JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBRYN MAWR TRUST Co
Latest Disclosed Ownership248,140 shares
Latest Disclosed Value $ 72,992,862
BRYN MAWR TRUST Co reports 2.87% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - BRYN MAWR TRUST Co filed a 13F-HR form disclosing ownership of 248,140 shares of JPMorgan Chase & Co. (MX:JPM) valued at $72,992,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 255,483 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.87% 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 248,140 -7,343 -2.87 72,993 -11.33 1.2966
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 255,483 -2,236 -0.87 82,322 1.27 1.9317
2025-11-20 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 257,719 -83,172 -24.40 81,292 -17.74 1.9595
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 335,068 -5,823 105,690 1.7569
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 340,891 -12,725 -3.60 98,828 13.93 1.7584
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 353,616 -12,154 -3.32 86,742 -1.07 1.6208
2025-01-28 2024-12-31 13F JPMorgan Chase COM 46625H100 365,770 2,618 0.72 87,679 14.50 1.5782
2024-11-25 2024-09-30 13F JPMorgan Chase COM 46625H100 363,152 132,987 57.78 76,574 64.49 1.3746
2024-08-08 2024-06-30 13F JPMORGAN COMMON STOCK 46625H100 230,165 -2,289 -0.98 46,553 -0.02 1.7852
2024-05-15 2024-03-31 13F JPMORGAN COMMON STOCK 46625H100 232,454 -5,730 -2.41 46,561 34.80 1.7864
2023-11-15 2023-09-30 13F JPMORGAN COMMON STOCK 46625H100 238,184 -190 -0.08 34,541 101,491.18 1.5201
2023-08-11 2023-06-30 13F JPMORGAN COMMON STOCK 46625H100 238,374 -1,319 -0.55 35 9.68 1.4448
2023-05-15 2023-03-31 13F JPMORGAN COMMON STOCK 46625H100 239,693 -44 -0.02 31 -3.12 1.3802
2023-02-13 2022-12-31 13F JPMORGAN COMMON STOCK 46625H100 239,737 -5,723 -2.33 32 -99.88 1.4602
2022-11-14 2022-09-30 13F JPMORGAN COMMON STOCK 46625H100 245,460 -471 -0.19 25,651 -7.38 1.2526
2022-08-11 2022-06-30 13F JPMORGAN COMMON STOCK 46625H100 245,931 -5,583 -2.22 27,694 -19.23 1.2741
2022-05-16 2022-03-31 13F JPMORGAN COMMON STOCK 46625H100 251,514 -17,346 -6.45 34,286 -19.47 1.3387
2022-02-10 2021-12-31 13F JPMORGAN COMMON STOCK 46625H100 268,860 -7,584 -2.74 42,574 -5.92 1.5310
2021-10-26 2021-09-30 13F JPMORGAN COMMON STOCK 46625H100 276,444 -3,278 -1.17 45,251 4.01 1.7475
2021-07-29 2021-06-30 13F JPMORGAN COMMON STOCK 46625H100 279,722 -677 -0.24 43,508 1.93 1.6598
2021-04-23 2021-03-31 13F JPMORGAN COMMON STOCK 46625H100 280,399 -11,934 -4.08 42,685 14.91 1.7048
2021-02-11 2020-12-31 13F JPMORGAN COMMON STOCK 46625H100 292,333 -2,459 -0.83 37,147 30.90 1.5609
2020-11-12 2020-09-30 13F JPMORGAN COMMON STOCK 46625H100 294,792 -9,177 -3.02 28,379 -0.74 1.3154
2020-08-13 2020-06-30 13F JPMORGAN COMMON STOCK 46625H100 303,969 -41,579 -12.03 28,592 -8.09 1.4058
2020-05-08 2020-03-31 13F JPMORGAN COMMON STOCK 46625H100 345,548 23,013 7.14 31,110 -30.81 1.8288
2020-02-11 2019-12-31 13F JPMORGAN COMMON STOCK 46625H100 322,535 3,467 1.09 44,961 19.73 2.2805
