JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTacita Capital Inc
Latest Disclosed Ownership3,265 shares
Latest Disclosed Value $ 960,432
Tacita Capital Inc reports 1.21% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Tacita Capital Inc filed a 13F-HR form disclosing ownership of 3,265 shares of JPMorgan Chase & Co. (MX:JPM) valued at $960,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 3,226 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.21% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,265 39 1.21 960 -7.60 0.5686
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,226 103 3.30 1,039 5.48 0.6022
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,123 36 1.17 985 10.18 0.5953
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,087 580 23.14 895 45.60 0.5753
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,507 0 0.00 615 2.33 0.4431
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,507 175 7.50 601 22.20 0.4290
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,332 0 0.00 492 4.25 0.3208
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,332 0 0.00 472 0.86 0.3332
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,332 0 0.00 467 17.93 0.3241
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,332 12 0.52 397 17.86 0.2939
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 336 0.2631
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 0 0.2475
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 0 0.2273
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 0 -100.00 0.2332
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 242 -7.28 0.1875
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 261 -17.41 0.1804
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 316 -13.90 0.1827
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,320 425 22.43 367 18.39 0.2090
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,895 0 0.00 310 5.08 0.1898
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,895 0 0.00 295 2.43 0.1777
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,895 0 0.00 288 19.50 0.1868
2021-02-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,895 1,895 241 0.1586
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.