JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSmith, Salley & Associates
Latest Disclosed Ownership161,087 shares
Latest Disclosed Value $ 47,385,489
Smith, Salley & Associates reports 1.73% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Smith, Salley & Associates filed a 13F-HR form disclosing ownership of 161,087 shares of JPMorgan Chase & Co. (MX:JPM) valued at $47,385,489 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 158,354 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.73% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 161,087 2,733 1.73 47,385 -7.13 2.3824
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 158,354 -10,730 -6.35 51,025 -4.33 2.5269
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 169,084 -281 -0.17 53,334 8.62 2.7446
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 169,365 3,911 2.36 49,101 20.98 2.8406
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 165,454 -22,863 -12.14 40,586 -10.09 2.6598
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 188,317 1,417 0.76 45,141 14.54 2.8991
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 186,900 4,633 2.54 39,410 6.90 2.5764
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 182,267 7,563 4.33 36,865 5.35 2.6458
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 174,704 -47,538 -21.39 34,993 -7.43 2.7152
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 222,242 1,114 0.50 37,803 17.89 2.4427
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 221,128 6,246 2.91 32,068 2.61 2.3791
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 214,882 875 0.41 31,252 12.07 2.3056
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 214,007 6,121 2.94 27,887 0.04 2.2183
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 207,886 494 0.24 27,877 28.63 2.3845
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 207,392 -1,144 -0.55 21,672 -7.72 2.0163
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 208,536 10,361 5.23 23,484 -13.07 2.0317
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 198,175 1,776 0.90 27,015 -13.14 1.9874
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 196,399 -1,389 -0.70 31,100 -3.94 2.2027
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 197,788 3,110 1.60 32,376 6.92 2.5477
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 194,678 2,540 1.32 30,280 3.52 2.4509
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 192,138 5,769 3.10 29,249 23.51 2.6252
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 186,369 5,903 3.27 23,682 36.31 2.3989
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 180,466 614 0.34 17,373 2.70 2.1005
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 179,852 6,920 4.00 16,917 8.66 2.2576
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 172,932 371 0.21 15,569 -35.28 2.5897
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 172,561 -277 -0.16 24,055 18.26 3.1720
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 172,838 7,255 4.38 20,341 9.88 2.8906
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 165,583 2,968 1.83 18,512 12.46 2.7910
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 162,615 7,485 4.82 16,461 8.70 2.6495
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 155,130 3,237 2.13 15,143 -11.65 2.7875
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 151,893 1,171 0.78 17,140 9.14 2.7048
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 150,722 3,795 2.58 15,705 -2.80 2.6889
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 146,927 11,359 8.38 16,157 11.45 2.8964
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 135,568 2,041 1.53 14,497 13.67 2.5964
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 133,527 3,142 2.41 12,754 7.02 2.4424
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 130,385 1,618 1.26 11,917 5.36 2.3957
2017-05-05 2017-03-31 13F J P MORGAN CHASE COM 46625H100 128,767 -1,120 -0.86 11,311 0.93 2.3187
2017-02-01 2016-12-31 13F J P MORGAN CHASE COM 46625H100 129,887 4,369 3.48 11,207 34.09 2.3334
2016-11-14 2016-09-30 13F J P MORGAN CHASE COM 46625H100 125,518 6,895 5.81 8,358 13.39 1.8533
2016-07-29 2016-06-30 13F J P MORGAN CHASE COM 46625H100 118,623 9,302 8.51 7,371 13.87 1.7175
2016-05-10 2016-03-31 13F J P MORGAN CHASE COM 46625H100 109,321 6,116 5.93 6,473 -5.02 1.6222
2016-02-10 2015-12-31 13F J P MORGAN CHASE COM 46625H100 103,205 1,478 1.45 6,815 9.88 1.6989
2015-11-12 2015-09-30 13F J P MORGAN CHASE COM 46625H100 101,727 4,565 4.70 6,202 -5.80 1.6735
2015-08-11 2015-06-30 13F J P MORGAN CHASE COM 46625H100 97,162 4,431 4.78 6,584 17.22 1.6761
2015-05-05 2015-03-31 13F J P MORGAN CHASE COM 46625H100 92,731 92,731 0.00 5,617 1.4314
2015-02-04 2014-12-31 13F JPMorgan Chase COM 46625H100 0 -108,332 -100.00 0 -100.00
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 108,332 11,623 12.02 6,526 17.12 1.7316
2014-08-13 2014-06-30 13F J P MORGAN CHASE COM 46625H100 96,709 26,666 38.07 5,572 31.04 1.4879
2014-05-12 2014-03-31 13F JP Morgan Chase COM 46625H100 70,043 2,332 3.44 4,252 7.37 2.6576
2014-02-11 2013-12-31 13F JP Morgan Chase COM 46625H100 67,711 393 0.58 3,960 13.79 2.5837
2013-11-12 2013-09-30 13F JP Morgan Chase COM 46625H100 67,318 1,217 1.84 3,480 -0.29 2.8030
2013-08-13 2013-06-30 13F JP Morgan Chase COM 46625H100 66,101 66,101 3,490 2.8073
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.