JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTotal Investment Management Inc
Latest Disclosed Ownership4,032 shares
Latest Disclosed Value $ 1,186,102
Total Investment Management Inc reports 3.12% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Total Investment Management Inc filed a 13F-HR form disclosing ownership of 4,032 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,186,102 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 3,910 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.12% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,032 122 3.12 1,186 -5.80 0.1383
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,910 2 0.05 1,260 2.19 0.1617
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,908 -10 -0.26 1,233 8.55 0.1602
2025-08-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,918 -8 -0.20 1,136 17.86 0.1641
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,926 3 0.08 963 2.45 0.1259
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,923 203 5.46 940 19.90 0.1319
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,720 -111 -2.90 784 1.29 0.0879
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,831 -9 -0.23 775 0.65 0.1019
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,840 151 4.09 769 22.65 0.0967
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,689 6 0.16 627 17.42 0.0797
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,683 62 1.71 534 1.52 0.0765
2023-07-06 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,621 208 6.09 527 18.47 0.0683
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,413 24 0.71 445 -2.20 0.0849
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,389 -43 -1.25 454 26.46 0.1107
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,432 -175 -4.85 359 -11.58 0.0725
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,607 -88 -2.38 406 -19.44 0.0736
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,695 27 0.74 504 -13.25 0.0966
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,668 140 3.97 581 0.69 0.0959
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,528 -16 -0.45 577 4.72 0.1437
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,544 606 20.63 551 107.92 0.0951
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,938 -525 -15.16 265 -39.77 0.0747
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,463 -41 -1.17 440 27.91 0.0853
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,504 312 9.77 344 14.67 0.0994
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,192 254 8.65 300 13.21 0.1047
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,938 3 0.10 265 -35.21 0.0747
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,935 -4 -0.14 409 18.21 0.0782
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,939 0 0.00 346 6.46 0.0701
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,939 2 0.07 325 1.25 0.0741
2019-05-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,937 10 0.34 321 5.25 0.0772
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,927 6 0.21 305 -7.58 0.0967
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,921 2 0.07 330 8.55 0.0729
2018-07-16 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,919 2 0.07 304 -5.30 0.0701
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,917 2 0.07 321 2.88 0.0802
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,915 3 0.10 312 12.23 0.0920
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,912 2 0.07 278 4.51 0.0958
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,910 -90 -3.00 266 0.76 0.0880
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,000 396 15.21 264 17.33 0.0884
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,604 2,604 225 0.0733
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.