JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMiramar Capital, LLC
Latest Disclosed Ownership52,064 shares
Latest Disclosed Value $ 15,315,136
Miramar Capital, LLC reports 1.26% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Miramar Capital, LLC filed a 13F-HR form disclosing ownership of 52,064 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,315,136 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 51,414 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.26% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 52,064 650 1.26 15,315 -7.55 3.4094
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 51,414 -762 -1.46 16,567 0.66 3.6200
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 51,414 16,567
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 52,176 909 1.77 16,458 10.73 3.6507
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 51,267 807 1.60 14,863 20.08 3.5152
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 50,460 -1,618 -3.11 12,378 -0.85 2.9449
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 52,078 4 0.01 12,484 13.69 2.9774
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 52,074 -463 -0.88 10,980 3.33 2.5639
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 52,537 -738 -1.39 10,626 4.02 2.6568
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 53,275 -27,278 -33.86 10,215 -25.45 2.5790
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 80,553 -17,966 -18.24 13,702 -4.09 3.5718
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 98,519 -27,323 -21.71 14,287 -21.94 3.8847
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 125,842 -1,104 -0.87 18,302 10.64 4.6416
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 126,946 320 0.25 16,542 -2.58 4.2539
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 126,626 574 0.46 16,981 3.83 4.4513
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 126,052 7,372 6.21 16,354 22.36 4.5019
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 118,680 34,080 40.28 13,365 15.88 3.7832
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 84,600 27,330 47.72 11,533 27.17 3.1638
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 57,270 327 0.57 9,069 -2.70 3.0758
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 56,943 370 0.65 9,321 7.58 3.7168
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 56,573 -308 -0.54 8,664 0.06 3.4966
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 56,881 -3,059 -5.10 8,659 3.08 3.8675
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 59,940 5,232 9.56 8,400 49.89 3.7443
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 54,708 67 0.12 5,604 7.34 3.2526
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 54,641 3,744 7.36 5,221 13.95 3.2218
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 50,897 596 1.18 4,582 -32.67 4.1742
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 50,301 -898 -1.75 6,805 7.57 4.1639
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 51,199 805 1.60 6,326 8.49 4.2721
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 50,394 -670 -1.31 5,831 12.81 4.1313
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 51,064 -270 -0.53 5,169 -1.86 3.9553
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 51,334 51,334 5,267 4.1247
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.