JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOliver Luxxe Assets LLC
Latest Disclosed Ownership5,274 shares
Latest Disclosed Value $ 1,551,400
Oliver Luxxe Assets LLC reports 2.33% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Oliver Luxxe Assets LLC filed a 13F-HR form disclosing ownership of 5,274 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,551,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 5,400 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.33% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,274 -126 -2.33 1,551 -10.81 0.2323
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,400 -226 -4.02 1,740 -1.97 0.2649
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,626 76 1.37 1,775 10.25 0.2809
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,550 139 2.57 1,609 21.25 0.2871
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,411 -85 -1.55 1,327 14.59 0.2466
2025-01-21 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,496 0 0.00 1,159 0.00 0.2095
2025-01-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,446 -50 1,305 0.2262
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,496 -52 -0.94 1,159 3.21 0.2072
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,548 202 3.78 1,122 4.86 0.2382
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,346 -302 -5.35 1,071 11.46 0.2243
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,648 -23 -0.41 961 16.79 0.2258
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,671 -111 -1.92 822 -2.14 0.2111
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,782 -10 -0.17 841 11.41 0.2096
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,792 -4 -0.07 755 -2.96 0.1988
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,796 -405 -6.53 777 19.91 0.2168
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,201 -74 -1.18 648 -8.35 0.2024
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,275 -32,584 -83.85 707 -86.65 0.2090
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 38,859 1,243 3.30 5,297 -11.08 1.3405
2022-02-16 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 37,616 -69 -0.18 5,957 -3.44 1.5083
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,685 0 6,169 1.7094
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,685 1,531 4.23 6,169 9.71 1.6995
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 36,154 -78 -0.22 5,623 1.94 1.5425
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 36,232 105 0.29 5,516 10.61 1.6538
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 36,127 209 0.58 4,987 44.22 1.5564
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 35,918 4,264 13.47 3,458 16.16 1.2882
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 31,654 2,439 8.35 2,977 8.06 1.5657
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 29,215 1,218 4.35 2,755 -29.41 1.7268
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 27,997 -1,585 -5.36 3,903 17.60 2.0385
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 29,582 80 0.27 3,319 -0.33 1.9336
2019-07-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 29,502 -32 -0.11 3,330 11.37 1.8477
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 29,534 119 0.40 2,990 4.14 1.7314
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 29,415 24,947 558.35 2,871 460.74 1.9356
2018-10-10 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,468 -841 -15.84 512 -12.33 0.2906
2018-07-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,309 0 0.00 584 0.00 0.3709
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,309 -74 -1.37 584 1.39 0.3607
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,383 -2,245 -29.43 576 -20.99 0.3497
2017-10-23 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,628 -824 -9.75 729 -5.69 0.4588
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,452 141 1.70 773 5.89 0.5027
2017-04-17 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,311 498 6.37 730 8.31 0.4870
2017-01-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,813 -97 -1.23 674 27.89 0.4655
2016-10-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,910 259 3.39 527 10.95 0.4130
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,651 7,651 0.00 475 0.4038
2016-04-19 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -8,178 -100.00 0 -100.00
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 8,178 8,178 481 0.4298
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.