JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEdgestream Partners, L.P.
Latest Disclosed Ownership8,204 shares
Latest Disclosed Value $ 2,413,289
Edgestream Partners, L.P. reports 66.60% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 18, 2026 - Edgestream Partners, L.P. filed a 13F-HR form disclosing ownership of 8,204 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,413,289 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 24,562 shares of JPMorgan Chase & Co.. This represents a change in shares of -66.60% 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)
2026-05-18 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,204 -16,358 -66.60 2,413 -69.51 0.0792
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,562 17,298 238.13 7,914 245.44 0.2227
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,264 -51,319 -87.60 2,291 -86.51 0.0670
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 58,583 58,583 16,984 0.4723
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 0 -37,567 -100.00 0 -100.00
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 37,567 27,906 288.85 9,005 342.07 0.3836
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,661 3,723 62.70 2,037 69.61 0.0896
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,938 -18,763 -75.96 1,201 -75.72 0.0578
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,701 -5,087 -17.08 4,948 -2.35 0.2466
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,788 20,264 212.77 5,067 266.84 0.3647
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,524 6,778 246.83 1,381 246.12 0.1100
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,746 -10,942 -79.94 399 -77.62 0.0361
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,688 13,688 1,784 0.1970
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -15,744 -100.00 0 -100.00
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,744 -19,207 -54.95 1,645 -58.21 0.1272
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 34,951 -15,094 -30.16 3,936 -42.30 0.3103
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 50,045 -33,793 -40.31 6,822 -48.61 0.5432
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 83,838 54,336 184.18 13,276 174.92 0.8274
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 29,502 -38,336 -56.51 4,829 -54.24 0.2985
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 67,838 56,492 497.90 10,552 511.00 0.6222
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,346 -6,615 -36.83 1,727 -24.32 0.0965
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 17,961 17,961 2,282 0.1147
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -23,308 -100.00 0 -100.00
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 23,308 23,308 2,192 0.1152
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -10,700 -100.00 0 -100.00
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,700 -9,023 -45.75 1,492 -35.72 0.0775
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 19,723 19,723 2,321 0.2220
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -14,234 -100.00 0 -100.00
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 14,234 5,703 66.85 1,606 80.65 0.2735
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,531 8,531 889 0.1811
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,516 -100.00 0 -100.00
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,516 -2,009 -44.40 269 -37.73 0.3217
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,525 4,525 432 0.2301
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.