JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCookson Peirce & Co Inc
Latest Disclosed Ownership11,424 shares
Latest Disclosed Value $ 3,360,502
Cookson Peirce & Co Inc reports 2.22% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Cookson Peirce & Co Inc filed a 13F-HR form disclosing ownership of 11,424 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,360,502 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 11,683 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.22% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,424 -259 -2.22 3,361 -10.73 0.1423
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,683 313 2.75 3,764 4.96 0.1559
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,370 190 1.70 3,586 10.64 0.1471
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,180 -485 -4.16 3,241 13.28 0.1426
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,665 1,379 13.41 2,862 16.06 0.1439
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,286 2,219 27.51 2,466 44.91 0.1118
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,067 168 2.13 1,701 6.51 0.0797
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,899 1,425 22.01 1,598 159,600.00 0.0769
2024-04-23 2024-03-31 13F J P MORGAN CHASE AND CS 46625H100 6,474 -24 -0.37 1 0.00 0.0692
2024-01-30 2023-12-31 13F/A-1 J P MORGAN CHASE AND CS 46625H100 6,498 -598 -8.43 1 0.00 0.0668
2024-01-30 2023-12-31 13F J P MORGAN CHASE AND CS 46625H100 6,498 -598 1 0.0668
2023-11-07 2023-09-30 13F J P MORGAN CHASE AND CS 46625H100 7,096 4,481 171.36 1 0.0674
2023-08-01 2023-06-30 13F J P MORGAN CHASE AND CS 46625H100 2,615 814 45.20 0 0.0232
2023-05-03 2023-03-31 13F J P MORGAN CHASE AND CS 46625H100 1,801 4 0.22 0 0.0151
2023-01-31 2022-12-31 13F J P MORGAN CHASE AND CS 46625H100 1,797 1,797 0 0.0157
2022-05-03 2022-03-31 13F J P MORGAN CHASE AND CS 46625H100 0 -2,389 -100.00 0 -100.00
2022-01-31 2021-12-31 13F J P MORGAN CHASE AND CS 46625H100 2,389 766 47.20 378 42.11 0.0210
2021-11-04 2021-09-30 13F J P MORGAN CHASE AND CS 46625H100 1,623 3 0.19 266 5.56 0.0162
2021-08-03 2021-06-30 13F J P MORGAN CHASE AND CS 46625H100 1,620 -68 -4.03 252 -1.95 0.0157
2021-05-11 2021-03-31 13F J P MORGAN CHASE AND CS 46625H100 1,688 1,688 257 0.0168
2020-05-04 2020-03-31 13F J P MORGAN CHASE AND CS 46625H100 0 -146,972 -100.00 0 -100.00
2020-01-27 2019-12-31 13F J P MORGAN CHASE AND CS 46625H100 146,972 146,972 20,488 1.8065
2018-07-26 2018-06-30 13F J P MORGAN CHASE AND CS 46625H100 0 -13,992 -100.00 0 -100.00
2018-05-01 2018-03-31 13F J P MORGAN CHASE AND CS 46625H100 13,992 2,834 25.40 1,539 29.00 0.1393
2018-02-12 2017-12-31 13F J P MORGAN CHASE AND CS 46625H100 11,158 460 4.30 1,193 16.73 0.1117
2017-11-13 2017-09-30 13F J P MORGAN CHASE AND CS 46625H100 10,698 174 1.65 1,022 6.24 0.1057
2017-08-17 2017-06-30 13F J P MORGAN CHASE AND CS 46625H100 10,524 2,100 24.93 962 30.00 0.1084
2017-04-28 2017-03-31 13F J P MORGAN CHASE AND CS 46625H100 8,424 143 1.73 740 3.50 0.0897
2017-02-07 2016-12-31 13F J P MORGAN CHASE AND CS 46625H100 8,281 8,281 715 0.0989
2016-05-04 2016-03-31 13F J P MORGAN CHASE AND CS 46625H100 0 -52,595 -100.00 0 -100.00
2016-01-27 2015-12-31 13F J P MORGAN CHASE AND CS 46625H100 52,595 7,005 15.37 3,473 24.93 0.5236
2015-11-02 2015-09-30 13F J P MORGAN CHASE AND CS 46625H100 45,590 45,590 2,780 0.4634
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.