JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionNarus Financial Partners, LLC
Latest Disclosed Ownership4,388 shares
Latest Disclosed Value $ 1,290,774
Narus Financial Partners, LLC reports 4.78% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Narus Financial Partners, LLC filed a 13F-HR form disclosing ownership of 4,388 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,290,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 4,188 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.78% 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.

Upgrade to unlock premium data and export to Excel .

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 4,388 200 4.78 1,291 -4.37 0.3383
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,188 81 1.97 1,349 4.17 0.3718
2026-02-09 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,107 44 1.08 1,295 10.03 0.3499
2025-12-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,253 -2,810 395 0.4069
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,063 6 0.15 1,178 18.29 0.3677
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,057 85 2.14 995 4.52 0.3385
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,972 -210 -5.02 952 8.06 0.3220
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,182 -1,046 -20.01 882 -16.65 0.3161
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,228 -74 -1.40 1,057 -0.38 0.4262
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,302 20 0.38 1,062 18.15 0.4533
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,282 125 2.42 898 20.21 0.4328
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,157 35 0.68 748 0.40 0.3837
2023-08-30 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,122 -1,010 -16.47 745 -6.88 0.3850
2023-06-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,132 -65 -1.05 799 -3.85 0.4333
2023-10-12 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,197 225 3.77 831 33.17 0.4798
2023-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,972 200 3.47 624 -3.85 0.3946
2023-10-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,772 1,070 22.76 650 1.41 0.4140
2023-09-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,702 -1,045 -18.18 641 -26.77 0.3586
2024-03-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,747 1,220 26.95 875 38.51 0.5213
2024-05-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,527 -523 -10.36 631 6.23 0.4420
2024-05-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,050 -106 -2.06 594 3.13 0.4362
2024-05-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,156 -795 -13.36 576 1.41 0.4459
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,951 0 0.00 568 4.41 0.5002
2017-07-10 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,951 -200 -3.25 544 0.74 0.5047
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,151 540
2017-04-20 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,151 0 0.00 540 1.69 0.5218
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,151 6,151 531 0.5598
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.