JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership34,538 shares
Latest Disclosed Value $ 10,159,778
Koshinski Asset Management, Inc. reports 5.45% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 34,538 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,159,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 36,530 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.45% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 34,538 -1,992 -5.45 10,160 -13.69 0.6335
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 36,530 1,445 4.12 11,771 6.36 0.7581
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 35,085 1,434 4.26 11,067 13.44 0.7436
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,651 1,596 4.98 9,756 24.06 0.7364
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 32,055 5,481 20.63 7,863 23.46 0.6674
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,574 11 0.04 6,370 13.73 0.5449
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,563 -141 -0.53 5,601 1.01 0.4844
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 26,704 1,684 6.73 5,545 10.64 0.5140
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 25,020 11,197 81.00 5,011 113.14 0.5129
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,823 -13,730 -49.83 2,351 -41.15 0.3569
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 27,553 -7 -0.03 3,996 -0.32 0.4592
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,560 -5,165 -15.78 4,008 -6.00 0.4295
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 32,725 511 1.59 4,264 -1.27 0.4164
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 32,214 4,076 14.49 4,320 215,850.00 0.4179
2022-10-20 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 28,138 2,180 8.40 3 0.00 0.3510
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,138 2,180 0 0.0001
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,958 -35,566 -57.81 3 -99.98 0.2904
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 61,524 4,936 8.72 8,387 -6.40 0.6886
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 56,588 787 1.41 8,961 -1.90 0.7236
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 55,801 19,681 54.49 9,134 62.58 0.7940
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 36,120 -13,167 -26.71 5,618 -25.12 0.7066
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 49,287 4,649 10.41 7,503 32.28 0.7949
2021-03-30 2020-12-31 13F/A-2 JPMORGAN CHASE COM 46625H100 44,638 -772 -1.70 5,672 21.93 0.7186
2021-02-05 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 28,894 -15,744 5,672 0.7183
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 45,410 355 0.79 4,652 9.77 0.6250
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 45,055 1,060 2.41 4,238 6.99 0.6869
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 43,995 9,563 27.77 3,961 -17.01 0.8320
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 34,432 34,432 4,773 0.8216
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 0 -20,409 -100.00 0 -100.00
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 20,409 -2,393 -10.49 2,282 -1.13 0.9283
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 22,802 -18,194 -44.38 2,308 -42.33 0.6184
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 40,996 -12,439 -23.28 4,002 -33.63 0.9834
2018-11-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 53,435 30,492 132.90 6,030 152.20 0.8582
2018-08-13 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,943 -1,417 -5.82 2,391 -10.75 0.7300
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 22,943 -1,417 892
2018-04-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 24,360 -4,036 -14.21 2,679 -11.79 0.8323
2018-01-17 2017-12-31 13F JPMORGAN CHASE COM 46625H100 28,396 -4,742 -14.31 3,037 -4.04 0.7602
2018-01-17 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 33,138 2,456 8.00 3,165 12.87 1.0383
2017-10-12 2017-09-30 13F JPMORGAN CHASE COM 46625H100 33,138 2,456 3,165
2018-01-17 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 30,682 7,458 32.11 2,804 37.45 1.0225
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 30,682 7,458 2,804
2018-01-17 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 23,224 -43 -0.18 2,040 1.59 0.7989
2017-04-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 23,224 -43 2,040
2018-01-17 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 23,267 -1,020 -4.20 2,008 24.18 0.9952
2017-01-24 2016-12-31 13F JPMORGAN CHASE COM 46625H100 23,267 -1,020 2,008
2018-01-17 2016-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,287 63 0.26 1,617 7.44 0.8039
2016-10-17 2016-09-30 13F JPMORGAN CHASE COM 46625H100 24,287 63 1,617
2018-01-17 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,224 428 1.80 1,505 6.81 0.8209
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 24,224 428 1,505
2018-01-17 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 23,796 1,436 6.42 1,409 -4.54 0.9097
2016-04-14 2016-03-31 13F JPMORGAN CHASE COM 46625H100 23,796 1,436 1,409
2018-01-17 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 22,360 -1,213 -5.15 1,476 -7.58 1.0320
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 22,360 -1,213 1,476
2018-01-17 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 23,573 -849 -3.48 1,597 -3.50 1.0188
2015-10-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 23,573 -849 1,597
2018-01-17 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,422 1,166 5.01 1,655 17.46 1.0465
2015-07-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 24,422 1,166 1,655
2015-04-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 23,256 -1,172 -4.80 1,409 -7.85 0.9134
2018-01-17 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 24,428 24,428 1,529 0.8666
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 24,428 1,529
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.