JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTraynor Capital Management, Inc.
Latest Disclosed Ownership60,011 shares
Latest Disclosed Value $ 17,029,328
Traynor Capital Management, Inc. reports 1.10% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Traynor Capital Management, Inc. filed a 13F-HR form disclosing ownership of 60,011 shares of JPMorgan Chase & Co. (MX:JPM) valued at $17,029,328 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 59,357 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.10% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 60,011 654 1.10 17,029 -10.96 0.9989
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 59,357 1,363 2.35 19,126 4.55 1.0213
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 57,994 824 1.44 18,293 10.19 1.0434
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 57,170 -1,910 -3.23 16,603 14.56 1.1776
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 59,080 332 0.57 14,492 2.91 1.2212
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 58,748 11,729 24.95 14,083 42.04 0.9407
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 47,019 3,379 7.74 9,914 12.33 0.5942
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 43,640 1,315 3.11 8,827 4.12 0.6614
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 42,325 712 1.71 8,478 19.77 0.7345
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 41,613 100 0.24 7,078 17.57 0.7272
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 41,513 303 0.74 6,020 0.45 0.7545
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 41,210 -1,344 -3.16 5,994 8.08 0.7354
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,554 -1,265 -2.89 5,545 -5.63 0.8007
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 43,819 -1,306 -2.89 5,876 24.62 0.8286
2022-11-15 2022-09-30 13F/A-3 JPMORGAN CHASE COM 46625H100 45,125 -2,551 -5.35 4,715 -12.16 0.8418
2022-10-20 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 24,968 -22,708 2,609 0.9857
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 47,676 2,668 5.93 5,368 -12.50 0.9307
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 45,008 6,125 15.75 6,135 -0.36 0.7956
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 38,883 1,888 5.10 6,157 1.68 0.7284
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 36,995 2,488 7.21 6,055 12.46 0.8294
2021-07-21 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 34,507 1,393 4.21 5,384 6.80 0.7523
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 34,507 1,393 5,384 0.7523
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 33,114 1,251 3.93 5,041 24.53 0.8318
2021-01-14 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,863 -10,748 -25.22 4,048 -8.48 0.7180
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 42,611 580 1.38 4,423 11.89 1.0123
2020-08-10 2020-06-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 42,031 1,232 3.02 3,953 7.62 0.9519
2020-04-29 2020-03-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 40,799 2,276 5.91 3,673 -31.60 1.3043
2020-01-24 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 38,523 1,755 4.77 5,370 24.10 1.4336
2019-11-01 2019-09-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 36,768 1,612 4.59 4,327 8.28 1.3540
2019-07-26 2019-06-30 13F JPMORGAN CHASE &CO. COM USD1.00 COM 46625H100 35,156 1,292 3.82 3,996 16.57 1.2992
2019-04-12 2019-03-31 13F JPMORGAN CHASE &CO. COM USD1.00 COM 46625H100 33,864 3,354 10.99 3,428 15.11 1.1476
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 30,510 4,262 16.24 2,978 0.57 1.2409
2018-10-24 2018-09-30 13F JPMORGAN CHASE COM 46625H100 26,248 2,898 12.41 2,961 20.71 0.9618
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 23,350 2,090 9.83 2,453 4.92 0.8954
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 21,260 2,247 11.82 2,338 15.00 0.9488
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 19,013 2,103 12.44 2,033 26.04 0.8679
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 16,910 473 2.88 1,613 7.25 0.7672
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 16,437 1,686 11.43 1,504 17.87 0.7425
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 14,751 1,658 12.66 1,276 13.32 0.7128
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 13,093 -1,691 -11.44 1,126 11.49 0.7464
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 14,784 -872 -5.57 1,010 8.37 0.7139
2016-07-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 15,656 1,171 8.08 932 8.75 0.7289
2016-04-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 14,485 88 0.61 857 -9.79 0.6830
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 14,397 2,049 16.59 950 26.33 0.6832
2016-02-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 12,348 961 8.44 752 -2.46 0.6496
2016-02-23 2015-06-30 13F JPMORGAN CHASE COM 46625H100 11,387 4,904 75.64 771 96.68 0.6437
2016-02-23 2015-03-31 13F JPMORGAN CHASE COM 46625H100 6,483 97 1.52 392 -1.75 0.3762
2016-02-23 2014-12-31 13F JPMORGAN CHASE COM 46625H100 6,386 6,386 399 0.4640
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.