JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionM. Kraus & Co
Latest Disclosed Ownership8,727 shares
Latest Disclosed Value $ 2,567,134
M. Kraus & Co reports 0.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - M. Kraus & Co filed a 13F-HR form disclosing ownership of 8,727 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,567,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 8,752 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.29% 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)
2026-04-14 2026-03-31 13F J.P. Morgan Chase COM 46625H100 8,727 -25 -0.29 2,567 -8.97 0.7487
2026-01-21 2025-12-31 13F J.P. Morgan Chase COM 46625H100 8,752 -59 -0.67 2,820 1.48 0.7874
2025-10-14 2025-09-30 13F J.P. Morgan Chase COM 46625H100 8,811 239 2.79 2,779 11.83 0.7760
2025-07-24 2025-06-30 13F J.P. Morgan Chase COM 46625H100 8,572 0 0.00 2,485 18.22 0.7295
2025-04-17 2025-03-31 13F J.P. Morgan Chase COM 46625H100 8,572 -45 -0.52 2,103 1.79 0.6395
2025-01-14 2024-12-31 13F J.P. Morgan Chase COM 46625H100 8,617 -141 -1.61 2,066 11.86 0.6198
2024-10-11 2024-09-30 13F J.P. Morgan Chase COM 46625H100 8,758 0 0.00 1,847 4.23 0.5411
2024-07-10 2024-06-30 13F J.P. Morgan Chase COM 46625H100 8,758 150 1.74 1,771 2.73 0.5430
2024-04-10 2024-03-31 13F J.P. Morgan Chase COM 46625H100 8,608 359 4.35 1,724 22.88 0.5232
2024-01-10 2023-12-31 13F J.P. Morgan Chase COM 46625H100 8,249 0 0.00 1,403 17.31 0.4571
2023-10-16 2023-09-30 13F J.P. Morgan Chase COM 46625H100 8,249 0 0.00 1,196 -0.25 0.4248
2023-07-14 2023-06-30 13F J.P. Morgan Chase COM 46625H100 8,249 15 0.18 1,200 11.85 0.4032
2023-04-18 2023-03-31 13F J.P. Morgan Chase COM 46625H100 8,234 717 9.54 1,073 6.35 0.3786
2023-01-25 2022-12-31 13F J.P. Morgan Chase COM 46625H100 7,517 -9 -0.12 1,008 28.24 0.3717
2022-10-27 2022-09-30 13F J.P. Morgan Chase COM 46625H100 7,526 88 1.18 786 -6.21 0.3291
2022-07-15 2022-06-30 13F J.P. Morgan Chase COM 46625H100 7,438 0 0.00 838 -17.36 0.3241
2022-04-28 2022-03-31 13F/A-1 J.P. Morgan Chase COM 46625H100 7,438 -8 -0.11 1,014 -13.99 0.3414
2022-04-18 2022-03-31 13F J.P. Morgan Chase COM 46625H100 7,438 -8 1,014 0.3414
2022-01-19 2021-12-31 13F J.P. Morgan Chase COM 46625H100 7,446 133 1.82 1,179 -1.50 0.3753
2021-10-18 2021-09-30 13F J.P. Morgan Chase COM 46625H100 7,313 11 0.15 1,197 5.37 0.4263
2021-07-21 2021-06-30 13F J.P. Morgan Chase COM 46625H100 7,302 62 0.86 1,136 3.09 0.4088
2021-04-19 2021-03-31 13F J.P. Morgan Chase COM 46625H100 7,240 291 4.19 1,102 24.80 0.4275
2021-01-13 2020-12-31 13F J.P. Morgan Chase COM 46625H100 6,949 -274 -3.79 883 27.05 0.3684
