JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOcean Capital Management, LLC
Latest Disclosed Ownership20,070 shares
Latest Disclosed Value $ 5,903,813
Ocean Capital Management, LLC reports 8.90% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Ocean Capital Management, LLC filed a 13F-HR form disclosing ownership of 20,070 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,903,813 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 18,429 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.90% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,070 1,641 8.90 5,904 -0.59 1.2128
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 18,429 -195 -1.05 5,938 1.09 1.1825
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,624 -62 -0.33 5,875 8.44 1.1825
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,686 -357 -1.87 5,417 15.97 1.1903
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,043 -25 -0.13 4,671 2.21 1.1102
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,068 -204 -1.06 4,571 12.48 0.9942
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,272 19,272 4,064 0.9503
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,700 -100.00 0 -100.00
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,700 0 0.00 459 17.39 0.1858
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,700 0 0.00 392 -0.26 0.1810
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,700 0 0.00 393 11.68 0.1766
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,700 -200 -6.90 352 -9.54 0.1775
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,900 0 0.00 389 27.63 0.2243
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,900 0 0.00 304 -6.46 0.1670
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,900 0 0.00 325 -18.55 0.1778
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,900 0 0.00 399 -13.07 0.1618
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,900 -150 -4.92 459 -8.57 0.1740
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,050 -200 -6.15 502 -0.79 0.2193
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,250 -100 -2.99 506 -0.78 0.2169
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,350 -277 -7.64 510 10.63 0.2437
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,627 -73 -1.97 461 29.49 0.2337
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,700 -150 -3.90 356 -34.20 0.1997
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,850 223 6.15 541 62.46 0.3472
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,627 177 5.13 333 -30.77 0.2735
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,450 0 0.00 481 18.47 0.3590
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,450 0 0.00 406 5.18 0.3367
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,450 0 0.00 386 10.60 0.3184
2019-05-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,450 -100 -2.82 349 0.58 0.2963
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,550 3,550 347 0.3452
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.