JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGlobal Trust Asset Management, LLC
Latest Disclosed Ownership7,717 shares
Latest Disclosed Value $ 2,270,011
Global Trust Asset Management, LLC reports 2.62% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Global Trust Asset Management, LLC filed a 13F-HR form disclosing ownership of 7,717 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,270,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 7,925 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.62% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,717 -208 -2.62 2,270 -11.08 0.8680
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,925 354 4.68 2,554 6.91 1.0082
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,571 1,467 24.03 2,388 34.99 1.0801
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,104 1,533 33.54 1,770 57.81 0.9463
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,571 -5,448 -54.38 1,121 -53.31 0.6833
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,019 -10 -0.10 2,402 13.58 0.9109
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,029 341 3.52 2,115 7.91 0.7835
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,688 -260 -2.61 1,960 -1.66 0.7896
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,948 -812 -7.55 1,993 8.85 0.8183
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,760 208 1.97 1,830 19.61 0.8029
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,552 236 2.29 1,530 2.00 0.7304
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,316 -168 -1.60 1,500 9.81 0.6741
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,484 414 4.11 1,366 1.19 0.6518
2023-02-14 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,070 1,688 20.14 1,350 54.11 0.6820
2022-10-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,382 -25 -0.30 876 -7.50 0.4569
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,407 -312 -3.58 947 -20.35 0.4657
2022-04-15 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,719 660 8.19 1,189 -6.82 0.4767
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,719 660 1,189 0.4722
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,059 -400 -4.73 1,276 -7.87 0.5024
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 8,459 653 8.37 1,385 14.09 0.6190
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,806 2,132 37.57 1,214 40.51 0.5776
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,674 -250 -4.22 864 14.74 0.4762
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,924 317 5.65 753 38.42 0.4139
2020-11-17 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,607 671 13.59 544 17.24 0.3477
2020-07-08 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,936 4,936 464 0.3240
2020-04-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -6,608 -100.00 0 -100.00
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,608 3,908 144.74 921 189.62 0.5544
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,700 -2,618 -49.23 318 863.64 0.2109
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,318 5,068 2,027.20 33 32.00 0.0221
2019-04-05 2019-03-31 13F JPMORGAN CHASE COM 46625H100 250 -4,062 -94.20 25 -94.06 0.0185
2019-01-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,312 4,000 1,282.05 421 1,102.86 0.3749
2018-10-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 312 62 24.80 35 34.62 0.0242
2018-07-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 250 -8,635 -97.19 26 -97.34 0.0196
2018-04-26 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,885 3,120 54.12 977 58.60 0.7701
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,765 5,765 616 0.4376
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.