JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionSecurity National Bank
Latest Disclosed Ownership39,512 shares
Latest Disclosed Value $ 11,622,850
Security National Bank reports 2.47% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Security National Bank filed a 13F-HR form disclosing ownership of 39,512 shares of JPMorgan Chase & Co. (CH:JPM) valued at $11,622,850 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 38,558 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.47% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 39,512 954 2.47 11,623 -6.46 1.6927
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 38,558 61 0.16 12,424 2.31 1.7812
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 38,497 1,012 2.70 12,143 11.74 1.8600
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 37,485 692 1.88 10,867 20.41 1.8811
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 36,793 1,458 4.13 9,025 6.55 1.7047
2025-02-10 2024-12-31 13F JPMorgan Chase COM 46625H100 35,335 -1,264 -3.45 8,470 9.76 1.2084
2024-10-07 2024-09-30 13F JPMorgan Chase COM 46625H100 36,599 -7 -0.02 7,717 4.24 1.0486
2024-07-22 2024-06-30 13F JPMorgan Chase COM 46625H100 36,606 -392 -1.06 7,404 -0.09 1.0751
2024-04-15 2024-03-31 13F JPMorgan Chase COM 46625H100 36,998 175 0.48 7,411 18.31 1.1218
2024-02-13 2023-12-31 13F JPMorgan Chase COM 46625H100 36,823 2,017 5.79 6,264 21.92 1.4146
2023-10-20 2023-09-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 34,806 -848 -2.38 5,137 -0.93 1.4415
2023-07-18 2023-06-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 35,654 -648 -1.79 5,186 9.62 1.3206
2023-04-17 2023-03-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 36,302 296 0.82 4,731 -2.03 1.2620
2023-02-01 2022-12-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 36,006 24 0.07 4,828 28.40 1.3017
2022-10-18 2022-09-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 35,982 4,181 13.15 3,760 5.00 1.0485
2022-07-25 2022-06-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 31,801 4,568 16.77 3,581 -3.56 0.9954
2022-04-25 2022-03-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 27,233 20,573 308.90 3,713 252.28 0.8491
2022-01-28 2021-12-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 6,660 122 1.87 1,054 -1.50 0.2386
2021-10-14 2021-09-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 6,538 1,066 19.48 1,070 25.73 0.2684
2021-07-07 2021-06-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 5,472 0 0.00 851 2.16 0.2240
2021-04-05 2021-03-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 5,472 5,472 833 0.2450
2020-08-11 2020-06-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 0 -2,939 -100.00 0 -100.00
2020-04-21 2020-03-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 2,939 -100 -3.29 265 -37.50 0.1391
2020-02-04 2019-12-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 3,039 -25 -0.82 424 17.45 0.1890
2019-10-15 2019-09-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 3,064 0 0.00 361 5.25 0.1703
2019-07-22 2019-06-30 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 3,064 0 0.00 343 10.65 0.1695
2019-05-14 2019-03-31 13F J P MORGAN CHASE & CO COM Common Stock 46625H100 3,064 3,064 310 0.1608
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.