JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAua Capital Management, Llc
Latest Disclosed Ownership4,898 shares
Latest Disclosed Value $ 1,440,796
Aua Capital Management, Llc ownership in JPM / JPMorgan Chase & Co.

On April 22, 2026 - Aua Capital Management, Llc filed a 13F-HR form disclosing ownership of 4,898 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,440,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,898 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 4,898 0 0.00 1,441 -8.75 0.7361
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,898 1,557 46.60 1,578 49.86 0.7915
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,341 0 0.00 1,054 8.78 0.5913
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,341 0 0.00 969 18.19 0.5785
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,341 0 0.00 820 2.38 0.5334
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,341 -1,557 -31.79 801 -22.48 0.5141
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,898 -102 -2.04 1,033 2.08 0.5979
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,000 0 0.00 1,011 1.00 0.6089
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,000 11 0.22 1,002 18.04 0.5771
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,989 91 1.86 849 19.44 0.5281
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,898 581 13.46 710 13.24 0.5138
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,317 -725 -14.38 628 -4.57 0.4324
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,042 0 0.00 657 -2.81 0.4438
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,042 0 0.00 676 28.27 0.4592
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,042 -1,510 -23.05 527 -28.59 0.3481
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,552 -43 -0.65 738 -17.91 0.4286
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,595 400 6.46 899 -8.36 0.4834
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,195 1,807 41.18 981 36.63 0.5756
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,388 0 0.00 718 5.12 0.4545
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 4,388 0 0.00 683 2.25 0.4223
2021-05-11 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,388 4 0.09 668 19.93 0.4392
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 4,384 0 557 0.3976
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,384 -2 -0.05 557 31.99 0.3976
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,386 954 27.80 422 30.65 0.3516
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,432 -875 -20.32 323 -16.75 0.3230
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,307 1,130 35.57 388 -12.42 0.3676
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,177 -648 -16.94 443 -1.56 0.3646
2019-10-24 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,825 0 0.00 450 5.14 0.3618
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,825 0 0.00 428 10.31 0.3435
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,825 0 0.00 388 4.02 0.3233
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,825 0 0.00 373 -13.66 0.3398
2018-10-30 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,825 0 0.00 432 8.54 0.3415
2018-07-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,825 0 0.00 398 -5.24 0.3474
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,825 -20 -0.52 420 2.19 0.3567
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,845 0 0.00 411 11.99 0.3699
2017-10-20 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,845 0 0.00 367 4.56 0.3373
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,845 2,630 216.46 351 228.04 0.3154
2017-06-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 1,215 -2,950 -70.83 107 -70.19 0.1070
2017-06-05 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,165 4,165 359 0.3430
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.