JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAmericana Partners, LLC
Latest Disclosed Ownership223,365 shares
Latest Disclosed Value $ 65,705,060
Americana Partners, LLC reports 2.56% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Americana Partners, LLC filed a 13F-HR form disclosing ownership of 223,365 shares of JPMorgan Chase & Co. (MX:JPM) valued at $65,705,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 217,799 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.56% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 223,365 5,566 2.56 65,705 -6.38 1.7062
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 217,799 6,949 3.30 70,179 5.52 1.9265
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 210,850 4,683 2.27 66,508 11.28 2.0010
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 206,167 2,541 1.25 59,770 19.66 2.0604
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 203,626 6,595 3.35 49,949 5.76 1.9396
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 197,031 166,436 544.00 47,230 632.13 1.9267
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 30,595 268 0.88 6,451 5.19 0.4388
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 30,327 508 1.70 6,134 2.70 0.4812
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 29,819 309 1.05 5,973 14.93 0.4980
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,510 -1,098 -3.59 5,197 18.09 0.4953
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 30,608 -2,075 -6.35 4,401 -7.43 0.4754
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,683 2,969 9.99 4,753 22.75 0.6114
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,714 376 1.28 3,872 -1.60 0.6105
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 29,338 406 1.40 3,935 30.69 0.6808
2022-11-14 2022-09-30 13F J P Morgan Chase COM 46625H100 28,932 -908 -3.04 3,011 -9.20 0.5388
2022-08-15 2022-06-30 13F J P Morgan Chase COM 46625H100 29,840 1,471 5.19 3,316 38.80 0.5937
2022-05-06 2022-03-31 13F J P Morgan Chase COM 46625H100 28,369 1,902 7.19 2,389 -43.00 0.7346
2022-01-28 2021-12-31 13F J P Morgan Chase COM 46625H100 26,467 -174 -0.65 4,191 -3.88 0.7623
2021-11-08 2021-09-30 13F J P Morgan Chase COM 46625H100 26,641 9,322 53.83 4,360 61.90 1.0533
2021-08-04 2021-06-30 13F J P Morgan Chase COM 46625H100 17,319 -24 -0.14 2,693 2.01 1.3674
2021-05-14 2021-03-31 13F J P Morgan Chase COM 46625H100 17,343 -194 -1.11 2,640 18.49 1.6314
2021-01-14 2020-12-31 13F J P Morgan Chase and COM 46625H100 17,537 612 3.62 2,228 36.77 1.7122
2020-10-26 2020-09-30 13F J P Morgan Chase COM 46625H100 16,925 562 3.43 1,629 5.85 1.4828
2020-08-12 2020-06-30 13F J P Morgan Chase COM 46625H100 16,363 -2,799 -14.61 1,539 -10.78 1.1542
2020-05-12 2020-03-31 13F J P Morgan Chase COM 46625H100 19,162 5,682 42.15 1,725 -8.20 1.7632
2020-02-13 2019-12-31 13F J P Morgan Chase COM 46625H100 13,480 13,480 1,879 1.0518
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.