JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBerkeley Capital Partners, LLC
Latest Disclosed Ownership8,535 shares
Latest Disclosed Value $ 2,510,575
Berkeley Capital Partners, LLC reports 78.00% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Berkeley Capital Partners, LLC filed a 13F-HR form disclosing ownership of 8,535 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,510,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 4,795 shares of JPMorgan Chase & Co.. This represents a change in shares of 78.00% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,535 3,740 78.00 2,511 62.56 0.5821
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,795 -2,939 -38.00 1,545 -36.70 0.3638
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,734 122 1.60 2,439 10.56 0.5768
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,612 -183 -2.35 2,207 15.38 0.5596
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,795 -77 -0.98 1,912 1.32 0.5258
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,872 -771 -8.92 1,887 3.57 0.5245
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,643 558 6.90 1,822 11.44 0.5203
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,085 -471 -5.50 1,635 -4.55 0.4924
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,556 -309 -3.49 1,714 13.67 0.5225
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,865 38 0.43 1,508 17.73 0.4986
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,827 256 2.99 1,280 2.73 0.4621
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,571 -1,869 -17.90 1,247 -8.38 0.4415
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,440 471 4.72 1,360 1.80 0.5041
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,969 416 4.35 1,337 33.87 0.5171
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,553 999 11.68 998 3.63 0.4319
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,554 1,362 18.94 963 -1.73 0.3972
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,192 2,635 57.82 980 35.73 0.3905
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,557 511 12.63 722 9.06 0.2965
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,046 -28 -0.69 662 4.42 0.3048
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,074 -113 -2.70 634 -0.47 0.2823
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,187 177 4.41 637 24.90 0.3073
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,010 592 17.32 510 55.02 0.2618
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,418 -348 -9.24 329 -7.06 0.2008
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,766 -2,795 -42.60 354 -40.10 0.2181
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,561 -1,076 -14.09 591 -44.51 0.4015
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,637 101 1.34 1,065 20.07 0.5454
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,536 -2,587 -25.56 887 -21.64 0.4680
2019-08-08 2019-06-30 13F JPMorgan Chase COM 46625H100 10,123 2,452 31.96 1,132 45.69 0.5280
2019-04-30 2019-03-31 13F JPMorgan Chase COM 46625H100 7,671 -1,816 -19.14 777 -16.09 0.3842
2019-01-28 2018-12-31 13F JPMorgan Chase COM 46625H100 9,487 4,409 86.83 926 61.61 0.5153
2018-10-30 2018-09-30 13F JPMorgan Chase COM 46625H100 5,078 -2,534 -33.29 573 -27.74 0.3227
2018-08-07 2018-06-30 13F JPMorgan Chase COM 46625H100 7,612 -1,621 -17.56 793 -21.87 0.4637
2018-04-27 2018-03-31 13F JPMorgan Chase COM 46625H100 9,233 5,197 128.77 1,015 134.95 0.5861
2018-02-02 2017-12-31 13F JPMorgan Chase COM 46625H100 4,036 -474 -10.51 432 0.23 0.2844
2017-11-08 2017-09-30 13F JPMorgan Chase COM 46625H100 4,510 -7,440 -62.26 431 -60.53 0.2880
2017-08-02 2017-06-30 13F JPMorgan Chase COM 46625H100 11,950 5,076 73.84 1,092 80.79 0.7436
2017-05-10 2017-03-31 13F JPMorgan Chase COM 46625H100 6,874 -700 -9.24 604 -7.65 0.4104
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,574 -3,369 -30.79 654 -10.29 0.4710
2016-11-01 2016-09-30 13F JPMORGAN CHASE COM 46625H100 10,943 -302 -2.69 729 4.29 0.5198
2016-08-12 2016-06-30 13F Jpmorgan Chase COM 46625H100 11,245 -686 -5.75 699 -1.13 0.4905
2016-05-11 2016-03-31 13F Jpmorgan Chase COM 46625H100 11,931 2,507 26.60 707 13.67 0.5112
2016-05-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 9,424 9,424 622 0.5056
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.