JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGarner Asset Management Corp
Latest Disclosed Ownership1,693 shares
Latest Disclosed Value $ 497,869
Garner Asset Management Corp reports 0.71% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Garner Asset Management Corp filed a 13F-HR form disclosing ownership of 1,693 shares of JPMorgan Chase & Co. (MX:JPM) valued at $497,869 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,681 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.71% 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 1,693 12 0.71 498 -8.13 0.1953
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,681 2 0.12 542 2.27 0.2078
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,679 2 0.12 530 8.85 0.2134
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,677 -403 -19.38 486 -4.71 0.2248
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,080 -118 -5.37 510 0.2239
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,198 2 0.09 1 0.2380
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,196 2 0.09 0 0.2056
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,194 2 0.09 0 0.2099
2024-05-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,192 0 0.00 0 -100.00 0.2163
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,192 -214 -8.89 381 0.1851
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,406 -58 -2.35 0 0.1998
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,464 -142 -5.45 0 0.1995
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,606 202 8.40 0 0.1558
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,404 3 0.12 0 -100.00 0.1545
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,401 -729 -23.29 251 -28.69 0.1300
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,130 810 34.91 352 11.39 0.1499
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,320 0 0.00 316 -14.13 0.1239
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,320 1 0.04 368 -3.16 0.1497
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,319 1 0.04 380 5.26 0.1717
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,318 0 0.00 361 2.27 0.1682
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,318 -99 -4.10 353 14.98 0.1788
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,417 -33 -1.35 307 30.08 0.1681
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,450 2 0.08 236 2.61 0.1542
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,448 2 0.08 230 4.55 0.1715
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,446 2 0.08 220 -35.48 0.1980
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,444 2 0.08 341 18.82 0.2362
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,442 -46 -1.85 287 3.24 0.2137
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,488 -41 -1.62 278 8.59 0.2149
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,529 0 0.00 256 3.64 0.2048
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,529 4 0.16 247 -13.33 0.2202
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,525 1 0.04 285 8.37 0.2168
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,524 -21 -0.83 263 -6.07 0.2066
2018-04-27 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,545 -1,506 -37.18 280 -35.33 0.2346
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,051 2 0.05 433 11.89 0.3655
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 4,049 3 0.07 387 4.59 0.3452
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,046 4,046 370 0.3479
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.