JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKey FInancial Inc
Latest Disclosed Ownership22,058 shares
Latest Disclosed Value $ 6,488,581
Key FInancial Inc reports 2.14% increase in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Key FInancial Inc filed a 13F-HR form disclosing ownership of 22,058 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,488,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 21,595 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.14% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 22,058 463 2.14 6,489 -6.75 1.1123
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,595 493 2.34 6,958 6.13 1.2699
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,102 -2,131 -9.17 6,557 -2.66 1.2115
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 23,233 -20 -0.09 6,735 18.10 1.3554
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 23,253 158 0.68 5,704 3.02 1.2412
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 23,095 61 0.26 5,536 14.00 1.2585
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,034 33 0.14 4,857 4.39 1.0734
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 23,001 249 1.09 4,652 2.08 1.1151
2024-05-13 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 22,752 12 0.05 4,557 17.81 1.1620
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 22,740 0 3,868 1.0570
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 22,740 3,740 19.68 3,868 40.40 1.0571
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,000 25 0.13 2,755 -0.14 0.9290
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,975 -19 -0.10 2,760 11.47 0.9144
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,994 -470 -2.41 2,475 21.74 0.9022
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,464 0 0.00 2,034 -0.05 0.9609
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,464 1,594 8.92 2,034 -0.20 0.9564
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,870 1,562 9.58 2,038 -8.32 1.1035
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 16,308 -1,372 -7.76 2,223 -20.61 1.1049
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 17,680 129 0.74 2,800 -2.54 1.4023
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,551 -39 -0.22 2,873 7.60 1.6256
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 17,590 400 2.33 2,670 2.03 1.4919
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,190 170 1.00 2,617 20.99 1.7250
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 17,020 66 0.39 2,163 32.54 1.6100
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 16,954 2 0.01 1,632 3.49 1.6739
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,952 -146 -0.85 1,577 -1.38 1.8081
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 17,098 -1,659 -8.84 1,599 -38.85 1.6402
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 18,757 18,757 2,615 2.4528
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.