JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTranquilli Financial Advisor LLC
Latest Disclosed Ownership3,295 shares
Latest Disclosed Value $ 969,257
Tranquilli Financial Advisor LLC reports 10.90% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Tranquilli Financial Advisor LLC filed a 13F-HR form disclosing ownership of 3,295 shares of JPMorgan Chase & Co. (MX:JPM) valued at $969,257 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,698 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.90% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,295 -403 -10.90 969 -18.64 0.5660
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,698 -14 -0.38 1,192 1.79 0.6913
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,712 103 2.85 1,171 11.85 0.6917
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,609 -211 -5.52 1,046 11.63 0.6477
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,820 -1,605 -29.59 937 -27.92 0.5930
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,425 -98 -1.77 1,300 11.68 0.8237
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,523 41 0.75 1,165 3.37 0.7303
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,482 75 1.39 1,126 3.97 0.7541
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,407 128 2.42 1,083 20.74 0.7223
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,279 -271 -4.88 898 11.57 0.6341
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,550 489 9.66 805 9.24 0.5813
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,061 37 0.74 736 12.54 0.5210
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,024 254 5.32 655 2.35 0.4895
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,770 621 14.97 640 47.24 0.4855
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,149 638 18.17 434 9.87 0.3439
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,511 647 22.59 395 1.28 0.3027
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,864 52 1.85 390 -12.36 0.2775
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,812 -5 -0.18 445 -3.47 0.3115
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,817 23 0.82 461 5.98 0.3454
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,794 -6 -0.21 435 2.11 0.3266
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,800 2,800 426 0.3440
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.