JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAllred Capital Management, LLC
Latest Disclosed Ownership12,789 shares
Latest Disclosed Value $ 3,762,012
Allred Capital Management, LLC reports 1.92% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Allred Capital Management, LLC filed a 13F-HR form disclosing ownership of 12,789 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,762,012 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 12,548 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.92% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 12,789 241 1.92 3,762 -6.95 1.3701
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,548 -122 -0.96 4,043 1.18 1.4620
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,670 515 4.24 3,996 13.43 1.3916
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 12,155 -260 -2.09 3,524 15.70 1.3177
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,415 41 0.33 3,045 2.66 1.2170
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,374 -1,147 -8.48 2,966 4.03 1.1480
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 13,521 -94 -0.69 2,851 3.56 1.1215
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 13,615 706 5.47 2,754 6.50 1.0556
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,909 1,341 11.59 2,586 31.42 1.0095
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,568 -281 -2.37 1,968 14.49 0.8554
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,849 245 2.11 1,718 1.84 0.8558
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,604 795 7.35 1,688 19.82 0.8279
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,809 949 9.62 1,408 6.51 0.7460
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,860 -93 -0.93 1,322 27.12 0.7255
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,953 -336 -3.27 1,040 -10.19 0.6485
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,289 -788 -7.11 1,158 -23.31 0.7300
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,077 256 2.37 1,510 -11.85 0.7973
2022-01-25 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,821 117 1.09 1,713 -2.23 0.8287
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,704 -245 -2.24 1,752 2.88 0.9169
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,949 349 3.29 1,703 5.58 0.8423
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,600 314 3.05 1,614 23.41 0.7299
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,286 709 7.40 1,307 41.91 0.7137
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,577 -2,113 -18.08 921 -16.20 0.5571
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,690 802 7.37 1,099 12.14 0.6973
2020-08-13 2020-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 10,888 1,484 15.78 980 -25.19 0.7601
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,888 1,484 980 644.2803
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,404 -1,008 -9.68 1,311 8.89 0.7160
2019-10-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 10,412 -518 -4.74 1,203 -3.22 0.7313
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 10,930 -5 -0.05 1,243 8.09 0.7086
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 10,935 -14 -0.13 1,150 7.68 0.6549
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,949 10,949 1,068 0.7139
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.