JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionProficio Capital Partners LLC
Latest Disclosed Ownership4,334 shares
Latest Disclosed Value $ 1,274,867
Proficio Capital Partners LLC reports 0.58% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Proficio Capital Partners LLC filed a 13F-HR form disclosing ownership of 4,334 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,274,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,309 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.58% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,334 25 0.58 1,275 -8.21 0.0681
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,309 -371 -7.93 1,389 -5.96 0.0975
2025-11-17 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,680 -22,786 -82.96 1,476 -81.46 0.1014
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,680 -22,786 1,476 0.0379
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 27,466 12,275 80.80 7,963 113.74 0.4953
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,191 94 0.62 3,726 2.96 0.2879
2025-02-06 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 15,097 4,912 48.23 3,619 68.51 0.2936
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,499,499 3,489,314 3,619 0.2799
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,185 -3,955 -27.97 2,148 -24.90 0.2136
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,140 263 1.90 2,860 2.88 0.3003
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,877 542 4.06 2,780 22.53 0.3060
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,335 418 3.24 2,268 21.09 0.2804
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 12,917 259 2.05 1,873 1.79 0.2497
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 12,658 484 3.98 1,841 16.02 0.2505
2023-04-21 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 12,174 802 7.05 1,586 4.00 0.2518
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,515,822 1,504,450 1,586 0.2355
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 11,372 772 7.28 1,526 35.92 0.2888
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,600 -2,788 -20.82 1,122 -25.60 0.2066
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,388 -1,097 -7.57 1,508 -23.57 0.2820
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,485 1,180 8.87 1,973 -6.36 0.2947
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,305 84 0.64 2,107 -2.63 0.2932
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,221 1,565 13.43 2,164 19.36 0.2847
2021-08-16 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 11,656 65 0.56 1,813 3.66 0.2211
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,656 65 1,813 0.3543
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,591 3,095 36.43 1,749 61.94 0.2266
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,496 521 6.53 1,080 49.58 0.1691
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,975 -456 -5.41 722 -8.95 0.1277
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,431 248 3.03 793 19.07 0.1620
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,183 2,081 34.10 666 -21.74 0.1672
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,102 381 6.66 851 26.45 0.2454
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,721 -709 -11.03 673 -6.40 0.2509
2019-08-13 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,430 413 6.86 719 18.06 0.2459
2019-05-13 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,017 915 17.93 609 22.29 0.2171
2019-02-08 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,102 786 18.21 498 2.26 0.2213
2018-11-13 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,316 -15 -0.35 487 7.98 0.1602
2018-08-10 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,331 70 1.64 451 -3.84 0.1852
2018-05-14 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,261 755 21.53 469 25.07 0.1378
2018-02-09 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,506 51 1.48 375 13.64 0.1207
2017-11-14 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,455 -870 -20.12 330 -18.11 0.1336
2017-08-03 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,325 274 6.76 403 16.14 0.1674
2017-05-25 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,051 -37,430 -90.23 347 -90.30 0.1517
2017-02-14 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 41,481 40,057 2,812.99 3,579 3,667.37 1.5183
2016-10-25 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,424 21 1.50 95 5.56 0.0549
2016-07-29 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,403 613 77.59 90 91.49 0.0564
2016-04-08 2016-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 790 19 2.46 47 -7.84 0.0393
2016-01-11 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 771 771 51 0.0500
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.