JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSomerville Kurt F
Latest Disclosed Ownership1,731 shares
Latest Disclosed Value $ 509,191
Somerville Kurt F reports 25.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Somerville Kurt F filed a 13F-HR form disclosing ownership of 1,731 shares of JPMorgan Chase & Co. (MX:JPM) valued at $509,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 2,313 shares of JPMorgan Chase & Co.. This represents a change in shares of -25.16% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,731 -582 -25.16 509 -31.68 0.1343
2026-02-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,313 -82 -3.42 745 -1.32 0.1264
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,395 400 20.05 755 30.62 0.1248
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,995 0 0.00 578 18.20 0.0974
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,995 0 0.00 489 2.30 0.0852
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,995 0 0.00 478 13.81 0.0803
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,995 46 2.36 421 6.60 0.0677
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,949 0 0.00 394 1.03 0.0664
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,949 -345 -15.04 390 0.00 0.0668
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,294 0 0.00 390 17.47 0.0735
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,294 264 13.00 333 12.54 0.0669
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,030 0 0.00 295 11.74 0.0562
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,030 0 0.00 265 -2.94 0.0482
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,030 -186 -8.39 272 17.75 0.0529
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,216 0 0.00 231 -7.23 0.0464
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,216 500 29.14 249 6.41 0.0473
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,716 -19 -1.10 234 -14.91 0.0377
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,735 300 20.91 275 17.02 0.0381
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,435 -366 -20.32 235 -16.07 0.0357
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,801 200 12.49 280 15.23 0.0418
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,601 1,601 243 0.0384
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,435 -100.00 0 -100.00
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,435 0 0.00 229 4.57 0.0422
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,435 1,000 69.69 219 9.50 0.0486
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,435 1,435 200 0.0375
2017-10-26 2017-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,435 -100.00 0 -100.00
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,435 -1,000 -29.11 222 -26.49 0.0453
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,435 0 0.00 302 1.68 0.0638
2017-02-14 2016-12-31 13F JPMORGAN CHASE Common Stock 46625H100 3,435 0 0.00 297 29.69 0.0658
2016-11-16 2016-09-30 13F JPMORGAN CHASE Common Stock 46625H100 3,435 0 0.00 229 7.51 0.0499
2016-08-08 2016-06-30 13F JPMORGAN CHASE Common Stock 46625H100 3,435 0 0.00 213 4.93 0.0479
2016-05-27 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 3,435 -1,000 -22.55 203 -30.72 0.0463
2016-02-12 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 4,435 -400 -8.27 293 -0.34 0.0669
2015-11-13 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 4,835 -255 -5.01 294 -14.78 0.0749
2015-08-10 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 5,090 -2,000 -28.21 345 -19.58 0.0798
2015-05-22 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 7,090 -1,470 -17.17 429 -19.96 0.0976
2015-02-13 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 8,560 3,160 58.52 536 64.92 0.1334
2014-11-24 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 5,400 0 0.00 325 4.50 0.1311
2014-07-23 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 5,400 0 0.00 311 -5.18 0.1212
2014-05-30 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 5,400 -1,000 -15.62 328 -12.30 0.1305
2014-05-28 2013-12-31 13F JPMORGAN CHASE Common Stock 46625H100 6,400 0 0.00 374 12.99 0.1432
2013-11-18 2013-09-30 13F JPMORGAN CHASE Common Stock 46625H100 6,400 -4,000 -38.46 331 -39.71 0.1319
2013-08-19 2013-06-30 13F JPMORGAN CHASE Common Stock 46625H100 10,400 125 1.22 549 12.73 0.2306
2013-08-16 2013-03-31 13F JPMORGAN CHASE Common Stock 46625H100 10,275 0 0.00 487 7.74 0.2017
2013-08-16 2012-12-31 13F JPMORGAN CHASE Common Stock 46625H100 10,275 10,275 452 0.2022
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.