JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOpus Capital Group, LLC
Latest Disclosed Ownership2,299 shares
Latest Disclosed Value $ 676
Opus Capital Group, LLC reports 0.26% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Opus Capital Group, LLC filed a 13F-HR form disclosing ownership of 2,299 shares of JPMorgan Chase & Co. (MX:JPM) valued at $676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,305 shares of JPMorgan Chase & Co..

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)
2026-04-30 2026-03-31 13F JPMorgan Chase COM 46625H100 2,299 -6 -0.26 1 0.0727
2026-01-30 2025-12-31 13F JPMorgan Chase COM 46625H100 2,305 -486 -17.41 1 0.0805
2025-10-31 2025-09-30 13F JPMorgan Chase COM 46625H100 2,791 -94 -3.26 1 0.0989
2025-07-31 2025-06-30 13F JPMorgan Chase COM 46625H100 2,885 -51 -1.74 1 0.1001
2025-04-30 2025-03-31 13F JPMorgan Chase COM 46625H100 2,936 78 2.73 1 0.0927
2025-01-31 2024-12-31 13F JPMorgan Chase COM 46625H100 2,858 -544 -15.99 1 0.0870
2024-10-31 2024-09-30 13F JPMorgan Chase COM 46625H100 3,402 156 4.81 1 0.0896
2024-07-31 2024-06-30 13F JPMorgan Chase COM 46625H100 3,246 770 31.10 1 0.0935
2024-04-26 2024-03-31 13F JPMorgan Chase COM 46625H100 2,476 1,021 70.17 0 0.0724
2024-01-31 2023-12-31 13F JPMorgan Chase COM 46625H100 1,455 -403 -21.69 0 0.0401
2023-10-31 2023-09-30 13F JPMorgan Chase COM 46625H100 1,858 -9 -0.48 0 0.0477
2023-07-31 2023-06-30 13F JPMorgan Chase COM 46625H100 1,867 -100 -5.08 0 0.0469
2023-04-24 2023-03-31 13F JPMorgan Chase COM 46625H100 1,967 23 1.18 0 0.0469
2023-01-18 2022-12-31 13F JPMorgan Chase COM 46625H100 1,944 -821 -29.69 0 -100.00 0.0506
2022-10-31 2022-09-30 13F JPMorgan Chase COM 46625H100 2,765 -2,465 -47.13 289 -50.93 0.0626
2022-07-29 2022-06-30 13F JPMorgan Chase COM 46625H100 5,230 -3,206 -38.00 589 -48.78 0.1195
2022-04-25 2022-03-31 13F JPMorgan Chase COM 46625H100 8,436 -8 -0.09 1,150 -13.99 0.2243
2022-01-31 2021-12-31 13F JPMorgan Chase COM 46625H100 8,444 -35 -0.41 1,337 -3.67 0.2765
2021-10-29 2021-09-30 13F JPMorgan Chase COM 46625H100 8,479 -2,046 -19.44 1,388 -15.21 0.3144
2021-07-29 2021-06-30 13F JPMorgan Chase COM 46625H100 10,525 -682 -6.09 1,637 -4.04 0.3716
2021-04-28 2021-03-31 13F JPMorgan Chase COM 46625H100 11,207 -1,622 -12.64 1,706 4.66 0.4097
2021-01-29 2020-12-31 13F JPMorgan Chase COM 46625H100 12,829 201 1.59 1,630 34.05 0.4143
2020-10-30 2020-09-30 13F JPMorgan Chase COM 46625H100 12,628 -1,450 -10.30 1,216 -8.16 0.3553
2020-07-31 2020-06-30 13F JPMorgan Chase COM 46625H100 14,078 -330 -2.29 1,324 2.08 0.4053
2020-04-30 2020-03-31 13F JPMorgan Chase COM 46625H100 14,408 -2,881 -16.66 1,297 -46.18 0.4588
2020-01-31 2019-12-31 13F JPMorgan Chase COM 46625H100 17,289 -244 -1.39 2,410 16.82 0.7090
2019-11-04 2019-09-30 13F JPMorgan Chase COM 46625H100 17,533 -130 -0.74 2,063 4.46 0.6351
2019-08-08 2019-06-30 13F JPMorgan Chase COM 46625H100 17,663 1,900 12.05 1,975 23.75 0.5919
2019-04-30 2019-03-31 13F Jpmorgan Chase COM 46625H100 15,763 0 0.00 1,596 3.70 0.4258
2019-02-07 2018-12-31 13F Jpmorgan Chase COM 46625H100 15,763 -417 -2.58 1,539 -15.72 0.3206
2018-11-06 2018-09-30 13F Jpmorgan Chase COM 46625H100 16,180 -1,610 -9.05 1,826 -1.51 0.4103
2018-08-10 2018-06-30 13F Jpmorgan Chase COM 46625H100 17,790 -440 -2.41 1,854 -7.53 0.4533
2018-05-04 2018-03-31 13F Jpmorgan Chase COM 46625H100 18,230 -626 -3.32 2,005 -0.55 0.5035
2018-02-02 2017-12-31 13F Jpmorgan Chase COM 46625H100 18,856 -641 -3.29 2,016 8.27 0.4430
2017-11-07 2017-09-30 13F Jpmorgan Chase COM 46625H100 19,497 859 4.61 1,862 9.34 0.4235
2017-08-04 2017-06-30 13F Jpmorgan Chase COM 46625H100 18,638 -2,329 -11.11 1,703 -7.55 0.3338
2017-05-05 2017-03-31 13F Jpmorgan Chase COM 46625H100 20,967 -650 -3.01 1,842 -1.23 0.2451
2017-02-07 2016-12-31 13F Jpmorgan Chase COM 46625H100 21,617 -587 -2.64 1,865 26.18 0.2757
2016-11-07 2016-09-30 13F Jpmorgan Chase COM 46625H100 22,204 -460 -2.03 1,478 4.97 0.3052
2016-08-05 2016-06-30 13F Jpmorgan Chase COM 46625H100 22,664 -1,685 -6.92 1,408 -2.29 0.3128
2016-05-05 2016-03-31 13F Jpmorgan Chase COM 46625H100 24,349 993 4.25 1,441 -6.61 0.3179
2016-02-08 2015-12-31 13F Jpmorgan Chase COM 46625H100 23,356 -2,045 -8.05 1,543 -0.39 0.2606
2015-11-06 2015-09-30 13F Jpmorgan Chase COM 46625H100 25,401 -2,010 -7.33 1,549 -16.59 0.2616
2015-08-05 2015-06-30 13F Jpmorgan Chase COM 46625H100 27,411 -1,525 -5.27 1,857 5.93 0.2906
2015-05-07 2015-03-31 13F JPMorgan Chase COM 46625H100 28,936 5,310 22.48 1,753 18.53 0.2775
2015-02-05 2014-12-31 13F JPMorgan Chase COM 46625H100 23,626 11,315 91.91 1,479 99.33 0.2146
2014-11-10 2014-09-30 13F JPMorgan Chase COM 46625H100 12,311 -300 -2.38 742 2.06 0.1021
2014-08-12 2014-06-30 13F JPMorgan Chase COM 46625H100 12,611 -782 -5.84 727 -10.58 0.0505
2014-04-30 2014-03-31 13F JPMorgan Chase COM 46625H100 13,393 -950 -6.62 813 -3.10 0.0579
2014-01-31 2013-12-31 13F JPMorgan Chase COM 46625H100 14,343 14,343 839 0.0463
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.