JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAspire Private Capital, LLC
Latest Disclosed Ownership5,838 shares
Latest Disclosed Value $ 1,717,164
Aspire Private Capital, LLC reports 1.25% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Aspire Private Capital, LLC filed a 13F-HR form disclosing ownership of 5,838 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,717,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 5,766 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.25% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,838 72 1.25 1,717 -7.54 0.2122
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,766 -135 -2.29 1,858 -0.21 0.4133
2025-11-19 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,901 116 2.01 1,861 10.97 0.4090
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,785 0 1,677 0.3142
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,785 1,009 21.13 1,677 43.21 0.3898
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,776 117 2.51 1,172 4.93 0.2913
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,659 159 3.53 1,117 17.72 0.2770
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,500 88 1.99 949 6.28 0.2259
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,412 88 2.04 892 3.00 0.2299
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,324 518 13.61 866 33.85 0.2282
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,806 3,339 714.99 647 865.67 0.1919
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 467 49 11.72 68 11.67 0.0221
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 418 1 0.24 61 11.11 0.0193
2023-05-30 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 417 6 1.46 54 -1.82 0.0181
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 417 6 54,391 0.0181
2023-05-30 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 411 0 0.00 55 27.91 0.0198
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 411 0 55 0.0198
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 411 -4,011 -90.71 43 -91.37 0.0164
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,422 9 0.20 498 -17.28 0.1777
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,413 -309 -6.54 602 -19.52 0.1921
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,722 1,090 30.01 748 25.93 0.2337
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,632 -42 -1.14 594 4.03 0.1984
2021-08-09 2021-06-30 13F JPMORGAN CHASE &CO COM 46625H100 3,674 885 31.73 571 34.35 0.1830
2021-05-26 2021-03-31 13F JPMORGAN CHASE &CO COM 46625H100 2,789 -137 -4.68 425 14.25 0.1488
2021-02-16 2020-12-31 13F JPMorgan Chase COM 46625H100 2,926 9 0.31 372 32.38 0.1421
2020-11-13 2020-09-30 13F JPMorgan Chase COM 46625H100 2,917 1,977 210.32 281 219.32 0.1151
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 940 85 9.94 88 14.29 0.0409
2020-05-14 2020-03-31 13F JPMorgan Chase COM 46625H100 855 -481 -36.00 77 -58.60 0.0418
2020-02-11 2019-12-31 13F JPMORGAN CHASE &CO COM 46625H100 1,336 103 8.35 186 28.28 0.0805
2019-11-12 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 1,233 139 12.71 145 18.85 0.0689
2019-08-13 2019-06-30 13F JPMORGAN CHASE &CO COM 46625H100 1,094 100 10.06 122 20.79 0.0583
2019-05-13 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 994 -329 -24.87 101 -21.71 0.0509
2019-02-25 2018-12-31 13F/A-1 JPMorgan Chase Com 46625H100 1,323 1,323 129 0.0745
2019-02-14 2018-12-31 13F JPMorgan Chase Com 46625H100 132 129
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.