JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAbacus Planning Group, Inc.
Latest Disclosed Ownership21,534 shares
Latest Disclosed Value $ 6,334,578
Abacus Planning Group, Inc. reports 2.09% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Abacus Planning Group, Inc. filed a 13F-HR form disclosing ownership of 21,534 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,334,578 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 21,094 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.09% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 21,534 440 2.09 6,335 -6.80 0.8527
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,094 -246 -1.15 6,797 0.97 0.9048
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,340 -74 -0.35 6,731 8.42 0.9287
2025-07-21 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 21,414 -91 -0.42 6,208 17.69 0.9232
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 21,505 142 0.66 5,275 3.01 0.9241
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 21,363 14 0.07 5,121 13.77 0.9006
2024-10-02 2024-09-30 13F JPMORGAN CHASE COM 46625H100 21,349 789 3.84 4,502 8.25 0.8046
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,560 256 1.26 4,158 2.26 0.8066
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,304 -608 -2.91 4,067 14.31 0.7948
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,912 -86 -0.41 3,557 16.81 0.7501
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,998 4 0.02 3,045 -0.26 0.7410
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,994 2 0.01 3,053 11.63 0.7387
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 20,992 3 0.01 2,735 -2.81 0.7048
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 20,989 120 0.58 2,815 29.02 0.7697
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 20,869 -492 -2.30 2,181 -9.31 0.6584
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,361 608 2.93 2,405 -14.99 0.7087
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,753 16 0.08 2,829 -13.86 0.7615
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,737 517 2.56 3,284 -0.79 0.8769
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,220 99 0.49 3,310 5.75 1.0538
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 20,121 -1,423 -6.61 3,130 -4.57 0.9557
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,544 335 1.58 3,280 21.71 1.0495
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,209 -297 -1.38 2,695 30.19 0.8320
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,506 -1,096 -4.85 2,070 -2.63 0.7550
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 22,602 -963 -4.09 2,126 0.19 0.8655
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 23,565 -1,958 -7.67 2,122 -40.36 1.0428
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 25,523 41 0.16 3,558 18.64 1.6341
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,482 2,032 8.67 2,999 14.38 1.4860
2019-08-12 2019-06-30 13F J.P. MORGAN COM 46625H100 23,450 -2,049 -8.04 2,622 1.59 1.5750
2019-04-25 2019-03-31 13F J.P. MORGAN COM 46625H100 25,499 832 3.37 2,581 7.18 1.6133
2019-02-15 2018-12-31 13F/A-2 J.P. MORGAN COM 46625H100 24,667 24,667 2,408 1.8257
2019-02-13 2018-12-31 13F/A-1 J.P. MORGAN COM 46625H100 28,203 3,536 1,335 1.0122
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.