JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrave Warrior Advisors, LLC
Latest Disclosed Ownership5,643 shares
Latest Disclosed Value $ 1,659,945
Brave Warrior Advisors, LLC ownership in JPM / JPMorgan Chase & Co.

On May 15, 2026 - Brave Warrior Advisors, LLC filed a 13F-HR form disclosing ownership of 5,643 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,659,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,643 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,643 0 0.00 1,660 -8.75 0.0411
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,643 0 0.00 1,818 2.19 0.0426
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,643 0 0.00 1,780 8.81 0.0413
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,643 0 0.00 1,636 18.14 0.0375
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,643 0 0.00 1,384 2.37 0.0317
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,643 0 0.00 1,353 13.71 0.0337
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,643 0 0.00 1,190 4.21 0.0247
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,643 -1,292,985 -99.57 1,141 -99.56 0.0253
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,298,628 -357,530 -21.59 260,115 -7.67 5.4415
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,656,158 -7,382 -0.44 281,712 16.77 6.7212
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,663,540 -24,178 -1.43 241,247 -1.72 6.0226
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,687,718 -10,029 -0.59 245,462 10.95 6.4861
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,697,747 -11,418 -0.67 221,233 -3.48 6.8424
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,709,165 -26,136 -1.51 229,199 26.39 7.2223
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,735,301 -2,489 -0.14 181,339 -7.33 6.2682
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,737,790 143,837 9.02 195,693 -9.94 6.7180
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,593,953 98,961 6.62 217,288 -8.21 6.4094
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,494,992 -177,133 -10.59 236,732 -13.51 7.5439
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,672,125 -175,212 -9.48 273,710 -4.74 9.5843
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,847,337 -334,876 -15.35 287,334 -13.51 9.8646
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,182,213 -46,309 -2.08 332,198 17.31 10.8492
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,228,522 -16,620 -0.74 283,179 31.02 10.4141
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,245,142 254,017 12.76 216,140 15.41 9.6469
2020-08-19 2020-06-30 13F/A-01 JPMORGAN CHASE COM 46625H100 1,991,125 81,880 4.29 187,285 8.96 9.3107
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,991,125 81,880 187,285 9,310,680.9969
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,909,245 69,237 3.76 171,889 -32.99 9.8956
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,840,008 -186,696 -9.21 256,497 7.54 13.5579
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,026,704 -12,141 -0.60 238,523 4.64 12.7283
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,038,845 -29,719 -1.44 227,943 8.85 12.1227
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,068,564 133,761 6.91 209,401 10.87 10.5222
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,934,803 145,031 8.10 188,875 -6.48 9.6067
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,789,772 3,272 0.18 201,958 8.49 8.6013
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,786,500 296,464 19.90 186,153 13.61 7.6216
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,490,036 -321,113 -17.73 163,859 -15.40 7.2010
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,811,149 -212,187 -10.49 193,684 0.23 8.2564
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,023,336 940,105 86.79 193,249 254.74 9.3528
2017-08-14 2017-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,083,231 -202,489 -15.75 54,476 -8.51 2.4074
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 1,677,185 -14,856 153,295 6.7743
2017-05-15 2017-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,285,720 -354,374 -21.61 59,542 -17.99 2.8429
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 1,692,041 -868,102 148,629 7.0965
2017-02-14 2016-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,640,094 -2,749,730 -62.64 72,607 -32.85 3.4629
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,560,143 -139,095 220,915 10.5363
2016-11-14 2016-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 4,389,824 -178,039 -3.90 108,121 16.89 5.2299
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 2,699,238 -115,807 179,742 8.6943
2016-08-15 2016-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 4,567,863 -75,385 -1.62 92,499 12.55 5.1742
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 2,815,045 -1,909,193 174,927 9.7851
2016-05-16 2016-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 4,643,248 -11,847 -0.25 82,185 -25.48 4.0083
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,724,238 -48,682 279,769 13.6450
2016-02-16 2015-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 4,655,095 7,600 0.16 110,279 19.18 4.3761
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 4,772,920 -41,423 315,156 12.5060
2015-11-16 2015-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 4,647,495 783,392 20.27 92,532 -3.25 2.9404
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 4,814,343 -59,567 293,530 9.3276
2015-08-14 2015-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 3,864,103 1,179,096 43.91 95,637 61.83 2.7613
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 4,873,910 56,148 330,256 9.5354
2015-05-15 2015-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 2,685,007 -1,477,423 -35.49 59,097 -77.31 1.8042
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,817,762 655,332 291,860 8.9103
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 4,162,430 520,980 14.31 260,485 18.75 9.0696
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,641,450 3,641,450 219,361 8.1290
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.