JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAllen Capital Group, LLC
Latest Disclosed Ownership47,834 shares
Latest Disclosed Value $ 14,070,744
Allen Capital Group, LLC reports 3.84% increase in ownership of JPM / JPMorgan Chase & Co.

On May 27, 2026 - Allen Capital Group, LLC filed a 13F-HR form disclosing ownership of 47,834 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,070,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 46,067 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.84% 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)
2026-05-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 47,834 1,767 3.84 14,071 -5.21 1.2499
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 46,067 1,110 2.47 14,844 4.68 1.3600
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 44,957 1,978 4.60 14,181 13.81 1.3373
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 42,979 2,427 5.98 12,460 25.25 1.2792
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 40,552 4,086 11.20 9,948 13.80 1.1223
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 36,466 -1,237 -3.28 8,741 9.95 1.0479
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 37,703 207 0.55 7,950 4.84 0.9851
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 37,496 -943 -2.45 7,584 -1.51 1.0398
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 38,439 632 1.67 7,699 19.72 1.0837
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 37,807 615 1.65 6,431 20.27 1.0158
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 37,192 -414 -1.10 5,347 -2.23 0.9470
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 37,606 -20 -0.05 5,469 11.54 0.9355
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 37,626 37,626 4,903 0.8903
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -32,864 -100.00 0 -100.00
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,864 2,269 7.42 3,434 -0.32 0.7878
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,595 1,074 3.64 3,445 -14.39 0.6987
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 29,521 1,681 6.04 4,024 -8.71 0.7539
2022-01-31 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 27,840 -256 -0.91 4,408 -4.15 0.7130
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 28,096 1,488 5.59 4,599 11.11 0.9232
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 26,608 1,948 7.90 4,139 10.26 0.8297
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,660 865 3.64 3,754 24.14 0.8245
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 23,795 924 4.04 3,024 31.19 0.7290
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,871 1,760 8.34 2,305 16.06 0.5782
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 21,111 2,167 11.44 1,986 16.41 0.5263
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 18,944 1,687 9.78 1,706 -29.09 0.5253
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,257 932 5.71 2,406 30.83 0.6354
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 16,325 1,840 12.70 1,839 13.59 0.5686
2019-07-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 14,485 316 2.23 1,619 12.90 0.5227
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 14,169 156 1.11 1,434 -2.18 0.4739
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 14,013 5,820 71.04 1,466 58.49 0.5180
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 8,193 822 11.15 925 20.44 0.3073
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,371 2,308 45.59 768 37.88 0.2835
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,063 2,466 94.96 557 100.36 0.2159
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,597 2,597 278 0.1202
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.