JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMorse Asset Management, Inc
Latest Disclosed Ownership4,704 shares
Latest Disclosed Value $ 1,383,620
Morse Asset Management, Inc reports 2.53% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Morse Asset Management, Inc filed a 13F-HR form disclosing ownership of 4,704 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,383,620 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 4,588 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.53% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,704 116 2.53 1,384 -6.43 0.2876
2026-02-03 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 4,588 1,900 70.68 1,478 74.50 0.2955
2025-11-14 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,688 31 1.17 848 10.00 0.1692
2025-08-15 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,657 88 3.43 770 22.22 0.1688
2025-05-05 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,569 420 19.54 630 22.33 0.1591
2025-02-14 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,149 -5,077 -70.26 515 -66.19 0.1177
2024-11-20 2024-09-30 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 7,226 5,065 234.38 1,524 0.3289
2024-11-14 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 7,271 5,110 2 0.3302
2024-08-14 2024-06-30 13F JPMorgan Chase COM 46625H100 2,161 -4 -0.18 0 0.1060
2024-05-15 2024-03-31 13F JPMorgan Chase COM 46625H100 2,165 1 0.05 0 0.1107
2024-02-15 2023-12-31 13F JPMorgan Chase COM 46625H100 2,164 707 48.52 0 0.1083
2023-11-13 2023-09-30 13F JPMorgan Chase COM 46625H100 1,457 1,457 0 0.0668
2023-08-14 2023-06-30 13F JPMorgan Chase COM 46625H100 0 -2,178 -100.00 0 0.0000
2023-05-03 2023-03-31 13F JPMorgan Chase COM 46625H100 2,178 -340 -13.50 0 0.0960
2023-02-08 2022-12-31 13F JPMorgan Chase COM 46625H100 2,518 -634 -20.11 0 -100.00 0.1228
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 3,152 -394 -11.11 329 -17.54 0.1242
2022-08-11 2022-06-30 13F JPMorgan Chase COM 46625H100 3,546 3,546 399 0.1280
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 0 -1,494 -100.00 0 -100.00
2022-02-14 2021-12-31 13F JPMorgan Chase COM 46625H100 1,494 -1,917 -56.20 237 -57.53 0.0529
2021-11-09 2021-09-30 13F JPMorgan Chase COM 46625H100 3,411 2,000 141.74 558 154.79 0.1329
2021-08-13 2021-06-30 13F JPMorgan Chase COM 46625H100 1,411 0 0.00 219 1.86 0.0529
2021-05-13 2021-03-31 13F/A-1 JPMorgan Chase COM 46625H100 1,411 1,411 215 0.0552
2021-05-13 2021-03-31 13F JPMorgan Chase COM 46625H100 1,411 1,411 215 0.0552
2020-11-09 2020-09-30 13F JPMorgan Chase COM 46625H100 0 -4,740 -100.00 0 -100.00
2020-08-14 2020-06-30 13F JPMorgan Chase COM 46625H100 4,740 -1,817 -27.71 446 -24.41 0.1589
2020-05-01 2020-03-31 13F JPMorgan Chase COM 46625H100 6,557 -2,300 -25.97 590 -52.23 0.2817
2020-01-31 2019-12-31 13F JPMorgan Chase COM 46625H100 8,857 325 3.81 1,235 23.01 0.4235
2019-11-05 2019-09-30 13F JPMorgan Chase COM 46625H100 8,532 2,751 47.59 1,004 55.42 0.3753
2019-08-01 2019-06-30 13F JPMorgan Chase COM 46625H100 5,781 86 1.51 646 11.96 0.1902
2019-05-02 2019-03-31 13F JPMorgan Chase COM 46625H100 5,695 -260 -4.37 577 -0.69 0.1730
2019-02-13 2018-12-31 13F JPMorgan Chase COM 46625H100 5,955 -1,800 -23.21 581 -33.60 0.2063
2018-11-01 2018-09-30 13F JPMorgan Chase COM 46625H100 7,755 -30 -0.39 875 7.89 0.2306
2018-08-15 2018-06-30 13F JPMorgan Chase COM 46625H100 7,785 455 6.21 811 0.62 0.2223
2018-05-02 2018-03-31 13F JPMorgan Chase COM 46625H100 7,330 1,885 34.62 806 38.49 0.2232
2018-01-29 2017-12-31 13F JPMorgan Chase COM 46625H100 5,445 1,000 22.50 582 36.94 0.1619
2017-10-31 2017-09-30 13F JPMorgan Chase COM 46625H100 4,445 455 11.40 425 16.44 0.1266
2017-08-01 2017-06-30 13F JPMorgan Chase COM 46625H100 3,990 350 9.62 365 14.06 0.1188
2017-05-04 2017-03-31 13F JPMorgan Chase COM 46625H100 3,640 3,640 320 0.1092
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.