JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPermanens Capital L.P.
Latest Disclosed Ownership34,064 shares
Latest Disclosed Value $ 10,020,266
Permanens Capital L.P. reports 24.16% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Permanens Capital L.P. filed a 13F-HR form disclosing ownership of 34,064 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,020,266 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 27,436 shares of JPMorgan Chase & Co.. This represents a change in shares of 24.16% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 34,064 6,628 24.16 10,020 13.35 1.2908
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 27,436 6,315 29.90 8,840 32.69 1.1530
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,121 2,245 11.89 6,662 21.75 0.9936
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,876 2,092 12.46 5,472 32.91 0.7462
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,784 1,355 8.78 4,117 11.33 0.7476
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,429 0 0.00 3,698 13.68 0.7063
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,429 -14,548 -48.53 3,253 -46.35 0.6609
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 29,977 3,205 11.97 6,063 13.07 0.6189
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 26,772 -966 -3.48 5,362 13.65 0.6589
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 27,738 6,335 29.60 4,718 52.05 0.9192
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 21,403 865 4.21 3,104 3.88 0.5307
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,538 -12,812 -38.42 2,987 -31.25 0.6875
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,350 9,000 36.96 4,346 33.08 0.9424
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,350 -3,150 -11.45 3,265 13.60 0.7912
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 27,500 -9,591 -25.86 2,874 -31.19 0.6479
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 37,091 0 0.00 4,177 -17.39 0.8402
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 37,091 -16,312 -30.55 5,056 -40.21 0.7836
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 53,403 0 0.00 8,456 -3.27 1.3321
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 53,403 1,971 3.83 8,742 9.28 1.5848
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 51,432 3,637 7.61 8,000 9.95 1.4373
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 47,795 5,762 13.71 7,276 36.23 1.4949
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 42,033 42,033 5,341 1.1241
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -360 -100.00 0 -100.00
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 360 360 50 0.0126
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.