JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRWQ Financial Management Services, Inc.
Latest Disclosed Ownership30,628 shares
Latest Disclosed Value $ 9,009,532
RWQ Financial Management Services, Inc. reports 44.70% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - RWQ Financial Management Services, Inc. filed a 13F-HR form disclosing ownership of 30,628 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,009,532 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 55,385 shares of JPMorgan Chase & Co.. This represents a change in shares of -44.70% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,628 -24,757 -44.70 9,010 -49.52 5.8717
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,385 16,775 43.45 17,846 46.54 8.2073
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 38,610 -17,590 -31.30 12,179 -25.25 5.2841
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 56,200 16,750 42.46 16,293 68.36 6.8553
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 39,450 -61,919 -61.08 9,677 -60.18 6.4038
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 101,369 15,952 18.68 24,299 34.91 9.5071
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 85,417 21,804 34.28 18,011 39.99 6.2415
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 63,613 16,013 33.64 12,866 34.95 4.6621
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 47,600 7,519 18.76 9,534 39.86 4.1447
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 40,081 -6,983 -14.84 6,818 -0.12 5.6085
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 47,064 16,179 52.38 6,825 51.97 7.4081
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 30,885 27,870 924.38 4,492 1,045.66 3.9406
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,015 -19,314 -86.50 393 -86.91 0.4709
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 22,329 1,663 8.05 2,994 38.61 5.9345
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 20,666 -892 -4.14 2,160 -11.04 7.5795
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,558 -37,460 -63.47 2,428 -69.82 6.0481
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 59,018 -27,740 -31.97 8,045 -41.44 6.5917
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 86,758 13,433 18.32 13,738 14.45 8.6481
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 73,325 24,700 50.80 12,003 58.71 8.8039
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 48,625 -22,375 -31.51 7,563 -30.02 5.6864
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 71,000 8,725 14.01 10,808 36.59 8.5890
2021-03-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 62,275 62,275 7,913 6.2399
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.