JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital Asset Advisory Services LLC
Latest Disclosed Ownership30,336 shares
Latest Disclosed Value $ 9,616,177
Capital Asset Advisory Services LLC reports 6.96% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Capital Asset Advisory Services LLC filed a 13F-HR form disclosing ownership of 30,336 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,616,177 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 32,607 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.96% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,336 -2,271 -6.96 9,616 -11.86 0.3690
2026-01-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 32,607 -482 -1.46 10,910 4.53 0.4385
2025-10-02 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,089 507 1.56 10,437 10.30 0.4508
2025-07-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 32,582 -2,161 -6.22 9,462 10.80 0.4426
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 34,743 -4,816 -12.17 8,540 -11.25 0.4353
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 39,559 157 0.40 9,624 15.90 0.4739
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 39,402 -458 -1.15 8,304 0.33 0.4154
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 39,860 244 0.62 8,276 5.80 0.4487
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 39,616 -202 -0.51 7,822 15.49 0.4481
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 39,818 900 2.31 6,773 19.10 0.4192
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 38,918 2,276 6.21 5,688 3.64 0.3896
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 36,642 708 1.97 5,488 17.19 0.3830
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 35,934 2,378 7.09 4,683 3.29 0.3481
2023-03-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,556 1,436 4.47 4,534 35.03 0.3618
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,120 1,743 5.74 3,357 -1.87 0.4366
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,377 -1,164 -3.69 3,421 -20.44 0.3768
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 31,541 5,928 23.14 4,300 6.02 0.4574
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,613 -677 -2.58 4,056 -5.74 0.4304
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 26,290 -483 -1.80 4,303 3.34 0.4791
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 26,773 -2,231 -7.69 4,164 -5.69 0.4568
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 29,004 267 0.93 4,415 20.89 0.6583
2021-03-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 28,737 6,403 28.67 3,652 69.86 0.6494
2020-11-18 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,334 -1,386 -5.84 2,150 -12.71 0.4502
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 23,720 1,505 6.77 2,463 31.92 0.5288
2020-05-18 2020-03-31 13F JPMORGAN CHASE COM 46625H100 22,215 -482 -2.12 1,867 -40.39 0.4955
2020-02-13 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 22,697 13,520 147.32 3,132 190.00 0.7361
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 146 -9,031 2,969 755,753.4243
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 9,177 443 5.07 1,080 10.66 0.7190
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,734 6,284 256.49 976 293.55 0.7519
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,450 -8,138 -76.86 248 -76.02 0.3210
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,588 -356 -3.25 1,034 -16.28 0.9891
2019-01-31 2018-09-30 13F JPMORGAN CHASE COM 46625H100 10,944 311 2.92 1,235 11.46 1.0415
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 10,633 -609 -5.42 1,108 -10.36 0.9988
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,242 79 0.71 1,236 3.52 1.1437
2018-01-11 2017-12-31 13F JPMORGAN CHASE COM 46625H100 11,163 -263 -2.30 1,194 9.44 1.0834
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 11,426 0 0.00 1,091 4.80 0.9887
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 11,426 -8,077 -41.41 1,041 -9.87 0.6685
2016-04-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 19,503 19,503 1,155 1.2589
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.