JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPegasus Asset Management, Inc.
Latest Disclosed Ownership33,998 shares
Latest Disclosed Value $ 10,000,956
Pegasus Asset Management, Inc. reports 1.01% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Pegasus Asset Management, Inc. filed a 13F-HR form disclosing ownership of 33,998 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,000,956 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 33,659 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.01% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 33,998 339 1.01 10,001 -7.79 3.1977
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 33,659 281 0.84 10,846 3.01 3.3387
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,378 317 0.96 10,529 9.85 3.3783
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,061 505 1.55 9,585 20.01 3.2846
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 32,556 155 0.48 7,986 2.83 3.1972
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 32,401 -236 -0.72 7,767 12.86 2.9292
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,637 -757 -2.27 6,882 1.88 2.6263
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,394 1,427 4.46 6,754 5.48 2.5889
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 31,967 198 0.62 6,403 18.51 2.4787
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,769 346 1.10 5,404 18.56 2.3165
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 31,423 364 1.17 4,557 0.89 2.1187
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 31,059 332 1.08 4,517 12.81 2.0108
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 30,727 74 0.24 4,004 -2.58 1.9841
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,653 116 0.38 4,111 28.80 2.2192
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,537 -396 -1.28 3,191 -8.38 1.8042
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,933 -879 -2.76 3,483 -19.69 1.8942
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 31,812 351 1.12 4,337 -12.95 1.8828
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,461 473 1.53 4,982 -1.77 2.0421
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 30,988 265 0.86 5,072 6.13 2.3284
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 30,723 207 0.68 4,779 2.88 2.2288
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,516 637 2.13 4,645 22.33 2.3570
2021-01-15 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,879 281 0.95 3,797 33.27 2.0811
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 29,598 587 2.02 2,849 4.40 1.7848
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 29,011 430 1.50 2,729 6.06 1.8650
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 28,581 387 1.37 2,573 -34.53 2.1235
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 28,194 442 1.59 3,930 20.33 2.5854
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 27,752 303 1.10 3,266 6.42 2.3759
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 27,449 737 2.76 3,069 13.50 2.3750
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 26,712 1,293 5.09 2,704 8.99 2.2273
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 25,419 949 3.88 2,481 -10.14 2.3434
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 24,470 1,018 4.34 2,761 12.97 2.3101
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 23,452 180 0.77 2,444 -4.49 2.2892
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 23,272 1,136 5.13 2,559 8.11 2.4375
2018-02-10 2017-12-31 13F JPMORGAN CHASE COM 46625H100 22,136 22,136 2,367 2.3660
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.