JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionLynch & Associates/in
Latest Disclosed Ownership52,450 shares
Latest Disclosed Value $ 15,428,689
Lynch & Associates/in reports 0.35% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 52,450 shares of JPMorgan Chase & Co. (CH:JPM) valued at $15,428,689 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 52,632 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.35% 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)
2026-04-08 2026-03-31 13F J P MORGAN CHASE COM 46625H100 52,450 -182 -0.35 15,429 -9.03 2.8970
2026-01-07 2025-12-31 13F J P MORGAN CHASE COM 46625H100 52,632 -1,208 -2.24 16,959 -0.14 3.2065
2025-10-07 2025-09-30 13F J P MORGAN CHASE COM 46625H100 53,840 -1,139 -2.07 16,983 6.55 3.2795
2025-07-15 2025-06-30 13F J P MORGAN CHASE COM 46625H100 54,979 -1,153 -2.05 15,939 15.75 3.2112
2025-04-17 2025-03-31 13F J P MORGAN CHASE COM 46625H100 56,132 -1,142 -1.99 13,769 0.29 2.9781
2025-01-10 2024-12-31 13F J P MORGAN CHASE COM 46625H100 57,274 -696 -1.20 13,729 12.32 2.9789
2024-10-15 2024-09-30 13F J P MORGAN CHASE COM 46625H100 57,970 -140 -0.24 12,223 4.00 2.5843
2024-08-06 2024-06-30 13F J P MORGAN CHASE COM 46625H100 58,110 2,206 3.95 11,753 4.97 2.6482
2024-04-09 2024-03-31 13F J P MORGAN CHASE COM 46625H100 55,904 -4,177 -6.95 11,198 9.57 2.5861
2024-01-08 2023-12-31 13F J P MORGAN CHASE COM 46625H100 60,081 -790 -1.30 10,220 15.77 2.4838
2023-10-24 2023-09-30 13F/A-1 J P MORGAN CHASE COM 46625H100 60,871 818 1.36 8,828 1.06 2.3288
2023-10-24 2023-09-30 13F J P MORGAN CHASE COM 46625H100 60,871 818 9 2.3289
2023-10-24 2023-06-30 13F/A-1 J P MORGAN CHASE COM 46625H100 60,053 244 0.41 8,734 12.07 2.2350
2023-07-13 2023-06-30 13F J P MORGAN CHASE COM 46625H100 60,053 244 9 2.2349
2023-10-24 2023-03-31 13F/A-1 J P MORGAN CHASE COM 46625H100 59,809 845 1.43 7,794 -1.44 2.0444
2023-04-04 2023-03-31 13F J P MORGAN CHASE COM 46625H100 59,809 845 8 2.0445
2023-10-24 2022-12-31 13F/A-1 J P MORGAN CHASE COM 46625H100 58,964 576 0.99 7,907 29.58 2.0670
2023-01-05 2022-12-31 13F J P MORGAN CHASE COM 46625H100 58,964 576 8 2.0670
2022-10-03 2022-09-30 13F J P MORGAN CHASE COM 46625H100 58,388 1,954 3.46 6,102 -3.98 1.7852
2022-07-06 2022-06-30 13F J P MORGAN CHASE COM 46625H100 56,434 1,087 1.96 6,355 -15.77 1.7290
2022-04-08 2022-03-31 13F J P MORGAN CHASE COM 46625H100 55,347 1,635 3.04 7,545 -11.29 1.8275
2022-01-11 2021-12-31 13F J P MORGAN CHASE COM 46625H100 53,712 2,171 4.21 8,505 0.81 2.0077
2021-10-12 2021-09-30 13F J P MORGAN CHASE COM 46625H100 51,541 701 1.38 8,437 6.69 2.1853
2021-07-21 2021-06-30 13F J P MORGAN CHASE COM 46625H100 50,840 2,609 5.41 7,908 7.71 2.0293
2021-04-09 2021-03-31 13F J P MORGAN CHASE COM 46625H100 48,231 2,217 4.82 7,342 25.57 1.9825
2021-01-20 2020-12-31 13F J P MORGAN CHASE COM 46625H100 46,014 394 0.86 5,847 33.13 1.5926
2020-10-21 2020-09-30 13F J P MORGAN CHASE COM 46625H100 45,620 -130 -0.28 4,392 2.07 1.3153
2020-07-20 2020-06-30 13F J P MORGAN CHASE COM 46625H100 45,750 2,850 6.64 4,303 11.42 1.3918
2020-04-28 2020-03-31 13F J P MORGAN CHASE COM 46625H100 42,900 3,932 10.09 3,862 -28.90 1.4191
2020-01-10 2019-12-31 13F J P MORGAN CHASE COM 46625H100 38,968 651 1.70 5,432 20.47 1.5611
2019-10-03 2019-09-30 13F J P MORGAN CHASE COM 46625H100 38,317 1,266 3.42 4,509 8.86 1.3790
2019-07-19 2019-06-30 13F J P MORGAN CHASE COM 46625H100 37,051 9,378 33.89 4,142 47.88 1.3460
2019-04-25 2019-03-31 13F J P MORGAN CHASE COM 46625H100 27,673 1,335 5.07 2,801 8.95 0.9289
2019-01-10 2018-12-31 13F J P MORGAN CHASE COM 46625H100 26,338 25 0.10 2,571 -13.41 0.9600
2018-10-05 2018-09-30 13F J P MORGAN CHASE COM 46625H100 26,313 240 0.92 2,969 9.27 1.0020
2018-07-09 2018-06-30 13F J P MORGAN CHASE COM 46625H100 26,073 4,051 18.40 2,717 12.18 0.9842
2018-04-06 2018-03-31 13F J P MORGAN CHASE COM 46625H100 22,022 50 0.23 2,422 3.06 0.9261
2018-01-04 2017-12-31 13F J P MORGAN CHASE COM 46625H100 21,972 925 4.39 2,350 16.92 0.8808
2017-10-18 2017-09-30 13F J P MORGAN CHASE COM 46625H100 21,047 3,875 22.57 2,010 28.03 0.7986
2017-07-20 2017-06-30 13F J P MORGAN CHASE COM 46625H100 17,172 9,188 115.08 1,570 123.97 0.6202
2017-04-10 2017-03-31 13F J P MORGAN CHASE COM 46625H100 7,984 3,275 69.55 701 72.66 0.2859
2017-01-09 2016-12-31 13F J P MORGAN CHASE COM 46625H100 4,709 4,709 406 0.1709
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.