JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDeDora Capital, Inc.
Latest Disclosed Ownership18,608 shares
Latest Disclosed Value $ 5,473,844
DeDora Capital, Inc. reports 1.19% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - DeDora Capital, Inc. filed a 13F-HR form disclosing ownership of 18,608 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,473,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 18,833 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.19% 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 18,608 -225 -1.19 5,474 -9.81 1.3421
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,833 -869 -4.41 6,068 -2.35 1.4364
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,702 -143 -0.72 6,215 8.01 1.5001
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,845 -481 -2.37 5,753 15.41 1.5018
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,326 -277 -1.34 4,986 0.95 1.4369
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,603 -137 -0.66 4,939 12.92 1.3525
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,740 -64 -0.31 4,373 3.95 1.2216
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,804 60 0.29 4,208 1.28 1.2926
2024-04-23 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,744 229 1.12 4,155 19.06 1.3227
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,744 229 4,155 1.3251
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,515 351 1.74 3,490 19.32 1.2249
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,164 411 2.08 2,924 1.81 1.1517
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,753 374 1.93 2,873 13.74 1.1134
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,379 -87 -0.45 2,525 -3.26 1.0774
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,466 469 2.47 2,610 31.49 1.2392
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 18,997 588 3.19 1,985 -4.25 1.0329
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 18,409 464 2.59 2,073 -15.25 1.0444
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,945 17,945 2,446 0.9887
2022-01-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -16,984 -100.00 0 -100.00
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,984 550 3.35 2,780 8.76 1.2085
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 16,434 521 3.27 2,556 5.53 1.1141
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,913 375 2.41 2,422 22.70 1.1461
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,538 -1,794 -10.35 1,974 18.27 0.9741
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,332 1,131 6.98 1,669 9.51 0.9320
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,201 1,147 7.62 1,524 12.47 0.9190
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 15,054 48 0.32 1,355 -35.23 1.0226
2020-02-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 15,006 242 1.64 2,092 20.37 1.2599
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 14,764 1,815 14.02 1,738 20.03 1.2029
2019-08-08 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 12,949 206 1.62 1,448 12.25 1.0190
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,743 0 1,290
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,743 387 3.13 1,290 6.97 0.9729
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,356 -46 -0.37 1,206 -13.80 1.0675
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 12,402 -180 -1.43 1,399 6.71 1.0596
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 12,582 947 8.14 1,311 2.50 1.0327
2018-04-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,635 656 5.98 1,279 8.94 1.0398
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,979 10,979 1,174 0.9723
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.