JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAccredited Investors Inc.
Latest Disclosed Ownership20,550 shares
Latest Disclosed Value $ 6,045,024
Accredited Investors Inc. reports 2.13% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Accredited Investors Inc. filed a 13F-HR form disclosing ownership of 20,550 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,045,024 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 20,998 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.13% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,550 -448 -2.13 6,045 -10.64 0.3258
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,998 599 2.94 6,766 5.14 0.3593
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,399 -306 -1.48 6,434 7.20 0.3589
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,705 123 0.60 6,003 18.90 0.3549
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,582 -391 -1.86 5,049 0.42 0.3135
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,973 172 0.83 5,028 14.61 0.2946
2024-11-06 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 20,801 6,627 46.75 4,386 53.04 0.2509
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,824 -10,350 1,164 0.0666
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,174 667 4.94 2,867 5.95 0.1788
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,507 289 2.19 2,705 20.33 0.1738
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,218 20 0.15 2,248 17.45 0.1594
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,198 -483 -3.53 1,914 -3.77 0.1436
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,681 114 0.84 1,990 12.56 0.1418
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,567 -86 -0.63 1,768 -3.44 0.1342
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,653 -16 -0.12 1,831 28.15 0.1548
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,669 133 0.98 1,428 -6.30 0.1657
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,536 -183 -1.33 1,524 -18.50 0.1807
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 13,719 74 0.54 1,870 -13.47 0.1684
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,645 -135 -0.98 2,161 -4.21 0.1925
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,780 -114 -0.82 2,256 4.40 0.2437
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 13,894 37 0.27 2,161 2.47 0.2210
2021-04-16 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,857 -392 -2.75 2,109 16.45 0.2824
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,249 188 1.34 1,811 33.75 0.3033
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,061 -765 -5.16 1,354 -2.87 0.2836
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,826 -801 -5.13 1,394 -0.92 0.2838
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 15,627 2,551 19.51 1,407 -22.82 0.3311
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 13,076 512 4.08 1,823 23.26 0.3096
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,564 487 4.03 1,479 9.56 0.2848
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,077 13 0.11 1,350 10.57 0.2641
2019-04-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,064 16 0.13 1,221 3.83 0.2458
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,048 596 5.20 1,176 -8.98 0.2628
2018-10-23 2018-09-30 13F JPMORGAN CHASE COM 46625H100 11,452 -1,811 -13.65 1,292 -6.51 0.3192
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 13,263 -915 -6.45 1,382 -11.35 0.3574
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 14,178 -1,251 -8.11 1,559 -5.52 0.4259
2018-01-17 2017-12-31 13F JPMORGAN CHASE COM 46625H100 15,429 79 0.51 1,650 12.55 0.4564
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 15,350 2,678 21.13 1,466 26.60 0.4046
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 12,672 1,012 8.68 1,158 13.09 0.2996
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 11,660 -1,847 -13.67 1,024 -12.18 0.2551
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 13,507 770 6.05 1,166 37.50 0.3019
2016-11-03 2016-09-30 13F JPMORGAN CHASE COM 46625H100 12,737 -239 -1.84 848 10.70 0.2329
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 12,976 671 5.45 766 5.08 0.2111
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 12,305 675 5.80 729 -5.08 0.1862
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 11,630 7,747 199.51 768 224.05 0.1889
2015-10-28 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,883 17 0.44 237 -9.54 0.0637
2015-10-26 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,883 237
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,866 8 0.21 262 11.97 0.0688
2015-04-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,858 -34 -0.87 234 -4.10 0.0595
2015-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 3,892 -753 -16.21 244 -12.86 0.0722
2014-10-20 2014-09-30 13F JPMORGAN CHASE COM 46625H100 4,645 9 0.19 280 4.48 0.0846
2014-07-29 2014-06-30 13F JPMORGAN CHASE COM 46625H100 4,636 8 0.17 268 -4.63 0.0871
2014-05-07 2014-03-31 13F JPMORGAN CHASE COM 46625H100 4,628 8 0.17 281 3.69 0.0938
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 4,620 8 0.17 271 13.39 0.0948
2013-10-30 2013-09-30 13F JPMORGAN CHASE COM 46625H100 4,612 8 0.17 239 -2.05 0.0882
2013-07-18 2013-06-30 13F JPMORGAN CHASE COM 46625H100 4,604 4,604 244 0.0963
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.