JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionS.A. Mason LLC
Latest Disclosed Ownership4,495 shares
Latest Disclosed Value $ 1,322,249
S.A. Mason LLC reports 5.89% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - S.A. Mason LLC filed a 13F-HR form disclosing ownership of 4,495 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,322,249 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 4,245 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.89% 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)
2026-04-27 2026-03-31 13F JPMorgan Chase COM 46625H100 4,495 250 5.89 1,322 -3.29 0.4964
2026-01-29 2025-12-31 13F JPMorgan Chase COM 46625H100 4,245 87 2.09 1,368 4.27 0.5408
2025-10-14 2025-09-30 13F JPMorgan Chase COM 46625H100 4,158 0 0.00 1,312 8.80 0.5789
2025-07-14 2025-06-30 13F JPMorgan Chase COM 46625H100 4,158 -6 -0.14 1,205 18.02 0.5833
2025-04-23 2025-03-31 13F JPMorgan Chase COM 46625H100 4,164 0 0.00 1,021 2.30 0.5396
2025-01-24 2024-12-31 13F JPMorgan Chase COM 46625H100 4,164 -5 -0.12 998 13.54 0.5243
2024-10-25 2024-09-30 13F JPMorgan Chase COM 46625H100 4,169 14 0.34 879 4.64 0.4661
2024-07-10 2024-06-30 13F JPMorgan Chase COM 46625H100 4,155 246 6.29 840 7.42 0.4779
2024-04-15 2024-03-31 13F JPMorgan Chase COM 46625H100 3,909 144 3.82 783 22.19 0.4707
2024-01-17 2023-12-31 13F JPMorgan Chase COM 46625H100 3,765 9 0.24 640 17.65 0.4295
2023-10-13 2023-09-30 13F JPMorgan Chase COM 46625H100 3,756 0 0.00 545 11.25 0.3927
2023-07-20 2023-06-30 13F JPMorgan Chase COM 46625H100 3,756 0 0.00 489 0.00 0.3554
2023-05-10 2023-03-31 13F JPMorgan Chase COM 46625H100 3,756 -155 -3.96 489 -6.68 0.3554
2023-01-10 2022-12-31 13F JPMorgan Chase COM 46625H100 3,911 -75 -1.88 524 25.66 0.3950
2022-10-20 2022-09-30 13F JPMorgan Chase COM 46625H100 3,986 0 0.00 417 -7.13 0.3298
2022-07-07 2022-06-30 13F JPMorgan Chase COM 46625H100 3,986 0 0.00 449 -17.31 0.3280
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 3,986 0 0.00 543 -13.95 0.3387
2022-01-04 2021-12-31 13F JPMorgan Chase COM 46625H100 3,986 0 0.00 631 -3.22 0.3798
2021-10-12 2021-09-30 13F JPMorgan Chase COM 46625H100 3,986 0 0.00 652 5.16 0.4293
2021-07-07 2021-06-30 13F JPMorgan Chase COM 46625H100 3,986 10 0.25 620 2.48 0.4265
2021-04-20 2021-03-31 13F JPMorgan Chase COM 46625H100 3,976 0 0.00 605 19.80 0.4520
2021-02-02 2020-12-31 13F JPMorgan Chase COM 46625H100 3,976 -40 -1.00 505 30.49 0.4204
2020-10-21 2020-09-30 13F JPMorgan Chase COM 46625H100 4,016 0 0.00 387 2.38 0.3681
2020-07-27 2020-06-30 13F JPMorgan Chase COM 46625H100 4,016 -95 -2.31 378 2.16 0.3983
2020-05-14 2020-03-31 13F JPMorgan Chase COM 46625H100 4,111 151 3.81 370 -32.97 0.4491
2020-01-29 2019-12-31 13F JPMorgan Chase COM 46625H100 3,960 3,960 552 0.5260
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.