JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFulcrum Capital LLC
Latest Disclosed Ownership40,058 shares
Latest Disclosed Value $ 11,783,461
Fulcrum Capital LLC reports 11.40% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Fulcrum Capital LLC filed a 13F-HR form disclosing ownership of 40,058 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,783,461 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 45,214 shares of JPMorgan Chase & Co.. This represents a change in shares of -11.40% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 40,058 -5,156 -11.40 11,783 -19.12 2.5581
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 45,214 -186 -0.41 14,569 1.73 2.9257
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 45,400 -1,458 -3.11 14,320 5.42 2.9362
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 46,858 -1,703 -3.51 13,585 14.05 2.8734
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 48,561 -2,109 -4.16 11,912 -1.93 2.6408
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 50,670 -269 -0.53 12,146 13.08 2.5434
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 50,939 -914 -1.76 10,741 2.42 2.3396
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 51,853 -1,036 -1.96 10,488 -1.00 2.3880
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 52,889 -1,041 -1.93 10,594 15.48 2.5141
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 53,930 -2,985 -5.24 9,173 11.15 2.3722
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 56,915 -806 -1.40 8,254 -1.68 2.3960
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 57,721 -1,931 -3.24 8,395 7.99 2.2077
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 59,652 116 0.19 7,773 -2.63 2.0925
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 59,536 417 0.71 7,984 29.22 2.3071
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 59,119 -550 -0.92 6,178 -8.05 1.8350
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 59,669 4,155 7.48 6,719 -23.57 2.1118
2022-01-25 2021-12-31 13F JPMORGAN CHASE COM 46625H100 55,514 1,350 2.49 8,791 -0.85 1.9063
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 54,164 1,064 2.00 8,866 7.35 2.1211
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 53,100 1,976 3.87 8,259 6.12 2.0721
2021-04-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 51,124 -7,442 -12.71 7,783 4.58 2.2320
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 58,566 3,942 7.22 7,442 41.51 2.2259
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 54,624 -8,581 -13.58 5,259 -11.54 1.9022
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 63,205 -2,264 -3.46 5,945 0.87 2.2530
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 65,469 -1,061 -1.59 5,894 -36.45 2.6755
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 66,530 -927 -1.37 9,274 16.82 2.8717
2019-11-01 2019-09-30 13F/A-1 JPMorgan Chase COM 46625H100 67,457 3,730 5.85 7,939 11.42 2.7111
2019-10-31 2019-09-30 13F JPMorgan Chase COM 46625H100 67,457 3,730 57 0.0200
2019-07-29 2019-06-30 13F JPMorgan Chase COM 46625H100 63,727 1,042 1.66 7,125 12.28 2.6083
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 62,685 1,862 3.06 6,346 6.87 2.3965
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 60,823 4,237 7.49 5,938 -7.00 2.6756
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 56,586 2,451 4.53 6,385 13.19 2.4896
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 54,135 5,909 12.25 5,641 6.37 2.6932
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 48,226 43,070 835.34 5,303 862.43 1.7266
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,156 5,156 551 0.1786
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.