JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSchoolcraft Capital LLC
Latest Disclosed Ownership2,968 shares
Latest Disclosed Value $ 873,067
Schoolcraft Capital LLC reports 41.40% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Schoolcraft Capital LLC filed a 13F-HR form disclosing ownership of 2,968 shares of JPMorgan Chase & Co. (MX:JPM) valued at $873,067 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,099 shares of JPMorgan Chase & Co.. This represents a change in shares of 41.40% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,968 869 41.40 873 29.14 0.1691
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,099 0 0.00 676 2.11 0.1314
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,099 0 0.00 662 8.88 0.1324
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,099 -888 -29.73 609 -16.94 0.1241
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,987 351 13.32 733 16.01 0.1440
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,636 0 0.00 632 13.69 0.1319
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,636 0 0.00 556 4.13 0.1128
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,636 -97 -3.55 533 -2.56 0.1144
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,733 -136 -4.74 547 12.32 0.1284
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,869 -1,282 -30.88 488 -18.97 0.1232
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,151 0 0.00 602 -0.33 0.1697
2023-09-29 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,151 1,213 41.29 604 57.85 0.1656
2023-10-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,938 439 17.57 383 14.03 0.1102
2023-10-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,499 2,499 53.31 335 50.90 0.1031
2023-10-17 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,630 -100.00 0 -100.00
2023-10-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,630 1,630 222 0.0684
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.