JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJSF Financial, LLC
Latest Disclosed Ownership10,469 shares
Latest Disclosed Value $ 3,079,520
JSF Financial, LLC reports 3.82% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - JSF Financial, LLC filed a 13F-HR form disclosing ownership of 10,469 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,079,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 10,084 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.82% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,469 385 3.82 3,080 -5.23 0.6037
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,084 -126 -1.23 3,249 0.90 0.6735
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,210 -118 -1.14 3,221 7.55 0.7144
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,328 980 10.48 2,994 30.57 0.7116
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,348 1 0.01 2,293 2.37 0.6049
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,347 12 0.13 2,241 13.82 0.5991
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,335 87 0.94 1,968 5.24 0.5741
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,248 -192 -2.03 1,871 -1.06 0.5731
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,440 -232 -2.40 1,891 14.89 0.5920
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,672 -723 -6.96 1,645 9.16 0.5706
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,395 -285 -2.67 1,508 -2.96 0.5839
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,680 65 0.61 1,553 12.29 0.5496
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,615 19 0.18 1,383 -2.61 0.5168
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,596 -42 -0.39 1,421 27.70 0.5310
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,638 11 0.10 1,112 -7.10 0.4221
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,627 294 2.85 1,197 -15.05 0.5423
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,333 449 4.54 1,409 -9.97 0.5996
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,884 -472 -4.56 1,565 -7.67 0.7614
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,356 828 8.69 1,695 14.37 0.8395
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,528 -13 -0.14 1,482 2.07 0.8733
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,541 -269 -2.74 1,452 16.44 0.9115
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,810 48 0.49 1,247 32.66 0.8712
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,762 576 6.27 940 8.80 0.7381
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,186 1,555 20.38 864 25.76 0.7476
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,631 1,232 19.25 687 -22.98 0.6971
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,399 0 0.00 892 18.46 0.8822
2020-02-27 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,399 0 0.00 753 5.31 0.8194
2020-02-27 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,399 288 4.71 715 15.51 0.7767
2020-02-27 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,111 0 0.00 619 3.69 0.6839
2020-02-27 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,111 6,111 597 0.6114
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.