JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSecure Asset Management, LLC
Latest Disclosed Ownership4,367 shares
Latest Disclosed Value $ 1,284,475
Secure Asset Management, LLC reports 8.44% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Secure Asset Management, LLC filed a 13F-HR form disclosing ownership of 4,367 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,284,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 4,027 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.44% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,367 340 8.44 1,284 -1.00 0.2033
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,027 -306 -7.06 1,298 -3.64 0.2031
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,333 -981 -18.46 1,346 -12.60 0.2218
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,314 1,294 32.19 1,541 56.19 0.2839
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,020 -11,473 -74.05 986 -73.44 0.1976
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,493 84 0.55 3,714 14.28 0.5633
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,409 -526 -3.30 3,249 0.84 0.5475
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,935 -1,475 -8.47 3,223 -7.60 0.6098
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,410 -2,181 -11.13 3,487 4.65 0.8199
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,591 -1,578 -7.45 3,332 8.57 0.8956
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 21,169 1,084 5.40 3,070 5.07 0.9185
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,085 -247 -1.21 2,921 10.27 0.8877
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 20,332 -7,524 -27.01 2,649 -29.08 0.8839
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 27,856 -582 -2.05 3,736 25.67 1.3420
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,438 361 1.29 2,972 -6.01 1.6649
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 28,077 1,131 4.20 3,162 -13.91 1.7512
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,946 -1,867 -6.48 3,673 -19.50 1.6557
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 28,813 8,770 43.76 4,563 39.07 1.8477
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,043 1,806 9.90 3,281 15.65 1.6197
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,237 282 1.57 2,837 3.81 1.4391
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,955 233 1.31 2,733 21.36 1.5206
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 17,722 5,920 50.16 2,252 98.24 1.3263
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 11,802 2,570 27.84 1,136 30.88 0.7785
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,232 5,692 160.79 868 172.10 0.6121
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,540 -1,792 -33.61 319 -57.07 0.3433
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,332 5,332 743 0.5239
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.