JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPenserra Capital Management LLC
Latest Disclosed Ownership258 shares
Latest Disclosed Value $ 75
Penserra Capital Management LLC reports 1.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Penserra Capital Management LLC filed a 13F-HR form disclosing ownership of 258 shares of JPMorgan Chase & Co. (MX:JPM) valued at $75 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 261 shares of JPMorgan Chase & Co..

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.

Upgrade to unlock premium data and export to Excel .

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 258 -3 -1.15 0 0.0009
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 261 48 22.54 0 0.0010
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 213 -495 -69.92 0 0.0008
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 708 480 210.53 0 0.0029
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 228 -7,130 -96.90 0 -100.00 0.0010
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,358 5,783 367.17 2 0.0323
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,575 -784,355 -99.80 0 -100.00 0.0072
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 785,930 269,817 52.28 159 53.40 2.0123
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 516,113 -296,027 -36.45 103 -25.36 1.2981
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 812,140 -173,221 -17.58 138 -2.82 2.5967
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 985,361 -40,053 -3.91 143 -4.70 2.9504
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,025,414 12,118 1.20 149 12.88 2.9514
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,013,296 104,715 11.53 132 9.09 2.7393
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 908,581 164,059 22.04 122 -99.84 2.6742
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 744,522 151,581 25.56 77,801 16.52 2.2061
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 592,941 233,464 64.95 66,769 36.26 1.8178
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 359,477 99,185 38.11 49,002 18.89 1.1646
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 260,292 104,245 66.80 41,216 61.37 0.8816
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 156,047 25,504 19.54 25,542 25.80 0.5299
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 130,543 43,066 49.23 20,304 52.48 0.3685
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 87,477 28,636 48.67 13,316 78.12 0.2461
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 58,841 24,864 73.18 7,476 128.62 0.1766
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 33,977 9,725 40.10 3,270 43.42 0.1244
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 24,252 12,101 99.59 2,280 108.60 0.1176
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 12,151 -65,048 -84.26 1,093 -89.84 0.0743
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 77,199 57,981 301.70 10,760 376.11 0.6955
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 19,218 10,976 133.17 2,260 145.65 0.1919
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,242 -3,084 -27.23 920 -29.98 0.0716
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 11,326 1,098 10.74 1,314 31.66 0.1052
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,228 1,098 12.03 998 -3.01 0.0969
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,130 -901 -8.98 1,029 30.09 0.0632
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 10,031 1,272 14.52 791 -17.86 0.0499
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,759 1,339 18.05 963 21.59 0.0910
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,420 1,004 15.65 792 29.41 0.1042
2017-10-26 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,416 712 12.48 612 17.47 0.1457
2017-08-21 2017-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 5,704 1,384 32.04 521 37.47 0.1887
2017-08-21 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,704 0 928 0.3828
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,704 1,384 521
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,320 3,420 380.00 379 392.21 0.0392
2017-02-10 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 900 900 77 0.0088
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.