JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAmi Investment Management Inc
Latest Disclosed Ownership29,477 shares
Latest Disclosed Value $ 8,671,010
Ami Investment Management Inc reports 1.75% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Ami Investment Management Inc filed a 13F-HR form disclosing ownership of 29,477 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,671,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 28,969 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.75% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 29,477 508 1.75 8,671 -7.10 1.9498
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,969 992 3.55 9,335 5.78 2.0974
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 27,977 -1,017 -3.51 8,825 4.99 2.0471
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,994 -1,557 -5.10 8,406 12.16 2.1700
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 30,551 -1,338 -4.20 7,494 -1.95 2.4162
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 31,889 -803 -2.46 7,644 10.88 2.4840
2024-10-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,692 -1,786 -5.18 6,893 -1.15 2.3334
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 34,478 -3,058 -8.15 6,973 -7.25 2.4334
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 37,536 -379 -1.00 7,519 16.58 2.7312
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 37,915 -284 -0.74 6,449 16.43 2.6150
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 38,199 -138 -0.36 5,540 -0.65 2.4896
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 38,337 -6,431 -14.37 5,576 -4.42 2.4749
2023-05-19 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 44,768 -2,243 -4.77 5,834 -7.47 2.7221
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 44,768 -2,243 5,834 2.3375
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 47,011 -3,244 -6.46 6,304 20.03 3.1773
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 50,255 -864 -1.69 5,252 -8.77 2.9691
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 51,119 1,525 3.07 5,757 -14.85 2.9042
2022-05-16 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 49,594 -4,105 -7.64 6,761 -20.49 2.9680
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 49,594 -4,105 6,761 2.9116
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 53,699 -500 -0.92 8,503 -4.16 3.4281
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 54,199 -10,754 -16.56 8,872 -12.18 3.7142
2021-07-28 2021-06-30 13F JP Morgan Chase COM 46625H100 64,953 -521 -0.80 10,103 1.36 4.0003
2021-05-10 2021-03-31 13F JP Morgan Chase COM 46625H100 65,474 -1,017 -1.53 9,967 17.97 4.1823
2021-02-08 2020-12-31 13F JP Morgan Chase COM 46625H100 66,491 -109 -0.16 8,449 31.77 3.7300
2020-10-28 2020-09-30 13F JP Morgan Chase COM 46625H100 66,600 -1,450 -2.13 6,412 0.17 3.2409
2020-08-04 2020-06-30 13F JP Morgan Chase COM 46625H100 68,050 -2,948 -4.15 6,401 0.14 3.4072
2020-05-14 2020-03-31 13F JP Morgan Chase COM 46625H100 70,998 -1,772 -2.44 6,392 -36.99 3.7884
2020-02-06 2019-12-31 13F JP Morgan Chase COM 46625H100 72,770 -10 -0.01 10,144 18.42 4.3447
2019-10-25 2019-09-30 13F JP Morgan Chase COM 46625H100 72,780 4,447 6.51 8,566 12.12 3.9797
2019-08-06 2019-06-30 13F JP Morgan Chase COM 46625H100 68,333 2,195 3.32 7,640 14.12 3.8942
2019-05-14 2019-03-31 13F JP Morgan Chase COM 46625H100 66,138 4,521 7.34 6,695 11.31 3.5298
2019-02-12 2018-12-31 13F JP Morgan Chase COM 46625H100 61,617 90 0.15 6,015 -13.37 3.5509
2018-11-13 2018-09-30 13F JP Morgan Chase COM 46625H100 61,527 -50 -0.08 6,943 8.21 3.6033
