JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCynosure Management, Llc
Latest Disclosed Ownership5,235 shares
Latest Disclosed Value $ 1,540,063
Cynosure Management, Llc reports 21.68% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Cynosure Management, Llc filed a 13F-HR form disclosing ownership of 5,235 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,540,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,684 shares of JPMorgan Chase & Co.. This represents a change in shares of -21.68% 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.

Upgrade to unlock premium data and export to Excel .

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 5,235 -1,449 -21.68 1,540 -28.47 0.1791
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,684 -6,018 -47.38 2,154 -46.26 0.2191
2025-11-13 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 12,702 -3,005 -19.13 4,007 -12.01 0.4352
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,702 -3,005 4,007 0.4387
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,707 424 2.77 4,554 21.48 0.5158
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,283 472 3.19 3,749 5.58 0.5166
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,811 -2,731 -15.57 3,550 -4.00 0.5305
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,542 422 2.46 3,699 6.82 0.5391
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 17,120 969 6.00 3,463 7.02 0.5557
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 16,151 5,702 54.57 3,235 82.05 0.5809
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,449 332 3.28 1,777 21.13 0.3195
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,117 632 6.66 1,467 6.38 0.4502
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,485 9,485 1,379 0.4148
2020-08-10 2020-06-30 13F JPMorgan Chase COM 46625H100 0 -22,556 -100.00 0 -100.00
2020-05-05 2020-03-31 13F JPMorgan Chase COM 46625H100 22,556 14,931 195.82 2,031 91.06 1.4524
2020-02-04 2019-12-31 13F JPMorgan Chase COM 46625H100 7,625 0 0.00 1,063 18.51 0.5662
2019-11-08 2019-09-30 13F JPMorgan Chase COM 46625H100 7,625 -2,697 -26.13 897 -22.27 0.4877
2019-08-06 2019-06-30 13F JPMorgan Chase COM 46625H100 10,322 10,322 1,154 0.5299
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.