JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionConcorde Asset Management, LLC
Latest Disclosed Ownership2,631 shares
Latest Disclosed Value $ 774,008
Concorde Asset Management, LLC reports 17.65% decrease in ownership of JPM / JPMorgan Chase & Co.

On June 1, 2026 - Concorde Asset Management, LLC filed a 13F-HR form disclosing ownership of 2,631 shares of JPMorgan Chase & Co. (MX:JPM) valued at $774,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,195 shares of JPMorgan Chase & Co.. This represents a change in shares of -17.65% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-06-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,631 -564 -17.65 774 -24.78 0.3795
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,195 -58 -1.78 1,029 2.69 0.4118
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,253 -15 -0.46 1,002 30.30 0.4192
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,268 46 1.43 769 -0.39 0.4142
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,222 63 1.99 772 15.92 0.4028
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,159 -144 -4.36 666 -0.30 0.3759
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,303 -624 -15.89 668 -14.90 0.4118
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,927 653 19.95 786 41.44 0.5374
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,274 136 4.33 555 21.98 0.3780
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,138 -1,106 -26.06 455 -31.58 0.4098
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,244 -109 -2.50 666 5.56 0.6137
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,353 -755 -14.78 630 -20.35 0.7474
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,108 -157 -2.98 791 13.49 0.7041
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,265 13 0.25 697 -7.31 0.7805
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,252 37 0.71 752 -7.16 1.1339
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,215 18 0.35 810 -5.15 0.5380
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,197 -45 -0.86 854 0.12 0.5096
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,242 441 9.19 853 10.78 0.4922
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,801 -1,516 -24.00 770 -22.77 0.4324
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,317 554 9.61 997 19.12 0.5748
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,763 -194 -3.26 837 11.01 0.4650
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,957 1,697 39.84 754 32.75 0.4302
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,260 4,260 568 0.4753
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,705 -100.00 0 -100.00
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,705 385 16.59 377 38.10 0.2611
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,320 -1,191 -33.92 273 -30.71 0.2102
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,511 -330 -8.59 394 0.51 0.2307
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,841 -636 -14.21 392 -10.30 0.2535
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,477 -1,842 -29.15 437 -38.80 0.3699
2018-10-30 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,319 -1,362 -17.73 714 -10.75 0.6970
2018-07-17 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,681 299 4.05 800 -3.15 0.9132
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,382 292 4.12 826 8.97 1.0103
2018-01-23 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,090 -5,389 -43.18 758 -36.46 0.9594
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 12,479 4,401 54.48 1,193 61.65 1.0330
2017-07-17 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,078 2,125 35.70 738 41.38 0.9960
2017-04-21 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,953 -1,024 -14.68 522 -13.14 0.8613
2017-01-24 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,977 -235 -3.26 601 25.21 1.0780
2016-10-31 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,212 147 2.08 480 9.09 0.6044
2016-07-20 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,065 3,245 84.95 440 94.69 0.4372
2016-04-26 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,820 203 5.61 226 -5.83 0.2602
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,617 3,617 0.00 240 0.2672
2015-10-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -7,358 -100.00 0 -100.00
2015-07-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 7,358 -309 -4.03 485 0.83 0.6172
2015-05-01 2015-03-31 13F JPMORGAN CHASE COM 46625H100 7,667 2,947 62.44 481 82.20 0.5487
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 4,720 4,720 264 0.3311
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.