2025-06-30 13F JP MORGAN CHASE COMMON 46625H100 58,953 -1,053 -1.75 17,091 16.12 1.0818
2025-04-28 2025-03-31 13F JP MORGAN CHASE COMMON 46625H100 60,006 6,007 11.12 14,719 13.71 0.9761
2025-01-27 2024-12-31 13F JP MORGAN CHASE COMMON 46625H100 53,999 -981 -1.78 12,944 117,572.73 0.8032
2024-11-04 2024-09-30 13F JP MORGAN CHASE COMMON 46625H100 54,980 -1,064 -1.90 12 0.00 0.7101
2024-08-09 2024-06-30 13F JP MORGAN CHASE COMMON 46625H100 56,044 -716 -1.26 11 0.00 0.7155
2024-04-29 2024-03-31 13F JP MORGAN CHASE COMMON 46625H100 56,760 -3,560 -5.90 11 10.00 0.7238
2024-02-02 2023-12-31 13F JP MORGAN CHASE COMMON 46625H100 60,320 843 1.42 10 25.00 0.6765
2023-10-30 2023-09-30 13F JP MORGAN CHASE COMMON 46625H100 59,477 -861 -1.43 9 0.00 0.6369
2023-07-31 2023-06-30 13F JP MORGAN CHASE COMMON 46625H100 60,338 -3,327 -5.23 9 0.00 0.6213
2023-04-25 2023-03-31 13F JP MORGAN CHASE COMMON 46625H100 63,665 12,238 23.80 8 33.33 0.6211
2023-02-01 2022-12-31 13F JP MORGAN CHASE COMMON 46625H100 51,427 10,510 25.69 7 -99.86 0.5396
2022-10-25 2022-09-30 13F JP MORGAN CHASE COMMON 46625H100 40,917 -13,501 -24.81 4,276 -30.22 0.3542
2022-07-25 2022-06-30 13F JP MORGAN CHASE COMMON 46625H100 54,418 698 1.30 6,128 -16.32 0.4755
2022-04-25 2022-03-31 13F JP MORGAN CHASE COMMON 46625H100 53,720 14,982 38.68 7,323 19.38 0.4533
2022-01-28 2021-12-31 13F JP MORGAN CHASE COMMON 46625H100 38,738 381 0.99 6,134 -2.31 0.3478
2021-10-26 2021-09-30 13F JP MORGAN CHASE COMMON 46625H100 38,357 389 1.02 6,279 6.32 0.3768
2021-07-26 2021-06-30 13F JP MORGAN CHASE COMMON 46625H100 37,968 1,038 2.81 5,906 5.05 0.3560
2021-04-27 2021-03-31 13F JP MORGAN CHASE COMMON 46625H100 36,930 6,082 19.72 5,622 43.42 0.3746
2021-02-03 2020-12-31 13F JP MORGAN CHASE COMMON 46625H100 30,848 1,803 6.21 3,920 40.20 0.2879
2020-10-26 2020-09-30 13F JP MORGAN CHASE COMMON 46625H100 29,045 286 0.99 2,796 3.36 0.2499
2020-07-27 2020-06-30 13F JP MORGAN CHASE COMMON 46625H100 28,759 270 0.95 2,705 5.46 0.2600
2020-04-27 2020-03-31 13F JP MORGAN CHASE COMMON 46625H100 28,489 -2,160 -7.05 2,565 -39.96 0.3482
2020-01-27 2019-12-31 13F JP MORGAN CHASE COMMON 46625H100 30,649 -637 -2.04 4,272 16.02 0.3757
2019-10-25 2019-09-30 13F JP MORGAN CHASE COMMON 46625H100 31,286 23,199 286.87 3,682 307.30 0.3494
2019-07-30 2019-06-30 13F JP MORGAN CHASE COMMON 46625H100 8,087 6,153 318.15 904 314.68 0.0921
2018-10-30 2018-09-30 13F JP MORGAN CHASE COMMON 46625H100 1,934 0 0.00 218 7.92 0.0200
2018-07-25 2018-06-30 13F JP MORGAN CHASE COMMON 46625H100 1,934 0 0.00 202 -5.16 0.0197
2018-04-26 2018-03-31 13F JP MORGAN CHASE COMMON 46625H100 1,934 0 0.00 213 2.90 0.0206
2018-01-29 2017-12-31 13F JP MORGAN CHASE COMMON 46625H100 1,934 -273 -12.37 207 -1.90 0.0198
2017-10-16 2017-09-30 13F JP MORGAN CHASE COMMON 46625H100 2,207 0 0.00 211 4.46 0.0207
2017-07-25 2017-06-30 13F JP MORGAN CHASE COMMON 46625H100 2,207 2,207 202 0.0208
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.