JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOccidental Asset Management, LLC
Latest Disclosed Ownership33,285 shares
Latest Disclosed Value $ 9,791,243
Occidental Asset Management, LLC reports 1.21% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Occidental Asset Management, LLC filed a 13F-HR form disclosing ownership of 33,285 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,791,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 32,887 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.21% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 33,285 398 1.21 9,791 -7.60 1.1599
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 32,887 2,177 7.09 10,597 9.40 1.2733
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,710 3,265 11.90 9,687 21.74 1.2159
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 27,445 1,212 4.62 7,957 23.66 1.0980
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,233 2,256 9.41 6,435 11.95 0.9714
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 23,977 787 3.39 5,748 17.55 0.8971
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,190 1,356 6.21 4,890 10.71 0.7889
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 23,190 1,356 4,890 0.7889
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,834 -1,944 -8.18 4,416 -7.27 0.7750
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 23,778 5,318 28.81 4,763 51.66 0.8902
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,460 494 2.75 3,140 20.54 0.6512
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 17,966 295 1.67 2,605 1.36 0.6032
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,671 908 5.42 2,570 17.67 0.5821
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,763 711 4.43 2,184 1.49 0.5449
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 16,052 1,390 9.48 2,153 40.47 0.5870
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,662 869 6.30 1,532 -1.35 0.4593
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,793 927 7.21 1,553 -11.46 0.4604
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,866 287 2.28 1,754 -11.95 0.4485
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 12,579 758 6.41 1,992 2.95 0.4732
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,821 760 6.87 1,935 12.50 0.5018
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 11,061 677 6.52 1,720 8.79 0.4572
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,384 809 8.45 1,581 29.91 0.4699
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,575 582 6.47 1,217 40.53 0.4033
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,993 136 1.54 866 3.96 0.3606
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,857 554 6.67 833 11.36 0.3684
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,303 425 5.39 748 -31.88 0.3763
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,878 399 5.33 1,098 24.77 0.4476
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,479 1,217 19.43 880 25.71 0.3687
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,262 3,622 137.20 700 162.17 0.3151
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,640 2,640 267 0.1284
2019-03-19 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 0 0 0.0000
2019-03-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 0 0 0 0.0000
2019-03-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,986 -100.00 0 -100.00
2019-03-20 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,986 0 0.00 218 2.83 0.1175
2019-03-19 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,986 212
2019-03-19 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,986 1,986 212 0.1101
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.