JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAtlas Brown,Inc.
Latest Disclosed Ownership24,152 shares
Latest Disclosed Value $ 7,104,572
Atlas Brown,Inc. reports 0.25% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Atlas Brown,Inc. filed a 13F-HR form disclosing ownership of 24,152 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,104,572 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 24,092 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.25% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,152 60 0.25 7,105 -8.49 2.1229
2026-01-09 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,092 -876 -3.51 7,763 -1.42 2.3079
2025-10-17 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,968 -66 -0.26 7,876 8.52 2.3278
2025-07-08 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 25,034 144 0.58 7,258 18.87 2.3300
2025-04-08 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,890 -40 -0.16 6,106 2.16 2.1423
2025-01-10 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,930 56 0.23 5,976 13.94 2.0440
2024-10-18 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,874 16 0.06 5,245 4.34 1.8170
2024-07-23 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,858 -1,565 -5.92 5,028 -5.01 1.8027
2024-04-08 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,423 -149 -0.56 5,292 17.11 1.9266
2024-01-18 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,572 141 0.53 4,520 17.90 1.8734
2023-10-17 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,431 125 0.48 3,833 0.21 1.7484
2023-07-18 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,306 9 0.03 3,826 11.65 1.6831
2023-04-21 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,297 173 0.66 3,427 -2.20 1.5796
2023-01-05 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,124 -3,556 -11.98 3,503 12.93 1.7214
2022-10-06 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,680 1,071 3.74 3,102 -3.72 1.5805
2022-07-15 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,609 780 2.80 3,222 -15.08 1.5227
2022-04-14 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 27,829 755 2.79 3,794 -11.50 1.5471
2022-01-18 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 27,074 404 1.51 4,287 -1.81 1.6608
2021-10-14 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,670 247 0.93 4,366 6.23 1.8976
2021-07-19 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 26,423 753 2.93 4,110 5.17 1.7764
2021-04-13 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,670 125 0.49 3,908 20.39 1.8517
2021-01-19 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,545 496 1.98 3,246 34.63 1.6786
2020-10-15 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,049 290 1.17 2,411 3.61 1.4261
2020-07-21 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,759 3,152 14.59 2,327 19.64 1.4762
2020-04-16 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,607 138 0.64 1,945 -35.02 1.5197
2020-01-14 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,469 1,529 7.67 2,993 27.63 1.8719
2019-10-29 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,940 -1,376 -6.46 2,345 -1.59 1.6744
2019-07-24 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,316 3 0.01 2,383 10.43 1.6466
2019-04-12 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,313 -1,944 -8.36 2,158 -4.93 1.5285
2019-01-28 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,257 396 1.73 2,270 -12.02 1.7506
2018-10-26 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,861 -17 -0.07 2,580 5.74 1.5845
2018-07-11 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,878 -827 -3.49 2,440 -6.41 0.5690
2018-04-17 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 23,705 2,538 11.99 2,607 6.50 0.4742
2018-01-25 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,167 641 3.12 2,448 24.90 0.4369
2017-10-12 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,526 1,845 9.88 1,960 14.82 0.4162
2017-07-18 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,681 -1,432 -7.12 1,707 -3.40 1.4943
2017-04-06 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,113 -620 -2.99 1,767 27.95 1.3947
2017-02-01 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 20,733 0 0.00 1,381 0.00 0.5688
2016-10-19 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,733 506 2.50 1,381 9.86 0.5688
2016-07-28 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,227 -222 -1.09 1,257 3.80 0.5092
2016-04-11 2016-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 20,449 1,226 6.38 1,211 10.49 0.5068
2016-01-28 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,223 733 3.96 1,096 -2.75 0.6975
2015-11-05 2015-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 18,490 419 2.32 1,127 -9.48 0.4850
2015-08-11 2015-06-30 13F JPMORGAN CHASE Stock 46625H100 18,071 1,707 10.43 1,245 25.63 0.4841
2015-04-20 2015-03-31 13F JPMorgan Chase COM 46625H100 16,364 16,364 0.00 991 0.2663
2015-01-30 2014-12-31 13F JPMorgan Chase COM 46625H100 0 -16,736 -100.00 0 -100.00
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 16,736 -2,093 -11.12 1,008 -7.10 0.3737
2014-08-19 2014-06-30 13F JPMorgan Chase COM 46625H100 18,829 4,103 27.86 1,085 21.36 0.5359
2014-05-07 2014-03-31 13F JPMorgan Chase COM 46625H100 14,726 -3,576 -19.54 894 -16.45 0.4817
2014-01-24 2013-12-31 13F JPMorgan Chase COM 46625H100 18,302 -22,410 -55.05 1,070 -49.14 0.7490
2013-10-31 2013-09-30 13F JPMorgan Chase COM 46625H100 40,712 -4,368 -9.69 2,104 -11.60 1.5766
2013-08-21 2013-06-30 13F JPMorgan Chase COM 46625H100 45,080 45,080 2,380 0.5083
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.