JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAmbassador Advisors, LLC
Latest Disclosed Ownership9,318 shares
Latest Disclosed Value $ 2,741,076
Ambassador Advisors, LLC reports 1.27% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Ambassador Advisors, LLC filed a 13F-HR form disclosing ownership of 9,318 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,741,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,438 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.27% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,318 -120 -1.27 2,741 -9.87 0.3336
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,438 33 0.35 3,041 2.53 0.4458
2025-11-19 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,405 -126 -1.32 2,966 7.35 0.4411
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,531 -836 -8.06 2,763 8.65 0.4288
2025-05-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,367 -222 -2.10 2,543 0.20 0.4428
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,589 -702 -6.22 2,538 6.64 0.4322
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,291 -546 -4.61 2,381 -0.58 0.4142
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,837 444 3.90 2,394 4.91 0.4329
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,393 3,637 46.89 2,282 68.66 0.4143
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,756 11 0.14 1,353 19.84 0.3004
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,745 14 0.18 1,129 -5.44 0.2750
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,731 406 5.54 1,194 19.88 0.2755
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,325 3,316 82.71 997 85.47 0.2258
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,009 227 6.00 538 35.95 0.1169
2022-11-18 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,782 -1,198 -24.06 395 -29.59 0.0936
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,980 0 561 0.1165
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,980 -388 -7.23 561 -23.36 0.1259
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,368 1 0.02 732 -13.88 0.1419
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,367 100 1.90 850 -1.39 0.1613
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,267 -30 -0.57 862 4.61 0.1672
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,297 -600 -10.17 824 -8.24 0.1633
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,897 700 13.47 898 36.06 0.2007
2021-02-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,197 -255 -4.68 660 25.71 0.2879
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,452 -620 -10.21 525 -8.06 0.1271
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,072 -1,258 -17.16 571 -13.48 0.1481
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,330 -1,601 -17.93 660 -46.99 0.1859
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,931 -200 -2.19 1,245 15.81 0.2928
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,131 9,131 1,075 0.2379
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.