JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPatton Albertson Miller Group, Llc
Latest Disclosed Ownership42,996 shares
Latest Disclosed Value $ 12,647,806
Patton Albertson Miller Group, Llc reports 0.71% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Patton Albertson Miller Group, Llc filed a 13F-HR form disclosing ownership of 42,996 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,647,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 43,304 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.71% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 42,996 -308 -0.71 12,648 -9.36 1.5015
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 43,304 -470 -1.07 13,953 1.06 1.6410
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 43,774 -1,097 -2.44 13,808 6.14 1.6672
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 44,871 -342 -0.76 13,009 17.29 1.7124
2025-05-22 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 45,213 -6,418 -12.43 11,091 -10.39 1.6471
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 45,213 -6,418 11,091 1.6471
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 51,631 1,624 3.25 12,376 17.37 1.6558
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 50,007 -1,131 -2.21 10,544 1.94 1.4361
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 51,138 2,061 4.20 10,343 5.22 1.4698
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 49,077 1,852 3.92 9,830 22.39 1.4727
2024-02-14 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 47,225 5,314 12.68 8,033 32.17 1.3401
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 47,225 5,314 8,033 1.3401
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 41,911 244 0.59 6,078 0.28 1.1923
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 41,667 -299 -0.71 6,060 10.83 1.1708
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 41,966 2,337 5.90 5,469 2.90 1.0018
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 39,629 -2,544 -6.03 5,314 20.58 0.9757
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 42,173 2,986 7.62 4,407 -0.14 0.9472
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 39,187 206 0.53 4,413 -16.96 0.9015
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 38,981 1,119 2.96 5,314 -11.36 0.9134
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,862 2,738 7.80 5,995 4.28 0.9698
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 35,124 10,774 44.25 5,749 51.81 1.0987
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,350 1,419 6.19 3,787 8.48 0.8622
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 22,931 161 0.71 3,491 5.98 0.8441
2021-02-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 22,770 3,539 18.40 3,294 77.96 0.7819
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 19,231 390 2.07 1,851 4.46 0.5245
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 18,841 2,465 15.05 1,772 20.22 0.5154
2020-05-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 16,376 1,011 6.58 1,474 -31.19 0.4979
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 15,365 308 2.05 2,142 20.88 0.5617
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 15,057 -12 -0.08 1,772 7.13 0.5022
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 15,069 3,399 29.13 1,654 40.05 0.4777
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 11,670 2,277 24.24 1,181 24.58 0.5986
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 9,393 -166 -1.74 948 -3.95 0.5056
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,559 122 1.29 987 0.41 0.5001
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 9,437 -483 -4.87 983 -9.90 0.4961
2018-05-01 2018-03-31 13F JPMORGAN CHASE Stock 46625H100 9,920 -597 -5.68 1,091 -3.02 0.4905
2018-02-02 2017-12-31 13F JPMORGAN CHASE Stock 46625H100 10,517 -215 -2.00 1,125 7.97 0.4588
2017-10-06 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,732 -466 -4.16 1,042 0.19 0.4541
2017-08-02 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,198 -2,522 -18.38 1,040 -12.61 0.4617
2017-05-10 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,720 -2,827 -17.08 1,190 -16.67 0.4922
2017-02-13 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 16,547 -958 -5.47 1,428 22.47 0.6110
2016-11-10 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,505 -2,776 -13.69 1,166 -7.46 0.5138
2016-07-12 2016-06-30 13F JPMORGAN CHASE Stock 46625H100 20,281 -3,227 -13.73 1,260 -9.48 0.5643
2016-05-05 2016-03-31 13F JPMORGAN CHASE Stock 46625H100 23,508 -473 -1.97 1,392 -12.07 0.7013
2016-01-07 2015-12-31 13F JPMORGAN CHASE Stock 46625H100 23,981 -378 -1.55 1,583 6.96 0.7958
2015-10-28 2015-09-30 13F JPMORGAN CHASE Stock 46625H100 24,359 -4,354 -15.16 1,480 -23.95 0.7843
2015-08-14 2015-06-30 13F JPMORGAN CHASE Stock 46625H100 28,713 -501 -1.71 1,946 9.94 0.8503
2015-05-15 2015-03-31 13F JPMORGAN CHASE Stock 46625H100 29,214 6,410 28.11 1,770 24.04 0.7186
2015-01-08 2014-12-31 13F JPMORGAN CHASE COM 46625H100 22,804 5,546 32.14 1,427 36.56 0.6647
2014-10-07 2014-09-30 13F JPMORGAN CHASE COM 46625H100 17,258 6,290 57.35 1,045 65.61 0.5449
2014-09-03 2014-06-30 13F JPMORGAN CHA O COM 46625H100 10,968 5,386 96.49 631 86.14 0.3197
2014-05-20 2014-03-31 13F JP Morgan Chase COM 46625H100 5,582 5,582 339 0.1793
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.