JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCi Investments Inc.
Latest Disclosed Ownership744,679 shares
Latest Disclosed Value $ 219,054,775
Ci Investments Inc. reports 7.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Ci Investments Inc. filed a 13F-HR form disclosing ownership of 744,679 shares of JPMorgan Chase & Co. (MX:JPM) valued at $219,054,775 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 808,227 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.86% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 744,679 -63,548 -7.86 219,055 -15.89 0.7468
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 808,227 -255,374 -24.01 260,429 77,640.00 1.1409
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,063,601 -129,442 -10.85 335 -2.90 1.2192
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,193,043 -180,467 -13.14 346 2.68 1.2975
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,373,510 -23,841 -1.71 337 0.60 1.4195
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,397,351 -67,592 -4.61 335 8.44 1.2617
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,464,943 45,601 3.21 309 7.32 1.1756
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,419,342 -20,117 -1.40 287 -0.35 1.1305
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,439,459 -172,490 -10.70 288 5.11 1.1444
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,611,949 -56,528 -3.39 274 13.69 1.4178
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,668,477 354,383 26.97 242 26.18 1.3499
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,314,094 -118,452 -8.27 191 2.69 0.9642
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,432,546 -75,891 -5.03 187 -7.92 0.9392
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,508,437 -224,393 -12.95 202 -99.89 1.0230
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,732,830 123,327 7.66 181,081 -0.09 0.9395
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,609,503 -128,645 -7.40 181,246 -23.51 0.8454
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,738,148 324,442 22.95 236,944 6.09 0.8716
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,413,706 7,684 0.55 223,336 -2.96 0.7707
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,406,022 40,774 2.99 230,152 8.38 0.8569
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,365,248 2,452 0.18 212,350 2.36 0.7784
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,362,796 -71,976 -5.02 207,459 13.79 0.8749
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,434,772 -294,441 -17.03 182,316 9.52 0.8033
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,729,213 -196,192 -10.19 166,471 -8.08 0.8272
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,925,405 -512,459 -21.02 181,104 -17.49 0.9653
2020-08-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,437,864 -90,814 -3.59 219,481 -37.74 1.3314
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,528,678 -298,914 -10.57 352,498 5.93 1.7902
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,827,592 497,362 21.34 332,780 25.62 1.7187
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,330,230 405,076 21.04 264,901 35.93 1.4740
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,925,154 76,712 4.15 194,884 8.00 1.0929
2019-02-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,848,442 -390,540 -17.44 180,445 -28.58 1.1647
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,238,982 512,540 29.69 252,647 40.44 1.8919
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,726,442 519,302 43.02 179,895 35.52 1.4133
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,207,140 -598,828 -33.16 132,749 -31.26 1.5283
2018-05-11 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,805,968 1,077,106 147.78 193,130 177.43 1.9802
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,805,968 1,077,106 193,130
2018-05-11 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 728,862 290,422 66.24 69,614 73.72 0.6795
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 728,862 290,422 69,614
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 438,440 196,197 80.99 40,073 88.32 0.4340
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 242,243 -1,735,661 -87.75 21,279 -87.53 0.2418
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 1,977,904 -3,523,494 -64.05 170,673 25.96 1.8683
2016-11-04 2016-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 5,501,398 5,501,398 178.14 135,499 -20.61 1.4797
2016-08-24 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 0 -6,892,198 -100.00 0 -100.00
2016-05-06 2016-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 6,892,198 27,501 0.40 121,992 -24.99 1.5560
2016-05-06 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3 0 0 0.0000
2016-02-05 2015-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 6,864,697 -30,300 -0.44 162,625 18.46 2.0775
2016-02-05 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3 0 0 0.0000
2015-11-12 2015-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 6,894,997 -195,774 -2.76 137,279 -21.78 1.7850
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3 -2,482,992 0
2015-08-12 2015-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 7,090,771 -9,549,000 -57.39 175,497 -52.08 1.9393
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 2,482,995 -98,005 168,248 1.8592
2015-05-08 2015-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 16,639,771 -884,900 -5.05 366,241 0.47 3.8574
2015-05-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 2,581,000 22,340 156,357 1.6468
2015-02-05 2014-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 17,524,671 48,100 0.28 364,513 3.72 4.1186
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 2,558,660 -63,810 160,121 1.8092
2014-11-03 2014-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 17,476,571 272,800 1.59 351,454 5.68 3.6665
2014-11-03 2014-09-30 13F JPMORGAN CHASE COM 46625H100 2,622,470 15,760 157,978 1.6481
2014-08-01 2014-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 17,203,771 17,201,841 891,287.10 332,549 284,129.91 3.2872
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 2,606,710 -14,102,861 150,199 1.4847
2014-05-06 2014-03-31 13F JPMORGAN CHASE COM 46625H100 1,930 -16,037,041 -99.99 117 -99.96 0.0012
2014-05-06 2014-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 16,709,571 16,707,601 337,533 3.5600
2014-02-05 2013-12-31 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 16,038,971 294,700 1.87 310,996 17.86 3.4032
2014-02-05 2013-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,970 210 115 0.0013
2014-02-03 2013-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 16,038,971 310,996
2014-02-03 2013-12-31 13F JPMORGAN CHASE COM 46625H100 1,970 115
2013-11-01 2013-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 15,744,271 130,000 0.83 263,874 8.33 2.9728
2013-11-01 2013-09-30 13F JPMORGAN CHASE COM 46625H100 1,760 -2,240 91 0.0010
2013-08-02 2013-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 15,614,271 15,614,271 243,583 2.6508
2013-08-02 2013-06-30 13F JPMORGAN CHASE COM 46625H100 4,000 -15,610,271 211 0.0023
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.