JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFamily Management Corp
Latest Disclosed Ownership19,859 shares
Latest Disclosed Value $ 5,841,723
Family Management Corp reports 15.34% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Family Management Corp filed a 13F-HR form disclosing ownership of 19,859 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,841,723 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 23,457 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.34% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 19,859 -3,598 -15.34 5,842 -22.72 0.7005
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 23,457 907 4.02 7,558 6.27 0.9552
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,550 175 0.78 7,113 9.65 0.9778
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,375 -151 -0.67 6,487 17.39 0.9704
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,526 753 3.46 5,526 5.86 0.9030
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 21,773 912 4.37 5,219 18.67 0.8384
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,861 944 4.74 4,399 9.19 0.7261
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,917 546 2.82 4,028 3.81 0.7076
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,371 528 2.80 3,880 21.06 0.7142
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,843 32 0.17 3,205 17.53 0.6653
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 18,811 -14,294 -43.18 2,728 -43.35 0.6195
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 33,105 -524 -1.56 4,815 9.86 1.0541
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,629 -994 -2.87 4,382 -5.60 1.0089
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 34,623 -94 -0.27 4,643 27.95 1.1316
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 34,717 -355 -1.01 3,628 -8.13 0.9333
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 35,072 -2,682 -7.10 3,949 -23.28 1.0632
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 37,754 56 0.15 5,147 -13.77 1.4266
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,698 593 1.60 5,969 -1.73 1.5508
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,105 -1,058 -2.77 6,074 2.32 1.6761
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 38,163 2,908 8.25 5,936 10.60 1.5715
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 35,255 2,148 6.49 5,367 27.57 1.6863
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 33,107 33,107 4,207 1.4415
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -4,708 -100.00 0 -100.00
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,708 800 20.47 443 25.85 0.1803
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,908 -983 -20.10 352 -48.39 0.1758
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,891 -8 -0.16 682 18.20 0.2353
2019-11-15 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,899 -164 -3.24 577 1.94 0.2150
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,844 -219 570 238,471.7725
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,063 209 4.31 566 15.27 0.2221
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,854 875 21.99 491 26.55 0.2117
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,979 -850 -17.60 388 -28.81 0.1625
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,829 -150 -3.01 545 5.01 0.3183
2018-08-15 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,979 0 0.00 519 -5.29 0.3217
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,979 0 0.00 548 3.01 0.4121
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,979 500 11.16 532 24.30 0.3715
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,479 1,400 45.47 428 52.31 0.2931
2017-08-18 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,079 3,079 281 0.1932
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.