JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBill Few Associates, Inc.
Latest Disclosed Ownership34,218 shares
Latest Disclosed Value $ 10,065,428
Bill Few Associates, Inc. reports 2.19% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Bill Few Associates, Inc. filed a 13F-HR form disclosing ownership of 34,218 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,065,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 33,484 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.19% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 34,218 734 2.19 10,065 -6.71 2.4109
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 33,484 614 1.87 10,789 4.06 2.6519
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 32,870 26 0.08 10,368 8.90 2.6706
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 32,844 -491 -1.47 9,522 16.44 2.6956
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 33,335 -283 -0.84 8,177 1.48 2.9222
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 33,618 -372 -1.09 8,059 12.43 2.8330
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 33,990 25 0.07 7,167 4.34 2.5435
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,965 -918 -2.63 6,870 -1.69 2.6369
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 34,883 974 2.87 6,987 21.15 2.8343
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 33,909 311 0.93 5,768 18.37 2.6310
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 33,598 810 2.47 4,872 2.18 2.5484
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,788 91 0.28 4,769 11.92 2.4645
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 32,697 936 2.95 4,261 0.02 2.3672
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 31,761 -685 -2.11 4,259 25.63 2.5150
2022-10-13 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 32,446 185 0.57 3,390 -6.69 2.2936
2022-07-26 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 32,261 693 2.20 3,633 -15.57 2.3215
2022-04-27 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 31,568 316 1.01 4,303 -13.05 2.3429
2022-03-04 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 31,252 31,252 4,949 2.5632
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.