JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSymmetry Partners, LLC
Latest Disclosed Ownership3,394 shares
Latest Disclosed Value $ 998,417
Symmetry Partners, LLC reports 17.56% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Symmetry Partners, LLC filed a 13F-HR form disclosing ownership of 3,394 shares of JPMorgan Chase & Co. (MX:JPM) valued at $998,417 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,887 shares of JPMorgan Chase & Co.. This represents a change in shares of 17.56% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,394 507 17.56 998 7.31 0.0570
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,887 -78 -2.63 930 -0.53 0.0551
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,965 540 22.27 935 33.00 0.1018
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,425 544 28.92 703 52.49 0.0865
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,881 -7 -0.37 461 1.99 0.0642
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,888 1,888 453 0.0644
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 0 -52,574 -100.00 0 -100.00
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 52,574 -2,418 -4.40 11 -9.09 0.5472
2024-04-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 54,992 -3,298 -5.66 11 22.22 0.8620
2024-01-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 58,290 -9,492 -14.00 10 0.00 0.5362
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 67,782 6,163 10.00 10 12.50 0.5328
2023-07-05 2023-06-30 13F JPMORGAN CHASE COM 46625H100 61,619 4,289 7.48 9 14.29 0.4749
2023-04-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 57,330 35,420 161.66 7 250.00 0.4121
2023-01-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,910 -6,130 -21.86 3 -99.93 0.1739
2022-10-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,040 -3,484 -11.05 2,930 -17.46 0.1974
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 31,524 -1,149 -3.52 3,550 -20.30 0.2388
2022-04-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 32,673 -924 -2.75 4,454 -16.28 0.2801
2022-01-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 33,597 -4,643 -12.14 5,320 -17.52 0.3385
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 38,240 4,806 14.37 6,450 24.04 0.4245
2021-07-07 2021-06-30 13F JPMORGAN CHASE COM 46625H100 33,434 1,389 4.33 5,200 6.60 0.3458
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,045 312 0.98 4,878 20.98 0.3501
2021-02-18 2020-12-31 13F JPMorgan Chase COM 46625H100 31,733 -2,899 -8.37 4,032 20.94 0.3129
2020-11-03 2020-09-30 13F JPMorgan Chase COM 46625H100 34,632 4,633 15.44 3,334 18.14 0.2841
2020-07-20 2020-06-30 13F JPMorgan Chase COM 46625H100 29,999 -7,913 -20.87 2,822 -17.32 0.3527
2020-05-15 2020-03-31 13F JPMORGAN CHASE CO USD 1.0 COMMON 46625H100 37,912 3,093 8.88 3,413 -29.69 0.7576
2020-02-12 2019-12-31 13F JPMORGAN CHASE CO USD 1.0 COMMON 46625H100 34,819 3,270 10.36 4,854 30.73 1.0016
2019-11-04 2019-09-30 13F JPMORGAN CHASE & CO USD COMMON 46625H100 31,549 23,842 309.36 3,713 330.74 0.7670
2019-08-07 2019-06-30 13F JPMORGAN CHASE & CO USD COMMON 46625H100 7,707 -4,975 -39.23 862 -32.87 0.1761
2019-05-13 2019-03-31 13F JPMORGAN CHASE & CO USD COM 46625H100 12,682 -18,829 -59.75 1,284 -58.26 0.2193
2019-05-22 2018-12-31 13F/A-1 JPMORGAN CHASE & CO USD COM 46625H100 31,511 31,511 3,076 0.7834
2017-08-02 2017-06-30 13F JPMorgan Chase COM 46625H100 0 -132 -100.00 0 -100.00
2017-05-08 2017-03-31 13F JPMorgan Chase COM 46625H100 132 132 12 0.0071
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.