JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership12,258 shares
Latest Disclosed Value $ 3,605,813
Aft, Forsyth & Company, Inc. reports 0.85% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 12,258 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,605,813 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,363 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.85% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 12,258 -105 -0.85 3,606 -9.49 1.6974
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,363 25 0.20 3,984 2.36 1.7189
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,338 520 4.40 3,892 13.57 1.8643
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,818 0 0.00 3,426 18.22 1.7551
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,818 200 1.72 2,899 4.09 1.5616
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,618 -193 -1.63 2,785 11.81 1.3657
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 11,811 -215 -1.79 2,490 2.38 1.2278
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,026 1,001 9.08 2,432 10.14 1.1925
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,025 -795 -6.73 2,208 9.85 1.2583
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,820 76 0.65 2,011 18.03 1.2651
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,744 205 1.78 1,703 1.49 1.2482
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,539 260 2.31 1,678 14.23 1.1898
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 11,279 -134 -1.17 1,470 -3.99 1.1351
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 11,413 -50 -0.44 1,531 27.71 1.3056
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 11,463 -239 -2.04 1,198 -9.10 1.0691
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,702 -350 -2.90 1,318 -19.78 1.0636
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,052 -734 -5.74 1,643 -18.86 1.0465
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 12,786 -777 -5.73 2,025 -8.78 1.0390
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,563 -370 -2.66 2,220 2.45 1.1927
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 13,933 351 2.58 2,167 4.79 1.1572
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,582 630 4.86 2,068 25.64 1.2400
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,952 896 7.43 1,646 41.77 1.0295
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 12,056 -1,000 -7.66 1,161 -5.46 0.8638
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 13,056 -1,033 -7.33 1,228 -3.15 1.0356
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,089 -475 -3.26 1,268 -37.54 1.2757
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 14,564 175 1.22 2,030 19.91 1.5493
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 14,389 90 0.63 1,693 5.88 1.3985
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 14,299 1,080 8.17 1,599 19.51 1.3171
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 13,219 -5,110 -27.88 1,338 -25.21 1.1590
2019-02-05 2018-12-31 13F JP Morgan Chase COM 46625H100 18,329 -35 -0.19 1,789 -13.66 1.7811
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 18,364 265 1.46 2,072 9.86 1.7183
2018-08-14 2018-06-30 13F JP Morgan Chase COM 46625H100 18,099 64 0.35 1,886 -4.89 1.6543
2018-05-14 2018-03-31 13F JP Morgan Chase COM 46625H100 18,035 -205 -1.12 1,983 1.64 1.8508
2018-02-12 2017-12-31 13F JP Morgan Chase COM 46625H100 18,240 15,540 575.56 1,951 1,293.57 1.9094
2013-11-08 2013-09-30 13F JP Morgan Chase COM 46625H100 2,700 0 0.00 140 -2.10 0.1816
2013-08-12 2013-06-30 13F JP Morgan Chase COM 46625H100 2,700 2,700 143 0.2044
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.