JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNS Partners Ltd
Latest Disclosed Ownership194,058 shares
Latest Disclosed Value $ 57,084,102
NS Partners Ltd reports 20.81% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - NS Partners Ltd filed a 13F-HR form disclosing ownership of 194,058 shares of JPMorgan Chase & Co. (MX:JPM) valued at $57,084,102 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 160,634 shares of JPMorgan Chase & Co.. This represents a change in shares of 20.81% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 194,058 33,424 20.81 57,084 10.29 1.3409
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 160,634 -1,086 -0.67 51,759 1.47 2.0277
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 161,720 -943 -0.58 51,011 8.17 1.9733
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 162,663 -14,045 -7.95 47,158 8.79 1.9253
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 176,708 2,438 1.40 43,346 3.76 1.9052
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 174,270 -2,391 -1.35 41,774 12.14 1.7271
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 176,661 1,289 0.74 37,251 5.02 1.5711
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 175,372 -1,926 -1.09 35,471 -0.12 1.6086
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 177,298 -4,659 -2.56 35,513 14.74 1.6353
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 181,957 -810 -0.44 30,951 16.77 1.5042
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 182,767 -1,644 -0.89 26,505 -1.18 1.4260
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 184,411 -16,713 -8.31 26,821 2.34 1.4124
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 201,124 -3,231 -1.58 26,208 -4.36 1.4739
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 204,355 -34,337 -14.39 27,404 9.87 1.6524
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 238,692 6,975 3.01 24,943 -4.41 1.6182
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 231,717 762 0.33 26,094 -17.12 1.5841
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 230,955 -9,199 -3.83 31,484 -17.21 1.6774
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 240,154 -1,220 -0.51 38,028 -3.75 1.7822
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 241,374 -114,093 -32.10 39,511 -28.54 2.0131
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 355,467 -65,630 -15.59 55,289 -13.75 2.9118
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 421,097 -5,435 -1.27 64,104 18.28 3.7122
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 426,532 76 0.02 54,199 32.02 3.1651
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 426,456 21,889 5.41 41,055 7.89 2.7043
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 404,567 176,345 77.27 38,054 85.20 2.8146
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 228,222 5,336 2.39 20,547 -33.87 1.9098
2020-02-12 2019-12-31 13F JP Morgan Chase COM 46625H100 222,886 10,959 5.17 31,070 24.57 2.4733
2019-11-12 2019-09-30 13F JP Morgan Chase COM 46625H100 211,927 -3,124 -1.45 24,942 3.74 2.2479
2019-08-07 2019-06-30 13F JP Morgan Chase COM 46625H100 215,051 -44,925 -17.28 24,043 -8.64 2.2102
2019-05-08 2019-03-31 13F JP Morgan Chase COM 46625H100 259,976 -30,666 -10.55 26,317 -7.24 2.4388
2019-02-12 2018-12-31 13F JP Morgan Chase COM 46625H100 290,642 -2,649 -0.90 28,372 -14.27 3.0374
2018-11-14 2018-09-30 13F JP Morgan Chase COM 46625H100 293,291 -2,021 -0.68 33,095 7.55 3.1624
2018-08-02 2018-06-30 13F JP Morgan Chase COM 46625H100 295,312 -1,159 -0.39 30,772 -5.62 3.1562
2018-05-15 2018-03-31 13F JP Morgan Chase COM 46625H100 296,471 -17,756 -5.65 32,603 -2.98 3.4821
2018-02-09 2017-12-31 13F JP Morgan Chase COM 46625H100 314,227 17,666 5.96 33,603 18.63 3.6898
2017-11-14 2017-09-30 13F JP Morgan Chase COM 46625H100 296,561 -4,861 -1.61 28,325 2.81 3.3812
2017-08-14 2017-06-30 13F JP Morgan Chase COM 46625H100 301,422 46,309 18.15 27,550 22.94 3.6131
2017-05-15 2017-03-31 13F JP Morgan Chase COM 46625H100 255,113 -1,848 -0.72 22,409 1.06 3.2257
2017-02-13 2016-12-31 13F/A-1 JP Morgan Chase COM 46625H100 256,961 -8,507 -3.20 22,173 25.43 3.4786
2016-11-15 2016-09-30 13F JP Morgan Chase COM 46625H100 265,468 -822 -0.31 17,678 6.84 2.8822
2016-08-15 2016-06-30 13F JP Morgan Chase COM 46625H100 266,290 25,603 10.64 16,547 16.09 2.8219
2016-06-02 2016-03-31 13F/A-1 JP Morgan Chase COM 46625H100 240,687 16,028 7.13 14,253 -3.92 2.5676
2016-05-13 2016-03-31 13F JP Morgan Chase COM 46625H100 224,659 0 14,834 2.6501
2016-02-12 2015-12-31 13F JP Morgan Chase COM 46625H100 224,659 -22,457 -9.09 14,834 -1.55 2.6501
2015-11-16 2015-09-30 13F JP Morgan Chase COM 46625H100 247,116 -5,678 -2.25 15,067 -12.04 2.6449
2015-11-16 2015-06-30 13F JP Morgan Chase COM 46625H100 252,794 252,794 17,129 2.7277
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.