JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBell Bank
Latest Disclosed Ownership20,701 shares
Latest Disclosed Value $ 6,089,406
Bell Bank reports 2.83% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Bell Bank filed a 13F-HR form disclosing ownership of 20,701 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,089,406 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 20,132 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.83% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,701 569 2.83 6,089 -6.12 0.2581
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,132 50 0.25 6,487 2.40 0.2772
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,082 -703 -3.38 6,334 5.13 0.2744
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,785 2,036 10.86 6,026 31.01 0.2809
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 18,749 358 1.95 4,599 4.33 0.2483
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,391 359 1.99 4,409 15.94 0.3279
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,032 -1,940 -9.71 3,802 -5.87 0.4499
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,972 870 4.55 4,040 5.57 0.3397
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,102 2,910 17.97 3,826 38.93 0.3290
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 16,192 602 3.86 2,754 21.86 0.2655
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,590 968 6.62 2,261 6.30 0.2474
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,622 2,490 20.52 2,127 34.56 0.2254
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,132 -367 -2.94 1,581 -5.73 0.1673
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,499 -385 -2.99 1,676 24.42 0.1947
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,884 1,155 9.85 1,347 1.97 0.1723
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,729 3,002 34.40 1,321 11.01 0.1581
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,727 -35 -0.40 1,190 -14.20 0.1328
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,762 -733 -7.72 1,387 -10.75 0.1581
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 9,495 -985 -9.40 1,554 -4.66 0.1939
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,480 -636 -5.72 1,630 -3.66 0.2151
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 11,116 571 5.41 1,692 26.27 0.2436
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,545 -546 -4.92 1,340 25.47 0.2068
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 11,091 4,436 66.66 1,068 70.61 0.1876
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,655 11 0.17 626 4.68 0.1163
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,644 -291 -4.20 598 -38.16 0.1299
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,935 34 0.49 967 19.09 0.1748
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,901 45 0.66 812 5.87 0.1540
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,856 -167 -2.38 767 7.88 0.1724
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,023 -355 -4.81 711 -1.25 0.1905
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,378 314 4.45 720 -9.66 0.2203
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,064 -1 -0.01 797 8.29 0.2450
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,065 1,449 25.80 736 19.09 0.2275
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,616 -18 -0.32 618 2.66 0.1968
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,634 -92 -1.61 602 10.05 0.1692
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,726 -242 -4.05 547 0.37 0.1592
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,968 -217 -3.51 545 0.37 0.1933
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,185 -205 -3.21 543 -1.45 0.2018
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,390 -30,264 -82.57 551 -77.43 0.2152
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 36,654 1,148 3.23 2,441 10.65 1.5374
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 35,506 1,520 4.47 2,206 9.59 1.2686
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 33,986 2,619 8.35 2,013 -2.80 1.3107
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 31,367 20,447 187.24 2,071 210.96 1.4855
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 10,920 -214 -1.92 666 -11.67 0.5286
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 11,134 298 2.75 754 14.94 0.5585
2015-05-01 2015-03-31 13F JPMORGAN CHASE COM 46625H100 10,836 -820 -7.04 656 -10.01 0.4607
2015-02-10 2014-12-31 13F JPMORGAN CHASE COM 46625H100 11,656 -380 -3.16 729 0.55 0.5014
2014-10-24 2014-09-30 13F JPMORGAN CHASE COM 46625H100 12,036 -461 -3.69 725 0.69 0.5195
2014-07-29 2014-06-30 13F JPMORGAN CHASE COM 46625H100 12,497 -2,944 -19.07 720 -23.16 0.5060
2014-05-12 2014-03-31 13F JPMORGAN CHASE COM 46625H100 15,441 -4,784 -23.65 937 -20.79 0.6250
2014-02-12 2013-12-31 13F JPMORGAN CHASE COM 46625H100 20,225 -22,816 -53.01 1,183 -46.83 0.6136
2013-10-24 2013-09-30 13F JPMORGAN CHASE COM 46625H100 43,041 4,304 11.11 2,225 8.80 0.7775
2013-08-06 2013-06-30 13F JPMORGAN CHASE COM 46625H100 38,737 38,737 2,045 0.7168
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.