JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAmerican Investment Services, Inc.
Latest Disclosed Ownership2,302 shares
Latest Disclosed Value $ 677,157
American Investment Services, Inc. ownership in JPM / JPMorgan Chase & Co.

On May 13, 2026 - American Investment Services, Inc. filed a 13F-HR form disclosing ownership of 2,302 shares of JPMorgan Chase & Co. (MX:JPM) valued at $677,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,302 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,302 0 0.00 677 -8.64 0.1510
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,302 -535 -18.86 742 -17.11 0.1721
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,837 0 0.00 895 8.76 0.2150
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,837 -8,084 -74.02 822 -69.31 0.2099
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,921 37 0.34 2,679 2.64 0.4715
2025-03-03 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,884 -661 -5.73 2,609 7.19 0.4618
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,545 0 2,434 0.4066
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,545 294 2.61 2,434 6.99 0.4066
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,251 -114 -1.00 2,276 -0.04 0.4030
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,365 603 5.60 2,276 24.37 0.4035
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,762 -216 -1.97 1,831 14.95 0.3452
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,978 -738 -6.30 1,592 -6.52 0.3400
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,716 -16,292 -58.17 1,704 -54.65 0.3453
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 28,008 0 0.00 3,756 0.00 0.7725
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 28,008 6,423 29.76 3,756 66.45 0.7725
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 21,585 18,573 616.63 2,256 565.49 0.5367
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,012 0 0.00 339 -17.52 0.0772
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,012 0 0.00 411 -13.84 0.0903
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,012 0 0.00 477 -3.25 0.1045
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,012 18 0.60 493 5.79 0.1106
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,994 58 1.98 466 4.25 0.1073
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,936 0 0.00 447 19.84 0.1210
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,936 0 0.00 373 31.80 0.1133
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,936 0 0.00 283 2.54 0.0950
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,936 -515 -14.92 276 -11.25 0.0970
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,451 -517 -13.03 311 -43.76 0.1192
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,968 64 1.64 553 20.22 0.1671
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,904 0 0.00 460 5.26 0.1444
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,904 0 0.00 437 10.63 0.1386
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,904 -81 -2.03 395 1.54 0.1256
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,985 -334 -7.73 389 -20.12 0.1385
2018-10-20 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,319 0 0.00 487 8.22 0.1642
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,319 0 0.00 450 -5.26 0.1555
2018-04-13 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,319 596 16.01 475 19.35 0.1680
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,723 0 0.00 398 11.80 0.1454
2017-10-12 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,723 660 21.55 356 27.14 0.1363
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,063 3,063 280 0.1110
2017-04-06 2017-03-31 13F JPMORGAN CHASE COM 46625H100 0 -3,063 -100.00 0 -100.00
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,063 3,063 264 0.1103
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.