JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrookstone Capital Management
Latest Disclosed Ownership103,901 shares
Latest Disclosed Value $ 30,563,644
Brookstone Capital Management reports 3.45% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 103,901 shares of JPMorgan Chase & Co. (MX:JPM) valued at $30,563,644 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 107,609 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.45% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 103,901 -3,708 -3.45 30,564 -11.85 0.3493
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 107,609 5,226 5.10 34,674 7.37 0.3967
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 102,383 -1,661 -1.60 32,295 7.06 0.3853
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 104,044 5,850 5.96 30,163 25.23 0.3956
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 98,194 12,837 15.04 24,087 17.73 0.3452
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 85,357 -3,943 -4.42 20,461 8.66 0.2978
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 89,300 3,652 4.26 18,830 1.37 0.2775
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 85,648 2,759 3.33 18,574 11.88 0.3081
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 82,889 -68,050 -45.08 16,603 -35.34 0.2967
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 150,939 -4,572 -2.94 25,675 13.63 0.4992
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 155,511 574 0.37 22,594 1.03 0.4960
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 154,937 -17,811 -10.31 22,364 -7.42 0.4500
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 172,748 6,870 4.14 24,155 5.57 0.4702
2023-01-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 165,878 12,997 8.50 22,881 44.45 0.4632
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 152,881 890 0.59 15,840 -8.87 0.3661
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 151,991 69,656 84.60 17,382 58.73 0.3847
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 82,335 -8,771 -9.63 10,951 -28.09 0.2143
2022-01-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 91,106 18,513 25.50 15,229 30.30 0.2623
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 72,593 -911 -1.24 11,688 2.16 0.2104
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 73,504 36,585 99.10 11,441 103.58 0.2051
2021-04-16 2021-03-31 13F JPMORGAN CHASE COM 46625H100 36,919 -19,147 -34.15 5,620 -21.11 0.2154
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 56,066 4,221 8.14 7,124 42.74 0.2831
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 51,845 8,952 20.87 4,991 23.69 0.2306
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 42,893 24,071 127.89 4,035 138.05 0.2514
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 18,822 -23,566 -55.60 1,695 -71.31 0.0975
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 42,388 9,943 30.65 5,909 54.77 0.3001
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 32,445 7,496 30.05 3,818 36.89 0.2073
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 24,949 3,954 18.83 2,789 31.25 0.1612
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 20,995 13,645 185.65 2,125 196.37 0.1379
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,350 -425 -5.47 717 -18.24 0.0544
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,775 967 14.20 877 23.70 0.0667
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,808 348 5.39 709 -0.14 0.0618
2018-04-23 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,460 11 0.17 710 2.90 0.0644
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,449 280 4.54 690 17.15 0.0620
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,169 477 8.38 589 13.27 0.0533
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,692 289 5.35 520 9.47 0.0496
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,403 -360 -6.25 475 -4.43 0.0481
2017-01-12 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,763 411 7.68 497 39.22 0.0546
2016-10-28 2016-09-30 13F JPMORGAN CHASE COM 46625H100 5,352 69 1.31 357 8.84 0.0393
2016-07-19 2016-06-30 13F JPMORGAN CHASE COM 46625H100 5,283 -330 -5.88 328 -1.20 0.0429
2016-04-14 2016-03-31 13F JPMORGAN CHASE COM 46625H100 5,613 15 0.27 332 -10.27 0.0500
2016-01-14 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,598 159 2.92 370 11.45 0.0712
2015-10-28 2015-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 5,439 -51,376 -90.43 332 -91.38 0.0602
2015-08-11 2015-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 56,815 9,757 20.73 3,850 35.04 0.4843
2015-05-14 2015-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 47,058 47,058 0.00 2,851 0.4316
2015-01-29 2014-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 0 -4,308 -100.00 0 -100.00
2014-10-14 2014-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 4,308 112 2.67 260 7.44 0.0489
2014-07-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 4,196 -41 -0.97 242 -5.84 0.0494
2014-05-15 2014-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 4,237 580 15.86 257 20.09 0.0652
2014-02-10 2013-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,657 3,657 214 0.0616
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.