JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionVerity Asset Management, Inc.
Latest Disclosed Ownership1,918 shares
Latest Disclosed Value $ 564,055
Verity Asset Management, Inc. reports 38.48% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Verity Asset Management, Inc. filed a 13F-HR form disclosing ownership of 1,918 shares of JPMorgan Chase & Co. (MX:JPM) valued at $564,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,385 shares of JPMorgan Chase & Co.. This represents a change in shares of 38.48% 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)
2026-04-21 2026-03-31 13F J P MORGAN CHASE CO COM C 46625H100 1,918 533 38.48 564 26.46 0.2366
2026-01-30 2025-12-31 13F J P MORGAN CHASE CO COM C 46625H100 1,385 233 20.23 446 22.87 0.1916
2025-11-14 2025-09-30 13F J P MORGAN CHASE CO COM C 46625H100 1,152 -95 -7.62 363 0.55 0.1186
2025-08-05 2025-06-30 13F J P MORGAN CHASE CO COM C 46625H100 1,247 -10 -0.80 362 17.21 0.1728
2025-04-25 2025-03-31 13F J P MORGAN CHASE CO COM C 46625H100 1,257 -25 -1.95 308 23.20 0.1255
2025-01-27 2024-12-31 13F J P MORGAN CHASE & CO COM C 46625H100 1,282 7 0.55 250 -6.72 0.1409
2024-10-31 2024-09-30 13F J P MORGAN CHASE CO COM C 46625H100 1,275 -130 -9.25 269 -5.63 0.1012
2024-08-08 2024-06-30 13F J P MORGAN CHASECO COM C 46625H100 1,405 -4 -0.28 284 0.71 0.1115
2024-05-28 2024-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 1,409 1 0.07 282 17.99 0.1575
2024-02-08 2023-12-31 13F J P MORGAN CHASE CO COM COM 46625H100 1,408 1,408 240 0.1528
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,778 -100.00 0 -100.00
2023-05-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,778 -35 -1.93 232 -4.94 0.1383
2023-02-14 2022-12-31 13F J P MORGAN CHASE CO COM COM 46625H100 1,813 -164 -8.30 243 -99.88 0.2079
2022-11-16 2022-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 1,977 -867 -30.49 206,597 53,009.77 0.2131
2022-05-23 2022-03-31 13F/A-1 J P MORGAN CHASE & CO COM COM 46625H100 2,844 1,508 112.87 389 84.36 0.2472
2022-05-12 2022-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 364,207 362,871 265 0.1923
2022-02-08 2021-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 1,336 39 3.01 211 -0.47 0.1246
2021-11-10 2021-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 1,297 -265 -16.97 212 -12.76 0.1373
2021-08-04 2021-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 1,562 69 4.62 243 7.05 0.1331
2021-05-10 2021-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 1,493 1,493 227 0.1354
2020-11-13 2020-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 0 -17,270 -100.00 0 -100.00
2020-05-18 2020-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 17,270 13,169 321.12 1,556 172.03 1.9605
2020-02-11 2019-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 4,101 -172 -4.03 572 14.63 0.5694
2019-10-31 2019-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 4,273 520 13.86 499 18.81 0.5228
2019-08-08 2019-06-30 13F/A-1 J P MORGAN CHASE & CO COM COM 46625H100 3,753 3,753 420 0.4714
2019-08-06 2019-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 1,848 1,848 205
2019-02-12 2018-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 0 -16,725 -100.00 0 -100.00
2018-11-13 2018-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 16,725 16,725 1,887 1.8620
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.