JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTowercrest Capital Management
Latest Disclosed Ownership4,228 shares
Latest Disclosed Value $ 1,243,708
Towercrest Capital Management reports 0.57% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Towercrest Capital Management filed a 13F-HR form disclosing ownership of 4,228 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,243,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,204 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.57% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,228 24 0.57 1,244 -8.20 0.1938
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,204 -65 -1.52 1,355 0.59 0.2136
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,269 -108 -2.47 1,347 6.15 0.2160
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,377 -402 -8.41 1,269 8.19 0.2265
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,779 -4,680 -49.48 1,172 -48.30 0.2227
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,459 -40 -0.42 2,267 13.24 0.3665
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,499 -805 -7.81 2,003 -3.93 0.3228
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,304 0 0.00 2,084 1.02 0.3430
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,304 0 0.00 2,064 17.75 0.3482
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,304 27 0.26 1,753 17.58 0.3135
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,277 2 0.02 1,490 -0.27 0.2899
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,275 444 4.52 1,494 16.63 0.2783
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,831 0 0.00 1,281 -2.81 0.2664
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,831 410 4.35 1,318 33.94 0.2918
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,421 -400 -4.07 984 -11.03 0.2302
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,821 -327 -3.22 1,106 -20.03 0.2475
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,148 100 1.00 1,383 -13.07 0.2697
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,048 0 0.00 1,591 -3.28 0.2911
2021-12-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,048 790 8.53 1,645 14.24 0.3117
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,258 -653 -6.59 1,440 -4.57 0.2788
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,911 -2,589 -20.71 1,509 -4.97 0.3229
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,500 -1,434 -10.29 1,588 18.42 0.3568
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,934 80 0.58 1,341 2.92 0.3293
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 13,854 -500 -3.48 1,303 0.85 0.3407
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,354 -9,997 -41.05 1,292 -61.94 0.3877
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 24,351 591 2.49 3,395 21.42 0.8672
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,760 -591 -2.43 2,796 2.72 0.7754
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 24,351 0 0.00 2,722 10.43 0.7704
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 24,351 0 0.00 2,465 3.70 0.7102
2019-02-15 2018-12-31 13F JP MORGAN CHASE COM 46625H100 24,351 0 0.00 2,377 -13.50 0.7634
2018-11-19 2018-09-30 13F JP MORGAN CHASE COM 46625H100 24,351 0 0.00 2,748 8.32 0.8125
2018-08-14 2018-06-30 13F JP MORGAN CHASE COM 46625H100 24,351 20,904 606.44 2,537 569.39 0.7997
2018-05-14 2018-03-31 13F JP MORGAN CHASE COM 46625H100 3,447 0 0.00 379 2.71 0.2622
2018-02-14 2017-12-31 13F JP MORGAN CHASE COM 46625H100 3,447 0 0.00 369 12.16 0.2683
2017-11-14 2017-09-30 13F JP MORGAN CHASE COM 46625H100 3,447 0 0.00 329 4.44 0.2521
2017-08-15 2017-06-30 13F JP MORGAN CHASE COM 46625H100 3,447 0 0.00 315 3.96 0.2467
2017-05-23 2017-03-31 13F JP MORGAN CHASE COM 46625H100 3,447 -1,000 -22.49 303 -21.09 0.2526
2017-02-15 2016-12-31 13F JP MORGAN CHASE COM 46625H100 4,447 4,447 384 0.3345
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.