JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionModus Advisors, LLC
Latest Disclosed Ownership27,247 shares
Latest Disclosed Value $ 8,014,893
Modus Advisors, LLC reports 1.08% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Modus Advisors, LLC filed a 13F-HR form disclosing ownership of 27,247 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,014,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 26,957 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.08% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 27,247 290 1.08 8,015 -7.74 2.2063
2026-02-11 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,957 -312 -1.14 8,686 0.99 2.2910
2025-11-05 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,269 78 0.29 8,601 9.12 2.3396
2025-07-07 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,191 145 0.54 7,883 18.81 2.3419
2025-04-01 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,046 384 1.44 6,634 3.80 2.1722
2025-01-03 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 26,662 194 0.73 6,391 14.51 2.0020
2024-10-09 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 26,468 59 0.22 5,581 4.49 1.8335
2024-07-02 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 26,409 297 1.14 5,342 2.12 1.8894
2024-04-02 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,112 336 1.30 5,230 19.30 1.9363
2024-01-04 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,776 318 1.25 4,384 18.78 1.7797
2023-10-20 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,458 292 1.16 3,692 0.85 1.6103
2023-07-05 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,166 639 2.61 3,660 14.52 1.5715
2023-04-04 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,527 181 0.74 3,196 -2.08 1.4717
2023-01-05 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,346 1,176 5.08 3,265 34.82 1.5814
2022-10-05 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,170 510 2.25 2,421 -5.13 1.2738
2022-07-05 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,660 1,280 5.99 2,552 -12.45 1.2916
2022-04-05 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,380 850 4.14 2,915 -10.34 1.2783
2022-01-04 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,530 -997 -4.63 3,251 -7.75 1.3835
2021-10-08 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,527 97 0.45 3,524 5.73 1.5248
2021-07-01 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,430 116 0.54 3,333 2.71 1.4021
2021-04-05 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,314 -6,890 -24.43 3,245 -9.46 1.5034
2021-01-08 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,204 934 3.43 3,584 36.53 1.8538
2020-10-01 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 27,270 16,030 142.62 2,625 148.34 1.5080
2020-07-01 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,240 6,546 139.45 1,057 149.88 0.6894
2020-04-08 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,694 3,004 177.75 423 79.24 0.3922
2020-01-14 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,690 1,690 236 0.1860
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.