JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBraun Stacey Associates Inc
Latest Disclosed Ownership178,152 shares
Latest Disclosed Value $ 52,405,192
Braun Stacey Associates Inc reports 2.24% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Braun Stacey Associates Inc filed a 13F-HR form disclosing ownership of 178,152 shares of JPMorgan Chase & Co. (MX:JPM) valued at $52,405,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 182,239 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.24% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 178,152 -4,087 -2.24 52,405 -10.76 1.7422
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 182,239 -5,334 -2.84 58,721 -0.75 1.9031
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 187,573 -836 -0.44 59,166 8.32 1.9380
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 188,409 -1,240 -0.65 54,622 17.41 1.9765
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 189,649 -5,912 -3.02 46,521 -0.76 1.9024
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 195,561 -4,507 -2.25 46,878 11.12 1.7505
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 200,068 -2,689 -1.33 42,186 102,792.68 1.6015
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 202,757 6,114 3.11 41 5.13 1.5897
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 196,643 -377 -0.19 39 -99.88 1.5581
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 197,020 -11,720 -5.61 33,513 111,610.00 1.4983
2023-11-21 2023-09-30 13F JPMORGAN CHASE COM 46625H100 208,740 2,430 1.18 30 -99.90 1.4740
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 206,310 -194,276 -48.50 30,006 -42.52 1.3953
2023-05-08 2023-03-31 13F JPMORGAN CHASE COMMON 46625H100 400,586 201,298 101.01 52,200 95.33 1.3666
2023-02-07 2022-12-31 13F JPMORGAN CHASE COMMON 46625H100 199,288 5,134 2.64 26,725 31.72 1.5245
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 194,154 -13,238 -6.38 20,289 -13.12 1.2330
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 207,392 -22,496 -9.79 23,354 -25.48 1.3309
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 229,888 -36,757 -13.78 31,338 -25.78 1.2921
2022-01-25 2021-12-31 13F JPMORGAN CHASE COM 46625H100 266,645 3,715 1.41 42,224 -1.89 1.5405
2021-12-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 262,930 -5,324 -1.98 43,039 3.15 1.7230
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 268,254 -704 -0.26 41,724 1.91 1.6246
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 268,958 -13,245 -4.69 40,944 14.18 1.7245
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 282,203 6,416 2.33 35,859 35.06 1.6105
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 275,787 4,930 1.82 26,550 4.21 1.4195
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 270,857 7,825 2.97 25,477 7.58 1.4674
2020-06-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 263,032 -21,541 -7.57 23,681 -40.31 1.8052
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 284,573 16,301 6.08 39,670 25.65 2.2063
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 268,272 3,565 1.35 31,573 6.69 1.9921
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 264,707 -5,770 -2.13 29,594 8.09 1.8949
2019-04-25 2019-03-31 13F JPMORGAN CHASE COM 46625H100 270,477 3,377 1.26 27,380 5.01 1.8190
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 267,100 6,590 2.53 26,074 -11.30 2.0659
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 260,510 1,734 0.67 29,396 9.02 1.8786
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 258,776 1,867 0.73 26,964 -4.56 1.8299
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 256,909 1,088 0.43 28,252 3.27 1.9434
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 255,821 -11,665 -4.36 27,357 7.08 1.8332
2017-10-25 2017-09-30 13F JPMORGAN CHASE COM 46625H100 267,486 -14,410 -5.11 25,548 -0.84 1.7465
2017-07-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 281,896 -2,553 -0.90 25,765 3.12 1.6723
2017-04-26 2017-03-31 13F JPMORGAN CHASE COM 46625H100 284,449 -5,743 -1.98 24,986 -0.22 1.5853
2017-01-26 2016-12-31 13F JPMORGAN CHASE COM 46625H100 290,192 -20,120 -6.48 25,041 21.18 1.6450
2016-11-29 2016-09-30 13F JPMORGAN CHASE COM 46625H100 310,312 8,480 2.81 20,664 10.17 1.3110
2016-08-19 2016-06-30 13F JPMORGAN CHASE COM 46625H100 301,832 951 0.32 18,756 5.26 1.2148
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 300,881 -9,450 -3.05 17,818 -13.05 1.1626
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 310,331 -1,680 -0.54 20,492 7.72 1.2877
2015-12-01 2015-09-30 13F JPMORGAN CHASE COM 46625H100 312,011 -134,974 -30.20 19,023 -37.19 1.2761
2015-08-18 2015-06-30 13F JPMORGAN CHASE COM 46625H100 446,985 142,530 46.81 30,288 64.22 1.2897
2015-04-29 2015-03-31 13F JPMORGAN CHASE COM 46625H100 304,455 304,455 0.00 18,444 1.0809
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -330,631 -100.00 0 -100.00
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 330,631 -5,920 -1.76 19,917 2.71 1.2282
2014-08-07 2014-06-30 13F JPMORGAN CHASE COM 46625H100 336,551 -25,560 -7.06 19,392 -11.79 1.1535
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 362,111 -9,795 -2.63 21,984 1.08 1.2859
2014-02-20 2013-12-31 13F JPMORGAN CHASE COM 46625H100 371,906 -14,481 -3.75 21,749 8.89 1.2448
2013-11-07 2013-09-30 13F JPMORGAN CHASE COMMON 46625H100 386,387 -28,215 -6.81 19,973 -99.91 1.2292
2013-08-06 2013-06-30 13F JPMORGAN CHASE COMMON 46625H100 414,602 414,602 21,886,854 1.3803
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.