JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBellevue Asset Management, Llc
Latest Disclosed Ownership3,446 shares
Latest Disclosed Value $ 1,013,718
Bellevue Asset Management, Llc reports 0.29% increase in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Bellevue Asset Management, Llc filed a 13F-HR form disclosing ownership of 3,446 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,013,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,436 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.29% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,446 10 0.29 1,014 -8.49 0.5073
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,436 10 0.29 1,107 2.50 0.3581
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,426 10 0.29 1,081 9.09 0.4973
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,416 11 0.32 991 18.56 0.4821
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,405 -1,992 -36.91 835 -35.42 0.4557
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,397 2 0.04 1,294 13.72 0.6679
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,395 2 0.04 1,138 4.31 0.5844
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,393 2 0.04 1,091 1.02 0.6023
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,391 -57 -1.05 1,080 16.52 0.6129
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,448 -52 -0.95 927 16.19 0.8186
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,500 -7 -0.13 798 -0.37 0.5359
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,507 3 0.05 801 11.58 0.5026
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,504 -72 -1.29 717 -3.37 0.4867
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,576 -72 -1.27 742 22.85 0.5742
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,648 -21 -0.37 604 -5.48 0.4695
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,669 -73 -1.27 639 -19.22 0.4616
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,742 -4 -0.07 791 -13.08 0.4850
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,746 -94 -1.61 910 -5.11 0.5361
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,840 1 0.02 959 5.62 0.5868
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,839 1 0.02 908 2.02 0.5541
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,838 101 1.76 890 17.57 0.5519
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,737 -49 -0.85 757 35.91 0.4632
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,786 2,027 53.92 557 57.34 0.3894
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,759 0 0.00 354 -0.28 0.3633
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,759 109 2.99 355 -30.26 0.3686
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,650 3,650 509 0.3929
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.