JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSather Financial Group Inc
Latest Disclosed Ownership7,307 shares
Latest Disclosed Value $ 2,149,427
Sather Financial Group Inc reports 1.32% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Sather Financial Group Inc filed a 13F-HR form disclosing ownership of 7,307 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,149,427 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,405 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.32% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,307 -98 -1.32 2,149 -9.93 0.1160
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,405 29 0.39 2,386 2.58 0.1283
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,376 -2,468 -25.07 2,327 -18.47 0.1264
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,844 93 0.95 2,854 19.32 0.1676
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,751 669 7.37 2,392 9.83 0.1562
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,082 -627 -6.46 2,177 6.35 0.1364
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,709 1,430 17.27 2,047 22.28 0.1318
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,279 0 0.00 1,675 0.97 0.1160
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,279 0 0.00 1,658 17.76 0.1190
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,279 21 0.25 1,408 17.63 0.1042
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,258 743 9.89 1,198 9.62 0.0996
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,515 -5 -0.07 1,093 11.54 0.0875
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,520 -101,184 -93.08 980 -93.28 0.0851
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 108,704 101,538 1,416.94 14,577 1,846.19 1.1986
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,166 -1,400 -16.34 749 -22.38 0.0825
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,566 0 0.00 965 -17.38 0.1001
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,566 3,974 86.54 1,168 60.66 0.1009
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,592 0 0.00 727 -3.32 0.0630
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,592 3,210 232.27 752 249.77 0.0767
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,382 1,382 215 0.0226
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -3,211 -100.00 0 -100.00
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,211 -4,059 -55.83 289 -71.47 0.0566
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,270 3,978 120.84 1,013 161.76 0.1587
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,292 -881 -21.11 387 -16.95 0.0703
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,173 0 0.00 466 10.43 0.0884
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,173 0 0.00 422 3.69 0.0855
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,173 0 0.00 407 -13.40 0.0887
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,173 -6,946 -62.47 470 -59.45 0.0946
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 11,119 0 0.00 1,159 -5.23 0.2564
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,119 68 0.62 1,223 3.47 0.2859
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 11,051 1,078 10.81 1,182 24.03 0.2951
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 9,973 0 0.00 953 4.50 0.2610
2017-08-15 2017-06-30 13F JPMORGAN CHASE COM 46625H100 9,973 9,973 912 0.2631
2015-08-07 2015-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 0 -311,242 -100.00 0 -100.00
2015-05-12 2015-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 311,242 20,887 7.19 6,966 15.35 3.0355
2015-02-12 2014-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 290,355 10,425 3.72 6,039 7.28 2.7294
2014-11-07 2014-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 279,930 -3,800 -1.34 5,629 2.63 2.5524
2014-08-12 2014-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 283,730 52,525 22.72 5,485 17.45 2.8551
2014-04-22 2014-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 231,205 0 0.00 4,670 4.17 2.9491
2014-01-30 2013-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 231,205 -2,150 -0.92 4,483 14.63 2.9863
2013-10-16 2013-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 233,355 233,355 3,911 2.8117
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.