JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStanley-Laman Group, Ltd.
Latest Disclosed Ownership7,870 shares
Latest Disclosed Value $ 2,315,039
Stanley-Laman Group, Ltd. reports 4.24% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Stanley-Laman Group, Ltd. filed a 13F-HR form disclosing ownership of 7,870 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,315,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,550 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.24% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,870 320 4.24 2,315 -4.81 0.2842
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,550 115 1.55 2,433 3.71 0.3091
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,435 239 3.32 2,345 12.42 0.3342
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,196 -4,548 -38.73 2,086 -27.57 0.3098
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,744 198 1.71 2,881 4.08 0.4433
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,546 136 1.19 2,768 15.05 0.3887
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,410 474 4.33 2,406 8.77 0.3377
2024-07-18 2024-06-30 13F J P MORGAN CHASE COM 46625H100 10,936 919 9.17 2,212 10.22 0.3179
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,017 2 0.02 2,006 17.79 0.2813
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,015 6,015 150.38 1,704 193.62 0.2606
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,000 0 0.00 580 -0.17 0.0990
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,000 0 0.00 582 11.52 0.0961
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,000 0 0.00 521 -2.80 0.0928
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,000 0 0.00 536 28.23 0.1022
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,000 -21 -0.52 418 -7.73 0.0793
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,021 -1,827 -31.24 453 -43.16 0.0806
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,848 -69 -1.17 797 -14.94 0.1104
2022-01-25 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,917 1 0.02 937 -3.20 0.1103
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,916 0 0.00 968 5.22 0.1259
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,916 1,228 26.19 920 28.85 0.1308
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,688 590 14.40 714 37.04 0.1178
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,098 4,098 521 0.0923
2020-10-20 2020-09-30 13F JPMORGAN CHASE AND COM 46625H100 0 -4,031 -100.00 0 -100.00
2020-07-20 2020-06-30 13F JPMORGAN CHASE AND COM 46625H100 4,031 4,031 379 0.0911
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 0 -6,985 -100.00 0 -100.00
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,985 -225 -3.12 603 25.63 0.1867
2016-10-28 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,210 -8,775 -54.90 480 -51.66 0.1964
2016-08-03 2016-06-30 13F JPMORGAN CHASE COM 46625H100 15,985 -363 -2.22 993 2.58 0.3882
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 16,348 -413 -2.46 968 -12.56 0.1820
2016-01-26 2015-12-31 13F JPMORGAN CHASE COM 46625H100 16,761 -90 -0.53 1,107 7.79 0.1896
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 16,851 0 0.00 1,027 -10.07 0.2090
2015-07-28 2015-06-30 13F JPMORGAN CHASE COM 46625H100 16,851 0 0.00 1,142 11.85 0.2093
2015-05-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 16,851 16,851 0.00 1,021 0.1867
2015-01-30 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -21,538 -100.00 0 -100.00
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 21,538 -9,273 -30.10 1,297 -26.93 0.2520
2014-07-02 2014-06-30 13F JPMORGAN CHASE COM 46625H100 30,811 4,476 17.00 1,775 11.01 0.3258
2014-04-11 2014-03-31 13F JPMORGAN CHASE COM 46625H100 26,335 16,014 155.16 1,599 164.74 0.2794
2014-03-27 2013-12-31 13F JPMORGAN CHASE COM 46625H100 10,321 10,321 604 0.1319
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.