JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSchiavi & Co LLC
Latest Disclosed Ownership1,845 shares
Latest Disclosed Value $ 542,725
Schiavi & Co LLC reports 0.87% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Schiavi & Co LLC filed a 13F-HR form disclosing ownership of 1,845 shares of JPMorgan Chase & Co. (MX:JPM) valued at $542,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,829 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.87% 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.

Upgrade to unlock premium data and export to Excel .

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 1,845 16 0.87 543 -7.98 0.1608
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,829 0 0.00 589 2.26 0.1894
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,829 -4 -0.22 577 8.47 0.1901
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,833 0 0.00 531 18.26 0.1803
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,833 0 0.00 450 2.28 0.1649
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,833 -2 -0.11 439 13.73 0.1715
2024-11-13 2024-09-30 13F J P MORGAN EXCHANGE TRADED F COM 46625H100 1,835 2 0.11 387 4.32 0.1404
2024-08-08 2024-06-30 13F J P MORGAN EXCHANGE TRADED F COM 46625H100 1,833 -14 -0.76 371 0.27 0.1454
2024-05-06 2024-03-31 13F J P MORGAN EXCHANGE TRADED F COM 46625H100 1,847 0 0.00 370 17.52 0.1459
2024-02-08 2023-12-31 13F J P MORGAN EXCHANGE TRADED F COM 46625H100 1,847 0 0.00 314 17.60 0.1306
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,847 0 0.00 268 -0.37 0.1133
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,847 -50 -2.64 269 8.50 0.1113
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,897 1,897 247 0.1071
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.