JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRedmond Asset Management, LLC
Latest Disclosed Ownership41,066 shares
Latest Disclosed Value $ 12,080,093
Redmond Asset Management, LLC reports 4.29% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Redmond Asset Management, LLC filed a 13F-HR form disclosing ownership of 41,066 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,080,093 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 39,378 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.29% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 41,066 1,688 4.29 12,080 -4.79 3.2982
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 39,378 -499 -1.25 12,688 0.87 3.2354
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 39,877 -1,129 -2.75 12,578 5.80 3.0883
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 41,006 269 0.66 11,888 18.98 2.8346
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 40,737 -388 -0.94 9,993 1.36 2.5769
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 41,125 -670 -1.60 9,858 11.87 2.4616
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 41,795 -1,289 -2.99 8,813 1.12 2.7645
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 43,084 -3,624 -7.76 8,714 -6.85 2.8690
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 46,708 -3,837 -7.59 9,356 8.82 2.9719
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 50,545 -1,162 -2.25 8,598 14.66 2.7714
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 51,707 -42 -0.08 7,499 -0.37 2.6718
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 51,749 132 0.26 7,526 11.89 2.4442
2023-05-03 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 51,617 -1,248 -2.36 6,726 -5.12 2.3261
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 51,617 -1,248 6,726 2.3261
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 52,865 -369 -0.69 7,089 27.43 2.5462
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 53,234 276 0.52 5,563 -6.72 2.0704
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 52,958 13,008 32.56 5,964 9.51 2.1406
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 39,950 1,570 4.09 5,446 -10.40 1.6228
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 38,380 6,315 19.69 6,078 15.79 1.6982
2021-10-22 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 32,065 17 0.05 5,249 5.30 1.6440
2021-08-11 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 32,048 -107 -0.33 4,985 1.86 1.4623
2021-05-06 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 32,155 -8,925 -21.73 4,894 -6.25 1.5219
2021-02-11 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 41,080 -660 -1.58 5,220 29.92 1.8499
2020-11-06 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 41,740 -1,173 -2.73 4,018 -0.45 1.6808
2020-08-10 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 42,913 -1,388 -3.13 4,036 1.20 1.6813
2020-05-06 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 44,301 24 0.05 3,988 -35.39 1.9840
2020-02-11 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 44,277 -423 -0.95 6,172 17.32 2.6193
2019-11-07 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 44,700 -795 -1.75 5,261 3.44 2.3341
2019-08-01 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 45,495 -334 -0.73 5,086 9.64 2.1868
2019-04-24 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 45,829 -701 -1.51 4,639 2.14 2.0178
2019-02-06 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 46,530 -321 -0.69 4,542 -14.09 2.1731
2018-11-13 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 46,851 203 0.44 5,287 8.76 2.0743
2018-08-09 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 46,648 1,283 2.83 4,861 -2.57 2.0628
2018-05-07 2018-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 45,365 -5,545 -10.89 4,989 -8.36 2.2202
2018-05-07 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 50,910 0 5,444
2018-02-02 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 50,910 22 0.04 5,444 12.02 2.3412
2017-11-06 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 50,888 -1,540 -2.94 4,860 1.42 2.2164
2017-08-14 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 52,428 -2,740 -4.97 4,792 -1.11 2.2529
2017-08-08 2017-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 55,168 -3,375 -5.76 4,846 -4.08 2.4818
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 58,543 5,052
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 58,543 -1,409 -2.35 5,052 26.55 2.3302
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 59,952 198 0.33 3,992 7.51 1.9542
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 59,754 426 0.72 3,713 5.69 1.8501
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 59,328 26 0.04 3,513 -10.29 1.7682
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 59,302 1,100 1.89 3,916 10.34 2.1212
2015-10-14 2015-09-30 13F JPMORGAN CHASE COM 46625H100 58,202 2,772 5.00 3,549 -5.51 1.8889
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 55,430 154 0.28 3,756 12.15 1.8547
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 55,276 -4,772 -7.95 3,349 -10.88 1.6885
2015-02-09 2014-12-31 13F JP MORGAN CHASE COM 46625H100 60,048 -1,724 -2.79 3,758 0.99 1.8692
2014-11-13 2014-09-30 13F JP MORGAN CHASE COM 46625H100 61,772 -1,274 -2.02 3,721 2.42 1.9288
2014-08-13 2014-06-30 13F JP MORGAN CHASE COM 46625H100 63,046 -2,181 -3.34 3,633 -8.26 1.7738
2014-05-14 2014-03-31 13F JP MORGAN CHASE COM 46625H100 65,227 2,459 3.92 3,960 7.87 2.1062
2014-02-14 2013-12-31 13F JP MORGAN CHASE COM 46625H100 62,768 2,209 3.65 3,671 17.28 1.9532
2013-11-14 2013-09-30 13F JPMorgan Chase COM 46625H100 60,559 2,360 4.06 3,130 1.89 1.8199
2013-08-13 2013-06-30 13F JPMorgan Chase COM 46625H100 58,199 58,199 3,072 2.2687
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.