JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBirinyi Associates Inc
Latest Disclosed Ownership10,723 shares
Latest Disclosed Value $ 3,154
Birinyi Associates Inc reports 0.04% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Birinyi Associates Inc filed a 13F-HR form disclosing ownership of 10,723 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 10,719 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.04% 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)
2026-05-04 2026-03-31 13F JPMorgan Chase Common Stock 46625H100 10,723 4 0.04 3 0.00 0.8590
2026-02-10 2025-12-31 13F JPMorgan Chase Common Stock 46625H100 10,719 4 0.04 3 0.00 0.8638
2025-10-29 2025-09-30 13F JPMorgan Chase Common Stock 46625H100 10,715 2 0.02 3 0.00 0.8631
2025-07-23 2025-06-30 13F JPMorgan Chase Common Stock 46625H100 10,713 -49 -0.46 3 50.00 0.9085
2025-05-05 2025-03-31 13F JPMorgan Chase Common Stock 46625H100 10,762 -99 -0.91 3 -99.92 0.8528
2025-02-04 2024-12-31 13F JPMorgan Chase Common Stock 46625H100 10,861 -299 -2.68 2,604 130,050.00 0.7166
2024-11-14 2024-09-30 13F JPMorgan Chase Common Stock 46625H100 11,160 2 0.02 2 -99.91 0.6755
2024-08-01 2024-06-30 13F JPMorgan Chase Common Stock 46625H100 11,158 1 0.01 2,257 0.98 0.6759
2024-04-23 2024-03-31 13F JPMorgan Chase Common Stock 46625H100 11,157 -98 -0.87 2,235 223,300.00 0.7289
2024-01-10 2023-12-31 13F JPMorgan Chase Common Stock 46625H100 11,255 2 0.02 2 0.00 0.6805
2023-11-14 2023-09-30 13F JPMorgan Chase Common Stock 46625H100 11,253 1 0.01 2 0.00 0.6514
2023-08-08 2023-06-30 13F JPMorgan Chase Common Stock 46625H100 11,252 2 0.02 2 0.00 0.5974
2023-05-10 2023-03-31 13F JPMorgan Chase Common Stock 46625H100 11,250 -1,000 -8.16 1 0.00 0.6060
2023-02-08 2022-12-31 13F JPMorgan Chase Common Stock 46625H100 12,250 -950 -7.20 2 -99.93 0.7890
2022-11-08 2022-09-30 13F JPMorgan Chase Common Stock 46625H100 13,200 -500 -3.65 1,379 -10.63 0.6432
2022-08-02 2022-06-30 13F JPMorgan Chase Common Stock 46625H100 13,700 -2,800 -16.97 1,543 -31.39 0.6979
2022-04-05 2022-03-31 13F JPMorgan Chase Common Stock 46625H100 16,500 -2,000 -10.81 2,249 -23.22 0.7751
2022-01-26 2021-12-31 13F JPMorgan Chase Common Stock 46625H100 18,500 4,700 34.06 2,929 29.66 0.9176
2021-10-18 2021-09-30 13F JPMorgan Chase Common Stock 46625H100 13,800 1,100 8.66 2,259 14.38 0.9300
2021-08-05 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 12,700 -300 -2.31 1,975 -0.20 0.6853
2021-05-11 2021-03-31 13F JPMorgan Chase Common Stock 46625H100 13,000 0 0.00 1,979 19.79 0.7541
2021-02-11 2020-12-31 13F JPMorgan Chase Common Stock 46625H100 13,000 -750 -5.45 1,652 24.77 0.6112
2020-11-06 2020-09-30 13F JPMorgan Chase Common Stock 46625H100 13,750 -5,575 -28.85 1,324 -27.17 0.5590
2020-08-06 2020-06-30 13F JPMorgan Chase Common Stock 46625H100 19,325 -9,250 -32.37 1,818 -29.34 0.8986
2020-05-12 2020-03-31 13F JPMorgan Chase Common Stock 46625H100 28,575 100 0.35 2,573 -35.17 1.4021
2020-02-12 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 28,475 275 0.98 3,969 19.58 1.6432
2019-11-12 2019-09-30 13F JPMorgan Chase Common Stock 46625H100 28,200 -2,812 -9.07 3,319 -4.27 1.4397
2019-08-05 2019-06-30 13F JPMorgan Chase Common Stock 46625H100 31,012 -6,050 -16.32 3,467 -7.60 1.4557
2019-05-08 2019-03-31 13F JPMorgan Chase Common Stock 46625H100 37,062 1,700 4.81 3,752 8.69 1.6064
2019-02-07 2018-12-31 13F JPMorgan Chase Common Stock 46625H100 35,362 121 0.34 3,452 -13.20 1.7223
2018-11-01 2018-09-30 13F JPMorgan Chase Common Stock 46625H100 35,241 -121 -0.34 3,977 7.92 1.4144
2018-08-10 2018-06-30 13F JPMorgan Chase Common Stock 46625H100 35,362 5,500 18.42 3,685 12.21 1.4440
2018-04-26 2018-03-31 13F JPMorgan Chase Common Stock 46625H100 29,862 2,250 8.15 3,284 11.21 1.3371
2018-02-12 2017-12-31 13F JPMorgan Chase Common Stock 46625H100 27,612 0 0.00 2,953 11.98 1.3189
2017-11-14 2017-09-30 13F JPMorgan Chase Common Stock 46625H100 27,612 -1,000 -3.50 2,637 0.84 1.2542
2017-08-08 2017-06-30 13F JPMorgan Chase Common Stock 46625H100 28,612 -700 -2.39 2,615 1.55 1.2303
2017-05-11 2017-03-31 13F JPMorgan Chase Common Stock 46625H100 29,312 1,100 3.90 2,575 5.79 1.2809
2017-02-13 2016-12-31 13F JPMorgan Chase Common Stock 46625H100 28,212 -400 -1.40 2,434 27.77 1.3756
2016-11-10 2016-09-30 13F JPMorgan Chase Common Stock 46625H100 28,612 -4,188 -12.77 1,905 -6.53 1.0279
2016-08-10 2016-06-30 13F JPMorgan Chase Common Stock 46625H100 32,800 -500 -1.50 2,038 3.35 0.8901
2016-05-06 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 33,300 5,650 20.43 1,972 8.00 0.8730
2016-02-10 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 27,650 -16,290 -37.07 1,826 -31.84 1.1880
2015-11-13 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 43,940 16,790 61.84 2,679 45.60 1.1616
2015-08-11 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 27,150 -834 -2.98 1,840 8.55 1.2528
2015-05-15 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 27,984 -7,180 -20.42 1,695 -22.99 1.1216
2015-02-13 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 35,164 -834 -2.32 2,201 1.48 0.9856
2014-11-13 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 35,998 -500 -1.37 2,169 3.14 0.9870
2014-08-13 2014-06-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 36,498 -4,360 -10.67 2,103 -15.20 0.9640
2014-08-13 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 40,858 2,480
2014-05-14 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 40,858 4,920 13.69 2,480 17.98 1.2607
2014-02-14 2013-12-31 13F JPMORGAN CHASE Common Stock 46625H100 35,938 1,538 4.47 2,102 18.22 1.1215
2013-11-14 2013-09-30 13F JPMORGAN CHASE Common Stock 46625H100 34,400 8,000 30.30 1,778 27.55 1.0027
2013-08-13 2013-06-30 13F JPMORGAN CHASE Common Stock 46625H100 26,400 26,400 1,394 0.8434
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.