JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrooks, Moore & Associates, Inc.
Latest Disclosed Ownership26,864 shares
Latest Disclosed Value $ 7,902,314
Brooks, Moore & Associates, Inc. reports 4.83% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Brooks, Moore & Associates, Inc. filed a 13F-HR form disclosing ownership of 26,864 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,902,314 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 28,228 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.83% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,864 -1,364 -4.83 7,902 -13.12 3.9622
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,228 10 0.04 9,096 2.19 4.4707
2025-11-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,218 -1,816 -6.05 8,901 0.03 4.5119
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 30,034 132 0.44 8,897 21.30 4.8014
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 29,902 -101 -0.34 7,335 1.99 4.1373
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 30,003 -1,342 -4.28 7,192 8.82 4.2527
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 31,345 -55 -0.18 6,609 4.08 3.9036
2024-08-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 31,400 -265 -0.84 6,351 0.13 4.0842
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 31,665 -125 -0.39 6,342 17.29 4.0683
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,790 -497 -1.54 5,407 135,075.00 3.7168
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 32,287 -464 -1.42 5 0.00 3.5352
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,751 -225 -0.68 5 0.00 3.3519
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 32,976 599 1.85 4 0.00 3.0860
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 32,377 1,198 3.84 4 -99.88 3.1716
2022-11-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 31,179 211 0.68 3,258 -6.57 2.6354
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,968 2,794 9.92 3,487 -9.22 2.5141
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 28,174 8,986 46.83 3,841 26.43 2.3578
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 19,188 -100 -0.52 3,038 -3.77 1.7820
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 19,288 -300 -1.53 3,157 3.61 2.0657
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 19,588 462 2.42 3,047 4.64 1.9439
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 19,126 -101 -0.53 2,912 19.20 1.9732
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 19,227 -399 -2.03 2,443 29.33 1.8926
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 19,626 -275 -1.38 1,889 0.91 1.6287
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 19,901 413 2.12 1,872 6.67 1.7527
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 19,488 -452 -2.27 1,755 -36.87 1.8644
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 19,940 -275 -1.36 2,780 16.86 2.2050
2019-11-06 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 20,215 748 3.84 2,379 9.33 2.0096
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 20,215 748 2,379 2,009,579.0781
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 19,467 1,018 5.52 2,176 16.49 1.8691
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 18,449 -762 -3.97 1,868 -0.37 1.7044
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 19,211 19,211 1,875 1.8875
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.