JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFrisch Financial Group, Inc.
Latest Disclosed Ownership36,575 shares
Latest Disclosed Value $ 10,758,938
Frisch Financial Group, Inc. reports 4.03% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Frisch Financial Group, Inc. filed a 13F-HR form disclosing ownership of 36,575 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,758,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 38,112 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.03% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 36,575 -1,537 -4.03 10,759 -12.39 2.2492
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 38,112 -118 -0.31 12,280 1.84 2.7527
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 38,230 115 0.30 12,059 109,518.18 2.8056
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 38,115 -1,242 -3.16 11 22.22 2.7038
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 39,357 -8,098 -17.06 10 -18.18 2.7086
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 47,455 -1,754 -3.56 11 10.00 3.4431
2024-11-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 49,209 -146 -0.30 10 11.11 3.1205
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 49,355 -858 -1.71 10 -10.00 3.0239
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 50,213 -1,790 -3.44 10 25.00 3.3415
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 52,003 7,524 16.92 9 33.33 3.3357
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,479 -221 -0.49 6 0.00 2.6171
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 44,700 -6,587 -12.84 7 0.00 3.1167
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 51,287 1,325 2.65 7 0.00 2.5930
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 49,962 1,224 2.51 7 -99.88 2.5119
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 48,738 449 0.93 5,093 -6.34 2.1590
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 48,289 590 1.24 5,438 -16.36 2.1003
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 47,699 54 0.11 6,502 -13.66 2.0878
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 47,645 -308 -0.64 7,531 -4.06 2.3606
2021-11-16 2021-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 47,953 -75 -0.16 7,850 5.09 2.6157
2021-11-15 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 47,953 -75 7,850 3.8251
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 272,301 224,273 7,246 1.6866
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 48,028 -1,547 -3.12 7,470 -1.01 2.3521
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 49,575 2,817 6.02 7,546 26.99 2.5386
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 46,758 -202 -0.43 5,942 31.43 2.1752
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 46,960 537 1.16 4,521 3.53 1.9676
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 46,423 441 0.96 4,367 5.48 2.0634
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 45,982 24,472 113.77 4,140 38.09 2.4109
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 21,510 967 4.71 2,998 23.99 1.4197
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 20,543 692 3.49 2,418 8.97 1.4610
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 19,851 -238 -1.18 2,219 9.10 1.4854
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 20,089 292 1.47 2,034 5.23 1.2446
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 19,797 19,797 1,933 1.3520
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.