JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFounders Capital Management
Latest Disclosed Ownership32,830 shares
Latest Disclosed Value $ 9,657,385
Founders Capital Management reports 1.92% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Founders Capital Management filed a 13F-HR form disclosing ownership of 32,830 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,657,385 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 33,474 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.92% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 32,830 -644 -1.92 9,657 -10.46 4.7148
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 33,474 -711 -2.08 10,786 0.03 5.6008
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 34,185 -152 -0.44 10,783 8.32 5.7127
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 34,337 -369 -1.06 9,955 16.93 5.9666
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 34,706 -515 -1.46 8,513 0.84 5.5084
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 35,221 -771 -2.14 8,443 11.24 5.3448
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 35,992 183 0.51 7,589 4.79 4.6211
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 35,809 -380 -1.05 7,243 -0.08 4.6931
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 36,189 -679 -1.84 7,249 15.58 4.8994
2024-01-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 36,868 -125 -0.34 6,271 16.91 4.5563
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36,993 385 1.05 5,365 0.75 4.0965
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 36,608 -1,158 -3.07 5,324 133,000.00 3.8724
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 37,766 -55 -0.15 5 -20.00 3.7631
2023-01-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 37,821 67 0.18 5 -99.87 3.8114
2022-10-06 2022-09-30 13F JPMORGAN CHASE COM 46625H100 37,754 953 2.59 3,945 -4.80 3.2192
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 36,801 11,235 43.95 4,144 2.37 3.2663
2022-04-07 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,566 0 0.00 4,048 0.00 2.5951
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,566 -686 -2.61 4,048 -5.79 2.5951
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 26,252 796 3.13 4,297 8.54 2.9456
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,456 -71 -0.28 3,959 1.88 2.5806
2021-06-09 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 25,527 24 0.09 3,886 19.90 2.7659
2021-06-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 25,527 24 6 0.0658
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 25,503 14,615 134.23 3,241 230.71 2.2919
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,888 422 4.03 980 -32.83 1.0164
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,466 -1,341 -11.36 1,459 4.96 1.1042
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 11,807 -46 -0.39 1,390 4.91 1.1118
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 11,853 4 0.03 1,325 10.42 1.1685
2019-04-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 11,849 153 1.31 1,200 5.08 1.1251
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 11,696 -152 -1.28 1,142 -14.58 1.2190
2018-10-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 11,848 -199 -1.65 1,337 6.53 1.1027
2018-07-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 12,047 202 1.71 1,255 -3.68 1.1016
2018-04-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,845 2 0.02 1,303 2.84 1.0972
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 11,843 1 0.01 1,267 12.02 1.0508
2017-10-17 2017-09-30 13F JPMORGAN CHASE COM 46625H100 11,842 -148 -1.23 1,131 3.19 0.9373
2017-07-19 2017-06-30 13F JPMORGAN CHASE COM 46625H100 11,990 -338 -2.74 1,096 1.20 0.9712
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,328 12,328 1,083 0.9735
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.