JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAspiriant, Llc
Latest Disclosed Ownership25,424 shares
Latest Disclosed Value $ 7,478,892
Aspiriant, Llc reports 2.64% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Aspiriant, Llc filed a 13F-HR form disclosing ownership of 25,424 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,478,892 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 24,769 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.64% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 25,424 655 2.64 7,479 -6.29 0.2130
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,769 1,741 7.56 7,981 9.87 0.2293
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,028 -1,302 -5.35 7,264 2.98 0.2221
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 24,330 -1,923 -7.32 7,054 9.54 0.2242
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,253 -1,002 -3.68 6,440 -1.44 0.2235
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,255 2,039 8.09 6,533 22.89 0.2359
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 25,216 642 2.61 5,317 6.96 0.2018
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 24,574 -5,154 -17.34 4,970 -16.53 0.2026
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 29,728 320 1.09 5,955 19.03 0.2465
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,408 789 2.76 5,003 20.53 0.2253
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 28,619 2,173 8.22 4,151 7.90 0.2124
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 26,446 180 0.69 3,846 12.39 0.1944
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 26,266 54 0.21 3,423 -2.65 0.1792
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 26,212 1,096 4.36 3,515 33.85 0.1792
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 25,116 980 4.06 2,626 -3.35 0.1285
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,136 975 4.21 2,717 -13.96 0.1311
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 23,161 -1,558 -6.30 3,158 -19.36 0.1736
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 24,719 722 3.01 3,916 -0.28 0.2093
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,997 -204 -0.84 3,927 4.36 0.2307
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,201 1,592 7.04 3,763 9.36 0.2128
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 22,609 -561 -2.42 3,441 16.57 0.2199
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 23,170 -38,030 -62.14 2,952 -49.87 0.2014
2020-10-29 2020-09-30 13F JPMORGAN CHASE COM 46625H100 61,200 38,510 169.72 5,889 175.44 0.4605
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 22,690 -1,818 -7.42 2,138 -3.30 0.1985
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 24,508 -210 -0.85 2,211 -35.84 0.2177
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 24,718 -373 -1.49 3,446 17.13 0.3189
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,091 -3,664 -12.74 2,942 -8.61 0.2636
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,755 -1,865 -6.09 3,219 3.70 0.2686
2019-08-06 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 30,620 -2,552 -7.69 3,104 -3.96 0.2536
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 30,620 -2,552 3,104
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 33,172 894 2.77 3,232 -11.16 0.2451
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 32,278 -1,416 -4.20 3,638 3.62 0.3110
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 33,694 -2,968 -8.10 3,511 -12.92 0.3006
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 36,662 33,503 1,060.56 4,032 1,092.90 0.3517
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,159 -40,171 -92.71 338 -91.83 0.0992
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 43,330 -13,093 -23.21 4,138 -19.76 0.3468
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 56,423 -3,897 -6.46 5,157 -2.62 0.4485
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 60,320 -8,427 -12.26 5,296 -10.72 0.4510
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 68,747 130 0.19 5,932 29.83 0.5371
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 68,617 -14,338 -17.28 4,569 -18.60 0.4548
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 82,955 13,341 19.16 5,613 36.14 0.5303
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 69,614 69,614 0.00 4,123 0.3934
2015-11-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -7,762 -100.00 0 -100.00
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 7,762 -360 -4.43 526 6.91 0.0513
2015-05-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 8,122 8,122 492 0.0638
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.