JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGemmer Asset Management LLC
Latest Disclosed Ownership4,113 shares
Latest Disclosed Value $ 1,209,878
Gemmer Asset Management LLC reports 1.49% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Gemmer Asset Management LLC filed a 13F-HR form disclosing ownership of 4,113 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,209,878 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,175 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.49% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,113 -62 -1.49 1,210 -10.11 0.0956
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,175 -301 -6.72 1,345 -4.75 0.1036
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,476 -57 -1.26 1,412 7.46 0.1138
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,533 241 5.62 1,314 24.90 0.1166
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,292 -97 -2.21 1,053 0.00 0.1051
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,389 1,226 38.76 1,052 57.96 0.1035
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,163 28 0.89 667 5.05 0.0667
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,135 48 1.55 634 2.59 0.0679
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,087 1 0.03 618 17.94 0.0718
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,086 96 3.21 525 21.02 0.0644
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,990 -198 -6.21 434 -6.48 0.0585
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,188 -66 -2.03 464 9.20 0.0631
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,254 35 1.09 424 -1.62 0.0620
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,219 -18 -0.56 432 27.51 0.0683
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,237 297 10.10 338 2.11 0.0563
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,940 16 0.55 331 -16.83 0.0518
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,924 -3 -0.10 398 -14.04 0.0489
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,927 -28 -0.95 463 -4.34 0.0546
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,955 31 1.06 484 6.37 0.0669
2021-07-23 2021-06-30 13F J P Morgan Chase COM 46625H100 2,924 1 0.03 455 2.25 0.0628
2021-04-20 2021-03-31 13F J P Morgan Chase COM 46625H100 2,923 -79 -2.63 445 16.49 0.0695
2021-01-28 2020-12-31 13F J P Morgan Chase COM 46625H100 3,002 1 0.03 382 32.18 0.0630
2020-10-21 2020-09-30 13F J P Morgan Chase COM 46625H100 3,001 1 0.03 289 2.48 0.0537
2020-07-31 2020-06-30 13F J P Morgan Chase COM 46625H100 3,000 -93 -3.01 282 1.08 0.0593
2020-05-01 2020-03-31 13F J P Morgan Chase COM 46625H100 3,093 228 7.96 279 -30.08 0.0743
2020-01-17 2019-12-31 13F J P Morgan Chase COM 46625H100 2,865 -52 -1.78 399 16.33 0.0914
2019-10-11 2019-09-30 13F J P Morgan Chase COM 46625H100 2,917 47 1.64 343 6.85 0.0852
2019-07-18 2019-06-30 13F J P Morgan Chase COM 46625H100 2,870 -328 -10.26 321 -0.93 0.0860
2019-04-17 2019-03-31 13F J P Morgan Chase COM 46625H100 3,198 -462 -12.62 324 -9.24 0.0882
2019-01-18 2018-12-31 13F J P Morgan Chase COM 46625H100 3,660 592 19.30 357 3.18 0.1101
2018-10-12 2018-09-30 13F J P Morgan Chase COM 46625H100 3,068 -40 -1.29 346 6.79 0.1074
2018-07-17 2018-06-30 13F J P Morgan Chase COM 46625H100 3,108 3 0.10 324 -4.99 0.1116
2018-05-11 2018-03-31 13F J P Morgan Chase COM 46625H100 3,105 73 2.41 341 5.25 0.1174
2018-01-16 2017-12-31 13F J P Morgan Chase COM 46625H100 3,032 4 0.13 324 12.11 0.1120
2017-10-12 2017-09-30 13F J P Morgan Chase COM 46625H100 3,028 3 0.10 289 4.71 0.1100
2017-07-13 2017-06-30 13F J P Morgan Chase COM 46625H100 3,025 4 0.13 276 4.15 0.1155
2017-04-19 2017-03-31 13F J P Morgan Chase COM 46625H100 3,021 3 0.10 265 1.92 0.1181
2017-01-13 2016-12-31 13F J P Morgan Chase COM 46625H100 3,018 90 3.07 260 33.33 0.1308
2016-10-17 2016-09-30 13F J P Morgan Chase COM 46625H100 2,928 150 5.40 195 12.72 0.0993
2016-07-22 2016-06-30 13F J P Morgan Chase COM 46625H100 2,778 47 1.72 173 7.45 0.0935
2016-04-15 2016-03-31 13F J P Morgan Chase COM 46625H100 2,731 -42 -1.51 161 -12.02 0.0939
2016-01-22 2015-12-31 13F J P Morgan Chase COM 46625H100 2,773 -91 -3.18 183 4.57 0.1081
2015-11-17 2015-09-30 13F/A-1 J P Morgan Chase COM 46625H100 2,864 15 0.53 175 -9.33 0.1106
2015-11-10 2015-09-30 13F J P Morgan Chase COM 46625H100 7,083 4,386 432 177,972.5955
2015-08-06 2015-06-30 13F J P Morgan Chase COM 46625H100 2,849 -97 -3.29 193 8.43 0.1173
2015-04-10 2015-03-31 13F J P Morgan Chase COM 46625H100 2,946 226 8.31 178 4.71 0.1077
2015-02-06 2014-12-31 13F J P Morgan Chase COM 46625H100 2,720 23 0.85 170 4.29 0.1151
2014-11-03 2014-09-30 13F J P Morgan Chase COM 46625H100 2,697 -67 -2.42 163 2.52 0.1157
2014-08-13 2014-06-30 13F J P Morgan Chase COM 46625H100 2,764 79 2.94 159 -2.45 0.1073
2014-05-23 2014-03-31 13F J P Morgan Chase COM 46625H100 2,685 2,685 163 0.1163
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.