JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMarotta Asset Management
Latest Disclosed Ownership1,390 shares
Latest Disclosed Value $ 410,578
Marotta Asset Management ownership in JPM / JPMorgan Chase & Co.

On April 27, 2026 - Marotta Asset Management filed a 13F-HR form disclosing ownership of 1,390 shares of JPMorgan Chase & Co. (MX:JPM) valued at $410,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,390 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 JP MORGAN CHASE COM 46625H100 1,390 0 0.00 411 -8.28 0.0756
2026-01-07 2025-12-31 13F JP MORGAN CHASE COM 46625H100 1,390 0 0.00 448 3.71 0.0829
2025-10-16 2025-09-30 13F JP MORGAN CHASE COM 46625H100 1,390 0 0.00 432 7.21 0.0813
2025-07-02 2025-06-30 13F JP MORGAN CHASE COM 46625H100 1,390 -1,189 -46.10 403 -25.97 0.0808
2025-04-02 2025-03-31 13F JP MORGAN CHASE COM 46625H100 2,579 274 11.89 544 -1.81 0.1068
2025-01-10 2024-12-31 13F JP MORGAN CHASE COM 46625H100 2,305 -274 -10.62 553 1.84 0.1157
2025-01-10 2024-12-31 13F JP MORGAN CHASE COM 46625H100 2,305 553
2024-10-03 2024-09-30 13F JP MORGAN CHASE COM 46625H100 2,579 -23 -0.88 544 1.69 0.1068
2024-07-17 2024-06-30 13F JP MORGAN CHASE COM 46625H100 2,602 597 29.78 535 33.17 0.1106
2024-04-02 2024-03-31 13F JP MORGAN CHASE COM 46625H100 2,005 -455 -18.50 402 -4.07 0.0831
2024-01-03 2023-12-31 13F JP MORGAN CHASE COM 46625H100 2,460 0 0.00 418 17.42 0.0899
2023-10-11 2023-09-30 13F JP MORGAN CHASE COM 46625H100 2,460 38 1.57 357 1.14 0.0825
2023-07-05 2023-06-30 13F JP MORGAN CHASE COM 46625H100 2,422 0 0.00 352 8.64 0.0785
2023-01-03 2022-12-31 13F JP MORGAN CHASE COM 46625H100 2,422 -143 -5.58 325 20.90 0.0781
2022-10-11 2022-09-30 13F JP MORGAN CHASE COM 46625H100 2,565 0 0.00 268 -8.22 0.0699
2022-07-21 2022-06-30 13F JP MORGAN CHASE COM 46625H100 2,565 -260 -9.20 293 -24.16 0.0720
2022-04-08 2022-03-31 13F JP MORGAN CHASE COM 46625H100 2,825 140 5.21 385 -9.41 0.0896
2022-01-13 2021-12-31 13F JP MORGAN CHASE COM 46625H100 2,685 0 0.00 425 -3.19 0.0963
2021-10-21 2021-09-30 13F JP MORGAN CHASE COM 46625H100 2,685 0 0.00 440 4.28 0.1062
2021-07-09 2021-06-30 13F JP MORGAN CHASE COM 46625H100 2,685 231 9.41 422 11.67 0.1012
2021-04-09 2021-03-31 13F JP MORGAN CHASE COM 46625H100 2,454 100 4.25 377 26.09 0.0965
2021-01-07 2020-12-31 13F JP MORGAN CHASE COM 46625H100 2,354 -250 -9.60 299 19.60 0.0789
2020-10-06 2020-09-30 13F JP MORGAN CHASE COM 46625H100 2,604 0 0.00 251 2.46 0.0761
2020-07-06 2020-06-30 13F JP MORGAN CHASE COM 46625H100 2,604 -201 -7.17 245 3.39 0.0785
2020-04-02 2020-03-31 13F JP MORGAN CHASE COM 46625H100 2,805 0 0.00 237 -36.90 0.0911
2020-02-04 2019-12-31 13F JP MORGAN CHASE COM 46625H100 2,805 2,805 374 0.1145
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.