JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAbner Herrman & Brock Llc
Latest Disclosed Ownership121,356 shares
Latest Disclosed Value $ 35,698
Abner Herrman & Brock Llc reports 0.37% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Abner Herrman & Brock Llc filed a 13F-HR form disclosing ownership of 121,356 shares of JPMorgan Chase & Co. (MX:JPM) valued at $35,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 121,810 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.37% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 121,356 -454 -0.37 36 -10.26 3.9450
2026-01-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 121,810 -2,018 -1.63 39 0.00 4.0083
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 123,828 595 0.48 39 11.43 4.0244
2025-07-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 123,233 -4,897 -3.82 36 12.90 3.9879
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 128,130 -1,576 -1.22 31 0.00 4.0129
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 129,706 -1,732 -1.32 31 14.81 3.8630
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 131,438 -1,171 -0.88 28 3.85 3.3449
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 132,609 -4,271 -3.12 27 -3.70 3.3986
2024-04-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 136,880 -5,001 -3.52 27 12.50 3.4238
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 141,881 -2,406 -1.67 24 20.00 3.3898
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 144,287 -3,320 -2.25 21 -4.76 3.2066
2023-07-05 2023-06-30 13F JPMORGAN CHASE COM 46625H100 147,607 -13,182 -8.20 21 5.00 3.1491
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 160,789 671 0.42 21 -4.76 3.1632
2023-01-04 2022-12-31 13F JPMORGAN CHASE COM 46625H100 160,118 1,909 1.21 21 -99.87 3.2983
2022-10-06 2022-09-30 13F JPMORGAN CHASE COM 46625H100 158,209 2,023 1.30 16,533 -6.00 3.0304
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 156,186 -3,962 -2.47 17,588 -19.44 3.0362
2022-04-07 2022-03-31 13F JPMORGAN CHASE COM 46625H100 160,148 -138 -0.09 21,831 -13.99 3.0651
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 160,286 -2,176 -1.34 25,381 -4.56 3.3053
2021-10-06 2021-09-30 13F JPMORGAN CHASE COM 46625H100 162,462 -3,234 -1.95 26,593 3.19 3.7438
2021-07-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 165,696 -3,841 -2.27 25,772 -0.14 3.5986
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 169,537 -3,039 -1.76 25,809 17.69 3.9012
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 172,576 38 0.02 21,929 32.02 3.4160
2020-10-08 2020-09-30 13F JPMORGAN CHASE COM 46625H100 172,538 -1,816 -1.04 16,610 1.28 2.7991
2020-07-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 174,354 -13,989 -7.43 16,400 -3.28 2.9451
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 188,343 -8,625 -4.38 16,957 -38.24 3.8400
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 196,968 -23,739 -10.76 27,457 5.71 4.0862
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 220,707 -15,009 -6.37 25,975 -1.43 3.8355
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 235,716 1,100 0.47 26,353 10.96 3.7785
2019-04-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 234,616 2,216 0.95 23,750 4.69 3.6629
2019-01-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 232,400 2,980 1.30 22,687 -12.36 4.1421
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 229,420 7,377 3.32 25,888 11.89 3.6997
2018-07-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 222,043 3,622 1.66 23,137 -3.68 3.6064
2018-04-06 2018-03-31 13F JPMORGAN CHASE COM 46625H100 218,421 5,130 2.41 24,020 5.31 3.8061
2018-01-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 213,291 970 0.46 22,809 12.48 3.8381
2017-10-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 212,321 4,129 1.98 20,279 6.57 3.5912
2017-07-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 208,192 -8,615 -3.97 19,029 -0.08 3.5970
2017-04-21 2017-03-31 13F JPMORGAN CHASE COM 46625H100 216,807 2,550 1.19 19,044 3.22 3.7896
2017-01-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 214,257 -2,986 -1.37 18,450 27.54 3.8799
2016-11-03 2016-09-30 13F JPMORGAN CHASE COM 46625H100 217,243 3,592 1.68 14,466 8.73 3.2858
2016-07-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 213,651 6,354 3.07 13,304 8.37 3.0963
2016-04-08 2016-03-31 13F JPMORGAN CHASE COM 46625H100 207,297 100,463 94.04 12,276 74.03 3.0872
2016-01-20 2015-12-31 13F JPMORGAN CHASE COM 46625H100 106,834 225 0.21 7,054 6.49 3.6374
2015-10-08 2015-09-30 13F JPMORGAN CHASE COM 46625H100 106,609 335 0.32 6,624 -5.72 3.5353
2015-07-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 106,274 7,390 7.47 7,026 17.30 3.5248
2015-04-10 2015-03-31 13F JPMORGAN CHASE COM 46625H100 98,884 -85 -0.09 5,990 -3.28 3.0486
2015-01-07 2014-12-31 13F JPMORGAN CHASE COM 46625H100 98,969 -68,263 -40.82 6,193 -38.52 3.1407
2014-10-09 2014-09-30 13F JPMORGAN CHASE COM 46625H100 167,232 1,870 1.13 10,074 5.73 2.9605
2014-07-09 2014-06-30 13F JPMORGAN CHASE COM 46625H100 165,362 7,805 4.95 9,528 -0.39 2.8766
2014-04-07 2014-03-31 13F JPMORGAN CHASE COM 46625H100 157,557 2,526 1.63 9,565 4.57 3.0656
2014-01-07 2013-12-31 13F JPMORGAN CHASE COM 46625H100 155,031 69,581 81.43 9,147 107.09 3.2422
2013-10-02 2013-09-30 13F JPMORGAN CHASE COM 46625H100 85,450 -54,378 -38.89 4,417 -40.17 2.9313
2013-07-08 2013-06-30 13F JPMORGAN CHASE COM 46625H100 139,828 139,828 7,382 3.1273
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.