JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSummitry Llc
Latest Disclosed Ownership84,865 shares
Latest Disclosed Value $ 24,963,868
Summitry Llc reports 1,897.76% increase in ownership of JPM / JPMorgan Chase & Co.

On May 22, 2026 - Summitry Llc filed a 13F-HR/A form disclosing ownership of 84,865 shares of JPMorgan Chase & Co. (MX:JPM) valued at $24,963,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,248 shares of JPMorgan Chase & Co.. This represents a change in shares of 1,897.76% 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)
2026-05-22 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 84,865 80,617 1,897.76 24,964 1,724.78 0.8807
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,190 -58 1,233 0.0538
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,248 362 9.32 1,369 11.67 0.0570
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,886 857 28.29 1,226 39.52 0.0518
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,029 190 6.69 878 26.15 0.0398
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,839 40 1.43 696 3.88 0.0352
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,799 -717 -20.39 671 -9.58 0.0329
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,516 872 32.98 741 38.76 0.0354
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,644 -491 -15.66 535 -14.83 0.0276
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,135 372 13.46 628 33.69 0.0329
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,763 42 1.54 470 19.04 0.0273
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,721 0 0.00 395 -0.25 0.0259
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,721 0 0.00 396 11.58 0.0250
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,721 -262 -8.78 355 -11.50 0.0238
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,983 173 6.16 400 36.05 0.0294
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,810 2,810 294 0.0222
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,854 -100.00 0 -100.00
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,854 -1,229 -39.86 253 -48.16 0.0150
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,083 3,083 488 0.0285
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 0 -3,635 -100.00 0 -100.00
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,635 -605 -14.27 553 2.60 0.0356
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,240 33 0.78 539 33.09 0.0395
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,207 500 13.49 405 16.05 0.0326
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,707 32 0.87 349 5.44 0.0289
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,675 2,000 119.40 331 42.06 0.0303
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,675 1,675 233 0.0187
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 0 -1,818 -100.00 0 -100.00
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,818 -367 -16.80 203 -8.14 0.0167
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,185 2,185 221 0.0192
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,496 -100.00 0 -100.00
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,496 3,496 334 0.0310
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.