JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAuxano Advisors, LLC
Latest Disclosed Ownership11,256 shares
Latest Disclosed Value $ 3,311,103
Auxano Advisors, LLC reports 2.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 2, 2026 - Auxano Advisors, LLC filed a 13F-HR form disclosing ownership of 11,256 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,311,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,503 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.15% 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)
2026-05-02 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,256 -247 -2.15 3,311 -10.66 0.6606
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,503 -23 -0.20 3,707 1.95 0.7319
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,526 18 0.16 3,636 8.96 0.7730
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,508 -3 -0.03 3,336 18.17 0.7790
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,511 -113 -0.97 2,824 1.33 0.7482
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,624 142 1.24 2,786 15.08 0.7022
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,482 57 0.50 2,421 4.81 0.6267
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,425 231 2.06 2,311 3.03 0.6389
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,194 -322 -2.80 2,242 14.50 0.6529
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,516 -628 -5.17 1,959 11.19 0.6580
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 12,144 2,057 20.39 1,761 34.02 0.7198
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,087 0 0.00 1,314 0.00 0.5258
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,087 190 1.92 1,314 -0.98 0.5256
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,897 2 0.02 1,327 28.34 0.6002
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,895 333 3.48 1,034 -3.99 0.4754
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,562 171 1.82 1,077 -15.86 0.5329
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,391 -1,948 -17.18 1,280 -28.73 0.5450
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,339 224 2.02 1,796 -1.26 0.8033
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,115 205 1.88 1,819 7.19 0.8173
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,910 -400 -3.54 1,697 -1.45 0.7756
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,310 35 0.31 1,722 20.17 1.0584
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 11,275 1,102 10.83 1,433 46.37 0.9482
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 10,173 -17 -0.17 979 2.19 0.7569
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 10,190 18 0.18 958 4.59 0.7955
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,172 10,172 916 0.8354
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.