JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBoyar Asset Management Inc.
Latest Disclosed Ownership46,944 shares
Latest Disclosed Value $ 13,808,912
Boyar Asset Management Inc. reports 0.61% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Boyar Asset Management Inc. filed a 13F-HR form disclosing ownership of 46,944 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,808,912 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 46,660 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.61% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 46,944 284 0.61 13,809 -8.15 7.8584
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 46,660 -3,171 -6.36 15,035 -4.35 9.5335
2025-11-18 2025-09-30 13F JPMORGAN CHASE COM 46625H100 49,831 -975 -1.92 15,718 6.71 9.9453
2025-07-21 2025-06-30 13F JPMORGAN CHASE COM 46625H100 50,806 -162 -0.32 14,729 17.81 9.6385
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 50,968 -3,665 -6.71 12,502 -4.54 9.0679
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 54,633 -1,313 -2.35 13,096 11.02 8.6395
2024-11-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 55,946 -98 -0.17 11,797 4.07 7.5950
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 56,044 -2,039 -3.51 11,335 -2.57 7.7769
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 58,083 4,372 8.14 11,634 27.34 7.5880
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 53,711 -3,269 -5.74 9,136 10.57 6.8567
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 56,980 -998 -1.72 8,263 -2.00 6.4879
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 57,978 -137 -0.24 8,432 11.34 6.2383
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 58,115 -71 -0.12 7,573 -2.94 5.8412
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 58,186 -1,967 -3.27 7,803 24.12 6.3623
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 60,153 2,716 4.73 6,286 -2.81 5.1770
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 57,437 -4,216 -6.84 6,468 -23.05 5.3389
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 61,653 2,197 3.70 8,405 -10.73 5.3982
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 59,456 -300 -0.50 9,415 -3.74 5.6723
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 59,756 -497 -0.82 9,781 4.36 6.4428
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 60,253 -58 -0.10 9,372 2.08 6.0376
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 60,311 -1,284 -2.08 9,181 17.30 6.2087
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 61,595 -3,742 -5.73 7,827 24.44 5.9019
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 65,337 1,023 1.59 6,290 3.98 5.2818
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 64,314 206 0.32 6,049 4.80 5.5991
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 64,108 739 1.17 5,772 -34.66 6.4623
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 63,369 -2,045 -3.13 8,834 14.74 6.3804
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 65,414 2 0.00 7,699 5.28 5.8429
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 65,412 -700 -1.06 7,313 9.28 5.4013
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 66,112 98 0.15 6,692 3.85 5.0325
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 66,014 -3,227 -4.66 6,444 -17.52 5.3088
2018-11-06 2018-09-30 13F JPMorgan Chase CS 46625H100 69,241 0 0.00 7,813 8.29 5.3213
2018-08-14 2018-06-30 13F JPMorgan Chase CS 46625H100 69,241 -347 -0.50 7,215 -5.72 5.3052
2018-05-15 2018-03-31 13F JPMorgan Chase CS 46625H100 69,588 -71 -0.10 7,653 2.74 5.5636
2018-02-14 2017-12-31 13F JPMorgan Chase CS 46625H100 69,659 274 0.39 7,449 12.40 5.2996
2017-11-02 2017-09-30 13F JPMorgan Chase CS 46625H100 69,385 -850 -1.21 6,627 3.22 4.9499
2017-08-09 2017-06-30 13F JPMorgan Chase CS 46625H100 70,235 -1,075 -1.51 6,420 2.49 4.7182
2017-05-15 2017-03-31 13F JPMorgan Chase CS 46625H100 71,310 20,201 39.53 6,264 42.04 4.6094
2017-02-08 2016-12-31 13F JPMorgan Chase CS 46625H100 51,109 -21,717 -29.82 4,410 -9.05 4.4135
2016-11-02 2016-09-30 13F JPMorgan Chase CS 46625H100 72,826 -1,385 -1.87 4,849 5.16 3.8276
2016-08-12 2016-06-30 13F JPMorgan Chase CS 46625H100 74,211 -1,057 -1.40 4,611 3.46 3.6566
2016-05-06 2016-03-31 13F JPMorgan Chase CS 46625H100 75,268 603 0.81 4,457 -9.59 3.4980
2016-02-02 2015-12-31 13F JPMorgan Chase CS 46625H100 74,665 -40 -0.05 4,930 8.23 3.9202
2015-11-13 2015-09-30 13F JPMorgan Chase CS 46625H100 74,705 -829 -1.10 4,555 -11.00 3.8748
2015-08-10 2015-06-30 13F JPMorgan Chase CS 46625H100 75,534 705 0.94 5,118 12.91 3.9151
2015-05-01 2015-03-31 13F JPMorgan Chase COM 46625H100 74,829 -267 -0.36 4,533 -3.55 3.4688
2015-02-12 2014-12-31 13F JPMorgan Chase COM 46625H100 75,096 -1,750 -2.28 4,700 1.53 3.6744
2014-11-06 2014-09-30 13F JPMorgan Chase COM 46625H100 76,846 1,167 1.54 4,629 6.15 3.5718
2014-07-28 2014-06-30 13F JPMorgan Chase Common Stock 46625H100 75,679 -1,200 -1.56 4,361 -6.56 3.4668
2014-05-09 2014-03-31 13F JPMorgan Chase CS 46625H100 76,879 -200 -0.26 4,667 3.53 3.8041
2014-02-04 2013-12-31 13F JPMorgan Chase COM 46625H100 77,079 0 0.00 4,508 13.15 3.7442
2013-11-12 2013-09-30 13F JPMorgan Chase COM 46625H100 77,079 -1,229 -1.57 3,984 -3.63 3.8181
2013-08-09 2013-06-30 13F JPMorgan Chase COM 46625H100 78,308 78,308 4,134 4.1213
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.