JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMarino, Stram & Associates Llc
Latest Disclosed Ownership28,550 shares
Latest Disclosed Value $ 8,398,412
Marino, Stram & Associates Llc reports 0.10% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Marino, Stram & Associates Llc filed a 13F-HR form disclosing ownership of 28,550 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,398,412 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 28,521 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.10% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 28,550 29 0.10 8,398 -8.61 1.5089
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,521 -1,878 -6.18 9,190 -4.16 1.6606
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,399 1,995 7.02 9,589 16.44 1.7247
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,404 361 1.29 8,235 19.72 1.6615
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,043 52 0.19 6,879 2.52 1.5272
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,991 14 0.05 6,710 13.73 1.4847
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,977 63 0.23 5,899 4.50 1.3165
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 27,914 -283 -1.00 5,646 -0.04 1.3795
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,197 64 0.23 5,648 18.01 1.3373
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,133 117 0.42 4,785 17.80 1.2377
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 28,016 47 0.17 4,063 -0.12 1.1900
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 27,969 89 0.32 4,068 11.95 1.1516
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 27,880 347 1.26 3,633 -1.60 1.0973
2023-01-19 2022-12-31 13F JPMORGAN CHASE &CO COM 46625H100 27,533 -230 -0.83 3,692 27.27 1.1630
2022-10-17 2022-09-30 13F JPMORGAN CHASE &CO COM 46625H100 27,763 831 3.09 2,901 -4.35 1.0468
2022-07-15 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 26,932 429 1.62 3,033 -16.05 1.0518
2022-04-25 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 26,503 484 1.86 3,613 -12.31 1.1392
2022-01-20 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 26,019 335 1.30 4,120 -2.00 1.2650
2021-10-14 2021-09-30 13F JPMORGAN CHASE &CO COM 46625H100 25,684 -9,382 -26.76 4,204 -22.92 1.4534
2021-07-22 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 35,066 10,108 40.50 5,454 43.56 1.4240
2021-04-26 2021-03-31 13F JPMORGAN CHASE &CO COM 46625H100 24,958 428 1.74 3,799 21.88 1.4846
2021-01-19 2020-12-31 13F AMCOR PLC ORD USD0.01 ISIN #JE00BJ1F3079 SEDOL #BJ1F307 ORD 46625H100 24,530 1,074 4.58 3,117 38.04 1.3843
2020-10-22 2020-09-30 13F JPMORGAN CHASE Equities 46625H100 23,456 768 3.39 2,258 5.76 1.2054
2020-07-20 2020-06-30 13F JPMORGAN CHASE &CO COM 46625H100 22,688 4,823 27.00 2,135 32.77 1.2708
2020-05-05 2020-03-31 13F JPMORGAN CHASE & CO COM USD1.00 Equities 46625H100 17,865 1,307 7.89 1,608 -30.33 1.2394
2020-01-31 2019-12-31 13F JPMORGAN CHASE &CO COM 46625H100 16,558 296 1.82 2,308 20.59 1.5102
2019-10-15 2019-09-30 13F JPMORGAN CHASE & CO COM USD1.00 Equities 46625H100 16,262 415 2.62 1,914 8.01 1.3556
2019-07-19 2019-06-30 13F JPMORGAN CHASE &CO. COM USD1.00 COM 46625H100 15,847 265 1.70 1,772 12.37 1.2981
2019-05-14 2019-03-31 13F JPMORGAN CHASE &CO. COM USD1.00 COM 46625H100 15,582 886 6.03 1,577 7.65 1.1377
2019-02-14 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 14,696 38 0.26 1,465 -11.43 1.2797
2018-11-14 2018-09-30 13F JPMORGAN CHASE Equities 46625H100 14,658 -44 -0.30 1,654 7.06 1.3247
2018-08-13 2018-06-30 13F JPMORGAN CHASE &CO COM 46625H100 14,702 594 4.21 1,545 -0.39 1.3737
2018-05-15 2018-03-31 13F JPMORGAN CHASE &CO Equities 46625H100 14,108 356 2.59 1,551 5.44 1.4352
2018-03-09 2017-12-31 13F JPMORGAN CHASE Equities 46625H100 13,752 13,752 1,471 1.3580
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.