JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlbion Financial Group /ut
Latest Disclosed Ownership92,081 shares
Latest Disclosed Value $ 27,086,411
Albion Financial Group /ut reports 0.53% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Albion Financial Group /ut filed a 13F-HR form disclosing ownership of 92,081 shares of JPMorgan Chase & Co. (MX:JPM) valued at $27,086,411 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 92,572 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.53% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 92,081 -491 -0.53 27,086 -9.19 1.7477
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 92,572 -4,001 -4.14 29,829 -2.08 1.8565
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 96,573 521 0.54 30,462 9.39 1.8397
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 96,052 592 0.62 27,846 18.92 1.8192
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 95,460 -108 -0.11 23,416 2.22 1.6565
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 95,568 -666 -0.69 22,909 12.90 1.5678
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 96,234 -34,407 -26.34 20,292 -23.21 1.4080
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 130,641 -240 -0.18 26,423 0.79 1.9906
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 130,881 -610 -0.46 26,215 17.21 2.0237
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 131,491 1,781 1.37 22,367 18.90 1.8431
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 129,710 -199 -0.15 18,811 -0.44 1.7360
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 129,909 -1,969 -1.49 18,894 9.94 1.6537
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 131,878 -2,019 -1.51 17,185 -4.29 1.5722
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 133,897 1,366 1.03 17,956 29.65 1.7337
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 132,531 1,421 1.08 13,849 -6.20 1.4294
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 131,110 3,580 2.81 14,764 -15.08 1.4626
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 127,530 -338 -0.26 17,385 -14.14 1.4798
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 127,868 -1,785 -1.38 20,248 -4.59 1.6039
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 129,653 -2,115 -1.61 21,223 3.55 1.8590
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 131,768 217 0.16 20,495 22.61 1.7767
2021-02-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 131,551 -264 -0.20 16,716 31.73 1.6382
2020-11-13 2020-09-30 13F JPMorgan Chase COM 46625H100 131,815 1,192 0.91 12,690 3.28 1.3743
2020-08-17 2020-06-30 13F JPMorgan Chase COM 46625H100 130,623 -760 -0.58 12,287 3.88 1.4500
2020-05-08 2020-03-31 13F JPMorgan Chase COM 46625H100 131,383 731 0.56 11,828 -35.06 1.7272
2020-01-31 2019-12-31 13F JPMorgan Chase COM 46625H100 130,652 -1,095 -0.83 18,213 17.46 2.1611
2019-11-08 2019-09-30 13F JPMorgan Chase COM 46625H100 131,747 -6,544 -4.73 15,506 0.29 1.9884
2019-08-08 2019-06-30 13F JPMorgan Chase COM 46625H100 138,291 -1,448 -1.04 15,461 9.30 1.9961
2019-05-14 2019-03-31 13F JPMorgan Chase COM 46625H100 139,739 696 0.50 14,145 4.21 1.9183
2019-01-28 2018-12-31 13F JPMorgan Chase COM 46625H100 139,043 1,193 0.87 13,573 -12.74 2.1143
2018-11-20 2018-09-30 13F JPMorgan Chase COM 46625H100 137,850 999 0.73 15,555 9.08 2.1046
2018-08-14 2018-06-30 13F JPMorgan Chase COM 46625H100 136,851 3,764 2.83 14,260 -2.57 2.0552
2018-04-17 2018-03-31 13F/A-1 JPMorgan Chase COM 46625H100 133,087 11,026 9.03 14,636 12.13 2.2503
2018-04-17 2018-03-31 13F JPMorgan Chase COM 46625H100 133,087 14,636
2018-02-21 2017-12-31 13F JPMorgan Chase COM 46625H100 122,061 -1,668 -1.35 13,053 10.46 1.9876
2017-11-09 2017-09-30 13F JPMorgan Chase COM 46625H100 123,729 -2,250 -1.79 11,817 2.62 1.8046
2017-08-15 2017-06-30 13F JPMorgan Chase COM 46625H100 125,979 120 0.10 11,515 4.15 1.9130
2017-05-15 2017-03-31 13F JPMorgan Chase COM 46625H100 125,859 11,579 10.13 11,056 12.12 1.6594
2017-02-14 2016-12-31 13F/A-1 JPMorgan Chase COM 46625H100 114,280 3,388 3.06 9,861 33.55 1.6313
2017-02-13 2016-12-31 13F JPMorgan Chase COM 46625H100 4,015 -106,877 238 0.0404
2016-11-03 2016-09-30 13F JPMorgan Chase COM 46625H100 110,892 99,475 871.29 7,384 941.47 1.2638
2016-07-25 2016-06-30 13F JPMorgan Chase COM 46625H100 11,417 7,402 184.36 709 197.90 0.1274
2016-04-21 2016-03-31 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 238 -10.19 0.0404
2016-02-22 2015-12-31 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 265 8.16 0.0456
2015-11-04 2015-09-30 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 245 -9.93 0.0443
2015-07-27 2015-06-30 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 272 11.93 0.0452
2015-05-14 2015-03-31 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 243 -3.19 0.0413
2015-02-26 2014-12-31 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 251 3.72 0.0433
2014-11-13 2014-09-30 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 242 4.76 0.0428
2014-08-18 2014-06-30 13F JPMorgan Chase COM 46625H100 4,015 0 0.00 231 -5.33 0.0400
2014-05-13 2014-03-31 13F J.P. Morgan Chase COM 46625H100 4,015 0 0.00 244 3.83 0.0450
2014-02-13 2013-12-31 13F J.P. Morgan Chase COM 46625H100 4,015 0 0.00 235 12.98 0.0441
2013-11-19 2013-09-30 13F J.P. Morgan Chase COM 46625H100 4,015 0 0.00 208 -1.89 0.0444
2013-08-16 2013-06-30 13F J.P. Morgan Chase COM 46625H100 4,015 4,015 212 0.0471
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.