JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionApriem Advisors
Latest Disclosed Ownership44,658 shares
Latest Disclosed Value $ 13,136,725
Apriem Advisors reports 0.36% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 44,658 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,136,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 44,818 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.36% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 44,658 -160 -0.36 13,137 -9.04 1.2537
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 44,818 -565 -1.24 14,441 0.88 1.3254
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 45,383 609 1.36 14,315 10.29 1.3543
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 44,774 -6,163 -12.10 12,981 3.89 1.3800
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 50,937 -199 -0.39 12,495 1.93 1.4640
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 51,136 -133 -0.26 12,258 13.39 1.4040
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 51,269 -839 -1.61 10,811 2.57 1.2627
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 52,108 -4,101 -7.30 10,539 -6.39 1.2903
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 56,209 -826 -1.45 11,259 16.05 1.4144
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 57,035 45 0.08 9,702 17.39 1.2961
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 56,990 -89 -0.16 8,265 -0.45 1.2111
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 57,079 -447 -0.78 8,302 10.74 1.2448
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 57,526 76 0.13 7,496 -2.70 1.1994
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 57,450 95 0.17 7,704 28.53 1.3351
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 57,355 0 0.00 5,994 -7.20 1.0806
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 57,355 -2,040 -3.43 6,459 -20.23 1.1125
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 59,395 -392 -0.66 8,097 -14.47 1.1879
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 59,787 -1,072 -1.76 9,467 -4.97 1.3396
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 60,859 -144 -0.24 9,962 5.00 1.4289
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 61,003 -1,512 -2.42 9,488 -0.30 1.4155
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 62,515 3,895 6.64 9,517 27.76 1.4745
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 58,620 -9,844 -14.38 7,449 13.02 1.3279
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 68,464 -502 -0.73 6,591 1.60 1.2098
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 68,966 1,507 2.23 6,487 6.82 1.3328
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 67,459 -3,544 -4.99 6,073 -38.64 1.4717
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 71,003 -5,321 -6.97 9,898 10.19 1.8976
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 76,324 -3,447 -4.32 8,983 0.73 1.9913
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 79,771 1,050 1.33 8,918 11.91 2.7935
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 78,721 4,059 5.44 7,969 9.34 2.1091
2019-02-19 2018-12-31 13F JPMORGAN CHASE COM 46625H100 74,662 10,941 17.17 7,288 1.36 2.5629
2018-11-14 2018-09-30 13F J P MORGAN CHASE cs 46625H100 63,721 -136 -0.21 7,190 8.06 1.5738
2018-08-14 2018-06-30 13F JPMORGAN CHASE cs 46625H100 63,857 1,238 1.98 6,654 -3.37 1.4948
2018-05-11 2018-03-31 13F JPMORGAN CHASE cs 46625H100 62,619 -2,134 -3.30 6,886 -0.56 1.6800
2018-02-14 2017-12-31 13F JPMORGAN CHASE cs 46625H100 64,753 -265 -0.41 6,925 11.51 1.7162
2017-11-14 2017-09-30 13F JPMORGAN CHASE cs 46625H100 65,018 -3,004 -4.42 6,210 -0.11 1.5442
2017-08-04 2017-06-30 13F JPMORGAN CHASE cs 46625H100 68,022 2,550 3.89 6,217 8.10 1.6473
2017-05-13 2017-03-31 13F JPMORGAN CHASE cs 46625H100 65,472 -531 -0.80 5,751 0.98 1.5621
2017-02-14 2016-12-31 13F JPMORGAN CHASE cs 46625H100 66,003 -2,046 -3.01 5,695 25.69 1.6908
2016-11-14 2016-09-30 13F JPMORGAN CHASE cs 46625H100 68,049 542 0.80 4,531 8.01 1.3504
2016-08-12 2016-06-30 13F JPMORGAN CHASE cs 46625H100 67,507 1,273 1.92 4,195 6.96 1.3637
2016-05-13 2016-03-31 13F JPMORGAN CHASE cs 46625H100 66,234 2,917 4.61 3,922 -6.19 1.5433
2016-02-09 2015-12-31 13F JPMORGAN CHASE cs 46625H100 63,317 8,576 15.67 4,181 25.25 1.4902
2015-11-13 2015-09-30 13F JPMORGAN CHASE cs 46625H100 54,741 50,970 1,351.63 3,338 1,203.91 1.2349
2015-08-14 2015-06-30 13F JPMORGAN CHASE cs 46625H100 3,771 161 4.46 256 16.89 0.0879
2015-05-07 2015-03-31 13F JPMORGAN CHASE cs 46625H100 3,610 241 7.15 219 3.79 0.0759
2015-02-12 2014-12-31 13F JPMORGAN CHASE cs 46625H100 3,369 1 0.03 211 3.94 0.0777
2014-11-10 2014-09-30 13F JPMORGAN CHASE cs 46625H100 3,368 251 8.05 203 12.78 0.0775
2014-08-11 2014-06-30 13F JPMORGAN CHASE cs 46625H100 3,117 1 0.03 180 -4.76 0.0687
2014-05-13 2014-03-31 13F JPMORGAN CHASE cs 46625H100 3,116 1 0.03 189 3.85 0.0715
2014-02-14 2013-12-31 13F JPMORGAN CHASE cs 46625H100 3,115 21 0.68 182 13.75 0.0713
2013-11-06 2013-09-30 13F JPMORGAN CHASE cs 46625H100 3,094 152 5.17 160 3.23 0.0694
2013-08-15 2013-06-30 13F JPMORGAN CHASE cs 46625H100 2,942 2,942 155 0.0759
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.