JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRosenberg Matthew Hamilton
Latest Disclosed Ownership6,159 shares
Latest Disclosed Value $ 1,811,731
Rosenberg Matthew Hamilton reports 7.51% increase in ownership of JPM / JPMorgan Chase & Co.

On April 6, 2026 - Rosenberg Matthew Hamilton filed a 13F-HR form disclosing ownership of 6,159 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,811,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 5,729 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.51% 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)
2026-04-06 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,159 430 7.51 1,812 -1.84 0.3712
2026-01-05 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,729 67 1.18 1,846 3.36 0.3823
2025-11-10 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,662 -52 -0.91 1,786 7.79 0.3860
2025-07-28 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,714 -227 -3.82 1,656 13.66 0.3852
2025-04-28 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,941 206 3.59 1,457 6.04 0.3654
2025-01-14 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,735 292 5.36 1,375 19.79 0.3572
2024-10-28 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,443 152 2.87 1,148 5.62 0.3003
2024-07-26 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,291 264 5.25 1,087 8.71 0.3211
2024-04-22 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,027 11 0.22 1,000 17.12 0.2889
2024-01-16 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,016 112 2.28 853 19.97 0.2624
2023-10-11 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,904 -122 -2.43 711 -2.60 0.2369
2023-07-26 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,026 -852 -14.49 731 -4.58 0.2471
2023-04-17 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,878 -186 -3.07 766 -5.90 0.2471
2023-01-19 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,064 -52 -0.85 813 27.23 0.2755
2022-10-21 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,116 292 5.01 639 -3.77 0.2471
2022-07-15 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,824 -152 -2.54 664 -18.53 0.2504
2022-04-14 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,976 256 4.48 815 -10.04 0.2851
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,720 174 3.14 906 -0.22 0.3225
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,546 1,386 33.32 908 40.34 0.3587
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,160 215 5.45 647 7.83 0.3367
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,945 89 2.31 600 22.45 0.3423
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,856 212 5.82 490 39.60 0.3058
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,644 -127 -3.37 351 -1.13 0.2579
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,771 300 8.64 355 13.42 0.2827
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,471 3,471 313 0.3113
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.