JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlphaCore Capital LLC
Latest Disclosed Ownership94,131 shares
Latest Disclosed Value $ 27,689,507
AlphaCore Capital LLC reports 5.75% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - AlphaCore Capital LLC filed a 13F-HR form disclosing ownership of 94,131 shares of JPMorgan Chase & Co. (MX:JPM) valued at $27,689,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 99,869 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.75% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 94,131 -5,738 -5.75 27,690 -13.95 0.6565
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 99,869 33,178 49.75 32,180 52.97 0.7179
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 66,691 3,840 6.11 21,036 15.45 0.7077
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 62,851 4,334 7.41 18,221 26.94 0.6931
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 58,517 7,813 15.41 14,354 18.10 1.2201
2025-02-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 50,704 -1,298 -2.50 12,154 10.84 2.6269
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 52,002 1,607 3.19 10,965 7.58 2.4752
2024-08-14 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 50,395 890 1.80 10,193 2.79 2.4621
2024-08-12 2024-06-30 13F JPMORGAN CHASE JPMORGAN CHASE & CO. 46625H100 50,395 890 10,193 2.4621
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 49,505 -196 -0.39 9,916 17.28 2.6397
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 49,701 150 0.30 8,454 17.66 1.2351
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 49,551 704 1.44 7,186 1.14 1.1338
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 48,847 27,622 130.14 7,104 156.93 1.1387
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 21,225 8,214 63.13 2,766 58.54 0.7324
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,011 1,241 10.54 1,745 41.79 0.6771
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,770 1,711 17.01 1,230 8.56 0.5595
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,059 2,395 31.25 1,133 8.42 0.5260
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,664 5,716 293.43 1,045 238.19 0.4056
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,948 257 15.20 309 11.55 0.1347
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,691 1,691 277 0.1404
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,026 -100.00 0 -100.00
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,026 172 9.28 191 14.37 0.1904
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,854 1,854 167 0.1314
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.