JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionApella Capital, LLC
Latest Disclosed Ownership37,770 shares
Latest Disclosed Value $ 11,719,680
Apella Capital, LLC reports 70.29% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Apella Capital, LLC filed a 13F-HR form disclosing ownership of 37,770 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,719,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 22,180 shares of JPMorgan Chase & Co.. This represents a change in shares of 70.29% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 37,770 15,590 70.29 11,720 63.99 0.1739
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,180 -909 -3.94 7,147 3.67 0.1412
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,089 805 3.61 6,893 5.95 0.1534
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,284 9,588 75.52 6,506 118.69 0.1764
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,696 3,089 32.15 2,975 29.18 0.1021
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,607 6 0.06 2,303 15.73 0.0883
2024-10-03 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,601 642 7.17 1,990 6.99 0.0818
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,959 873 10.80 1,860 16.69 0.0832
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,086 51 0.63 1,594 15.76 0.0804
2024-01-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,035 -70 -0.86 1,377 17.19 0.0767
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,105 -142 -1.72 1,175 -2.00 0.0831
2023-07-06 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,247 322 4.06 1,199 12.90 0.0854
2023-01-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,925 483 6.49 1,063 36.50 0.0969
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,442 110 1.50 778 -5.81 0.0905
2022-07-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,332 -166 -2.21 826 -19.18 0.0986
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,498 1,041 16.12 1,022 0.00 0.1439
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,457 1,162 21.95 1,022 17.88 0.1303
2022-01-18 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,295 -10 -0.19 867 5.09 0.1246
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,316 11 897 0.1722
2022-01-18 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,305 351 7.09 825 9.42 0.1355
2021-07-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,338 384 830 0.1934
2021-04-15 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,954 125 2.59 754 22.80 0.2377
2021-02-18 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,829 -567 -10.51 614 18.30 0.2154
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,396 555 11.46 519 14.07 0.2085
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,841 0 0.00 455 4.36 0.2120
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,841 4,841 436 0.2546
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.