JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKeel Point, LLC
Latest Disclosed Ownership17,412 shares
Latest Disclosed Value $ 5,121,874
Keel Point, LLC reports 12.22% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 29, 2026 - Keel Point, LLC filed a 13F-HR form disclosing ownership of 17,412 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,121,874 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 19,837 shares of JPMorgan Chase & Co.. This represents a change in shares of -12.22% 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)
2026-05-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,412 -2,425 -12.22 5,122 -19.87 0.3314
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,837 -16 -0.08 6,392 2.06 0.3851
2025-12-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,853 375 1.93 6,262 10.91 0.3851
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,478 1,637 9.18 5,647 29.02 0.3734
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,841 2,119 13.48 4,376 16.14 0.3397
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,722 258 1.67 3,769 15.58 0.3016
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,464 385 2.55 3,261 3.99 0.2716
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,079 4,969 49.15 3,136 54.89 0.2831
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,110 327 3.34 2,025 21.63 0.2094
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,783 679 7.46 1,664 26.06 0.1987
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,104 -571 -5.90 1,320 -6.18 0.1810
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,675 1,246 14.78 1,407 28.14 0.1879
2023-04-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,429 -101 -1.18 1,098 -3.94 0.1587
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,530 536 6.71 1,144 36.89 0.1796
2022-10-05 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,994 -277 -3.35 835 -14.71 0.1432
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,271 -91 -1.09 979 -14.12 0.1526
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,362 -11 -0.13 1,140 -14.03 0.1709
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,373 158 1.92 1,326 -1.41 0.1489
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,215 372 4.74 1,345 10.25 0.1739
2021-08-06 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 7,843 -561 -6.68 1,220 -4.61 0.1359
2021-08-06 2021-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 954 -7,450 1,139 0.2644
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,404 -1,771 -17.41 1,279 -1.08 0.1247
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,175 1,605 18.73 1,293 56.73 0.1151
2020-11-18 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,570 2,915 51.55 825 55.08 0.0749
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,655 1,116 24.59 532 30.07 0.0550
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,539 174 3.99 409 -32.84 0.0529
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,365 -693 -13.70 609 2.35 0.0662
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,058 -263 -4.94 595 0.00 0.0727
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,321 259 5.12 595 16.21 0.0680
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,062 -142 -2.73 512 0.79 0.0591
2019-02-08 2018-12-31 13F JP Morgan Chase COM 46625H100 5,204 9 0.17 508 -13.31 0.0688
2018-11-07 2018-09-30 13F JP Morgan Chase COM 46625H100 5,195 1,398 36.82 586 47.98 0.0728
2018-08-13 2018-06-30 13F JP Morgan Chase COM 46625H100 3,797 155 4.26 396 -1.00 0.0527
2018-05-07 2018-03-31 13F JP Morgan Chase COM 46625H100 3,642 62 1.73 400 4.44 0.0547
2018-02-08 2017-12-31 13F JP Morgan Chase COM 46625H100 3,580 -99 -2.69 383 9.12 0.0530
2017-11-09 2017-09-30 13F JP Morgan Chase COM 46625H100 3,679 230 6.67 351 11.43 0.0535
2017-08-15 2017-06-30 13F JP Morgan Chase COM 46625H100 3,449 84 2.50 315 6.42 0.0633
2017-05-15 2017-03-31 13F JP Morgan Chase COM 46625H100 3,365 36 1.08 296 3.14 0.0598
2017-02-15 2016-12-31 13F JP Morgan Chase COM 46625H100 3,329 3,329 287 0.0645
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.