JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAXS Investments LLC
Latest Disclosed Ownership2,318 shares
Latest Disclosed Value $ 681,863
AXS Investments LLC reports 6.34% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - AXS Investments LLC filed a 13F-HR form disclosing ownership of 2,318 shares of JPMorgan Chase & Co. (MX:JPM) valued at $681,863 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 13, 2026 disclosing 2,475 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.34% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 2,318 -157 -6.34 682 -14.55 0.2753
2026-05-13 2025-12-31 13F/A-1 JPMORGAN CHASE & CO COM Common Stock 46625H100 2,475 -226 -8.37 797 -6.35 0.2746
2026-02-10 2025-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 2,475 -226 797 0.3827
2026-05-13 2025-09-30 13F/A-1 JPMORGAN CHASE & CO COM Common Stock 46625H100 2,701 193 7.70 852 17.06 0.2685
2025-11-04 2025-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 2,701 193 852 0.3712
2025-08-11 2025-06-30 13F JPMORGAN CHASE & CO COM COMMON 46625H100 2,508 -532 -17.50 727 -2.42 0.2983
2025-05-09 2025-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 3,040 -133 -4.19 746 -1.97 0.2062
2025-02-10 2024-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 3,173 -283 -8.19 761 4.40 0.2118
2024-11-13 2024-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 3,456 -654 -15.91 729 -12.39 0.1936
2024-11-13 2024-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 3,456 729
2024-08-13 2024-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 4,110 -927 -18.40 831 -17.56 0.2316
2024-08-16 2024-03-31 13F/A-1 JPMORGAN CHASE & CO COM Common Stock 46625H100 5,037 327 6.94 1,009 25.84 0.2421
2024-02-09 2023-12-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 4,710 -460 -8.90 801 6.94 0.1921
2023-11-09 2023-09-30 13F JPMORGAN CHASE & CO COM COMMON 46625H100 5,170 -3,086 -37.38 750 -37.58 0.1935
2023-08-10 2023-06-30 13F JPMORGAN CHASE & CO COM COMMON 46625H100 8,256 696 9.21 1,201 21.83 0.3204
2023-05-12 2023-03-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 7,560 -922 -10.87 985 -13.37 0.3257
2023-02-13 2022-12-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 8,482 -2,103 -19.87 1,137 2.80 0.4064
2022-11-07 2022-09-30 13F JPMORGAN CHASE & CO COM COMMON 46625H100 10,585 -1,883 -15.10 1,106 -21.23 0.4300
2022-08-11 2022-06-30 13F JPMORGAN CHASE & CO COM COMMON 46625H100 12,468 3,301 36.01 1,404 12.32 0.4983
2022-05-13 2022-03-31 13F JPMORGAN CHASE & CO COM COMMON 46625H100 9,167 1,960 27.20 1,250 9.55 0.4984
2022-02-09 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 7,207 5,813 417.00 1,141 400.44 0.2700
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,394 -5,305 -79.19 228 -78.12 0.0855
2021-07-28 2021-06-30 13F JP Morgan Chase COM 46625H100 6,699 371 5.86 1,042 8.20 0.3174
2021-05-10 2021-03-31 13F JP Morgan Chase COM 46625H100 6,328 6,328 963 0.3422
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.