JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAusdal Financial Partners, Inc.
Latest Disclosed Ownership29,128 shares
Latest Disclosed Value $ 8,568,510
Ausdal Financial Partners, Inc. reports 0.62% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Ausdal Financial Partners, Inc. filed a 13F-HR form disclosing ownership of 29,128 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,568,510 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 28,948 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.62% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 29,128 180 0.62 8,569 -8.14 0.2650
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,948 -2,571 -8.16 9,328 -6.18 0.4328
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 31,519 7,554 31.52 9,942 43.10 0.4826
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 23,965 1,343 5.94 6,948 25.19 0.4636
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,622 5,125 29.29 5,549 32.31 0.4183
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,497 8,897 103.45 4,194 131.33 0.3622
2024-10-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,600 -201 -2.28 1,813 1.85 0.1883
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,801 -226 -2.50 1,780 -1.55 0.1901
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,027 -608 -6.31 1,808 10.38 0.2099
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,635 33 0.34 1,639 17.67 0.2027
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,602 108 1.14 1,393 0.87 0.1918
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,494 -75 -0.78 1,381 10.75 0.1876
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,569 317 3.43 1,247 0.48 0.1718
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,252 126 1.38 1,241 29.98 0.1803
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,126 -7,509 -45.14 954 -49.07 0.1505
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,635 -1,190 -6.68 1,873 -22.92 0.2826
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,825 -1,939 -9.81 2,430 -22.36 0.3303
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 19,764 6,963 54.39 3,130 49.40 0.4184
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 12,801 747 6.20 2,095 11.73 0.3116
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 12,054 -856 -6.63 1,875 -4.58 0.2838
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 12,910 1,756 15.74 1,965 38.67 0.3316
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 11,154 18 0.16 1,417 32.18 0.2759
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 11,136 365 3.39 1,072 5.82 0.2592
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 10,771 -251 -2.28 1,013 0.20 0.3354
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 11,022 187 1.73 1,011 -30.47 0.3574
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,835 936 9.46 1,454 24.81 0.4310
2019-11-19 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,899 -709 -6.68 1,165 -4.98 0.4123
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 10,608 434 4.27 1,226 19.03 0.4704
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 10,174 -307 -2.93 1,030 0.68 0.4190
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,481 -2,054 -16.39 1,023 -27.65 0.4995
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 12,535 -1,381 -9.92 1,414 -2.48 0.3984
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 13,916 1,900 15.81 1,450 9.77 0.4476
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 12,016 -426 -3.42 1,321 -0.75 0.4588
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 12,442 687 5.84 1,331 18.52 0.4770
2017-11-13 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 11,755 1,033 9.63 1,123 14.59 0.4457
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 11,755 1,033 1,123 0.4483
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,722 494 4.83 980 9.13 0.4186
2017-08-11 2017-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 10,228 1,130 12.42 898 14.39 0.4043
2017-05-03 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,228 1,130 898 0.4828
2017-05-01 2017-03-31 13F JPMORGAN CHASE COM 46625H100 9,098 0 785 0.3685
2017-01-23 2016-12-31 13F JPMORGAN CHASE COM 46625H100 9,098 634 7.49 785 39.18 0.3681
2016-10-25 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,464 146 1.76 564 9.09 0.2842
2016-07-29 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,318 -381 -4.38 517 0.39 0.2653
2016-05-05 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,699 7,699 769.90 515 2,045.83 0.2925
2016-02-17 2015-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,000 1,000 24 0.0121
2016-02-17 2015-12-31 13F JPMORGAN CHASE COM 46625H100 8,463 8,463 559 0.2826
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.