JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrendel Financial Advisors LLC
Latest Disclosed Ownership12,804 shares
Latest Disclosed Value $ 3,766,425
Brendel Financial Advisors LLC reports 0.08% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Brendel Financial Advisors LLC filed a 13F-HR form disclosing ownership of 12,804 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,766,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,814 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.08% 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 12,804 -10 -0.08 3,766 -8.77 1.8637
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,814 -1 -0.01 4,129 2.13 2.0304
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,815 -76 -0.59 4,042 134,633.33 2.0755
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 12,891 -475 -3.55 4 0.00 2.0934
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,366 -8 -0.06 3 0.00 1.9918
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,374 -9 -0.07 3 50.00 1.9388
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 13,383 -55 -0.41 3 0.00 1.6000
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 13,438 -10 -0.07 3 0.00 1.7284
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,448 0 0.00 3 0.00 3.0825
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,448 -17 -0.13 2 100.00 1.4983
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,465 -138 -1.01 2 0.00 2.8997
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,603 -262 -1.89 2 0.00 2.9770
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,865 -113 -0.81 2 0.00 1.3365
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,978 152 1.10 2 -99.93 3.7571
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,826 -1,187 -7.91 1,445 -14.55 3.4311
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,013 9 0.06 1,691 -17.31 1.4725
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,004 -62 -0.41 2,045 -14.29 1.1119
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,066 79 0.53 2,386 -2.73 1.2365
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 14,987 7 0.05 2,453 5.28 2.9258
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,980 -6,925 -31.61 2,330 -30.13 1.2819
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,905 0 0.00 3,335 19.83 2.2336
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,905 0 0.00 2,783 31.96 1.8925
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,905 -32 -0.15 2,109 2.23 1.6875
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 21,937 0 0.00 2,063 4.46 1.7779
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 21,937 0 0.00 1,975 -35.42 2.3272
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 21,937 0 0.00 3,058 18.44 2.6002
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 21,937 0 0.00 2,582 5.26 2.3199
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,937 0 0.00 2,453 10.45 2.3741
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,937 0 0.00 2,221 3.74 1.9919
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 21,937 21,937 2,141 2.4611
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.