JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrongBox Wealth, LLC
Latest Disclosed Ownership26,208 shares
Latest Disclosed Value $ 7,709,469
StrongBox Wealth, LLC reports 4.05% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - StrongBox Wealth, LLC filed a 13F-HR form disclosing ownership of 26,208 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,709,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 25,187 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.05% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,208 1,021 4.05 7,709 -5.00 2.4670
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 25,187 199 0.80 8,116 2.96 2.6673
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 24,988 4,881 24.28 7,882 35.22 2.6672
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,107 840 4.36 5,829 23.34 2.2121
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,267 -1,288 -6.27 4,726 -4.08 1.9702
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,555 -482 -2.29 4,927 11.09 2.0860
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 21,037 874 4.33 4,436 8.75 1.9006
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,163 212 1.06 4,078 2.05 1.9258
2024-05-14 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 19,951 -921 -4.41 3,996 12.56 2.1066
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,872 0 3,550 2.0717
2024-01-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,872 -116 -0.55 3,550 16.66 2.0717
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,988 -695 -3.21 3,044 -3.49 1.9375
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 21,683 3,124 16.83 3,154 30.40 1.9896
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,559 495 2.74 2,418 -0.17 1.6230
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,064 653 3.75 2,422 33.15 1.7135
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,411 -5,772 -24.90 1,819 -30.33 1.3185
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 23,183 2,223 10.61 2,611 -8.61 1.6879
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,960 5,239 33.32 2,857 14.79 1.6290
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,721 1,585 11.21 2,489 7.56 1.2433
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 14,136 796 5.97 2,314 11.52 1.2983
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 13,340 3 0.02 2,075 2.22 1.1893
2021-05-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,337 -399 -2.90 2,030 16.33 1.2580
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 13,736 -118 -0.85 1,745 30.81 1.1307
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,854 379 2.81 1,334 5.29 0.9770
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 13,475 2,213 19.65 1,267 24.95 1.1549
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 11,262 11,262 1,014 1.1503
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.