JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBraun-Bostich & Associates Inc.
Latest Disclosed Ownership2,284 shares
Latest Disclosed Value $ 671,861
Braun-Bostich & Associates Inc. reports 2.64% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Braun-Bostich & Associates Inc. filed a 13F-HR form disclosing ownership of 2,284 shares of JPMorgan Chase & Co. (MX:JPM) valued at $671,861 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,346 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.64% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,284 -62 -2.64 672 -11.13 0.4209
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,346 -281 -10.70 756 -8.82 0.4666
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,627 -129 -4.68 829 3.76 0.5220
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,756 -113 -3.94 799 13.51 0.5455
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,869 -2 -0.07 704 2.18 0.5208
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,871 -659 -18.67 688 -7.53 0.4960
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,530 48 1.38 744 5.68 0.5188
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,482 315 9.95 704 11.04 0.5236
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,167 208 7.03 634 26.04 0.5311
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,959 2,959 503 0.4545
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,607 -100.00 0 -100.00
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,607 513 16.58 525 30.02 1.1234
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,094 1,034 50.19 403 46.01 0.9540
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,060 2,060 276 0.7975
2022-05-13 2022-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 0 -22,847 -100.00 0 -100.00
2022-02-11 2021-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 22,847 22,847 3,434 0.8184
2021-02-16 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 0 -1,641 -100.00 0 -100.00
2020-10-09 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,641 -1,698 -50.85 158 -49.68 0.1570
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,339 0 0.00 314 11.35 0.3065
2020-05-11 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,339 2,226 200.00 282 79.62 0.3592
2020-01-29 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,113 -1,702 -60.46 157 -52.57 0.1546
2019-11-14 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,815 -65 -2.26 331 2.80 0.3847
2019-08-14 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,880 -301 -9.46 322 0.00 0.3366
2019-05-09 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,181 -2,816 -46.96 322 -44.96 0.3352
2019-02-08 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,997 76 1.28 585 -12.43 0.6205
2018-11-14 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,921 -36 -0.60 668 7.57 0.6439
2018-08-10 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,957 -239 -3.86 621 -8.81 0.6211
2018-05-16 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,196 -897 -12.65 681 -10.28 0.5898
2018-05-21 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,093 7,093 759 0.6428
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.