JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStableford Capital Ii Llc
Latest Disclosed Ownership8,459 shares
Latest Disclosed Value $ 2,488,299
Stableford Capital Ii Llc reports 10.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 6, 2026 - Stableford Capital Ii Llc filed a 13F-HR form disclosing ownership of 8,459 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,488,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 9,452 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.51% 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)
2026-04-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,459 -993 -10.51 2,488 -18.29 0.9244
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,452 1,319 16.22 3,046 18.71 1.1002
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,133 -42 -0.51 2,565 5.08 0.9271
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,175 -950 -10.41 2,441 15.36 0.9196
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,125 -1,212 -11.72 2,117 -14.57 0.8953
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,337 -185 -1.76 2,478 5.95 0.9792
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,522 -160 -1.50 2,339 0.95 0.9343
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,682 95 0.90 2,317 9.25 0.9103
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,587 -1,277 -10.76 2,121 4.95 0.8511
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,864 -1,155 -8.87 2,020 10.26 0.8656
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,019 -239 -1.80 1,833 -9.98 0.8442
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,258 13,258 2,036 0.9016
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -19,595 -100.00 0 -100.00
2023-01-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,595 -3,333 -14.54 2,692 -3.96 1.4593
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 22,928 -99 -0.43 2,802 5.10 1.3550
2022-10-25 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 23,027 2,457 11.94 2,666 -1.15 1.2338
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 23,027 2,457 2,666 1.2338
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,570 556 2.78 2,697 -7.03 1.1410
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,014 1,196 6.36 2,901 -5.69 1.2220
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 18,818 -414 -2.15 3,076 2.84 1.5598
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 19,232 572 3.07 2,991 5.28 1.4285
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 18,660 9 0.05 2,841 19.87 1.4371
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 18,651 1,681 9.91 2,370 45.04 1.3935
2021-02-11 2020-09-30 13F JPMORGAN CHASE COM 46625H100 16,970 315 1.89 1,634 4.28 1.1132
2021-02-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,655 -680 -3.92 1,567 -35.14 1.1732
2021-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,335 -89 -0.51 2,416 17.80 2.2055
2021-02-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,424 -889 -4.85 2,051 0.20 1.9250
2021-02-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 18,313 -2,649 -12.64 2,047 -3.53 1.9927
2021-02-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 20,962 -1,594 -7.07 2,122 -3.63 1.7663
2021-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 22,556 -4,753 -17.40 2,202 -28.55 2.3377
2021-02-10 2018-09-30 13F JPMORGAN CHASE COM 46625H100 27,309 41 0.15 3,082 8.48 2.0350
2021-02-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 27,268 501 1.87 2,841 -3.50 1.8463
2021-02-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 26,767 -1,601 -5.64 2,944 -2.97 2.0694
2021-02-10 2017-12-31 13F JPMORGAN CHASE COM 46625H100 28,368 2,279 8.74 3,034 21.75 2.0411
2021-02-10 2017-09-30 13F JPMORGAN CHASE COM 46625H100 26,089 1,275 5.14 2,492 9.88 1.8101
2021-02-11 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,814 -1,158 -4.46 2,268 -0.57 1.8155
2021-02-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 26,089 117 2,492 1,810,059.9237
2021-02-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 25,972 206 0.80 2,281 2.61 1.9806
2021-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 25,766 25,766 2,223 2.8510
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.