JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSterneck Capital Management, LLC
Latest Disclosed Ownership5,110 shares
Latest Disclosed Value $ 1,503,233
Sterneck Capital Management, LLC ownership in JPM / JPMorgan Chase & Co.

On April 16, 2026 - Sterneck Capital Management, LLC filed a 13F-HR form disclosing ownership of 5,110 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,503,233 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 5,110 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,110 0 0.00 1,503 -8.69 0.6750
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,110 1 0.02 1,646 2.17 0.7415
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,109 -28 -0.55 1,612 8.19 0.7496
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,137 -123 -2.34 1,489 15.43 0.7555
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,260 -39 -0.74 1,290 1.57 0.6974
2025-01-08 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,299 93 1.79 1,270 15.77 0.6862
2024-10-03 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,206 635 13.89 1,098 18.72 0.5938
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,571 0 0.00 925 0.98 0.5245
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,571 -1,089 -19.24 916 -4.89 0.5468
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,660 -302 -5.07 963 11.34 0.6130
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,962 -477 -7.41 865 -7.69 0.5777
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,439 1 0.02 936 11.69 0.5738
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,438 0 0.00 839 -2.90 0.5287
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,438 1 0.02 863 28.23 0.5725
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,437 13 0.20 673 -6.92 0.4756
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,424 361 5.95 723 -12.47 0.4844
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,063 -399 -6.17 826 -19.26 0.4960
2022-01-25 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,462 0 0.00 1,023 -3.31 0.6051
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,462 0 0.00 1,058 7.96 0.6738
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,462 -349 -5.12 980 -5.50 0.6063
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,811 -276 -3.89 1,037 15.09 0.7241
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,087 0 0.00 901 32.11 0.6761
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,087 -23 -0.32 682 1.94 0.5763
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,110 91 1.30 669 5.85 0.6302
2020-04-28 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,019 7 0.10 632 -35.31 0.6367
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,012 0 977 739,832.0422
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,012 -504 -6.71 977 10.40 0.7776
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,516 -340 -4.33 885 0.80 0.8083
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,856 51 0.65 878 11.14 0.7609
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,805 575 7.95 790 11.90 0.6905
2019-01-30 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,230 -3,707 -33.89 706 -42.79 0.6870
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 10,937 -545 -4.75 1,234 3.18 0.8889
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 11,482 -3,757 -24.65 1,196 -28.64 0.8277
2018-04-12 2018-03-31 13F JPMORGAN CHASE COM 46625H100 15,239 -11,178 -42.31 1,676 -40.67 0.9856
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 26,417 -4,783 -15.33 2,825 -5.20 1.6907
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 31,200 -793 -2.48 2,980 1.92 1.7087
2017-08-15 2017-06-30 13F JPMORGAN CHASE COM 46625H100 31,993 -660 -2.02 2,924 1.95 1.7485
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 32,653 -3,202 -8.93 2,868 -7.30 1.7040
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 35,855 -2,687 -6.97 3,094 20.53 1.9886
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 38,542 -23,027 -37.40 2,567 -32.91 1.7080
2016-08-17 2016-06-30 13F JPMORGAN CHASE COM 46625H100 61,569 2,305 3.89 3,826 9.00 2.5443
2016-05-26 2016-03-31 13F JPMORGAN CHASE COM 46625H100 59,264 15,326 34.88 3,510 20.99 2.4683
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 43,938 8,370 23.53 2,901 33.75 1.8466
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 35,568 2,076 6.20 2,169 -4.41 1.4246
2015-08-31 2015-06-30 13F JPMORGAN CHASE COM 46625H100 33,492 -30,763 -47.88 2,269 -41.72 1.2473
2015-05-22 2015-03-31 13F JPMORGAN CHASE COM 46625H100 64,255 85 0.13 3,893 -3.06 2.0947
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 64,170 3,200 5.25 4,016 9.34 2.3824
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 60,970 -319 -0.52 3,673 4.02 2.2045
2014-08-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 61,289 -4,387 -6.68 3,531 -11.44 2.0615
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 65,676 -11,885 -15.32 3,987 -12.10 2.1626
2014-02-07 2013-12-31 13F JPMORGAN CHASE COM 46625H100 77,561 -2,170 -2.72 4,536 10.07 2.7492
2013-11-15 2013-09-30 13F JPMORGAN CHASE COM 46625H100 79,731 12,536 18.66 4,121 16.18 2.6100
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 67,195 67,195 3,547 2.2386
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.