JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAsset Management Group, Inc.
Latest Disclosed Ownership1,862 shares
Latest Disclosed Value $ 547,606
Asset Management Group, Inc. reports 7.26% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Asset Management Group, Inc. filed a 13F-HR form disclosing ownership of 1,862 shares of JPMorgan Chase & Co. (MX:JPM) valued at $547,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,736 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.26% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,862 126 7.26 548 -2.15 0.0882
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,736 -9 -0.52 560 1.64 0.0905
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,745 7 0.40 551 9.34 0.0901
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,738 10 0.58 504 18.91 0.0879
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,728 8 0.47 424 2.67 0.0783
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,720 9 0.53 412 14.44 0.0733
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,711 9 0.53 361 4.65 0.0632
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,702 -33 -1.90 344 -0.86 0.0641
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,735 29 1.70 348 19.66 0.0652
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,706 12 0.71 290 18.37 0.0581
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,694 64 3.93 246 3.38 0.0540
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,630 11 0.68 237 12.86 0.0503
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,619 12 0.75 211 -2.33 0.0470
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,607 1,607 216 0.0506
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,568 -100.00 0 -100.00
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,568 11 0.71 214 -13.36 0.0448
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,557 9 0.58 247 -2.37 0.0486
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,548 -587 -27.49 253 -23.80 0.0519
2021-08-16 2021-06-30 13F J P Morgan SK 46625H100 2,135 13 0.61 332 2.79 0.0687
2021-05-17 2021-03-31 13F J P Morgan SK 46625H100 2,122 14 0.66 323 20.52 0.0699
2021-02-16 2020-12-31 13F J P Morgan SK 46625H100 2,108 -16 -0.75 268 31.37 0.0652
2020-11-16 2020-09-30 13F J P Morgan SK 46625H100 2,124 -141 -6.23 204 -4.23 0.0596
2020-08-14 2020-06-30 13F J P Morgan SK 46625H100 2,265 22 0.98 213 5.45 0.0673
2020-05-15 2020-03-31 13F J P Morgan SK 46625H100 2,243 15 0.67 202 -35.05 0.0762
2020-02-14 2019-12-31 13F J P Morgan SK 46625H100 2,228 -34 -1.50 311 16.92 0.0941
2019-11-14 2019-09-30 13F J P Morgan SK 46625H100 2,262 -483 -17.60 266 -13.36 0.0912
2019-08-14 2019-06-30 13F J P Morgan SK 46625H100 2,745 43 1.59 307 12.04 0.1090
2019-05-15 2019-03-31 13F J P Morgan SK 46625H100 2,702 21 0.78 274 4.58 0.0994
2019-02-14 2018-12-31 13F J P Morgan SK 46625H100 2,681 79 3.04 262 -10.88 0.1076
2018-11-13 2018-09-30 13F J P Morgan SK 46625H100 2,602 -421 -13.93 294 -6.67 0.0995
2018-08-14 2018-06-30 13F J P Morgan SK 46625H100 3,023 16 0.53 315 -4.83 0.1100
2018-05-15 2018-03-31 13F J P Morgan SK 46625H100 3,007 -92 -2.97 331 0.00 0.1186
2018-02-14 2017-12-31 13F J P Morgan SK 46625H100 3,099 267 9.43 331 22.14 0.1192
2017-11-14 2017-09-30 13F J P Morgan SK 46625H100 2,832 15 0.53 271 5.45 0.1016
2017-08-14 2017-06-30 13F J P Morgan SK 46625H100 2,817 -385 -12.02 257 -8.54 0.0994
2017-05-15 2017-03-31 13F J P Morgan SK 46625H100 3,202 18 0.57 281 2.18 0.1112
2017-02-14 2016-12-31 13F J P Morgan SK 46625H100 3,184 22 0.70 275 30.33 0.1129
2016-11-14 2016-09-30 13F J P Morgan SK 46625H100 3,162 3,162 0.00 211 0.0877
2016-05-16 2016-03-31 13F J P Morgan SK 46625H100 0 -3,317 -100.00 0 -100.00
2016-02-16 2015-12-31 13F J P Morgan SK 46625H100 3,317 22 0.67 219 8.96 0.0994
2015-11-16 2015-09-30 13F J P Morgan SK 46625H100 3,295 21 0.64 201 -9.46 0.0942
2015-08-14 2015-06-30 13F J P Morgan SK 46625H100 3,274 3,274 0.00 222 0.1001
2015-05-15 2015-03-31 13F J P Morgan SK 46625H100 0 -3,952 -100.00 0 -100.00
2015-02-17 2014-12-31 13F J P Morgan SK 46625H100 3,952 19 0.48 247 4.22 0.1244
2014-11-14 2014-09-30 13F J P Morgan SK 46625H100 3,933 20 0.51 237 5.33 0.1265
2014-08-14 2014-06-30 13F J P Morgan SK 46625H100 3,913 3,913 225 0.1215
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.