JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAffiance Financial, LLC
Latest Disclosed Ownership8,532 shares
Latest Disclosed Value $ 2,509,773
Affiance Financial, LLC reports 0.02% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Affiance Financial, LLC filed a 13F-HR form disclosing ownership of 8,532 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,509,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 8,534 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.02% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,532 -2 -0.02 2,510 -8.73 0.4067
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,534 -71 -0.83 2,750 1.29 0.4422
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,605 160 1.89 2,714 10.87 0.4942
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,445 205 2.49 2,448 21.13 0.4973
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,240 0 0.00 2,021 2.33 0.4706
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,240 725 9.65 1,975 24.68 0.4720
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,515 67 0.90 1,585 5.18 0.3843
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,448 300 4.20 1,506 5.24 0.3931
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,148 0 0.00 1,432 17.78 0.3879
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,148 0 0.00 1,216 17.28 0.3540
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,148 -40 -0.56 1,037 -0.86 0.5265
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,188 52 0.73 1,045 12.49 0.5094
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,136 60 0.85 930 -2.00 0.4921
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,076 97 1.39 949 30.04 0.3846
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 729 -7.25 0.4108
2022-07-14 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 786 -17.35 0.4238
2022-04-19 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,979 0 0.00 951 -13.94 0.4623
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 951 0.4623
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 1,105 -3.24 0.4612
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,979 -12 -0.17 1,142 5.06 0.4966
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,991 12 0.17 1,087 2.35 0.4609
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 1,062 19.73 0.4735
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 887 31.99 0.4622
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 672 2.44 0.3881
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 656 4.46 0.3566
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 628 -35.46 0.4329
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 973 18.51 0.5367
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 821 5.26 0.4984
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 780 10.48 0.4769
2019-04-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 706 3.67 0.4444
2019-01-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,979 0 0.00 681 -13.58 0.4499
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,979 -75 -1.06 788 7.21 0.5195
2018-07-16 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,054 150 2.17 735 -3.16 0.5620
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,904 -141 -2.00 759 0.80 0.6706
2018-01-19 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,045 43 0.61 753 12.56 0.5574
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,045 43 753 0.5574
2017-12-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,002 75 1.08 669 5.69 0.5387
2017-12-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,927 -5 -0.07 633 3.94 0.5043
2017-12-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,932 0 0.00 609 1.84 0.4709
2017-12-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,932 -272 -3.78 598 24.58 0.4794
2017-12-08 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,204 272 3.92 480 11.37 0.3902
2017-12-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 6,932 0 0.00 431 4.87 0.3645
2017-12-08 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,932 0 0.00 411 -10.26 0.3937
2017-12-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,932 55 0.80 458 9.31 0.4704
2017-12-08 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,877 20 0.29 419 -9.89 0.5251
2017-12-08 2015-06-30 13F JPMORGAN CHASE COM 46625H100 6,857 0 0.00 465 12.05 0.5926
2017-12-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 6,857 -251 -3.53 415 -6.74 0.6310
2017-12-08 2014-12-31 13F JPMORGAN CHASE COM 46625H100 7,108 7,108 445 0.7816
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.