JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAureus Asset Management, LLC
Latest Disclosed Ownership20,282 shares
Latest Disclosed Value $ 5,966,054
Aureus Asset Management, LLC reports 15.26% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Aureus Asset Management, LLC filed a 13F-HR form disclosing ownership of 20,282 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,966,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,597 shares of JPMorgan Chase & Co.. This represents a change in shares of 15.26% 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.

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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)
2026-05-13 2026-03-31 13F JPMorgan Chase Stock 46625H100 20,282 2,685 15.26 5,966 5.22 0.3974
2026-02-17 2025-12-31 13F Jpmorgan Chase Stock 46625H100 17,597 54 0.31 5,670 2.48 0.3612
2025-11-17 2025-09-30 13F Jpmorgan Chase Stock 46625H100 17,543 -897 -4.86 5,534 3.50 0.3603
2025-08-14 2025-06-30 13F Jpmorgan Chase Stock 46625H100 18,440 -72 -0.39 5,346 17.75 0.3420
2025-05-15 2025-03-31 13F Jpmorgan Chase Stock 46625H100 18,512 -143 -0.77 4,541 1.54 0.3182
2025-02-14 2024-12-31 13F Jpmorgan Chase Stock 46625H100 18,655 1,350 7.80 4,472 22.56 0.2889
2024-11-14 2024-09-30 13F Jpmorgan Chase Stock 46625H100 17,305 89 0.52 3,649 4.77 0.2387
2024-08-13 2024-06-30 13F Jpmorgan Chase Stock 46625H100 17,216 -1,560 -8.31 3,482 -7.39 0.2434
2024-05-13 2024-03-31 13F Jpmorgan Chase Stock 46625H100 18,776 -501 -2.60 3,761 14.67 0.2567
2024-02-14 2023-12-31 13F Jpmorgan Chase Stock 46625H100 19,277 922 5.02 3,279 23.22 0.2398
2023-11-13 2023-09-30 13F Jpmorgan Chase Stock 46625H100 18,355 1,009 5.82 2,662 5.51 0.2138
2023-08-11 2023-06-30 13F Jpmorgan Chase Stock 46625H100 17,346 -17,449 -50.15 2,523 -44.38 0.1891
2023-05-12 2023-03-31 13F Jpmorgan Chase Stock 46625H100 34,795 798 2.35 4,534 -0.55 0.3587
2023-02-14 2022-12-31 13F Jpmorgan Chase Stock 46625H100 33,997 -1,167 -3.32 4,559 24.05 0.3937
2022-11-14 2022-09-30 13F Jpmorgan Chase Stock 46625H100 35,164 6,746 23.74 3,675 14.84 0.3201
2022-08-15 2022-06-30 13F JPMorgan Chase Stock 46625H100 28,418 -3,058 -9.72 3,200 -25.43 0.2582
2022-05-12 2022-03-31 13F JPMorgan Chase Stock 46625H100 31,476 -214 -0.68 4,291 -14.49 0.2851
2022-02-14 2021-12-31 13F JPMorgan Chase Stock 46625H100 31,690 614 1.98 5,018 -1.36 0.3098
2021-11-12 2021-09-30 13F JPMorgan Chase Stock 46625H100 31,076 -2,160 -6.50 5,087 -1.61 0.3346
2021-08-16 2021-06-30 13F JPMorgan Chase Stock 46625H100 33,236 4,581 15.99 5,170 18.52 0.3322
2021-05-14 2021-03-31 13F JPMorgan Chase Stock 46625H100 28,655 1,128 4.10 4,362 24.70 0.3385
2021-02-16 2020-12-31 13F JPMorgan Chase Stock 46625H100 27,527 848 3.18 3,498 36.21 0.2947
2020-11-13 2020-09-30 13F JPMorgan Chase Stock 46625H100 26,679 -31 -0.12 2,568 2.23 0.2430
2020-08-11 2020-06-30 13F JPMorgan Chase Stock 46625H100 26,710 1,319 5.19 2,512 9.89 0.2739
2020-05-14 2020-03-31 13F JPMorgan Chase Stock 46625H100 25,391 -454 -1.76 2,286 -36.55 0.3171
2020-02-12 2019-12-31 13F JPMorgan Chase Stock 46625H100 25,845 -449 -1.71 3,603 16.41 0.4025
2019-11-12 2019-09-30 13F JPMorgan Chase Stock 46625H100 26,294 -640 -2.38 3,095 2.79 0.3852
2019-08-14 2019-06-30 13F JPMorgan Chase Stock 46625H100 26,934 -5,257 -16.33 3,011 -7.61 0.3708
2019-05-13 2019-03-31 13F JPMorgan Chase Stock 46625H100 32,191 35 0.11 3,259 3.82 0.4317
2019-02-13 2018-12-31 13F JPMorgan Chase Stock 46625H100 32,156 264 0.83 3,139 -12.78 0.4935
2018-11-14 2018-09-30 13F JPMorgan Chase Stock 46625H100 31,892 -820 -2.51 3,599 5.57 0.4576
2018-08-13 2018-06-30 13F JPMorgan Chase Stock 46625H100 32,712 2,461 8.14 3,409 2.46 0.4685
2018-05-15 2018-03-31 13F JPMorgan Chase Stock 46625H100 30,251 101 0.33 3,327 3.19 0.4998
2018-02-14 2017-12-31 13F JPMorgan Chase Stock 46625H100 30,150 1,397 4.86 3,224 17.41 0.4991
2017-11-13 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,753 6,840 31.21 2,746 37.09 0.4342
2017-08-14 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,913 -1,995 -8.34 2,003 -3.89 0.3368
2017-05-12 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,908 2,344 10.87 2,084 11.98 0.3617
2017-02-14 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 21,564 -1,890 -8.06 1,861 19.14 0.3646
2016-11-14 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,454 1,359 6.15 1,562 13.77 0.3125
2016-08-15 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,095 5,215 30.89 1,373 37.30 0.2956
2016-08-15 2016-06-30 13F ALPHABET COM 46625H100 1,261 873
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 16,880 -6,117 -26.60 1,000 -34.12 0.2185
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 22,997 317 1.40 1,518 9.76 0.3408
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 22,680 259 1.16 1,383 -8.95 0.3440
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 22,421 1,531 7.33 1,519 19.98 0.3193
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 20,890 -993 -4.54 1,266 -7.52 0.2911
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 21,883 88 0.40 1,369 4.27 0.3329
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 21,795 -7,250 -24.96 1,313 -21.57 0.3295
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 29,045 -4,290 -12.87 1,674 -17.29 0.4185
2014-05-06 2014-03-31 13F JPMORGAN CHASE COM 46625H100 33,335 2,615 8.51 2,024 12.63 0.5199
2014-01-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 30,720 -5,270 -14.64 1,797 -3.39 0.4866
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 35,990 -10,772 -23.04 1,860 -24.67 0.6362
2013-08-08 2013-06-30 13F JPMORGAN CHASE COM 46625H100 46,762 46,762 2,469 0.8837
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.