JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCito Capital Group, LLC
Latest Disclosed Ownership12,580 shares
Latest Disclosed Value $ 3,701
Cito Capital Group, LLC reports 2.48% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Cito Capital Group, LLC filed a 13F-HR form disclosing ownership of 12,580 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,701 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,275 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.48% 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 JP MORGAN CHASE COM 46625H100 12,580 305 2.48 4 0.00 1.1356
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,275 656 5.65 4 0.00 1.1543
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,619 -3,994 -25.58 4 -25.00 1.0625
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,613 -423 -2.64 5 33.33 1.5749
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,036 4 0.02 4 0.00 1.4949
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,032 -1,244 -7.20 4 0.00 1.4144
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,276 -1,993 -10.34 4 0.00 1.3597
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,269 6 0.03 4 0.00 1.5110
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,263 107 0.56 4 0.00 1.5808
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,156 8 0.04 3 50.00 1.3966
2023-11-15 2023-09-30 13F JP MORGAN CHASE COM 46625H100 19,148 507 2.72 3 0.00 1.3439
2023-08-14 2023-06-30 13F JP MORGAN CHASE COM 46625H100 18,641 158 0.85 3 0.00 1.2423
2023-05-15 2023-03-31 13F JP MORGAN CHASE COM 46625H100 18,483 242 1.33 2 0.00 1.2009
2023-02-10 2022-12-31 13F JP MORGAN CHASE COM 46625H100 18,241 92 0.51 2 100.00 1.3449
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 18,149 9 0.05 2 -50.00 1.0879
2022-08-15 2022-06-30 13F JP MORGAN CHASE COM 46625H100 18,140 8 0.04 2 0.00 1.1167
2022-05-16 2022-03-31 13F JP MORGAN CHASE COM 46625H100 18,132 107 0.59 2 0.00 1.1294
2022-02-14 2021-12-31 13F JP MORGAN CHASE COM 46625H100 18,025 6 0.03 3 0.00 1.1919
2021-11-10 2021-09-30 13F JP MORGAN CHASE COM 46625H100 18,019 -2,494 -12.16 3 -33.33 1.3790
2021-08-16 2021-06-30 13F JP MORGAN CHASE COM 46625H100 20,513 6 0.03 3 0.00 1.4372
2021-05-17 2021-03-31 13F JP MORGAN CHASE COM 46625H100 20,507 107 0.52 3 50.00 1.5245
2021-02-16 2020-12-31 13F JP MORGAN CHASE COM 46625H100 20,400 741 3.77 3 -99.89 1.3075
2020-11-16 2020-09-30 13F JP MORGAN CHASE COM 46625H100 19,659 250 1.29 1,893 3.67 1.0571
2020-08-11 2020-06-30 13F JP MORGAN CHASE COM 46625H100 19,409 1,000 5.43 1,826 10.20 1.1832
2020-05-15 2020-03-31 13F JP MORGAN CHASE COM 46625H100 18,409 1,909 11.57 1,657 -27.96 1.3297
2020-02-13 2019-12-31 13F JP MORGAN CHASE COM 46625H100 16,500 0 0.00 2,300 18.43 1.5051
2019-11-14 2019-09-30 13F JP MORGAN CHASE COM 46625H100 16,500 0 0.00 1,942 5.26 1.4031
2019-08-14 2019-06-30 13F JP MORGAN CHASE COM 46625H100 16,500 0 0.00 1,845 10.41 1.3575
2019-05-13 2019-03-31 13F JP MORGAN CHASE COM 46625H100 16,500 0 0.00 1,671 3.72 1.2264
2019-02-11 2018-12-31 13F JP MORGAN CHASE COM 46625H100 16,500 0 0.00 1,611 -13.48 1.3302
2018-11-13 2018-09-30 13F JP MORGAN CHASE COM 46625H100 16,500 0 0.00 1,862 8.32 1.2781
2018-07-02 2018-06-30 13F JP MORGAN CHASE COM 46625H100 16,500 0 0.00 1,719 -5.24 1.2876
2018-05-14 2018-03-31 13F JP MORGAN CHASE COM 46625H100 16,500 1,000 6.45 1,815 9.47 1.3756
2018-02-12 2017-12-31 13F JP MORGAN CHASE COM 46625H100 15,500 0 0.00 1,658 11.96 1.2296
2017-11-13 2017-09-30 13F JP MORGAN CHASE COM 46625H100 15,500 15,500 1,480 1.1640
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.