2020-10-09 2020-09-30 13F J.P. Morgan Chase COM 46625H100 7,223 53 0.74 695 3.12 0.3283
2020-07-23 2020-06-30 13F J.P. Morgan Chase COM 46625H100 7,170 750 11.68 674 16.61 0.3487
2020-04-14 2020-03-31 13F J.P. Morgan Chase COM 46625H100 6,420 -25 -0.39 578 -35.63 0.3506
2020-01-15 2019-12-31 13F J.P. Morgan Chase COM 46625H100 6,445 -54 -0.83 898 17.39 0.4479
2019-10-10 2019-09-30 13F J.P. Morgan Chase COM 46625H100 6,499 194 3.08 765 8.51 0.4153
2019-07-17 2019-06-30 13F J.P. Morgan Chase COM 46625H100 6,305 569 9.92 705 21.34 0.3923
2019-04-15 2019-03-31 13F J.P. Morgan Chase COM 46625H100 5,736 0 0.00 581 3.75 0.3396
2019-01-15 2018-12-31 13F J.P. Morgan Chase COM 46625H100 5,736 1,170 25.62 560 8.74 0.3700
2018-10-23 2018-09-30 13F J.P. Morgan Chase COM 46625H100 4,566 500 12.30 515 21.46 0.2984
2018-07-11 2018-06-30 13F J.P. Morgan Chase COM 46625H100 4,066 -25 -0.61 424 -5.78 0.2663
2018-04-19 2018-03-31 13F J.P. Morgan Chase COM 46625H100 4,091 0 0.00 450 2.97 0.2859
2018-01-18 2017-12-31 13F J.P. Morgan Chase COM 46625H100 4,091 0 0.00 437 11.76 0.2647
2017-10-17 2017-09-30 13F J.P. Morgan Chase COM 46625H100 4,091 -242 -5.59 391 -1.26 0.2445
2017-07-11 2017-06-30 13F J.P. Morgan Chase COM 46625H100 4,333 2 0.05 396 4.21 0.2502
2017-04-18 2017-03-31 13F J.P. Morgan Chase COM 46625H100 4,331 -216 -4.75 380 -3.06 0.2494
2017-01-11 2016-12-31 13F J.P. Morgan Chase COM 46625H100 4,547 905 24.85 392 61.32 0.2680
2016-10-19 2016-09-30 13F J.P. Morgan Chase COM 46625H100 3,642 4 0.11 243 7.52 0.1678
2016-07-06 2016-06-30 13F J.P. Morgan Chase COM 46625H100 3,638 0 0.00 226 5.12 0.1613
2016-04-20 2016-03-31 13F/A-1 J.P. Morgan Chase COM 46625H100 3,638 0 0.00 215 -10.42 0.1596
2016-04-15 2016-03-31 13F J.P. Morgan Chase COM 46625H100 3,638 220
2016-01-08 2015-12-31 13F J.P. Morgan Chase COM 46625H100 3,638 0 0.00 240 8.11 0.1804
2015-10-27 2015-09-30 13F J.P. Morgan Chase COM 46625H100 3,638 0 0.00 222 -10.12 0.1789
2015-07-28 2015-06-30 13F J.P. Morgan Chase COM 46625H100 3,638 0 0.00 247 12.27 0.1793
2015-04-14 2015-03-31 13F J.P. Morgan Chase COM 46625H100 3,638 -100 -2.68 220 -5.98 0.1580
2015-02-06 2014-12-31 13F J.P. Morgan Chase COM 46625H100 3,738 -25 -0.66 234 3.08 0.1700
2014-10-30 2014-09-30 13F J.P. Morgan Chase COM 46625H100 3,763 -200 -5.05 227 -0.44 0.1739
2014-07-28 2014-06-30 13F J.P. Morgan Chase COM 46625H100 3,963 0 0.00 228 -5.39 0.1733
2014-04-28 2014-03-31 13F J.P. Morgan Chase COM 46625H100 3,963 0 0.00 241 3.88 0.1957
2014-01-28 2013-12-31 13F J.P. Morgan Chase COM 46625H100 3,963 3,963 232 0.1888
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.