JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLee Danner & Bass Inc
Latest Disclosed Ownership28,127 shares
Latest Disclosed Value $ 8,273,691
Lee Danner & Bass Inc reports 10.71% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Lee Danner & Bass Inc filed a 13F-HR form disclosing ownership of 28,127 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,273,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 31,502 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.71% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE Stock 46625H100 28,127 -3,375 -10.71 8,274 -18.49 0.5197
2026-01-29 2025-12-31 13F JPMORGAN CHASE Stock 46625H100 31,502 2,613 9.04 10,150 11.39 0.7275
2025-10-29 2025-09-30 13F JPMORGAN CHASE Stock 46625H100 28,889 3,024 11.69 9,112 21.53 0.6630
2025-07-31 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 25,865 -1,722 -6.24 7,498 10.82 0.5832
2025-04-29 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,587 2,950 11.97 6,767 14.58 0.5472
2025-02-11 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,637 550 2.28 5,906 118,000.00 0.4679
2024-10-30 2024-09-30 13F J. P. Morgan Chase COM 46625H100 24,087 -275 -1.13 5 25.00 0.3577
2024-07-30 2024-06-30 13F J. P. Morgan Chase COM 46625H100 24,362 -1,210 -4.73 5 0.00 0.3798
2024-02-01 2023-12-31 13F J. P. Morgan Chase COM 46625H100 25,572 -8 -0.03 4 33.33 0.3726
2023-10-27 2023-09-30 13F J. P. Morgan Chase COM 46625H100 25,580 -175 -0.68 4 0.00 0.3360
2023-07-31 2023-06-30 13F J. P. Morgan Chase COM 46625H100 25,755 -567 -2.15 4 0.00 0.3223
2023-05-02 2023-03-31 13F J. P. Morgan Chase COM 46625H100 26,322 -505 -1.88 3 0.00 0.3155
2023-02-01 2022-12-31 13F J. P. Morgan Chase COM 46625H100 26,827 -4,912 -15.48 4 -99.91 0.3394
2022-10-31 2022-09-30 13F J. P. Morgan Chase COM 46625H100 31,739 -149 -0.47 3,317 -7.63 0.3507
2022-07-25 2022-06-30 13F J. P. Morgan Chase COM 46625H100 31,888 2,653 9.07 3,591 -9.89 0.3628
2022-04-27 2022-03-31 13F J. P. Morgan Chase COM 46625H100 29,235 4,200 16.78 3,985 0.53 0.3396
2022-01-27 2021-12-31 13F J. P. Morgan Chase COM 46625H100 25,035 1,545 6.58 3,964 3.09 0.3393
2021-11-01 2021-09-30 13F J. P. Morgan Chase COM 46625H100 23,490 -910 -3.73 3,845 1.32 0.3547
2021-07-27 2021-06-30 13F J. P. Morgan Chase COM 46625H100 24,400 853 3.62 3,795 5.86 0.3438
2021-04-29 2021-03-31 13F J. P. Morgan Chase COM 46625H100 23,547 1,905 8.80 3,585 30.36 0.3452
2021-02-09 2020-12-31 13F J. P. Morgan Chase COM 46625H100 21,642 166 0.77 2,750 33.04 0.2933
2020-11-12 2020-09-30 13F J. P. Morgan Chase COM 46625H100 21,476 180 0.85 2,067 3.20 0.2448
2020-08-10 2020-06-30 13F J. P. Morgan Chase COM 46625H100 21,296 576 2.78 2,003 7.40 0.2555
2020-05-04 2020-03-31 13F J. P. Morgan Chase COM 46625H100 20,720 -993 -4.57 1,865 -38.39 0.2669
