JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionApollon Financial, LLC
Latest Disclosed Ownership14,432 shares
Latest Disclosed Value $ 4,245,187
Apollon Financial, LLC reports 28.25% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Apollon Financial, LLC filed a 13F-HR form disclosing ownership of 14,432 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,245,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 11,253 shares of JPMorgan Chase & Co.. This represents a change in shares of 28.25% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,432 3,179 28.25 4,245 17.10 0.5871
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,253 1,722 18.07 3,626 20.59 0.5264
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,531 1,424 17.57 3,006 27.91 0.4999
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,107 125 1.57 2,350 20.08 0.4906
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,982 889 12.53 1,958 15.12 0.4605
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,093 2,187 44.58 1,700 64.41 0.4211
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,906 82 1.70 1,035 6.05 0.3043
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,824 212 4.60 976 5.63 0.3157
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,612 338 7.91 924 26.96 0.3191
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,274 4,274 727 0.2864
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.