JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSimon Quick Advisors, Llc
Latest Disclosed Ownership27,731 shares
Latest Disclosed Value $ 8,157,312
Simon Quick Advisors, Llc reports 3.53% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Simon Quick Advisors, Llc filed a 13F-HR form disclosing ownership of 27,731 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,157,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 28,746 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.53% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 27,731 -1,015 -3.53 8,157 -11.93 0.3732
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,746 -861 -2.91 9,263 -0.82 0.4042
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 29,607 1,084 3.80 9,339 12.94 0.4224
2025-10-08 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 28,523 -2,359 -7.64 8,269 9.16 0.4185
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 52,680 21,798 15,273 0.6146
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 30,882 5,155 20.04 7,575 22.83 0.4311
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,727 2,409 10.33 6,167 25.45 0.3694
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,318 3,264 16.28 4,917 21.20 0.3107
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,054 -1,159 -5.46 4,056 -4.52 0.2865
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,213 3,967 23.00 4,249 44.83 0.3184
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 17,246 -2,087 -10.80 2,933 4.64 0.2594
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,333 2,750 16.58 2,804 16.26 0.2644
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,583 -2,831 -14.58 2,412 -4.67 0.2227
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,414 4,464 29.86 2,530 26.20 0.2743
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,950 3,590 31.60 2,005 68.83 0.2378
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,360 3,431 43.27 1,187 29.30 0.1678
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,929 2,011 33.98 918 13.75 0.1202
2022-05-05 2022-03-31 13F JPMorgan Chase COM 46625H100 5,918 -5,837 -49.66 807 -56.64 0.2287
2022-02-08 2021-12-31 13F JPMorgan Chase COM 46625H100 11,755 5,231 80.18 1,861 74.41 0.4975
2021-10-27 2021-09-30 13F JPMorgan Chase COM 46625H100 6,524 746 12.91 1,067 18.82 0.2744
2021-07-21 2021-06-30 13F JPMorgan Chase COM 46625H100 5,778 -26 -0.45 898 1.70 0.2376
2021-05-06 2021-03-31 13F JPMorgan Chase COM 46625H100 5,804 423 7.86 883 29.09 0.2598
2021-01-27 2020-12-31 13F JPMorgan Chase COM 46625H100 5,381 1,587 41.83 684 87.40 0.2063
2020-10-26 2020-09-30 13F JPMorgan Chase COM 46625H100 3,794 -69 -1.79 365 0.55 0.1039
2020-08-04 2020-06-30 13F JPMorgan Chase COM 46625H100 3,863 -226 -5.53 363 -1.36 0.1375
2020-04-09 2020-03-31 13F JPMorgan Chase COM 46625H100 4,089 -2,148 -34.44 368 -57.65 0.1365
2020-01-06 2019-12-31 13F JPMorgan Chase COM 46625H100 6,237 1,508 31.89 869 56.01 0.3148
2019-10-16 2019-09-30 13F JPMORGAN CHASE CO COM COM 46625H100 4,729 187 4.12 557 9.86 0.2461
2019-08-05 2019-06-30 13F JPMORGAN CHASE CO COM COM 46625H100 4,542 224 5.19 508 16.02 0.2573
2019-04-16 2019-03-31 13F JPMORGAN CHASE CO COM COM 46625H100 4,318 117 2.79 437 6.59 0.1822
2019-01-29 2018-12-31 13F JPMORGAN CHASE CO COM COM 46625H100 4,201 183 4.55 410 -9.49 0.1490
2018-10-29 2018-09-30 13F JPMorgan Chase COM 46625H100 4,018 -339 -7.78 453 -0.22 0.1829
2018-08-10 2018-06-30 13F JPMORGAN CHASE CO COM COM 46625H100 4,357 -1,260 -22.43 454 -26.54 0.1927
2018-05-07 2018-03-31 13F JPMORGAN CHASE CO COM COM 46625H100 5,617 -168 -2.90 618 -7.62 0.2589
2018-04-10 2017-12-31 13F/A-1 JPMorgan Chase COM 46625H100 5,785 -6,478 -52.83 669 -42.87 0.2985
2018-02-13 2017-12-31 13F JPMorgan Chase COM 46625H100 5,785 -6,478 669 0.2662
2017-11-06 2017-09-30 13F JPMorgan Chase COM 46625H100 12,263 6,745 122.24 1,171 132.34 0.4248
2017-08-11 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,518 -4,330 -43.97 504 -41.73 0.2846
2017-05-15 2017-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 9,848 1,478 17.66 865 19.81 0.5125
2017-05-11 2017-03-31 13F JPMORGAN CHASE AND CO COM Stock 46625H100 9,848 1,478 630 0.4260
2017-01-24 2016-12-31 13F JPMorgan Chase COM 46625H100 8,370 8,370 722 0.5393
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.