JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFlaharty Asset Management, LLC
Latest Disclosed Ownership3,661 shares
Latest Disclosed Value $ 1,076,921
Flaharty Asset Management, LLC reports 2.81% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Flaharty Asset Management, LLC filed a 13F-HR form disclosing ownership of 3,661 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,076,921 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,561 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.81% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,661 100 2.81 1,077 -6.19 0.1337
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,561 255 7.71 1,147 10.08 0.1433
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,306 1,891 133.64 1,043 154.15 0.1325
2025-11-10 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,415 -210 -12.92 410 3.02 0.0561
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,415 -210 410 0.0845
2025-05-20 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,625 -100 -5.80 399 -3.63 0.0575
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,725 851 97.37 413 124.46 0.0604
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 874 874 184 0.0259
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,232 -100.00 0 -100.00
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,232 34 2.84 247 21.18 0.0366
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,198 109 10.01 204 29.30 0.0322
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,089 1,089 158 0.0264
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,381 -100.00 0 -100.00
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,381 -46 -3.22 226 1.80 0.0466
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,427 -65 -4.36 222 -2.20 0.0474
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,492 1,492 227 0.0524
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,549 -100.00 0 -100.00
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,549 -142 -5.28 229 -38.93 0.1055
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,691 -691 -20.43 375 -5.78 0.1328
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,382 299 9.70 398 15.36 0.1507
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,083 -1,528 -33.14 345 -26.12 0.1340
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,611 1,085 30.77 467 35.76 0.1877
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,526 0 0.00 344 -14.00 0.1467
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,526 -3,151 -47.19 400 -42.53 0.1553
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,677 -2,448 -26.83 696 -29.27 0.2716
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,125 5,227 134.09 984 132.62 0.4149
2018-02-14 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,898 3,898 423 0.1854
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 256,447 7,399 3.2506
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.