JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSage Rhino Capital Llc
Latest Disclosed Ownership9,802 shares
Latest Disclosed Value $ 2,883,437
Sage Rhino Capital Llc reports 0.21% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Sage Rhino Capital Llc filed a 13F-HR form disclosing ownership of 9,802 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,883,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 9,823 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.21% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,802 -21 -0.21 2,883 -8.91 0.5394
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,823 -158 -1.58 3,165 0.54 0.5975
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,981 -10 -0.10 3,148 8.70 0.6082
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,991 -43 -0.43 2,896 17.68 0.6122
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,034 -100 -0.99 2,461 1.32 0.5708
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,134 -46 -0.45 2,429 13.19 0.5300
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,180 17 0.17 2,147 4.43 0.4754
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,163 471 4.86 2,056 5.87 0.4909
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,692 27 0.28 1,941 18.07 0.4581
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,665 7 0.07 1,644 17.43 0.4221
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,658 19 0.20 1,401 -0.07 0.3933
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,639 45 0.47 1,402 12.08 0.3903
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,594 116 1.22 1,250 -1.65 0.3645
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,478 78 0.83 1,271 29.43 0.4040
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,400 -135 -1.42 982 -8.57 0.3945
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,535 209 2.24 1,074 -15.50 0.4106
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,326 -193 -2.03 1,271 -15.66 0.3854
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,519 -44 -0.46 1,507 -3.71 0.4220
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 9,563 6 0.06 1,565 5.32 0.4757
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,557 148 1.57 1,486 3.77 0.4389
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,409 204 2.22 1,432 22.39 0.4705
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,205 90 0.99 1,170 33.26 0.4622
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,115 -16 -0.18 878 2.21 0.4243
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,131 252 2.84 859 7.51 0.4533
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,879 603 7.29 799 -29.04 0.5738
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,276 -683 -7.62 1,126 6.83 0.6407
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,959 77 0.87 1,054 6.14 0.6614
2019-08-20 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,882 184 2.12 993 12.84 0.6372
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,698 8,698 880 0.5815
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.