JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWhalerock Point Partners, Llc
Latest Disclosed Ownership52,647 shares
Latest Disclosed Value $ 15,486,673
Whalerock Point Partners, Llc reports 0.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Whalerock Point Partners, Llc filed a 13F-HR form disclosing ownership of 52,647 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,486,673 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 52,727 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.15% 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)
2026-05-15 2026-03-31 13F JPMorgan Chase COM 46625H100 52,647 -80 -0.15 15,487 -8.85 2.9888
2026-02-13 2025-12-31 13F JPMorgan Chase COM 46625H100 52,727 923 1.78 16,990 3.97 3.2318
2025-11-12 2025-09-30 13F JPMorgan Chase COM 46625H100 51,804 51 0.10 16,341 8.91 3.3177
2025-08-13 2025-06-30 13F JPMorgan Chase COM 46625H100 51,753 163 0.32 15,004 18.55 3.2440
2025-05-15 2025-03-31 13F JPMorgan Chase COM 46625H100 51,590 1,050 2.08 12,655 4.47 3.0047
2025-02-14 2024-12-31 13F JPMorgan Chase COM 46625H100 50,540 451 0.90 12,115 14.71 2.8164
2024-11-13 2024-09-30 13F JPMorgan Chase COM 46625H100 50,089 252 0.51 10,562 4.77 2.5131
2024-08-13 2024-06-30 13F JPMorgan Chase COM 46625H100 49,837 617 1.25 10,080 2.25 2.6977
2024-05-15 2024-03-31 13F JPMorgan Chase COM 46625H100 49,220 1,424 2.98 9,859 21.25 2.6894
2024-02-14 2023-12-31 13F/A-1 JPMorgan Chase COM 46625H100 47,796 -1,748 -3.53 8,130 13.17 2.5135
2024-02-14 2023-12-31 13F JPMorgan Chase COM 46625H100 47,796,243 47,746,699 8,130 2.5135
2023-11-14 2023-09-30 13F JPMorgan Chase COM 46625H100 49,544 -131 -0.26 7,185 -0.55 2.4890
2023-08-14 2023-06-30 13F JPMorgan Chase COM 46625H100 49,675 -211 -0.42 7,225 11.14 2.4510
2023-05-10 2023-03-31 13F JPMorgan Chase COM 46625H100 49,886 257 0.52 6,501 -2.33 2.4162
2023-02-14 2022-12-31 13F JPMorgan Chase COM 46625H100 49,629 1,352 2.80 6,655 133,000.00 2.7053
2022-11-16 2022-09-30 13F/A-1 JPMorgan Chase COM 46625H100 48,277 452 0.95 5 0.00 2.2167
2022-11-15 2022-09-30 13F JPMorgan Chase COM 46625H100 5,045 -42,780 5,045 2.1732
2022-08-12 2022-06-30 13F JPMorgan Chase COM 46625H100 47,825 923 1.97 5 -99.92 2.2767
2022-05-16 2022-03-31 13F JPMorgan Chase COM 46625H100 46,902 1,667 3.69 6,394 -10.75 2.2651
2022-02-15 2021-12-31 13F JPMorgan Chase COM 46625H100 45,235 1,501 3.43 7,163 102,228.57 2.4545
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 43,734 1,576 3.74 7 -99.89 2.7736
2021-08-10 2021-06-30 13F JPMorgan Chase COM 46625H100 42,158 507 1.22 6,557 3.42 2.5206
2021-05-13 2021-03-31 13F JPMorgan Chase COM 46625H100 41,651 941 2.31 6,341 22.56 2.7885
2021-02-12 2020-12-31 13F JPMorgan Chase COM 46625H100 40,710 36,575 884.52 5,173 25.13 2.4546
2020-11-13 2020-09-30 13F JPMorgan Chase COM 46625H100 4,135 -38,566 -90.32 4,135 2.94 2.2800
2020-08-11 2020-06-30 13F JPMorgan Chase COM 46625H100 42,701 2,231 5.51 4,016 10.21 2.3692
2020-05-15 2020-03-31 13F JPMorgan Chase COM 46625H100 40,470 1,912 4.96 3,644 -32.20 2.6070
2020-02-12 2019-12-31 13F JPMorgan Chase COM 46625H100 38,558 -2,880 -6.95 5,375 10.21 2.8578
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 41,438 456 1.11 4,877 6.44 2.6290
2019-08-09 2019-06-30 13F JPMorgan Chase COM 46625H100 40,982 -425 -1.03 4,582 9.30 2.6173
2019-05-13 2019-03-31 13F JPMorgan Chase COM 46625H100 41,407 4,017 10.74 4,192 14.85 2.7413
2019-03-04 2018-12-31 13F JPMorgan Chase COM 46625H100 37,390 -1,386 -3.57 3,650 -16.57 3.3961
2019-03-04 2018-09-30 13F JPMorgan Chase COM 46625H100 38,776 173 0.45 4,375 8.78 3.1754
2019-03-04 2018-06-30 13F JPMorgan Chase COM 46625H100 38,603 -18,097 -31.92 4,022 -35.49 3.2125
2018-04-05 2018-03-31 13F JPMorgan Chase COM 46625H100 56,700 105 0.19 6,235 3.01 1.9975
2018-01-16 2017-12-31 13F JPMorgan Chase COM 46625H100 56,595 1,705 3.11 6,053 15.45 1.9164
2017-10-31 2017-09-30 13F JPMorgan Chase COM 46625H100 54,890 143 0.26 5,243 4.78 1.8510
2017-08-08 2017-06-30 13F JPMorgan Chase COM 46625H100 54,747 -1,615 -2.87 5,004 1.07 1.8368
2017-04-19 2017-03-31 13F JPMorgan Chase COM 46625H100 56,362 -922 -1.61 4,951 0.16 1.8486
2017-03-01 2016-12-31 13F JPMorgan Chase COM 46625H100 57,284 -1,300 -2.22 4,943 26.74 1.9453
2016-11-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 58,584 190 0.33 3,900 12.81 1.6137
2016-05-25 2016-03-31 13F JPMORGAN CHASE COM 46625H100 58,394 2,165 3.85 3,457 -6.87 1.4913
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 56,229 1,180 2.14 3,712 10.61 1.6155
2015-11-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 55,049 3,700 7.21 3,356 -3.54 1.4472
2015-07-28 2015-06-30 13F JPMORGAN CHASE COM 46625H100 51,349 10,750 26.48 3,479 41.48 1.4379
2015-06-09 2015-03-31 13F JPMORGAN CHASE COM 46625H100 40,599 -2,450 -5.69 2,459 -8.72 1.0018
2015-02-24 2014-12-31 13F JPMORGAN CHASE COM 46625H100 43,049 2,174 5.32 2,694 9.42 1.1379
2014-11-17 2014-09-30 13F JPMORGAN CHASE COM 46625H100 40,875 425 1.05 2,462 5.67 1.1110
2014-08-26 2014-06-30 13F JPMORGAN CHASE COM 46625H100 40,450 9,187 29.39 2,330 22.83 1.1070
2014-05-29 2014-03-31 13F JPMORGAN CHASE COM 46625H100 31,263 2,250 7.76 1,897 11.85 0.9665
2014-02-18 2013-12-31 13F JPMORGAN CHASE COM 46625H100 29,013 29,013 1,696 0.8867
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.