JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership44,319 shares
Latest Disclosed Value $ 13,037,287
Belpointe Asset Management LLC reports 7.43% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 44,319 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,037,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 41,255 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.43% 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)
2026-04-28 2026-03-31 13F JP Morgan Chase & Co. COM 46625H100 44,319 3,064 7.43 13,037 -1.93 0.4759
2026-01-27 2025-12-31 13F JP Morgan Chase & Co. COM 46625H100 41,255 -5,207 -11.21 13,294 -9.29 0.4802
2025-11-03 2025-09-30 13F JP Morgan Chase & Co. COM 46625H100 46,462 -1,929 -3.99 14,656 4.46 0.5599
2025-07-22 2025-06-30 13F JP Morgan Chase & Co. COM 46625H100 48,391 7,956 19.68 14,030 41.45 0.5845
2025-05-20 2025-03-31 13F JPMORGAN CHASE COM 46625H100 40,435 371 0.93 9,919 10.13 0.5161
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 40,064 -1,774 -4.24 9,007 2.09 0.5425
2024-11-13 2024-09-30 13F JPM COM 46625H100 41,838 5,094 13.86 8,822 18.72 0.5291
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 36,744 669 1.85 7,432 2.85 0.5184
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 36,075 3,784 11.72 7,226 31.55 0.5412
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 32,291 709 2.24 5,493 19.91 0.4824
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 31,582 -1,115 -3.41 4,580 -3.68 0.4743
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,697 -42,943 -56.77 4,756 -51.76 0.5030
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 75,640 -95 -0.13 9,857 -2.95 0.5323
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 75,735 12,465 19.70 10,156 53.58 0.6137
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 63,270 -14,575 -18.72 6,613 -23.19 0.4470
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 77,845 28,336 57.23 8,610 27.59 0.5771
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 49,509 8,621 21.08 6,748 4.22 0.4089
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 40,888 1,508 3.83 6,475 5.13 0.4036
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 39,380 2,232 6.01 6,159 6.59 0.4199
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 37,148 5,888 18.84 5,778 21.44 0.4158
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 31,260 -3,065 -8.93 4,758 9.10 0.4073
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,325 -14,587 -29.82 4,361 1.75 0.3914
2020-11-13 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 48,912 5,459 12.56 4,286 4.89 0.4770
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 33,771 3,041
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 43,453 9,682 28.67 4,086 34.36 0.5290
2020-07-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,771 882 2.68 3,041 -33.68 0.5326
2020-02-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,889 857 2.68 4,585 21.62 0.5818
2020-01-16 2019-09-30 13F JPMORGAN CHASE COM 46625H100 32,032 -3,640 -10.20 3,770 -5.47 0.6098
2019-11-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 35,672 -104 -0.29 3,988 10.14 0.7844
2019-06-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 35,776 1,797 5.29 3,621 9.16 0.7072
2019-03-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 33,979 3,760 12.44 3,317 -2.73 0.8407
2018-11-23 2018-09-30 13F JPMORGAN CHASE COM 46625H100 30,219 5,548 22.49 3,410 32.63 0.5393
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 24,671 6,135 33.10 2,571 26.15 0.7183
2018-08-06 2018-03-31 13F JPMORGAN CHASE COM 46625H100 18,536 1,594 9.41 2,038 12.47 0.5941
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 16,942 -2,860 -14.44 1,812 -4.18 0.3969
2017-11-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 19,802 19,802 1,891 0.4424
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.