JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionFoster Group, Inc.
Latest Disclosed Ownership8,700 shares
Latest Disclosed Value $ 2,559,076
Foster Group, Inc. reports 6.57% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Foster Group, Inc. filed a 13F-HR form disclosing ownership of 8,700 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,559,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 8,164 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.57% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,700 536 6.57 2,559 -2.70 0.0762
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,164 161 2.01 2,631 4.20 0.0795
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,003 265 3.42 2,524 12.53 0.0792
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 7,738 366 4.96 2,243 24.06 0.0768
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,372 1,005 15.78 1,808 18.48 0.0677
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,367 74 1.18 1,526 15.08 0.0582
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,293 -526 -7.71 1,327 -3.84 0.0495
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,819 405 6.31 1,379 7.40 0.0542
2024-04-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,414 181 2.90 1,285 42.19 0.0638
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,233 0 0.00 904 0.00 0.0553
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,233 -190 -2.96 904 -3.32 0.0553
2023-07-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,423 240 3.88 934 16.02 0.0560
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,183 1,139 22.58 806 19.08 0.0510
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,044 606 13.65 676 45.69 0.0505
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,438 -1,915 -30.14 464 -35.10 0.0381
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,353 3,265 105.73 715 69.83 0.0509
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,088 95 3.17 421 -11.18 0.0346
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,993 15 0.50 474 -2.87 0.0412
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,978 1 0.03 488 5.40 0.0477
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,977 117 4.09 463 6.44 0.0533
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,860 243 9.29 435 32.62 0.0672
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,617 2,617 328 0.0607
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.