JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSelect Asset Management & Trust
Latest Disclosed Ownership14,192 shares
Latest Disclosed Value $ 4,175
Select Asset Management & Trust reports 7.52% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Select Asset Management & Trust filed a 13F-HR form disclosing ownership of 14,192 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,175 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 13,199 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.52% 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 J.P. Morgan Chase COM 46625H100 14,192 993 7.52 4 0.00 1.3038
2026-02-10 2025-12-31 13F J.P. Morgan Chase COM 46625H100 13,199 -63 -0.48 4 0.00 1.3228
2025-10-30 2025-09-30 13F J.P. Morgan Chase COM 46625H100 13,262 0 0.00 4 33.33 1.2879
2025-08-14 2025-06-30 13F J.P. Morgan Chase COM 46625H100 13,262 2,623 24.65 4 50.00 1.3171
2025-05-12 2025-03-31 13F J.P. Morgan Chase COM 46625H100 10,639 -41 -0.38 3 0.00 1.0460
2025-02-13 2024-12-31 13F J.P. Morgan Chase COM 46625H100 10,680 0 0.00 3 0.00 0.9922
2024-11-14 2024-09-30 13F J.P. Morgan Chase COM 46625H100 10,680 1,825 20.61 2 100.00 0.8294
2024-08-12 2024-06-30 13F J.P. Morgan Chase COM 46625H100 8,855 -72 -0.81 2 0.00 0.7140
2024-05-14 2024-03-31 13F J.P. Morgan Chase COM 46625H100 8,927 -1,563 -14.90 2 0.00 0.7430
2024-02-13 2023-12-31 13F J.P. Morgan Chase COM 46625H100 10,490 0 0.00 2 0.00 0.8789
2023-11-13 2023-09-30 13F J.P. Morgan Chase COM 46625H100 10,490 0 0.00 2 0.00 0.8833
2023-08-11 2023-06-30 13F J.P. Morgan Chase COM 46625H100 10,490 2,129 25.46 2 0.00 0.9315
2023-05-12 2023-03-31 13F J.P. Morgan Chase COM 46625H100 8,361 1 0.01 1 0.00 0.9611
2023-02-09 2022-12-31 13F J.P. Morgan Chase COM 46625H100 8,360 -124 -1.46 1 -99.89 1.3473
2022-11-14 2022-09-30 13F J.P. Morgan Chase COM 46625H100 8,484 -349 -3.95 887 -10.85 1.0571
2022-08-12 2022-06-30 13F J.P. Morgan Chase COM 46625H100 8,833 -30 -0.34 995 -17.63 1.0704
2022-05-13 2022-03-31 13F J.P. Morgan Chase COM 46625H100 8,863 -12,020 -57.56 1,208 -63.47 1.0323
2022-02-08 2021-12-31 13F J.P. Morgan Chase COM 46625H100 20,883 -3,577 -14.62 3,307 -17.41 2.1880
2021-11-09 2021-09-30 13F J.P. Morgan Chase COM 46625H100 24,460 855 3.62 4,004 9.07 2.8899
2021-08-10 2021-06-30 13F J.P. Morgan Chase COM 46625H100 23,605 -14,960 -38.79 3,671 -37.47 2.0847
2021-05-13 2021-03-31 13F J.P. Morgan Chase COM 46625H100 38,565 5,770 17.59 5,871 40.89 3.9047
2021-02-12 2020-12-31 13F J.P. Morgan Chase COM 46625H100 32,795 29,537 906.60 4,167 1,962.87 3.3256
2016-08-05 2016-06-30 13F J.P. Morgan Chase EQUITIES 46625H100 3,258 3,258 0.00 202 0.5220
2015-10-28 2015-09-30 13F J.P. Morgan Chase COM 46625H100 0 -75,508 -100.00 0 -100.00
2015-08-03 2015-06-30 13F J.P. Morgan Chase COM 46625H100 75,508 18,002 31.30 5,116 46.84 4.4577
2015-04-21 2015-03-31 13F J.P. Morgan Chase COM 46625H100 57,506 57,506 0.00 3,484 2.6964
2015-02-04 2014-12-31 13F J.P. Morgan Chase COM 46625H100 0 -42,504 -100.00 0 -100.00
2014-11-06 2014-09-30 13F J.P. Morgan Chase COM 46625H100 42,504 -22,500 -34.61 2,560 -31.64 1.7231
2014-08-06 2014-06-30 13F/A-1 J.P. Morgan Chase COM 46625H100 65,004 15,000 30.00 3,745 23.35 3.5348
2014-08-06 2014-06-30 13F J.P. Morgan Chase COM 46625H100 50,004 3,036
2014-05-08 2014-03-31 13F J.P. Morgan Chase COM 46625H100 50,004 30,004 150.02 3,036 159.71 2.8448
2014-03-05 2013-12-31 13F J.P. Morgan Chase COM 46625H100 20,000 20,000 1,169 1.0496
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.