2018-08-14 2018-06-30 13F/A-1 JP Morgan Chase COM 46625H100 61,577 5,504 9.82 6,416 4.05 3.3944
2018-08-08 2018-06-30 13F JP Morgan Chase COM 46625H100 58,969 2,896 6,145
2018-05-11 2018-03-31 13F/A-1 JP Morgan Chase COM 46625H100 56,073 25 0.04 6,166 2.87 3.7461
2018-05-11 2018-03-31 13F JP Morgan Chase COM 46625H100 55,813 -235 6,138
2018-01-30 2017-12-31 13F JP Morgan Chase COM 46625H100 56,048 90 0.16 5,994 12.14 3.5904
2017-11-06 2017-09-30 13F JP Morgan Chase COM 46625H100 55,958 0 0.00 5,345 4.50 3.3334
2017-08-10 2017-06-30 13F JP Morgan Chase COM 46625H100 55,958 -665 -1.17 5,115 2.83 3.3168
2017-04-25 2017-03-31 13F/A-1 JP Morgan Chase COM 46625H100 56,623 44,676 373.95 4,974 382.44 3.1954
2017-04-25 2017-03-31 13F JP Morgan Chase COM 46625H100 52,293 4,693
2017-02-03 2016-12-31 13F JP Morgan Chase COM 46625H100 11,947 420 3.64 1,031 34.24 0.6845
2017-02-03 2016-12-31 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 90,620 -825 4,012 2.6637
2016-11-10 2016-09-30 13F JP Morgan Chase COM 46625H100 11,527 200 1.77 768 9.09 0.5417
2016-11-10 2016-09-30 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,445 0 2,252 1.5885
2016-08-11 2016-06-30 13F JP Morgan Chase COM 46625H100 11,327 300 2.72 704 7.81 0.5207
2016-08-11 2016-06-30 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,445 0 1,852 1.3699
2016-05-13 2016-03-31 13F JP Morgan Chase COM 46625H100 11,027 1,925 21.15 653 8.65 0.5069
2016-05-13 2016-03-31 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,445 0 1,619 1.2567
2016-02-12 2015-12-31 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 601 8.29 0.4736
2016-02-12 2015-12-31 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,445 0 2,166 1.7069
2015-11-13 2015-09-30 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 555 -10.05 0.4845
2015-11-13 2015-09-30 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,445 0 1,821 1.5898
2015-08-14 2015-06-30 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 617 11.98 0.5108
2015-08-14 2015-06-30 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,445 -375 2,263 1.8735
2015-05-15 2015-03-31 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 551 -3.33 0.4382
2015-05-15 2015-03-31 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,820 450 2,021 1.6071
2015-02-17 2014-12-31 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 570 4.01 0.4643
2015-02-17 2014-12-31 13F JP Morgan Chase 2018 Warrants *W EXP 10/28/201 46634E114 91,370 -80 1,900 1.5476
2014-11-14 2014-09-30 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 548 4.58 0.4675
2014-11-14 2014-09-30 13F JP Morgan Chase 2018 Wts *W EXP 10/28/201 46634E114 91,450 82,348 1,839 1.5690
2014-08-12 2014-06-30 13F/A-2 JP Morgan Chase COM 46625H100 9,102 0 0.00 524 -5.07 0.4500
2014-08-12 2014-06-30 13F JP Morgan Chase COM 46625H100 9,102 524
2014-05-15 2014-03-31 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 552 3.76 0.4690
2014-05-15 2014-03-31 13F JP Morgan Chase 2018 Wts *W EXP 10/28/201 46634E114 91,225 0 1,842 1.5650
2014-02-14 2013-12-31 13F JP Morgan Chase COM 46625H100 9,102 0 0.00 532 13.19 0.4620
2014-02-14 2013-12-31 13F JP Morgan Chase 2018 Wts *W EXP 10/28/201 46634E114 91,225 82,123 1,769 1.5364
2013-11-13 2013-09-30 13F JP Morgan Chase COM 46625H100 9,102 100 1.11 470 -1.05 0.3525
2013-12-09 2013-06-30 13F JP Morgan Chase COM 46625H100 9,002 9,002 475 0.4347
2013-12-09 2013-06-30 13F JP Morgan Chase 2018 Wts *W EXP 10/28/201 46634E114 91,825 82,823 1,432 1.3105
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.