2020-02-13 2019-12-31 13F J. P. Morgan Chase COM 46625H100 21,713 -130 -0.60 3,027 17.74 0.3167
2019-10-30 2019-09-30 13F J. P. Morgan Chase COM 46625H100 21,843 -500 -2.24 2,571 2.92 0.2759
2019-07-30 2019-06-30 13F J. P. Morgan Chase COM 46625H100 22,343 -320 -1.41 2,498 8.89 0.2642
2019-05-06 2019-03-31 13F J. P. Morgan Chase COM 46625H100 22,663 4,813 26.96 2,294 31.61 0.2528
2019-01-29 2018-12-31 13F J. P. Morgan Chase COM 46625H100 17,850 2,657 17.49 1,743 1.69 0.2052
2018-11-06 2018-09-30 13F J. P. Morgan Chase COM 46625H100 15,193 -3,855 -20.24 1,714 -13.65 0.1700
2018-11-02 2018-06-30 13F/A-1 J. P. Morgan Chase COM 46625H100 19,048 1,645 9.45 1,985 3.71 0.2113
2018-08-06 2018-06-30 13F J. P. Morgan Chase COM 46625H100 18,048 645 2,075
2018-05-02 2018-03-31 13F J. P. Morgan Chase COM 46625H100 17,403 -285 -1.61 1,914 1.16 0.1993
2018-02-02 2017-12-31 13F J. P. Morgan Chase COM 46625H100 17,688 -169 -0.95 1,892 10.90 0.1923
2017-10-27 2017-09-30 13F J. P. Morgan Chase COM 46625H100 17,857 363 2.07 1,706 6.69 0.1836
2017-07-27 2017-06-30 13F J. P. Morgan Chase COM 46625H100 17,494 69 0.40 1,599 4.44 0.1795
2017-05-23 2017-03-31 13F/A-1 J. P. Morgan Chase COM 46625H100 17,425 2,595 17.50 1,531 19.61 0.1727
2017-05-04 2017-03-31 13F J. P. Morgan Chase COM 46625H100 17,425 1,531
2017-01-30 2016-12-31 13F J. P. Morgan Chase COM 46625H100 14,830 -205 -1.36 1,280 27.87 0.1505
2016-10-26 2016-09-30 13F J. P. Morgan Chase COM 46625H100 15,035 500 3.44 1,001 10.85 0.1220
2016-08-02 2016-06-30 13F J. P. Morgan Chase COM 46625H100 14,535 0 0.00 903 -2.80 0.1093
2016-04-27 2016-03-31 13F J. P. Morgan Chase COM 46625H100 14,535 -521 -3.46 929 -6.54 0.1141
2016-02-01 2015-12-31 13F J. P. Morgan Chase COM 46625H100 15,056 -317 -2.06 994 6.08 0.1301
2015-11-03 2015-09-30 13F J. P. Morgan Chase COM 46625H100 15,373 137 0.90 937 -9.21 0.1250
2015-08-05 2015-06-30 13F J. P. Morgan Chase COM 46625H100 15,236 87 0.57 1,032 12.42 0.1230
2015-05-05 2015-03-31 13F J. P. Morgan Chase COM 46625H100 15,149 15,149 0.00 918 0.1083
2015-02-05 2014-12-31 13F J. P. Morgan Chase COM 46625H100 0 -14,975 -100.00 0 -100.00
2014-10-28 2014-09-30 13F J. P. Morgan Chase COM 46625H100 14,975 2,777 22.77 902 28.31 0.1115
2014-08-04 2014-06-30 13F J. P. Morgan Chase COM 46625H100 12,198 846 7.45 703 2.03 0.0857
2014-05-01 2014-03-31 13F J. P. Morgan Chase COM 46625H100 11,352 -395 -3.36 689 0.29 0.0895
2014-02-06 2013-12-31 13F J. P. Morgan Chase COM 46625H100 11,747 -355 -2.93 687 9.74 0.0916
2013-10-31 2013-09-30 13F J. P. Morgan Chase COM 46625H100 12,102 0 0.00 626 -2.03 0.0871
2013-08-07 2013-06-30 13F J. P. Morgan Chase COM 46625H100 12,102 12,102 639 0.0931
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.