JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBurney Co/
Latest Disclosed Ownership54,003 shares
Latest Disclosed Value $ 15,885,647
Burney Co/ reports 33.10% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 54,003 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,885,647 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 80,720 shares of JPMorgan Chase & Co.. This represents a change in shares of -33.10% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 54,003 -26,717 -33.10 15,886 -38.92 0.4058
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 80,720 -34,587 -30.00 26,010 -28.49 0.8109
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 115,307 -673 -0.58 36,371 8.17 1.1568
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 115,980 695 0.60 33,624 18.90 1.1380
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 115,285 4,786 4.33 28,279 6.77 1.0290
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 110,499 87,313 376.58 26,488 441.88 0.9360
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,186 4,019 20.97 4,889 26.11 0.1739
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,167 -507 -2.58 3,877 -1.62 0.1481
2024-05-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,674 -15,387 -43.89 3,941 -33.93 0.1502
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 35,061 -14,263 -28.92 5,964 -16.62 0.2510
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 49,324 502 1.03 7,153 0.73 0.3352
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 48,822 -10,319 -17.45 7,101 -7.86 0.3255
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 59,141 446 0.76 7,707 -2.08 0.3798
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 58,695 35,174 149.54 7,871 220.18 0.3986
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 23,521 -245 -1.03 2,458 -8.15 0.1357
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 23,766 -1,465 -5.81 2,676 -22.21 0.1408
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,231 -185 -0.73 3,440 -14.53 0.1412
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,416 -279 -1.09 4,025 -4.30 0.1738
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 25,695 7 0.03 4,206 5.26 0.1974
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,688 -76 -0.29 3,996 1.89 0.1859
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 25,764 -364 -1.39 3,922 18.13 0.1934
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 26,128 -816 -3.03 3,320 27.99 0.1822
2020-12-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 26,944 -1,355 -4.79 2,594 -2.55 0.1607
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 28,299 -2,940 -9.41 2,662 -5.33 0.1727
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,239 -2,256 -6.74 2,812 -39.77 0.2161
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 33,495 -1,610 -4.59 4,669 13.00 0.2573
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 35,105 -1,057 -2.92 4,132 2.20 0.2475
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 36,162 -1,134 -3.04 4,043 7.10 0.2452
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 37,296 -4,706 -11.20 3,775 -7.93 0.2339
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 42,002 -858 -2.00 4,100 -15.22 0.2886
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 42,860 -4,766 -10.01 4,836 -2.56 0.2879
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 47,626 5,388 12.76 4,963 6.85 0.2908
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 42,238 -6,723 -13.73 4,645 -11.29 0.2876
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 48,961 4,537 10.21 5,236 23.58 0.2959
2017-11-13 2017-09-30 13F/A-1 JPMorgan Chase COM 46625H100 44,424 -2,195 -4.71 4,237 -0.28 0.2752
2017-11-09 2017-09-30 13F JPMorgan Chase COM 46625H100 46,619 0 4,249
2017-08-09 2017-06-30 13F JPMorgan Chase COM 46625H100 46,619 1,379 3.05 4,249 6.92 0.2782
2017-05-11 2017-03-31 13F JPMorgan Chase COM 46625H100 45,240 -9,343 -17.12 3,974 -15.63 0.2618
2017-02-07 2016-12-31 13F JPMorgan Chase COM 46625H100 54,583 -10,483 -16.11 4,710 8.50 0.3202
2016-11-14 2016-09-30 13F JPMorgan Chase COM 46625H100 65,066 30,099 86.08 4,341 99.77 0.3063
2016-08-10 2016-06-30 13F JPMorgan Chase COM 46625H100 34,967 9,826 39.08 2,173 45.94 0.1559
2016-05-02 2016-03-31 13F JPMorgan Chase COM 46625H100 25,141 4,084 19.39 1,489 6.51 0.1084
2016-02-09 2015-12-31 13F JPMorgan Chase COM 46625H100 21,057 -2,141 -9.23 1,398 -1.13 0.1035
2015-11-03 2015-09-30 13F JPMorgan Chase COM 46625H100 23,198 -1,535 -6.21 1,414 -15.63 0.1089
2015-08-10 2015-06-30 13F JPMorgan Chase COM 46625H100 24,733 -369 -1.47 1,676 10.19 0.1140
2015-05-12 2015-03-31 13F JP Morgan Chase COM 46625H100 25,102 652 2.67 1,521 -0.59 0.1042
2015-02-11 2014-12-31 13F JPMORGAN CH COM 46625H100 24,450 -1,095 -4.29 1,530 -0.58 0.1212
2014-11-12 2014-09-30 13F JPMORGAN CH COM 46625H100 25,545 -3,878 -13.18 1,539 -9.20 0.1320
2014-08-05 2014-06-30 13F/A-1 JPMORGAN CH COM 46625H100 29,423 -2,235 -7.06 1,695 -11.81 0.1467
2014-08-04 2014-06-30 13F JPMORGAN CH COM 46625H100 29,423 1,695
2014-05-07 2014-03-31 13F/A-1 JPMORGAN CH COM 46625H100 31,658 2,838 9.85 1,922 14.07 0.1751
2014-05-06 2014-03-31 13F KROGER COM 46625H100 329,149 14,367
2014-02-03 2013-12-31 13F JPMORGAN CH COM 46625H100 28,820 2,533 9.64 1,685 23.99 0.1641
2013-11-04 2013-09-30 13F JPMORGAN CH COM 46625H100 26,287 1,371 5.50 1,359 3.35 0.1520
2013-07-22 2013-06-30 13F JPMORGAN CH COM 46625H100 24,916 24,916 1,315 0.1642
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.