JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRegatta Capital Group, Llc
Latest Disclosed Ownership24,218 shares
Latest Disclosed Value $ 7,123,953
Regatta Capital Group, Llc reports 6.53% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Regatta Capital Group, Llc filed a 13F-HR form disclosing ownership of 24,218 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,123,953 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 22,733 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.53% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 24,218 1,485 6.53 7,124 -2.76 1.0781
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,733 -199 -0.87 7,325 1.27 1.1063
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,932 508 2.27 7,234 11.26 1.1426
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,424 292 1.32 6,501 19.77 1.1162
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,132 111 0.50 5,429 2.84 1.0514
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,021 607 2.83 5,279 16.90 1.0232
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 21,414 1,096 5.39 4,515 9.88 0.8763
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,318 700 3.57 4,109 4.58 0.8852
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,618 354 1.84 3,929 19.93 0.8841
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,264 38 0.20 3,277 17.50 0.8616
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,226 -736 -3.69 2,788 -3.96 0.8846
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,962 -286 -1.41 2,903 6.92 0.9222
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 20,248 0 0.00 2,715 0.00 0.9669
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 20,248 6,708 49.54 2,715 78.03 0.9669
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,540 701 5.46 1,525 5.46 0.6232
2022-08-09 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 12,839 174 1.37 1,446 -16.22 0.6890
2022-05-16 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 12,665 311 2.52 1,726 -11.76 0.5955
2022-02-23 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 12,354 12,354 1,956 0.6839
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.