JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArmbruster Capital Management, Inc.
Latest Disclosed Ownership7,090 shares
Latest Disclosed Value $ 2,085,594
Armbruster Capital Management, Inc. reports 0.37% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Armbruster Capital Management, Inc. filed a 13F-HR form disclosing ownership of 7,090 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,085,594 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,064 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.37% 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 JPMORGAN CHASE COM 46625H100 7,090 26 0.37 2,086 -8.39 0.3418
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,064 0 0.00 2,276 2.15 0.3822
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,064 -269 -3.67 2,228 4.85 0.3792
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,333 155 2.16 2,126 20.74 0.3850
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,178 -433 -5.69 1,761 -3.51 0.3512
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,611 -1,197 -13.59 1,824 -1.78 0.3707
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,808 1,304 17.38 1,857 22.41 0.3699
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,504 324 4.51 1,518 5.49 0.3151
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,180 -75 -1.03 1,438 16.53 0.3060
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,255 50 0.69 1,234 18.20 0.2811
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,205 -328 -4.35 1,045 -4.66 0.2640
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,533 269 3.70 1,096 15.75 0.2697
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,264 0 0.00 947 -2.87 0.2418
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,264 0 0.00 974 28.33 0.2525
2022-11-16 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 7,264 0 0.00 759 -7.21 0.2165
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,264 0 759 0.2165
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,264 -54 -0.74 818 -18.04 0.2212
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,318 -114 -1.53 998 -15.21 0.2402
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,432 145 1.99 1,177 -1.34 0.2694
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,287 0 0.00 1,193 5.30 0.3409
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,287 0 0.00 1,133 2.16 0.3197
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,287 0 0.00 1,109 19.76 0.3286
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,287 -225 -3.00 926 28.08 0.3108
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,512 -514 -6.40 723 -4.24 0.2779
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,026 173 2.20 755 6.79 0.3029
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,853 52 0.67 707 -34.96 0.3331
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,801 0 0.00 1,087 18.41 0.4159
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,801 0 0.00 918 5.28 0.3808
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,801 -348 -4.27 872 5.70 0.3658
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,149 -936 -10.30 825 -6.99 0.3567
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 9,085 0 0.00 887 -13.46 0.4398
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,085 668 7.94 1,025 16.88 0.4480
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,417 888 11.79 877 5.92 0.4120
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,529 -486 -6.06 828 -3.38 0.5249
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 8,015 -17 -0.21 857 11.73 0.3919
2017-11-08 2017-09-30 13F JPMorgan Chase Equities 46625H100 8,032 -100 -1.23 767 3.23 0.3933
2017-08-01 2017-06-30 13F JPMorgan Chase Equities 46625H100 8,132 61 0.76 743 4.80 0.4015
2017-05-08 2017-03-31 13F JPMorgan Chase Equities 46625H100 8,071 -750 -8.50 709 -6.83 0.3957
2017-02-06 2016-12-31 13F JPMorgan Chase Equities 46625H100 8,821 100 1.15 761 30.98 0.4460
2016-10-25 2016-09-30 13F JPMorgan Chase Equities 46625H100 8,721 -100 -1.13 581 6.02 0.3598
2016-07-29 2016-06-30 13F JPMorgan Chase Equities 46625H100 8,821 0 0.00 548 4.98 0.3547
2016-05-03 2016-03-31 13F JPMorgan Chase Equities 46625H100 8,821 -363 -3.95 522 -13.86 0.3567
2016-01-26 2015-12-31 13F JPMorgan Chase Equities 46625H100 9,184 9,184 606 0.5408
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.