JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBragg Financial Advisors, Inc
Latest Disclosed Ownership99,368 shares
Latest Disclosed Value $ 29,230,142
Bragg Financial Advisors, Inc reports 3.39% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Bragg Financial Advisors, Inc filed a 13F-HR form disclosing ownership of 99,368 shares of JPMorgan Chase & Co. (MX:JPM) valued at $29,230,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 96,108 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.39% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 99,368 3,260 3.39 29,230 -5.61 0.9246
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 96,108 3,524 3.81 30,968 6.04 1.0081
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 92,584 -20 -0.02 29,204 8.78 0.9660
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 92,604 -524 -0.56 26,847 17.52 0.9592
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 93,128 -2,069 -2.17 22,844 0.11 0.9396
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 95,197 -3,130 -3.18 22,820 10.06 0.9241
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 98,327 -1,023 -1.03 20,733 3.18 0.8532
2024-08-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 99,350 -1,725 -1.71 20,095 -0.75 0.8968
2024-05-14 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 101,075 -1,108 -1.08 20,245 16.48 0.9083
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 101,075 -1,108 20,245 0.9083
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 102,183 -1,448 -1.40 17,381 15.66 0.8267
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 103,631 -1,245 -1.19 15,029 -1.48 0.7936
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 104,876 1,420 1.37 15,253 13.14 0.8376
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 103,456 761 0.74 13,481 -2.11 0.7953
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 102,695 3,469 3.50 13,771 32.81 0.8374
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 99,226 2,177 2.24 10,369 -5.12 0.7151
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 97,049 4,328 4.67 10,929 -13.54 0.7262
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 92,721 5,107 5.83 12,640 -11.87 0.7366
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 87,614 0 0.00 14,342 0.00 0.9192
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 87,614 957 1.10 14,342 6.40 0.9192
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 86,657 1,305 1.53 13,479 3.74 0.8609
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 85,352 1,935 2.32 12,993 22.58 0.8749
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 83,417 2,283 2.81 10,600 35.71 0.9273
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 81,134 1,544 1.94 7,811 4.34 0.8006
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 79,590 3,715 4.90 7,486 9.59 0.8334
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 75,875 8,980 13.42 6,831 -26.75 0.9179
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 66,895 1,150 1.75 9,325 20.51 1.0440
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 65,745 1,811 2.83 7,738 8.25 0.9408
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 63,934 879 1.39 7,148 11.98 0.8810
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 63,055 2,200 3.62 6,383 7.44 0.8291
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 60,855 3,332 5.79 5,941 -8.47 0.8931
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 57,523 1,808 3.25 6,491 11.80 0.8724
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 55,715 3,250 6.19 5,806 0.62 0.8286
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 52,465 3,737 7.67 5,770 10.73 0.8441
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 48,728 3,404 7.51 5,211 20.37 0.7483
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 45,324 1,427 3.25 4,329 7.90 0.6634
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 43,897 2,699 6.55 4,012 10.86 0.6330
2017-05-16 2017-03-31 13F JPMORGAN CHASE COM 46625H100 41,198 3,471 9.20 3,619 11.18 0.5803
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 37,727 5,706 17.82 3,255 52.67 0.5367
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 32,021 3,248 11.29 2,132 19.24 0.3808
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 28,773 8,042 38.79 1,788 45.60 0.3223
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 20,731 7,336 54.77 1,228 38.91 0.2361
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 13,395 -75 -0.56 884 7.67 0.1895
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 13,470 75 0.56 821 -9.58 0.1964
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 13,395 0 0.00 908 11.96 0.2077
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 13,395 6 0.04 811 -3.22 0.1868
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 13,389 -50 -0.37 838 3.46 0.2032
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 13,439 -362 -2.62 810 1.89 0.2046
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 13,801 -315 -2.23 795 -7.23 0.1905
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 14,116 -301 -2.09 857 1.66 0.2094
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 14,417 916 6.78 843 20.77 0.2045
2013-11-14 2013-09-30 13F J P Morgan Chase Com 46625H100 13,501 835 6.59 698 4.33 0.1816
2013-08-14 2013-06-30 13F J P Morgan Chase Com 46625H100 12,666 12,666 669 0.1834
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.