JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFormidable Asset Management, LLC
Latest Disclosed Ownership26,899 shares
Latest Disclosed Value $ 8,667,489
Formidable Asset Management, LLC reports 0.17% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Formidable Asset Management, LLC filed a 13F-HR form disclosing ownership of 26,899 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,667,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 26,854 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.17% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,899 45 0.17 8,667 2.33 1.3382
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 26,854 -558 -2.04 8,470 6.59 1.2324
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 27,412 -493 -1.77 7,947 16.08 1.2515
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 27,905 -67 -0.24 6,845 -0.23 1.1448
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 27,972 -1,139 -3.91 6,862 -1.68 1.1471
2025-02-19 2024-12-31 13F JPMORGAN CHASE COM 46625H100 29,111 -626 -2.11 6,978 11.29 1.1461
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 29,737 -684 -2.25 6,270 1.90 1.0016
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 30,421 225 0.75 6,153 1.74 0.9949
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,196 19,446 180.89 6,048 230.85 0.9861
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,750 -244 -2.22 1,829 14.68 0.3798
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,994 -136 -1.22 1,594 159,300.00 0.3532
2023-08-15 2023-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 11,130 339 3.14 2 0.00 0.3533
2023-05-09 2023-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 10,791 -267 -2.41 1 0.00 0.2969
2023-02-07 2022-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 11,058 92 0.84 1 -99.93 0.3350
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,966 -766 -6.53 1,350 1.73 0.3131
2022-08-18 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 11,732 571 5.12 1,327 -12.75 0.2987
2022-08-16 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,732 571 1,327 0.3082
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,161 821 7.94 1,521 -11.05 0.2916
2022-02-07 2021-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 10,340 876 9.26 1,710 10.39 0.3282
2021-11-10 2021-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 9,464 3,936 71.20 1,549 80.12 0.2909
2021-08-16 2021-06-30 13F/A-2 JP MORGAN CHASE & CO COM Common Stock 46625H100 5,528 -3,597 -39.42 860 -38.75 0.1847
2021-08-06 2021-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 954 -8,171 1,139 0.2684
2021-05-12 2021-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 9,125 521 6.06 1,404 29.28 0.3052
2021-01-29 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 8,604 507 6.26 1,086 37.64 0.2517
2020-12-14 2020-09-30 13F/A-1 JPMORGAN CHASE Equity 46625H100 8,097 151 1.90 789 1.02 0.2300
2020-11-13 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 8,097 151 789 214,913.7621
2020-08-13 2020-06-30 13F JPMORGAN CHASE Equity 46625H100 7,946 1,615 25.51 781 37.02 0.2303
2020-06-01 2020-03-31 13F JPMORGAN CHASE Common 46625H100 6,331 350 5.85 570 -30.66 0.2244
2020-02-13 2019-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 5,981 5,981 822 0.2591
2019-11-08 2019-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 0 -5,724 -100.00 0 -100.00
2019-10-15 2019-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 5,724 5,724 659 0.2266
2018-02-13 2017-12-31 13F JPMORGAN CHASE Common 46625H100 0 -4,827 -100.00 0 -100.00
2017-11-13 2017-09-30 13F JPMORGAN CHASE Common 46625H100 4,827 844 21.19 461 26.65 0.1945
2017-08-11 2017-06-30 13F JPMORGAN CHASE Common 46625H100 3,983 86 2.21 364 7.37 0.1795
2017-05-12 2017-03-31 13F JPMORGAN CHASE Common 46625H100 3,897 -290 -6.93 339 -6.09 0.1478
2017-02-08 2016-12-31 13F JPMORGAN CHASE Common 46625H100 4,187 -55 -1.30 361 28.01 0.1824
2016-11-14 2016-09-30 13F JPMORGAN CHASE Common 46625H100 4,242 182 4.48 282 8.46 0.1402
2016-08-12 2016-06-30 13F JPMORGAN CHASE Common 46625H100 4,060 715 21.38 260 22.64 0.1447
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,345 -150 -4.29 212 -3.20 0.1490
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,495 -565 -13.92 219 -11.34 0.1517
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 4,060 0 0.00 247 -10.18 0.1649
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 4,060 0 0.00 275 3.77 0.1754
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,060 -3,081 -43.15 265 -40.72 0.1743
2015-02-27 2014-12-31 13F JPMORGAN CHASE COM 46625H100 7,141 -100 -1.38 447 1.36 0.3053
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 7,241 -466 -6.05 441 -0.68 0.2914
2014-08-21 2014-06-30 13F JPMORGAN CHASE COM 46625H100 7,707 0 0.00 444 3.74 0.2682
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 7,707 0 0.00 428 -1.83 0.2989
2014-02-18 2013-12-31 13F JPMORGAN CHASE COM 46625H100 7,707 4,002 108.02 436 125.91 0.2935
2013-11-26 2013-09-30 13F JPMORGAN CHASE COM 46625H100 3,705 3,705 193 0.1667
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.