JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKohmann Bosshard Financial Services, LLC
Latest Disclosed Ownership4,982 shares
Latest Disclosed Value $ 1,465,488
Kohmann Bosshard Financial Services, LLC reports 0.20% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Kohmann Bosshard Financial Services, LLC filed a 13F-HR/A form disclosing ownership of 4,982 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,465,488 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,972 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.20% 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)
2026-05-01 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,982 10 0.20 1,465 -8.49 0.1426
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,983 11 1,465 0.0004
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,972 14 0.28 1,602 2.43 0.1433
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,958 348 7.55 1,564 16.99 0.1603
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,610 5 0.11 1,336 18.33 0.1491
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,605 343 8.05 1,130 10.58 0.1332
2025-02-05 2024-12-31 13F JPMORGAN CHASE EQTY 46625H100 4,262 -413 -8.83 1,022 3.65 0.1226
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,675 226 5.08 986 9.57 0.1224
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,449 62 1.41 900 2.39 0.1211
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,387 400 10.03 879 29.50 0.1223
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,987 319 8.70 678 27.68 0.1033
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,668 -26 -0.70 532 -1.12 0.0916
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,694 0 0.00 537 11.64 0.0926
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,694 0 0.00 481 -2.83 0.0904
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,694 200 5.72 495 35.62 0.0987
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,494 0 0.00 365 -7.12 0.0809
2022-07-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,494 0 0.00 393 -17.44 0.0869
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,494 1,470 72.63 476 48.29 0.0934
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,024 10 0.50 321 -2.73 0.0643
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,014 0 0.00 330 5.43 0.0723
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,014 -29 -1.42 313 0.64 0.0719
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,043 0 0.00 311 19.62 0.0836
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,043 -2,023 -49.75 260 -33.50 0.0810
2021-01-07 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,066 1,884 86.34 391 89.81 0.0694
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,182 32 1.49 206 6.19 0.0765
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,150 850 65.38 194 7.18 0.0853
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,300 0 0.00 181 18.30 0.0667
2019-10-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,300 0 0.00 153 5.52 0.0601
2019-07-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,300 300 30.00 145 43.56 0.0606
2019-04-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,000 -170 -14.53 101 -11.40 0.0477
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,170 81 7.44 114 -7.32 0.0618
2018-10-04 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,089 -62 -5.39 123 2.50 0.0607
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,151 87 8.18 120 2.56 0.0677
2018-06-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,064 0 0.00 117 2.63 0.0698
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,064 0 0.00 114 11.76 0.0732
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,064 1,064 102 0.0717
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.