JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTamar Securities, LLC
Latest Disclosed Ownership2,393 shares
Latest Disclosed Value $ 703,945
Tamar Securities, LLC reports 2.79% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Tamar Securities, LLC filed a 13F-HR form disclosing ownership of 2,393 shares of JPMorgan Chase & Co. (MX:JPM) valued at $703,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,328 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.79% 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 2,393 65 2.79 704 -6.14 0.0754
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,328 -35 -1.48 750 0.54 0.0792
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,363 41 1.77 745 10.70 0.0847
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,322 8 0.35 673 18.69 0.0816
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,314 -7 -0.30 568 1.98 0.0769
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,321 -20 -0.85 556 12.78 0.0767
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,341 -31 -1.31 494 2.92 0.0693
2024-10-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,372 -287 -10.79 480 -9.96 0.0778
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,659 -83 -3.03 533 14.16 0.0899
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,742 74 2.77 466 20.73 0.0915
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,668 25 0.95 387 0.52 0.0933
2024-10-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,643 -66 -2.44 384 9.09 0.0945
2024-10-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,709 -31 -1.13 353 -4.09 0.1014
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,740 -61 -2.18 367 25.26 0.1166
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,801 3 0.11 293 -6.98 0.0937
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,798 289 11.52 315 -7.89 0.1034
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,509 647 34.75 342 15.93 0.0955
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,862 -19 -1.01 295 -4.22 0.0869
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,881 -1,103 -36.96 308 -33.62 0.1113
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,984 39 1.32 464 3.57 0.1786
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,945 48 1.66 448 21.74 0.1733
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,897 89 3.17 368 36.30 0.2092
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,808 173 6.57 270 8.87 0.1678
2020-09-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,635 2,635 248 0.1976
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.