JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFive Oceans Advisors
Latest Disclosed Ownership7,417 shares
Latest Disclosed Value $ 2,181,785
Five Oceans Advisors reports 0.22% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Five Oceans Advisors filed a 13F-HR form disclosing ownership of 7,417 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,181,785 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 7,433 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.22% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,417 -16 -0.22 2,182 -8.94 0.7892
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,433 2 0.03 2,395 2.22 0.8463
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,431 -205 -2.68 2,344 5.87 0.8624
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,636 48 0.63 2,214 18.91 0.9444
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,588 35 0.46 1,861 2.82 0.8914
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,553 277 3.81 1,811 17.99 0.8302
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,276 943 14.89 1,534 19.84 0.7345
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,333 326 5.43 1,281 6.40 0.6715
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,007 141 2.40 1,203 20.66 0.6185
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,866 -1,307 -18.22 998 -4.13 0.5582
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,173 25 0.35 1,040 0.10 0.6672
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,148 -97 -1.34 1,040 10.06 0.6694
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,245 104 1.46 944 -1.36 0.6108
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,141 -308 -4.13 958 23.01 0.6628
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,449 1,776 31.31 778 21.75 0.6148
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,673 1,426 33.58 639 10.36 0.4766
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,247 398 10.34 579 -4.93 0.5159
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,849 418 12.18 609 8.36 0.5377
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,431 3,431 562 0.6486
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.