JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArthur M. Cohen & Associates, Llc
Latest Disclosed Ownership5,177 shares
Latest Disclosed Value $ 1,529,182
Arthur M. Cohen & Associates, Llc reports 0.61% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Arthur M. Cohen & Associates, Llc filed a 13F-HR form disclosing ownership of 5,177 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,529,182 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,209 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.61% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,177 -32 -0.61 1,529 -8.88 0.2718
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,209 14 0.27 1,678 2.44 0.2740
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,195 -31 -0.59 1,639 8.12 0.2755
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,226 500 10.58 1,515 30.72 0.2676
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,726 5 0.11 1,159 2.48 0.2223
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,721 790 20.10 1,132 39.11 0.2005
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,931 0 0.00 814 2.26 0.1471
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,931 -99 -2.46 795 -1.49 0.1458
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,030 86 2.18 807 20.45 0.1705
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,944 204 5.45 671 23.62 0.1579
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,740 160 4.47 542 4.23 0.1390
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,580 -400 -10.05 521 0.39 0.1293
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,980 1 0.03 519 -2.81 0.1392
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,979 775 24.19 534 59.10 0.1457
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,204 769 31.58 335 22.26 0.0921
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,435 0 0.00 274 -17.47 0.0682
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,435 -29 -1.18 332 -14.87 0.0700
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,464 61 2.54 390 -0.76 0.0724
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,403 0 0.00 393 5.65 0.0798
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,403 165 7.37 372 9.09 0.0721
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,238 -637 -22.16 341 -6.58 0.0787
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,875 185 6.88 365 40.93 0.0857
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,690 -1,114 -29.28 259 -27.65 0.0673
2020-07-28 2020-06-30 13F JP MORGAN CHASE COM 46625H100 3,804 -4,421 -53.75 358 -48.64 0.1079
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,225 -684 -7.68 697 -43.88 0.2767
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,909 -239 -2.61 1,242 15.32 0.3819
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,148 1,678 22.46 1,077 28.98 0.3034
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,470 50 0.67 835 11.19 0.2856
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,420 0 0.00 751 3.73 0.2680
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,420 402 5.73 724 -25.51 0.2303
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,018 0 0.00 972 32.79 0.2959
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,018 440 6.69 732 3.68 0.2764
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,578 -842 -11.35 706 -2.49 0.2663
2019-03-06 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,420 2,484 50.32 724 58.08 0.1985
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,078 142 544 0.2049
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,936 -2,169 -30.53 458 6.51 0.1794
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,105 3,313 87.37 430 31.50 0.1922
2017-01-23 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,792 -1,666 -30.52 327 -37.24 0.1731
2017-11-08 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,458 5,458 521 0.2422
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.