JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBlue Fin Capital, Inc.
Latest Disclosed Ownership35,458 shares
Latest Disclosed Value $ 10,430,521
Blue Fin Capital, Inc. reports 0.32% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 28, 2026 - Blue Fin Capital, Inc. filed a 13F-HR form disclosing ownership of 35,458 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,430,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 35,573 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.32% 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)
2026-05-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 35,458 -115 -0.32 10,431 -9.00 1.7109
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 35,573 -472 -1.31 11,462 0.82 1.7775
2025-11-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 36,045 -225 -0.62 11,370 8.12 1.7874
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 36,270 455 1.27 10,515 19.69 1.7903
2025-11-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 35,815 -4 -0.01 8,785 2.32 1.7042
2025-02-18 2024-12-31 13F JPMORGAN CHASE COM 46625H100 35,819 269 0.76 8,586 14.54 1.5824
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 35,550 116 0.33 7,496 4.59 1.4244
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 35,434 -16 -0.05 7,167 0.94 1.4311
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 35,450 -277 -0.78 7,101 16.83 1.5830
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 35,727 -864 -2.36 6,077 14.53 1.5598
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36,591 -243 -0.66 5,306 -0.95 1.5496
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 36,834 12,138 49.15 5,357 61.75 1.5300
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 24,696 54 0.22 3,313 0.24 1.0704
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,642 -326 -1.31 3,304 26.64 1.2104
2022-11-04 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 24,968 1,298 5.48 2,609 -2.10 0.9857
2022-08-08 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 23,670 950 4.18 2,665 -13.95 0.9436
2022-04-12 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 22,720 43 0.19 3,097 -13.73 0.8977
2022-01-19 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 22,677 139 0.62 3,590 -2.68 0.9942
2021-10-25 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 22,538 -87 -0.38 3,689 4.83 1.1262
2021-07-19 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 22,625 -402 -1.75 3,519 0.40 1.0841
2021-05-05 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 23,027 1,202 5.51 3,505 26.40 1.2012
2021-01-28 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 21,825 961 4.61 2,773 38.10 0.9924
2020-10-28 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 20,864 -1,214 -5.50 2,008 -3.28 0.8123
2020-08-10 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 22,078 -750 -3.29 2,076 1.02 0.9189
2020-04-28 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 22,828 1,091 5.02 2,055 -31.95 1.1342
2020-02-10 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 21,737 846 4.05 3,020 22.86 1.4229
2019-11-07 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 20,891 -464 -2.17 2,458 2.97 1.2868
2019-07-22 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 21,355 726 3.52 2,387 14.32 1.2300
2019-04-23 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 20,629 335 1.65 2,088 5.40 1.0962
2019-01-16 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 20,294 -1,881 -8.48 1,981 -20.82 1.1831
2018-12-27 2018-09-30 13F/A-2 JPMORGAN CHASE & CO COM COM 46625H100 22,175 1,177 5.61 2,502 14.40 1.2392
2018-11-09 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 22,175 1,177 2,502
2018-12-31 2018-06-30 13F/A-2 JPMORGAN CHASE & CO COM COM 46625H100 20,998 84 0.40 2,187 -4.87 1.1685
2018-08-06 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 20,998 84 2,188
2018-05-07 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 20,914 715 3.54 2,299 6.44 1.2983
2018-01-26 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 20,199 746 3.83 2,160 16.32 1.2584
2017-10-11 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 19,453 760 4.07 1,857 8.72 1.1384
2017-08-02 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 18,693 -815 -4.18 1,708 -0.35 1.0989
2017-05-01 2017-03-31 13F JPMorgan Chase COM 46625H100 19,508 65 0.33 1,714 2.21 1.0501
2017-02-02 2016-12-31 13F JPMorgan Chase COM 46625H100 19,443 2,864 17.27 1,677 51.90 1.1088
2016-10-21 2016-09-30 13F JPMorgan Chase COM 46625H100 16,579 -350 -2.07 1,104 4.94 0.8948
2016-07-29 2016-06-30 13F JPMorgan Chase COM 46625H100 16,929 -100 -0.59 1,052 4.37 0.8724
2016-04-14 2016-03-31 13F JPMorgan Chase COM 46625H100 17,029 -2,589 -13.20 1,008 -22.16 0.8583
2016-01-07 2015-12-31 13F JPMorgan Chase COM 46625H100 19,618 -590 -2.92 1,295 5.11 0.9976
2015-10-13 2015-09-30 13F JPMorgan Chase COM 46625H100 20,208 -400 -1.94 1,232 -11.75 0.9587
2015-07-23 2015-06-30 13F JPMorgan Chase COM 46625H100 20,608 2,527 13.98 1,396 27.49 1.0046
2015-04-06 2015-03-31 13F JPMorgan Chase COM 46625H100 18,081 213 1.19 1,095 -2.06 0.7906
2015-01-09 2014-12-31 13F JPMorgan Chase COM 46625H100 17,868 -170 -0.94 1,118 2.85 0.8428
2014-11-06 2014-09-30 13F JPMorgan Chase COM 46625H100 18,038 -500 -2.70 1,087 1.78 0.8620
2014-07-29 2014-06-30 13F JPMorgan Chase COM 46625H100 18,538 -70 -0.38 1,068 -5.49 0.8560
2014-05-13 2014-03-31 13F JPMorgan Chase COM 46625H100 18,608 436 2.40 1,130 6.30 0.9958
2014-02-07 2013-12-31 13F JPMorgan Chase COM 46625H100 18,172 18,172 1,063 0.9470
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.