JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRequisite Capital Management, LLC
Latest Disclosed Ownership6,041 shares
Latest Disclosed Value $ 1,777,021
Requisite Capital Management, LLC reports 6.31% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Requisite Capital Management, LLC filed a 13F-HR form disclosing ownership of 6,041 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,777,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,448 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.31% 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 6,041 -407 -6.31 1,777 -14.44 0.3311
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,448 1,093 20.41 2,078 22.97 0.3941
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,355 922 20.80 1,689 31.44 0.2835
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,433 223 5.30 1,285 24.52 0.2781
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,210 -522 -11.03 1,033 -8.99 0.2329
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,732 -5 -0.11 1,134 13.63 0.2315
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,737 294 6.62 999 11.14 0.2088
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,443 2,363 113.61 899 115.87 0.2034
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,080 0 0.00 417 17.85 0.0905
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,080 -2,608 -55.63 354 -48.01 0.0894
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,688 0 0.00 680 -0.29 0.1727
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,688 0 0.00 682 11.64 0.1733
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,688 -795 -14.50 611 -17.01 0.1882
2023-02-02 2022-12-31 13F JPMorgan Chase Stock 46625H100 5,483 510 10.26 735 41.35 0.2351
2022-11-15 2022-09-30 13F JPMorgan Chase Com 46625H100 4,973 428 9.42 520 1.56 0.1755
2022-08-02 2022-06-30 13F JPMorgan Chase Stock 46625H100 4,545 581 14.66 512 -5.19 0.1701
2022-05-16 2022-03-31 13F JPMorgan Chase Equity 46625H100 3,964 0 0.00 540 -14.01 0.1657
2022-02-09 2021-12-31 13F JPMorgan Chase Stock 46625H100 3,964 0 0.00 628 -3.24 0.1947
2021-11-16 2021-09-30 13F JPMorgan Chase COM 46625H100 3,964 0 0.00 649 5.19 0.1374
2021-08-09 2021-06-30 13F JPMorgan Chase Stock 46625H100 3,964 0 0.00 617 2.32 0.1064
2021-05-17 2021-03-31 13F JPMorgan Chase Stock 46625H100 3,964 555 16.28 603 39.26 0.1405
2021-02-12 2020-12-31 13F JPMorgan Chase Stock 46625H100 3,409 -1,839 -35.04 433 -14.26 0.1370
2020-11-16 2020-09-30 13F JPMorgan Chase Stock 46625H100 5,248 -2,517 -32.41 505 -30.82 0.1769
2020-08-13 2020-06-30 13F JPMorgan Chase Stock 46625H100 7,765 -1,100 -12.41 730 -8.52 0.2803
2020-05-14 2020-03-31 13F JPMorgan Chase Fixed 46625H100 8,865 -354 -3.84 798 -37.90 0.3448
2020-02-13 2019-12-31 13F JPMorgan Chase Equity 46625H100 9,219 754 8.91 1,285 29.02 0.4397
2019-10-29 2019-09-30 13F JPMorgan Chase Equity 46625H100 8,465 -6 -0.07 996 5.17 0.3826
2019-08-05 2019-06-30 13F JPMorgan Chase Equity 46625H100 8,471 0 0.00 947 10.37 0.3680
2019-05-15 2019-03-31 13F JPMorgan Chase Equity 46625H100 8,471 6 0.07 858 3.87 0.3293
2019-05-15 2018-12-31 13F JPMorgan Chase Stock 46625H100 8,465 8,465 826 0.3233
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.