JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSaxon Interests, Inc.
Latest Disclosed Ownership15,780 shares
Latest Disclosed Value $ 4,641,960
Saxon Interests, Inc. reports 3.47% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Saxon Interests, Inc. filed a 13F-HR form disclosing ownership of 15,780 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,641,960 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,251 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.47% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,780 529 3.47 4,642 -5.56 1.5997
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,251 140 0.93 4,914 7.91 1.7220
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,111 1,310 9.49 4,555 34.53 1.7819
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,801 0 0.00 3,385 0.00 1.5838
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,801 3,345 31.99 3,385 35.08 1.5838
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,456 836 8.69 2,506 23.57 1.1032
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,620 -229 -2.33 2,028 1.81 0.9237
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,849 205 2.13 1,992 3.16 0.9476
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,644 -159 -1.62 1,932 15.84 0.9209
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,803 9,803 1,667 0.8347
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -9,129 -100.00 0 -100.00
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,129 410 4.70 1,328 16.81 0.7108
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,719 -2,773 -24.13 1,136 -28.01 0.6421
2023-01-24 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,492 -1,767 -13.33 1,579 7.79 0.9006
2022-10-19 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,259 -140 -1.04 1,464 -2.98 0.8924
2022-07-25 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,399 147 1.11 1,509 -16.45 0.9141
2022-05-16 2022-03-31 13F JPMORGAN CHASE Equity 46625H100 13,252 2,375 21.84 1,806 -0.88 0.9620
2022-02-11 2021-12-31 13F JPMORGAN CHASE Equity 46625H100 10,877 10,877 1,822 1.0315
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.