JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionScarborough Advisors, LLC
Latest Disclosed Ownership11,127 shares
Latest Disclosed Value $ 3,273,119
Scarborough Advisors, LLC reports 1.21% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Scarborough Advisors, LLC filed a 13F-HR form disclosing ownership of 11,127 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,273,119 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,994 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.21% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,127 133 1.21 3,273 -7.59 0.3583
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,994 4 0.04 3,542 2.19 0.5980
2026-02-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,990 9,180 507.18 3,467 561.45 0.6116
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,810 -46 -2.48 525 15.16 0.1041
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,856 544 41.46 455 44.90 0.0648
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,312 1,312 314 0.0444
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 0 -889 -100.00 0 -100.00
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 889 9 1.02 180 1.70 0.0740
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 880 -16 -1.79 176 15.79 0.0816
2024-02-29 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 896 896 152 0.0314
2024-02-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 219,950 856
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.