JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAsio Capital, LLC
Latest Disclosed Ownership9,497 shares
Latest Disclosed Value $ 2,793,638
Asio Capital, LLC reports 0.73% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Asio Capital, LLC filed a 13F-HR form disclosing ownership of 9,497 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,793,638 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 9,567 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.73% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,497 -70 -0.73 2,794 -9.38 0.3923
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,567 101 1.07 3,083 3.25 0.4349
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,466 138 1.48 2,986 10.39 0.4470
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,328 290 3.21 2,704 21.97 0.4505
2025-04-17 2025-03-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 9,038 47 0.52 2,217 2.88 0.4285
2025-01-21 2024-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 8,991 156 1.77 2,155 15.74 0.4071
2024-10-10 2024-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 8,835 -165 -1.83 1,863 2.31 0.3536
2024-07-17 2024-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 9,000 104 1.17 1,820 2.19 0.3725
2024-04-16 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,896 0 0.00 1,782 17.71 0.3782
2024-01-11 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,896 223 2.57 1,513 20.37 0.3534
2023-10-31 2023-09-30 13F JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO 46625H100 8,673 573 7.07 1,258 6.71 0.3350
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,100 80 1.00 1,178 12.73 0.2890
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,020 -86 -1.06 1,045 -3.86 0.2714
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,106 -305 -3.63 1,087 23.66 0.3129
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,411 -9,418 -52.82 879 -56.23 0.2792
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,829 -2,233 -11.13 2,008 -26.58 0.6335
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,062 -1,196 -5.63 2,735 -18.75 0.7689
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 21,258 1,108 5.50 3,366 2.06 1.0477
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,150 4,907 32.19 3,298 39.10 1.1374
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,243 1,337 9.61 2,371 12.00 0.8375
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,906 -7,063 -33.68 2,117 -20.56 0.8758
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 20,969 -4,980 -19.19 2,665 6.69 1.2802
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,949 -3,142 -10.80 2,498 -8.70 1.3695
2020-07-31 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 29,091 571 2.00 2,736 6.54 1.7336
2020-10-15 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 28,520 1,857 6.96 2,568 -30.89 2.1910
2020-04-28 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 28,520 1,857 2,568 2,119,196.5538
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 26,663 26,663 3,716 1.9368
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.