JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrategy Asset Managers Llc
Latest Disclosed Ownership69,460 shares
Latest Disclosed Value $ 20,432,317
Strategy Asset Managers Llc reports 1.64% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Strategy Asset Managers Llc filed a 13F-HR form disclosing ownership of 69,460 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,432,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 70,620 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.64% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 69,460 -1,160 -1.64 20,432 -10.21 3.3531
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 70,620 3,968 5.95 22,755 8.24 3.7409
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 66,652 204 0.31 21,024 9.14 3.7817
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 66,448 527 0.80 19,264 19.13 3.5967
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 65,921 -4,392 -6.25 16,171 -4.06 3.3333
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 70,313 -1,017 -1.43 16,855 12.06 3.2688
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 71,330 -7,837 -9.90 15,041 30.62 2.8875
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 79,167 7,929 11.13 11,514 -19.31 2.5560
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 71,238 -1,445 -1.99 14,269 15.42 3.0551
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 72,683 1,696 2.39 12,363 20.10 2.9309
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 70,987 -8,180 -10.33 10,295 -10.60 2.6928
2023-08-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 79,167 4,697 6.31 11,514 18.65 2.5560
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 74,470 2,872 4.01 9,704 107,722.22 2.3655
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 71,598 -840 -1.16 10 -99.88 2.4392
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 72,438 -3,243 -4.29 7,570 -11.17 2.0555
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 75,681 -646 -0.85 8,522 -18.10 2.6230
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 76,327 5,162 7.25 10,405 -7.67 2.2517
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 71,165 -1,540 -2.12 11,269 -5.31 2.9255
2021-12-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 72,705 -5,356 -6.86 11,901 -1.98 2.6471
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 78,061 434 0.56 12,141 2.74 2.5674
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 77,627 -2,222 -2.78 11,817 16.46 2.7093
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 79,849 -3,246 -3.91 10,147 26.84 2.4222
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 83,095 -6,565 -7.32 8,000 -5.13 2.0747
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 89,660 -1,467 -1.61 8,433 2.78 2.2592
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 91,127 -5,037 -5.24 8,205 -38.80 2.6420
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 96,164 -1,075 -1.11 13,406 17.14 3.3056
2019-11-13 2019-09-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 97,239 -8,093 -7.68 11,444 -2.82 3.4081
2019-08-14 2019-06-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 105,332 -15,187 -12.60 11,776 -3.48 3.3343
2019-05-08 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 120,519 18,399 18.02 12,200 22.38 2.7433
2019-02-14 2018-12-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 102,120 -4,919 -4.60 9,969 -17.46 2.4337
2018-11-01 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 107,039 -4,920 -4.39 12,078 3.53 2.4558
2018-08-07 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 111,959 -2,992 -2.60 11,666 -7.71 2.4659
2018-05-03 2018-03-31 13F JPMORGAN CHASE Common Stock 46625H100 114,951 -7,195 -5.89 12,641 -3.22 2.7399
2018-01-29 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 122,146 2,287 1.91 13,062 14.10 2.5534
2017-11-06 2017-09-30 13F JPMORGAN CHASE Common Stock 46625H100 119,859 -3,170 -2.58 11,448 1.81 2.3454
2017-08-07 2017-06-30 13F JPMORGAN CHASE Common Stock 46625H100 123,029 -6,401 -4.95 11,245 -1.09 2.3125
2017-04-28 2017-03-31 13F JPMORGAN CHASE Common Stock 46625H100 129,430 -11,919 -8.43 11,369 -6.50 2.4685
2017-02-01 2016-12-31 13F JPMORGAN CHASE Common Stock 46625H100 141,349 -14,774 -9.46 12,160 16.97 2.6603
2016-10-31 2016-09-30 13F JPMORGAN CHASE Common Stock 46625H100 156,123 -784 -0.50 10,396 6.63 2.3307
2016-08-04 2016-06-30 13F JPMORGAN CHASE Common Stock 46625H100 156,907 -1,016 -0.64 9,750 4.26 2.2161
2016-04-29 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 157,923 -4,980 -3.06 9,352 -13.05 2.1261
2016-01-29 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 162,903 -4,038 -2.42 10,756 5.68 2.4470
2015-11-05 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 166,941 -2,477 -1.46 10,178 -11.34 2.4426
2015-08-04 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 169,418 -1,758 -1.03 11,480 10.70 2.5604
2015-05-08 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 171,176 171,176 0.00 10,370 2.2645
2015-02-03 2014-12-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 0 -171,565 -100.00 0 -100.00
2014-11-12 2014-09-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 171,565 567 0.33 10,335 4.89 2.2586
2014-08-08 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 170,998 -45,574 -21.04 9,853 -25.06 2.0972
2014-05-06 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 216,572 42,219 24.21 13,148 28.95 2.8288
2014-02-10 2013-12-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 174,353 2,233 1.30 10,196 14.60 2.2341
2013-11-13 2013-09-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 172,120 -5,717 -3.21 8,897 -5.23 2.0988
2013-08-14 2013-06-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 177,837 177,837 9,388 2.2326
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.