JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGFG Capital, LLC
Latest Disclosed Ownership894 shares
Latest Disclosed Value $ 263,083
GFG Capital, LLC reports 10.51% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - GFG Capital, LLC filed a 13F-HR form disclosing ownership of 894 shares of JPMorgan Chase & Co. (MX:JPM) valued at $263,083 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 809 shares of JPMorgan Chase & Co.. This represents a change in shares of 10.51% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 894 85 10.51 263 1.15 0.0840
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 809 -14 -1.70 261 0.39 0.0929
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 823 -79 -8.76 259 -0.77 0.0896
2025-07-24 2025-06-30 13F JP Morgan Chase Rg COM 46625H100 902 -2,697 -74.94 261 -70.41 0.0781
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,599 -171 -4.54 883 -2.33 0.2687
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,770 1 0.03 904 127.46 0.2429
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,769 -2,436 -39.26 398 -68.37 0.1536
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,205 7 0.11 1,255 1.13 0.3332
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,198 -67 -1.07 1,241 16.53 0.3147
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,265 -33 -0.52 1,066 16.65 0.2853
2023-11-14 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,298 -25 -0.40 913 -0.65 0.2947
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 913,289 906,966 913 0.2807
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,323 -186 -2.86 920 -17.73 0.1712
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,509 -1,823 -21.88 1,117 0.00 0.2400
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,332 -11,347 -57.66 1,117 -45.70 0.1767
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,679 751 3.97 2,057 -3.47 0.6802
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 18,928 884 4.90 2,131 -13.34 0.6490
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 18,044 57 0.32 2,459 -13.66 0.7296
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 17,987 307 1.74 2,848 -1.59 0.8565
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,680 567 3.31 2,894 8.72 0.9142
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 17,113 210 1.24 2,662 3.50 0.8001
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 16,903 814 5.06 2,572 25.83 0.8886
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,089 2,401 17.54 2,044 55.08 0.6606
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,688 3,615 35.89 1,318 39.18 0.5123
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 10,073 10,073 947 0.4064
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.