JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionReik & Co., Llc
Latest Disclosed Ownership9,590 shares
Latest Disclosed Value $ 2,820,994
Reik & Co., Llc ownership in JPM / JPMorgan Chase & Co.

On May 5, 2026 - Reik & Co., Llc filed a 13F-HR form disclosing ownership of 9,590 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,820,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,590 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 JP MORGAN CHASE AND COM 46625H100 9,590 0 0.00 2,821 -8.74 0.4241
2026-02-05 2025-12-31 13F JP MORGAN CHASE AND COM 46625H100 9,590 0 0.00 3,090 2.18 0.8500
2025-11-04 2025-09-30 13F JP MORGAN CHASE AND COM 46625H100 9,590 380 4.13 3,025 13.26 0.7770
2025-08-07 2025-06-30 13F JP MORGAN CHASE AND COM 46625H100 9,210 6,478 237.12 2,670 298.51 0.6666
2025-05-06 2025-03-31 13F JP MORGAN CHASE AND COM 46625H100 2,732 0 0.00 670 2.45 0.1560
2025-01-29 2024-12-31 13F JP MORGAN CHASE AND COM 46625H100 2,732 0 0.00 655 13.54 0.1574
2024-10-31 2024-09-30 13F JP MORGAN CHASE AND COM 46625H100 2,732 0 0.00 576 4.35 0.1370
2024-07-24 2024-06-30 13F JP MORGAN CHASE AND COM 46625H100 2,732 0 0.00 553 0.91 0.1428
2024-04-29 2024-03-31 13F JP MORGAN CHASE AND COM 46625H100 2,732 0 0.00 547 17.89 0.1367
2024-01-26 2023-12-31 13F JP MORGAN CHASE AND COM 46625H100 2,732 0 0.00 465 17.17 0.1305
2023-11-06 2023-09-30 13F JP MORGAN CHASE AND COM 46625H100 2,732 0 0.00 396 -0.25 0.1161
2023-07-31 2023-06-30 13F JP MORGAN CHASE AND COM 46625H100 2,732 10 0.37 397 12.15 0.1095
2023-05-10 2023-03-31 13F JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 355 0.1044
2023-01-31 2022-12-31 13F JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 0 -100.00 0.1051
2022-11-02 2022-09-30 13F JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 284 -7.49 0.0910
2022-07-27 2022-06-30 13F JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 307 -17.25 0.0866
2022-04-29 2022-03-31 13F JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 371 -13.92 0.0926
2022-01-28 2021-12-31 13F JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 431 -3.36 0.1029
2021-10-26 2021-09-30 13F JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 446 5.44 0.1155
2021-08-17 2021-06-30 13F/A-1 JP MORGAN CHASE AND COM 46625H100 2,722 0 0.00 423 2.17 0.1079
2021-08-10 2021-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 414 0.0580
2021-04-26 2021-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 414 19.65 0.1054
2021-01-27 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 346 32.06 0.0896
2020-10-29 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 262 2.34 0.0667
2020-08-05 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 256 4.49 0.0707
2020-04-29 2020-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 245 -35.36 0.0785
2020-01-24 2019-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 379 18.44 0.0976
2019-11-01 2019-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 320 5.26 0.0843
2019-07-29 2019-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 304 10.14 0.0815
2019-04-26 2019-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 276 3.76 0.0754
2019-01-29 2018-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 266 -13.36 0.0799
2018-11-05 2018-09-30 13F/A-1 JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 307 8.10 0.0878
2018-10-29 2018-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 307
2018-08-06 2018-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 284 -5.02 0.0875
2018-04-25 2018-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 299 2.75 0.0973
2018-01-31 2017-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 291 11.92 0.0932
2017-10-26 2017-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 260 4.42 0.0868
2017-07-28 2017-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 0 0.00 249 4.18 0.0832
2017-04-24 2017-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,722 -10,000 -78.60 239 -78.23 0.0804
2017-01-25 2016-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 12,722 122 0.97 1,098 30.87 0.3787
2016-10-27 2016-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 12,600 0 0.00 839 7.15 0.2884
2016-08-15 2016-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 12,600 0 0.00 783 4.96 0.2657
2016-04-21 2016-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 12,600 2,000 18.87 746 6.57 0.2694
2016-02-01 2015-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 10,600 0 0.00 700 8.36 0.2550
2015-10-29 2015-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 10,600 0 0.00 646 -10.03 0.2295
2015-07-20 2015-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 10,600 0 0.00 718 11.84 0.2321
2015-04-20 2015-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 10,600 10,600 0.00 642 0.2078
2015-01-30 2014-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 0 -10,600 -100.00 0 -100.00
2014-11-18 2014-09-30 13F/A-2 JP MORGAN CHASE & CO COM COM 46625H100 10,600 0 0.00 639 4.58 0.2169
2014-11-18 2014-09-30 13F/A-1 JP MORGAN CHASE & CO COM COM 46625H100 10,600 0 639 0.2169
2014-11-13 2014-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 10,600 639
2014-08-04 2014-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 10,600 600 6.00 611 0.66 0.2075
2014-05-08 2014-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 10,000 0 0.00 607 3.76 0.2149
2014-02-13 2013-12-31 13F JP MORGAN CHASE CO COM COM 46625H100 10,000 380 3.95 585 17.71 0.2112
2013-11-18 2013-09-30 13F/A-1 JP MORGAN CHASE COM 46625H100 9,620 9,620 497 0.2049
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.