JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionShufro Rose & Co Llc
Latest Disclosed Ownership113,998 shares
Latest Disclosed Value $ 33,533,608
Shufro Rose & Co Llc reports 0.30% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Shufro Rose & Co Llc filed a 13F-HR form disclosing ownership of 113,998 shares of JPMorgan Chase & Co. (MX:JPM) valued at $33,533,608 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 113,658 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.30% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 113,998 340 0.30 33,534 -8.43 2.2807
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 113,658 -877 -0.77 36,623 30.35 2.4773
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 114,535 -3,004 -2.56 28,096 -2.56 2.2940
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 117,539 -1,475 -1.24 28,832 -1.24 2.3173
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 119,014 -2,855 -2.34 29,194 -0.07 2.3056
2025-02-25 2024-12-31 13F JPMORGAN CHASE COM 46625H100 121,869 -2,435 -1.96 29,213 16.20 2.2582
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 124,304 0 0.00 25,142 0.00 2.0404
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 124,304 -469 -0.38 25,142 0.60 2.0404
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 124,773 -62,708 -33.45 24,992 -8.08 2.0632
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 187,481 -1,188 -0.63 27,188 -0.63 2.5812
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 188,669 -3,413 -1.78 27,361 -2.06 2.5809
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 192,082 -2,362 -1.21 27,936 10.25 2.5515
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 194,444 -2,913 -1.48 25,338 -4.26 2.3450
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 197,357 660 0.34 26,466 28.75 2.2331
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 196,697 -2,516 -1.26 20,555 -8.37 2.0531
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 199,213 2,526 1.28 22,433 -16.33 1.9435
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 196,687 -3,970 -1.98 26,812 -15.62 2.0678
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 200,657 -394 -0.20 31,774 -3.45 2.2954
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 201,051 3,463 1.75 32,910 7.08 2.5768
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 197,588 -3,157 -1.57 30,733 0.57 2.3138
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 200,745 -856 -0.42 30,559 19.29 2.4240
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 201,601 -2,125 -1.04 25,617 30.61 2.1474
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 203,726 -2,714 -1.31 19,613 1.00 1.8880
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 206,440 42,285 25.76 19,418 31.39 1.9164
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 164,155 -4,276 -2.54 14,779 -37.05 1.7625
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 168,431 -3,384 -1.97 23,479 16.11 2.1172
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 171,815 -141 -0.08 20,221 5.18 2.0001
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 171,956 824 0.48 19,225 10.97 1.8713
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 171,132 -36,333 -17.51 17,324 -14.46 1.7345
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 207,465 -2,572 -1.22 20,253 -14.55 2.2381
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 210,037 -3,928 -1.84 23,701 6.31 2.1993
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 213,965 -3,453 -1.59 22,295 -6.75 2.1304
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 217,418 -347 -0.16 23,909 2.67 2.3589
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 217,765 -2,099 -0.95 23,288 10.90 2.2924
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 219,864 -340 -0.15 20,999 4.33 2.1114
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 220,204 -1,547 -0.70 20,127 3.33 2.1497
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 221,751 -1,480 -0.66 19,479 1.12 2.1041
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 223,231 -1,092 -0.49 19,263 28.95 2.1509
2016-11-09 2016-09-30 13F JPMORGAN CHASE COM 46625H100 224,323 -5,170 -2.25 14,938 4.75 1.6695
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 229,493 -2,656 -1.14 14,261 3.73 1.5771
2016-05-26 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 232,149 -134 -0.06 13,748 -10.36 1.5361
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 233,149 13,807
2016-01-15 2015-12-31 13F JPMORGAN CHASE COM 46625H100 232,283 -2,040 -0.87 15,337 7.36 1.7637
2015-10-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 234,323 -444 -0.19 14,286 -10.19 1.7164
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 234,767 -2,075 -0.88 15,907 10.87 1.6899
2015-04-21 2015-03-31 13F JPMORGAN CHASE COM 46625H100 236,842 236,842 0.00 14,347 1.4758
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -240,163 -100.00 0 -100.00
2014-10-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 240,163 -1,045 -0.43 14,467 4.09 1.5005
2014-07-31 2014-06-30 13F JPMORGAN CHASE COM 46625H100 241,208 -4,393 -1.79 13,898 -6.79 1.4266
2014-06-24 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 245,601 -878 -0.36 14,910 3.44 1.5620
2014-04-16 2014-03-31 13F JPMORGAN CHASE COM 46625H100 245,601 14,910
2014-06-24 2013-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 246,479 -2,015 -0.81 14,414 12.22 1.5216
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 246,479 14,414
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 248,494 -891 -0.36 12,844 -2.44 1.4606
2013-08-14 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 249,385 -172,118 -40.83 13,165 -22.84 1.5643
2014-06-24 2012-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 421,503 421,503 17,062 2.2207
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.