JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNoesis Capital Mangement Corp
Latest Disclosed Ownership135,829 shares
Latest Disclosed Value $ 39,955,391
Noesis Capital Mangement Corp reports 0.20% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Noesis Capital Mangement Corp filed a 13F-HR form disclosing ownership of 135,829 shares of JPMorgan Chase & Co. (MX:JPM) valued at $39,955,391 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 135,557 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.20% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 135,829 272 0.20 39,955 -8.53 5.9071
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 135,557 -35 -0.03 43,679 2.13 6.3342
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 135,592 -1,785 -1.30 42,770 7.39 6.6393
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 137,377 -1,887 -1.35 39,827 16.58 6.9167
2025-05-07 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 139,264 117 0.08 34,161 2.42 6.7943
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 139,264 117 34,161 6.7943
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 139,147 -60 -0.04 33,355 13.63 6.3650
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 139,207 13,972 11.16 29,353 15.89 5.8261
2024-08-05 2024-06-30 13F JP Morgan Chase COMMON STOCKS 46625H100 125,235 169 0.14 25,330 1.11 5.6163
2024-05-03 2024-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 125,066 -4,154 -3.21 25,051 13.97 5.5633
2024-02-06 2023-12-31 13F JP Morgan Chase COMMON STOCKS 46625H100 129,220 -1,546 -1.18 21,980 15.91 5.1816
2023-11-03 2023-09-30 13F/A-1 JP Morgan Chase COMMON STOCKS 46625H100 130,766 81 0.06 18,964 -0.23 4.9732
2023-11-03 2023-09-30 13F JP Morgan Chase COMMON STOCKS 46625H100 130,766 81 18,964 4.9732
2023-07-31 2023-06-30 13F JP Morgan Chase COMMON STOCKS 46625H100 130,685 -3,373 -2.52 19,007 8.80 4.6791
2023-05-08 2023-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 134,058 1,745 1.32 17,469 -1.54 4.4240
2023-02-02 2022-12-31 13F JP Morgan Chase COMMON STOCKS 46625H100 132,313 594 0.45 17,743 28.90 5.0431
2022-11-01 2022-09-30 13F JP Morgan Chase COMMON STOCKS 46625H100 131,719 -454 -0.34 13,765 -7.52 4.1715
2022-07-29 2022-06-30 13F JP Morgan Chase COMMON STOCKS 46625H100 132,173 -4,240 -3.11 14,884 -19.96 4.4155
2022-05-05 2022-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 136,413 3,867 2.92 18,596 -11.40 4.4739
2022-02-03 2021-12-31 13F JP Morgan Chase COMMON STOCKS 46625H100 132,546 -18,536 -12.27 20,989 -15.13 4.2294
2021-11-04 2021-09-30 13F JP Morgan Chase COMMON STOCKS 46625H100 151,082 1,989 1.33 24,731 9.19 4.8301
2021-08-05 2021-06-30 13F JP Morgan Chase COMMON STOCKS 46625H100 149,093 1,981 1.35 22,649 1.13 4.6296
2021-05-06 2021-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 147,112 2,052 1.41 22,395 21.49 5.0288
2021-02-04 2020-12-31 13F JP Morgan Chase COMMON STOCKS 46625H100 145,060 -463 -0.32 18,433 31.58 4.5542
2020-11-05 2020-09-30 13F JP Morgan Chase COMMON STOCKS 46625H100 145,523 -2,471 -1.67 14,009 0.64 3.9664
2020-08-07 2020-06-30 13F JP Morgan Chase COMMON STOCKS 46625H100 147,994 -4,086 -2.69 13,920 1.67 4.4012
2020-05-06 2020-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 152,080 -760 -0.50 13,692 -35.74 5.0371
2020-02-07 2019-12-31 13F JP Morgan Chase COMMON STOCKS 46625H100 152,840 8,852 6.15 21,306 25.73 5.9367
2019-11-05 2019-09-30 13F JP Morgan Chase COMMON STOCKS 46625H100 143,988 -845 -0.58 16,946 4.66 5.4792
2019-08-06 2019-06-30 13F JP Morgan Chase COMMON STOCKS 46625H100 144,833 -1,606 -1.10 16,192 9.23 5.5175
2019-05-09 2019-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 146,439 -632 -0.43 14,824 3.25 5.3611
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 147,071 -1,614 -1.09 14,357 -14.43 5.8263
2018-11-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 148,685 -3,666 -2.41 16,778 5.69 5.8804
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 152,351 -946 -0.62 15,875 -5.83 5.8255
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 153,297 -1,675 -1.08 16,858 1.72 6.2479
2018-02-21 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 154,972 -824 -0.53 16,573 11.38 5.9630
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 154,972 -824 16,573
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 155,796 -5,848 -3.62 14,880 0.72 5.5842
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 161,644 455 0.28 14,774 4.34 5.6603
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 161,189 -2,446 -1.49 14,159 0.28 5.3954
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 163,635 -2,888 -1.73 14,120 27.33 5.8950
2016-11-03 2016-09-30 13F JPMORGAN CHASE COM 46625H100 166,523 -272 -0.16 11,089 6.99 4.7735
2016-08-04 2016-06-30 13F JPMORGAN CHASE COM 46625H100 166,795 476 0.29 10,365 5.24 4.6126
2016-05-04 2016-03-31 13F JPMORGAN CHASE COM 46625H100 166,319 1,405 0.85 9,849 -9.55 4.4831
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 164,914 1,468 0.90 10,889 9.27 5.1752
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 163,446 498 0.31 9,965 -9.75 5.2715
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 162,948 -194 -0.12 11,041 11.72 4.7595
2015-05-06 2015-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 163,142 2,601 1.62 9,883 -1.63 4.0909
2015-02-10 2014-12-31 13F JP Morgan Chase COMMON STOCKS 46625H100 160,541 -292 -0.18 10,047 3.69 4.2106
2014-11-04 2014-09-30 13F JP Morgan Chase COMMON STOCKS 46625H100 160,833 1,035 0.65 9,689 5.22 4.2151
2014-07-31 2014-06-30 13F JP Morgan Chase COMMON STOCKS 46625H100 159,798 2,230 1.42 9,208 -3.74 4.1566
2014-04-30 2014-03-31 13F JP Morgan Chase COMMON STOCKS 46625H100 157,568 3,210 2.08 9,566 5.97 4.6994
2014-02-10 2013-12-31 13F JP Morgan Chase COM 46625H100 154,358 -1,603 -1.03 9,027 112,737.50 4.4469
2013-11-06 2013-09-30 13F JP Morgan Chase COM 46625H100 155,961 -3,279 -2.06 8 0.00 4.2508
2013-08-06 2013-06-30 13F JP Morgan Chase COM 46625H100 159,240 159,240 8 4.4893
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.