JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSfmg, Llc
Latest Disclosed Ownership18,458 shares
Latest Disclosed Value $ 5,429,557
Sfmg, Llc reports 14.93% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Sfmg, Llc filed a 13F-HR form disclosing ownership of 18,458 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,429,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 16,060 shares of JPMorgan Chase & Co.. This represents a change in shares of 14.93% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,458 2,398 14.93 5,430 4.91 0.3666
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,060 865 5.69 5,175 7.99 0.3469
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,195 477 3.24 4,793 12.33 0.3322
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,718 -531 -3.48 4,267 14.06 0.3202
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,249 78 0.51 3,741 2.86 0.2952
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,171 -284 -1.84 3,637 11.60 0.2867
2024-11-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,455 -124 -0.80 3,259 3.43 0.2642
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,579 -967 -5.84 3,151 -4.95 0.2740
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 16,546 1,311 8.61 3,314 27.90 0.2849
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,235 237 1.58 2,591 19.13 0.2401
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,998 -101 -0.67 2,175 -0.91 0.2236
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,099 -323 -2.09 2,196 9.26 0.2260
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,422 -250 -1.60 2,010 -4.38 0.2164
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,672 100 0.64 2,102 30.25 0.2332
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,572 250 1.63 1,613 -6.49 0.1882
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,322 1,252 8.90 1,725 -10.06 0.2001
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,070 -89 -0.63 1,918 -14.45 0.1896
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,159 246 1.77 2,242 -1.54 0.2179
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,913 -347 -2.43 2,277 2.66 0.2526
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,260 180 1.28 2,218 3.50 0.2464
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 14,080 -133 -0.94 2,143 18.66 0.2485
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,213 3,775 36.17 1,806 79.70 0.2290
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 10,438 2,099 25.17 1,005 28.19 0.1386
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,339 63 0.76 784 5.23 0.1117
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,276 -2,140 -20.55 745 -48.69 0.1117
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,416 -24 -0.23 1,452 18.14 0.1776
2019-11-12 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 10,440 60 0.58 1,229 1.91 0.1664
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 10,440 60 1,229 0.1664
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 10,380 296 2.94 1,206 18.12 0.1636
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 10,084 -581 -5.45 1,021 -1.92 0.1476
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,665 1,012 10.48 1,041 -0.48 0.1684
2018-11-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,653 109 1.14 1,046 5.23 0.1608
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 9,544 184 1.97 994 -3.40 0.1611
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,360 884 10.43 1,029 13.58 0.1744
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 8,476 40 0.47 906 12.41 0.1504
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,436 14 0.17 806 4.68 0.1575
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,422 98 1.18 770 5.34 0.1597
2017-05-01 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,324 -32 -0.38 731 1.39 0.1480
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 8,356 122 1.48 721 31.57 0.1537
2016-12-09 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,234 304 3.83 548 11.16 0.1203
2016-08-13 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,930 2,988 60.46 493 68.26 0.1101
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,942 -679 -12.08 293 -21.02 0.0645
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,621 505 9.87 371 18.91 0.0845
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 5,116 20 0.39 312 -9.57 0.0754
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 5,096 -11,975 -70.15 345 -66.63 0.0772
2015-05-11 2015-03-31 13F JPMORGAN CHASE COM 46625H100 17,071 12,296 257.51 1,034 245.82 0.0835
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 4,775 -992 -17.20 299 -13.83 0.0665
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,767 2,349 68.72 347 73.50 0.1087
2014-02-05 2013-12-31 13F JPMORGAN CHASE COM 46625H100 3,418 3,418 200 0.0687
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.