JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAnderson Hoagland & Co
Latest Disclosed Ownership85,580 shares
Latest Disclosed Value $ 25,174,213
Anderson Hoagland & Co reports 1.96% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Anderson Hoagland & Co filed a 13F-HR form disclosing ownership of 85,580 shares of JPMorgan Chase & Co. (MX:JPM) valued at $25,174,213 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 87,293 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.96% 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.

Upgrade to unlock premium data and export to Excel .

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 85,580 -1,713 -1.96 25,174 -10.50 2.1652
2026-01-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 87,293 -376 -0.43 28,128 1.71 2.4200
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 87,669 -1,138 -1.28 27,653 7.41 2.4813
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 88,807 -1,498 -1.66 25,746 31.46 2.4563
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 90,305 -8,210 -8.33 19,584 -23.29 2.3229
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 98,515 -1,571 -1.57 25,531 20.77 2.6257
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 100,086 -10 -0.01 21,140 1.72 2.1574
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 100,096 -384 -0.38 20,783 5.81 2.1821
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 100,480 -1,142 -1.12 19,641 15.05 2.2024
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 101,622 -2,920 -2.79 17,071 12.61 2.0939
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 104,542 386 0.37 15,161 0.08 2.0267
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 104,156 -703 -0.67 15,148 10.86 1.9467
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 104,859 -75 -0.07 13,664 -3.36 1.9619
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 104,934 -51 -0.05 14,140 28.88 2.0574
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 104,985 -830 -0.78 10,971 -9.62 1.7566
2022-07-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 105,815 -6 -0.01 12,139 -15.85 1.8232
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 105,821 -747 -0.70 14,426 -6.61 1.8563
2022-01-25 2021-12-31 13F JPMORGAN CHASE COM 46625H100 106,568 1,231 1.17 15,447 -10.42 2.0249
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 105,337 -1,509 -1.41 17,243 3.75 2.1984
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 106,846 1,539 1.46 16,619 3.67 2.1133
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 105,307 5,005 4.99 16,031 25.78 2.2665
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 100,302 30,383 43.45 12,745 93.78 2.0207
2020-10-06 2020-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 69,919 1,637 2.40 6,577 2.40 3.1381
2020-07-06 2020-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 68,282 -2,139 -3.04 6,423 -0.57 3.0262
2020-04-23 2020-03-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 70,421 7,405 11.75 6,460 -22.20 3.9909
2020-01-06 2019-12-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 63,016 -5,848 -8.49 8,303 9.76 4.6977
2019-10-09 2019-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 68,864 -461 -0.66 7,565 2.98 4.5934
2019-07-03 2019-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 69,325 -1,808 -2.54 7,346 -3.82 4.5510
2019-04-23 2019-03-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 71,133 452 0.64 7,638 12.04 4.5966
2019-01-15 2018-12-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 70,681 -552 -0.77 6,817 -16.13 4.8357
2018-10-18 2018-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 71,233 -11,811 -14.22 8,128 -6.07 4.5673
2018-07-17 2018-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 83,044 100 0.12 8,653 -5.13 4.8259
2018-04-24 2018-03-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 82,944 -662 -0.79 9,121 2.01 5.2462
2018-01-18 2017-12-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 83,606 -4,826 -5.46 8,941 5.86 5.2583
2017-10-17 2017-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 88,432 -1,727 -1.92 8,446 3.06 5.1950
2017-07-19 2017-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 90,159 -17,551 -16.29 8,195 -13.38 5.2368
2017-04-20 2017-03-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 107,710 131 0.12 9,461 1.92 5.0982
2017-01-24 2016-12-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 107,579 -3,256 -2.94 9,283 25.77 5.4083
2016-10-18 2016-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 110,835 606 0.55 7,381 8.59 4.2379
2016-07-18 2016-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 110,229 97 0.09 6,797 4.22 4.1775
2016-04-18 2016-03-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 110,132 3,526 3.31 6,522 -6.72 4.0462
2016-01-21 2015-12-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 106,606 -765 -0.71 6,992 6.81 4.2993
2015-10-16 2015-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 107,371 -6,405 -5.63 6,546 -15.09 4.1635
2015-07-20 2015-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 113,776 -1,230 -1.07 7,709 5.97 4.4886
2015-05-04 2015-03-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 115,006 4,580 4.15 7,275 5.28 4.2106
2015-01-16 2014-12-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 110,426 13 0.01 6,910 5.27 4.1978
2014-10-29 2014-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 110,413 900 0.82 6,564 4.03 4.0653
2014-07-16 2014-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 109,513 -5,095 -4.45 6,310 -9.31 4.0637
2014-04-29 2014-03-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 114,608 -4,883 -4.09 6,958 -0.43 4.6201
2014-01-21 2013-12-31 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 119,491 -3,603 -2.93 6,988 9.82 4.8196
2013-10-18 2013-09-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 123,094 27,250 28.43 6,363 25.75 4.4050
2013-07-23 2013-06-30 13F JP MORGAN CHASE AND COMMON STOCK 46625H100 95,844 95,844 5,060 6.0973
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.