JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrand Asset Management Group, Inc.
Latest Disclosed Ownership2,458 shares
Latest Disclosed Value $ 722,955
Brand Asset Management Group, Inc. reports 7.06% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Brand Asset Management Group, Inc. filed a 13F-HR form disclosing ownership of 2,458 shares of JPMorgan Chase & Co. (MX:JPM) valued at $722,955 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,296 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.06% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,458 162 7.06 723 -2.30 0.1880
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,296 103 4.70 740 6.95 0.2069
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,193 35 1.62 692 10.56 0.1946
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,158 -313 -12.67 626 3.14 0.2336
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,471 -60 -2.37 606 0.00 0.2529
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,531 38 1.52 607 15.43 0.2464
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,493 170 7.32 526 11.94 0.2057
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,323 1,243 115.09 470 117.13 0.1984
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,080 1,080 216 0.0930
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,290 -100.00 0 -100.00
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,290 1,290 211 0.1019
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,189 -100.00 0 -100.00
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,189 -1,301 -52.25 181 -42.72 0.0921
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,490 -605 -19.55 316 6.04 0.1776
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,095 0 0.00 298 2.41 0.1866
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,095 0 0.00 291 4.30 0.1856
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,095 -169 -5.18 279 -38.68 0.2059
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,264 -565 -14.76 455 0.89 0.2899
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,829 69 1.84 451 7.38 0.2989
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,760 -329 -8.05 420 1.45 0.2757
2019-04-29 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,089 410 11.14 414 15.32 0.2809
2019-04-25 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,089 410 414
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,679 -77 -2.05 359 -15.33 0.2846
2018-10-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,756 112 3.07 424 11.58 0.3113
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,644 3,644 380 0.2903
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.