JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRossmore Private Capital
Latest Disclosed Ownership104,011 shares
Latest Disclosed Value $ 30,595,825
Rossmore Private Capital reports 2.54% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Rossmore Private Capital filed a 13F-HR form disclosing ownership of 104,011 shares of JPMorgan Chase & Co. (MX:JPM) valued at $30,595,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 101,437 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.54% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 104,011 2,574 2.54 30,596 -6.39 2.6844
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 101,437 7,492 7.97 32,685 10.30 2.9108
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 93,945 637 0.68 29,633 9.55 3.1929
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 93,308 -971 -1.03 27,051 16.97 3.1578
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 94,279 756 0.81 23,127 3.16 2.8470
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 93,523 239 0.26 22,418 13.98 2.7716
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 93,284 319 0.34 19,670 4.61 2.4303
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 92,965 -263 -0.28 18,803 0.70 2.4693
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 93,228 137 0.15 18,674 17.93 2.4431
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 93,091 34 0.04 15,835 17.33 2.2373
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 93,057 -109 -0.12 13,495 -0.41 2.0443
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 93,166 -912 -0.97 13,550 10.53 2.0157
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 94,078 -12 -0.01 12,259 -2.84 1.9151
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 94,090 1,546 1.67 12,617 140,088.89 2.0200
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 92,544 1,654 1.82 10 -10.00 1.7304
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 90,890 -380 -0.42 10 -16.67 1.7720
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 91,270 319 0.35 12 -14.29 1.9372
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 90,951 32 0.04 14 0.00 2.2488
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 90,919 -543 -0.59 15 0.00 2.5482
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 91,462 180 0.20 14 7.69 2.4343
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 91,282 985 1.09 14 18.18 2.6049
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 90,297 3,789 4.38 11 37.50 2.3262
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 86,508 4,557 5.56 8 -99.90 1.9572
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 81,951 6,792 9.04 7,708 13.75 2.1289
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 75,159 18,683 33.08 6,776 -13.93 2.3426
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 56,476 9,220 19.51 7,873 41.55 2.4288
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 47,256 5,742 13.83 5,562 19.84 1.8705
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 41,514 5,740 16.05 4,641 28.17 1.6394
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 35,774 -896 -2.44 3,621 1.15 1.3333
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 36,670 15,777 75.51 3,580 51.82 1.5174
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 20,893 9,035 76.19 2,358 90.78 0.9428
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 11,858 828 7.51 1,236 1.90 0.7979
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,030 -2,294 -17.22 1,213 -14.82 1.2278
2018-03-15 2017-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 13,324 13,324 1,425 1.4356
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.