JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCidel Asset Management Inc
Latest Disclosed Ownership93,986 shares
Latest Disclosed Value $ 27,646,920
Cidel Asset Management Inc reports 10.55% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Cidel Asset Management Inc filed a 13F-HR form disclosing ownership of 93,986 shares of JPMorgan Chase & Co. (MX:JPM) valued at $27,646,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 85,015 shares of JPMorgan Chase & Co.. This represents a change in shares of 10.55% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 93,986 8,971 10.55 27,647 0.92 1.5086
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 85,015 -6,897 -7.50 27,394 -5.51 1.9379
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 91,912 -957 -1.03 28,992 7.68 1.6644
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 92,869 -7,674 -7.63 26,924 9.16 1.6173
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 100,543 3,296 3.39 24,663 5.80 1.6121
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 97,247 -967 -0.98 23,311 12.56 1.5681
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 98,214 -31 -0.03 20,709 4.22 1.4611
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 98,245 71,286 264.42 19,871 268.05 1.5359
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 26,959 -2,493 -8.46 5,400 7.79 0.4104
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,452 24,209 461.74 5,010 559.08 0.2146
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,243 -80 -1.50 760 -1.81 0.0380
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,323 0 0.00 774 11.69 0.0351
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,323 53 1.01 694 -1.84 0.0318
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,270 -222 -4.04 707 23.00 0.0331
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,492 -4,772 -46.49 574 -50.35 0.0273
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,264 30 0.29 1,156 -17.13 0.0494
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,234 -441 -4.13 1,395 -17.46 0.0510
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,675 22 0.21 1,690 -3.10 0.0629
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,653 -3 -0.03 1,744 5.25 0.0711
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,656 -332 -3.02 1,657 -0.96 0.0671
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,988 -532 -4.62 1,673 14.28 0.0756
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 11,520 1,189 11.51 1,464 47.14 0.0824
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 10,331 4,200 68.50 995 72.44 0.0566
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,131 -549 -8.22 577 -3.99 0.0262
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,680 -1,978 -22.85 601 -50.21 0.0306
2020-02-18 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,658 -482 -5.27 1,207 12.17 0.0500
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,658 -482 1,207 315,729.7228
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,140 9,140 1,076 0.0521
2019-08-12 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 0 -5,465 -100.00 0 -100.00
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,465 -2,285 -29.48 553 -26.95 0.0301
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,750 450 6.16 757 -8.13 0.0484
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,300 1,300 21.67 824 31.84 0.0363
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,000 6,000 625 0.0278
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,235 -100.00 0 -100.00
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,235 0 0.00 239 12.21 0.0103
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,235 2,235 213 0.0096
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.