JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCumberland Advisors Inc
Latest Disclosed Ownership1,000 shares
Latest Disclosed Value $ 294,160
Cumberland Advisors Inc ownership in JPM / JPMorgan Chase & Co.

On April 27, 2026 - Cumberland Advisors Inc filed a 13F-HR form disclosing ownership of 1,000 shares of JPMorgan Chase & Co. (MX:JPM) valued at $294,160 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,000 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,000 0 0.00 294 -8.70 0.1151
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,000 0 0.00 322 2.22 0.1222
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,000 0 0.00 315 9.00 0.1211
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,000 -367 -26.85 290 -13.73 0.1220
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,367 17 1.26 335 3.72 0.1520
2025-01-08 2024-12-31 13F JPMORGAN CHASE COMMON 46625H100 1,350 0 0.00 324 13.73 0.1291
2024-10-16 2024-09-30 13F JPMORGAN CHASE COMMON 46625H100 1,350 -160 -10.60 285 -6.89 0.1131
2024-07-10 2024-06-30 13F JPMORGAN CHASE COMMON 46625H100 1,510 -15,180 -90.95 305 -90.88 0.1250
2024-04-15 2024-03-31 13F JPMORGAN CHASE COMMON 46625H100 16,690 440 2.71 3,343 20.95 1.2433
2024-01-29 2023-12-31 13F JPMORGAN CHASE COMMON 46625H100 16,250 -170 -1.04 2,764 16.09 1.1864
2023-10-23 2023-09-30 13F JPMORGAN CHASE COMMON 46625H100 16,420 -340 -2.03 2,381 -2.30 1.0557
2023-07-24 2023-06-30 13F JPMORGAN CHASE COMMON 46625H100 16,760 -13,010 -43.70 2,438 -37.17 1.1139
2023-04-28 2023-03-31 13F JPMORGAN CHASE COMMON 46625H100 29,770 70 0.24 3,879 -2.59 1.5915
2023-01-30 2022-12-31 13F JPMORGAN CHASE COMMON 46625H100 29,700 -17,915 -37.62 3,983 -19.98 1.7250
2022-10-24 2022-09-30 13F JPMORGAN CHASE COMMON 46625H100 47,615 -200 -0.42 4,976 -7.58 1.9812
2022-07-20 2022-06-30 13F JPMORGAN CHASE COMMON 46625H100 47,815 -4,625 -8.82 5,384 -24.69 1.7881
2022-04-19 2022-03-31 13F JPMORGAN CHASE COMMON 46625H100 52,440 -40 -0.08 7,149 -13.97 1.6567
2022-01-27 2021-12-31 13F JPMORGAN CHASE COMMON 46625H100 52,480 2,655 5.33 8,310 1.89 1.7409
2021-10-26 2021-09-30 13F JPMORGAN CHASE COMMON 46625H100 49,825 370 0.75 8,156 6.03 1.8855
2021-07-12 2021-06-30 13F JPMORGAN CHASE COMMON 46625H100 49,455 8,105 19.60 7,692 22.19 1.8044
2021-04-20 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 41,350 1,860 4.71 6,295 25.45 1.5602
2021-01-20 2020-12-31 13F JPMORGAN CHASE COMMON 46625H100 39,490 39,490 5,018 1.8379
2020-04-27 2020-03-31 13F JPMORGAN CHASE COMMON 46625H100 0 -2,650 -100.00 0 -100.00
2020-01-16 2019-12-31 13F JPMORGAN CHASE COMMON 46625H100 2,650 0 0.00 369 18.27 0.1271
2019-10-11 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 2,650 0 0.00 312 5.41 0.0881
2019-07-11 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 2,650 0 0.00 296 10.45 0.0999
2019-04-02 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 2,650 -49 -1.82 268 1.90 0.0929
2019-01-08 2018-12-31 13F JPMORGAN CHASE COMMON 46625H100 2,699 2,699 263 0.0943
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.