JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionResources Management Corp /ct/ /adv
Latest Disclosed Ownership110,493 shares
Latest Disclosed Value $ 32,503
Resources Management Corp /ct/ /adv reports 0.06% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Resources Management Corp /ct/ /adv filed a 13F-HR form disclosing ownership of 110,493 shares of JPMorgan Chase & Co. (CH:JPM) valued at $32,503 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 110,564 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.06% 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 Ordinary Share 46625H100 110,493 -71 -0.06 33 -8.57 4.3143
2026-02-13 2025-12-31 13F JPMORGAN CHASE Ordinary Share 46625H100 110,564 -1,293 -1.16 36 0.00 4.6155
2025-11-14 2025-09-30 13F/A-1 JPMORGAN CHASE Ordinary Share 46625H100 111,857 -9,169 -7.58 35 0.00 4.5602
2025-11-14 2025-09-30 13F ELI LILLY AND Ordinary Share 46625H100 6,956 -114,070 5 0.6856
2025-08-15 2025-06-30 13F JPMORGAN CHASE Ordinary Share 46625H100 121,026 -1,657 -1.35 35 16.67 4.7644
2025-05-16 2025-03-31 13F JPMORGAN CHASE Ordinary Share 46625H100 122,683 -1,623 -1.31 30 3.45 4.2320
2025-02-14 2024-12-31 13F JPMORGAN CHASE Ordinary Share 46625H100 124,306 -1,004 -0.80 30 11.54 4.0673
2024-11-15 2024-09-30 13F JPMORGAN CHASE Ordinary Share 46625H100 125,310 -1,221 -0.96 26 4.00 3.5646
2024-08-14 2024-06-30 13F JPMORGAN CHASE Ordinary Share 46625H100 126,531 -1,805 -1.41 26 0.00 3.7248
2024-05-15 2024-03-31 13F JPMORGAN CHASE Ordinary Share 46625H100 128,336 -9,004 -6.56 26 8.70 3.7566
2024-02-14 2023-12-31 13F/A-1 JPMORGAN CHASE Ordinary Share 46625H100 137,340 -567 -0.41 23 21.05 3.4704
2024-02-14 2023-12-31 13F JPMORGAN CHASE Ordinary Share 46625H100 170 23
2023-11-16 2023-09-30 13F JPMORGAN CHASE Ordinary Share 46625H100 137,907 -1,006 -0.72 20 -5.00 3.2563
2023-08-16 2023-06-30 13F JPMORGAN CHASE Ordinary Share 46625H100 138,913 101,131 267.67 20 566.67 3.1529
2023-05-11 2023-03-31 13F JPMORGAN CHASE Ordinary Share 46625H100 37,782 -104,000 -73.35 3 -84.21 0.5337
2023-02-08 2022-12-31 13F JPMORGAN CHASE Ordinary Share 46625H100 141,782 -59 -0.04 19 -99.87 3.0020
2022-11-15 2022-09-30 13F JPMORGAN CHASE Ordinary Share 46625H100 141,841 -322 -0.23 14,822 -7.41 2.5576
2022-08-10 2022-06-30 13F JPMORGAN CHASE Ordinary Share 46625H100 142,163 -564 -0.40 16,009 -17.72 2.5870
2022-05-20 2022-03-31 13F JPMORGAN CHASE Ordinary Share 46625H100 142,727 334 0.23 19,457 -13.71 2.7186
2022-02-04 2021-12-31 13F JPMORGAN CHASE Ordinary Share 46625H100 142,393 -2,485 -1.72 22,548 -4.92 2.9343
2021-11-12 2021-09-30 13F JPMORGAN CHASE Ordinary Share 46625H100 144,878 -332 -0.23 23,715 5.00 3.4095
2021-08-10 2021-06-30 13F JPMORGAN CHASE Ordinary Share 46625H100 145,210 -1,363 -0.93 22,586 1.22 3.1725
2021-05-13 2021-03-31 13F JPMORGAN CHASE Ordinary Share 46625H100 146,573 -230 -0.16 22,313 19.62 3.3732
2021-02-16 2020-12-31 13F JPMORGAN CHASE Ordinary Share 46625H100 146,803 -388 -0.26 18,654 31.64 3.0004
2020-11-12 2020-09-30 13F JPMORGAN CHASE Ordinary Share 46625H100 147,191 787 0.54 14,170 2.90 2.5582
2020-08-11 2020-06-30 13F JPMORGAN CHASE Ordinary Share 46625H100 146,404 1,429 0.99 13,771 5.51 2.6339
2020-05-04 2020-03-31 13F JPMORGAN CHASE Ordinary Share 46625H100 144,975 -4,529 -3.03 13,052 -37.37 2.9115
2020-02-13 2019-12-31 13F JPMORGAN CHASE Ordinary Share 46625H100 149,504 -2,200 -1.45 20,841 16.73 3.6092
2019-12-04 2019-09-30 13F JPMORGAN CHASE Ordinary Share 46625H100 151,704 1,924 1.28 17,854 22.11 3.3026
2019-02-21 2018-12-31 13F JPMORGAN CHASE Ordinary Shares 46625H100 149,780 -8,489 -5.36 14,621 -18.13 3.2542
2018-11-15 2018-09-30 13F JPMORGAN CHASE Ordinary Shares 46625H100 158,269 158,269 17,859 3.2575
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.