2019-10-24 2019-09-30 13F JPMORGAN COMMON STOCK 46625H100 319,068 -1,460 -0.46 37,551 4.79 2.0492
2019-08-15 2019-06-30 13F JPMORGAN COMMON STOCK 46625H100 320,528 671 0.21 35,835 10.67 1.9391
2019-05-15 2019-03-31 13F JPMORGAN COMMON STOCK 46625H100 319,857 10,166 3.28 32,379 7.10 1.7633
2019-08-28 2018-12-31 13F/A-1 JPMORGAN COMMON STOCK 46625H100 309,691 4,691 1.54 30,232 -12.16 1.8350
2019-02-15 2018-12-31 13F JPMORGAN COMMON STOCK 46625H100 305,991 4,721 29,871
2019-08-28 2018-09-30 13F/A-1 JPMORGAN COMMON STOCK 46625H100 305,000 726 0.24 34,416 8.55 1.8118
2018-11-15 2018-09-30 13F JPMORGAN COMMON STOCK 46625H100 301,270 -3,004 33,995 1.7944
2019-08-27 2018-06-30 13F/A-1 JPMORGAN COMMON STOCK 46625H100 304,274 -33,611 -9.95 31,705 -14.68 1.7683
2018-08-14 2018-06-30 13F JPMORGAN COMMON STOCK 46625H100 300,544 -33,581 31,317
2019-08-27 2018-03-31 13F/A-1 JPMORGAN COMMON STOCK 46625H100 337,885 -6,267 -1.82 37,158 0.96 2.1255
2018-05-15 2018-03-31 13F JPMORGAN COMMON STOCK 46625H100 334,125 -6,310 36,744
2019-08-27 2017-12-31 13F/A-1 JPMORGAN COMMON STOCK 46625H100 344,152 1,346 0.39 36,803 12.41 2.0091
2018-02-15 2017-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 340,435 -2,371 36,407 1.9932
2019-08-27 2017-09-30 13F/A-1 JPMORGAN COMMON STOCK 46625H100 342,806 9,716 2.92 32,741 7.54 1.8739
2017-11-14 2017-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 346,516 13,426 33,096 1.8795
2017-08-11 2017-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 333,090 13,354 4.18 30,445 8.40 1.8109
2017-05-12 2017-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 319,736 -3,396 -1.05 28,085 0.72 1.6994
2017-02-03 2016-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 323,132 -10,258 -3.08 27,884 25.60 1.7483
2016-11-10 2016-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 333,390 -1,904 -0.57 22,201 6.56 1.3981
2016-08-10 2016-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 335,294 5,474 1.66 20,835 6.67 1.3237
2016-05-03 2016-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 329,820 -67,266 -16.94 19,533 -25.50 1.2541
2016-02-12 2015-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 397,086 -3,393 -0.85 26,219 7.38 1.6421
2015-11-09 2015-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 400,479 -2,758 -0.68 24,417 -10.64 1.5633
2015-08-25 2015-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 403,237 15,248 3.93 27,323 16.24 1.5873
2015-05-12 2015-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 387,989 -572 -0.15 23,505 -3.34 1.3371
2015-02-17 2014-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 388,561 2,416 0.63 24,317 4.54 1.3647
2014-11-14 2014-09-30 13F JPMORGAN CHASE COMMON 46625H100 386,145 18,641 5.07 23,262 9.85 1.3193
2014-08-07 2014-06-30 13F JPMORGAN CHASE COMMON 46625H100 367,504 45,434 14.11 21,176 8.30 1.1675
2014-05-13 2014-03-31 13F JPMORGAN CHASE COMMON 46625H100 322,070 3,968 1.25 19,553 5.11 1.0943
2014-02-14 2013-12-31 13F JPMORGAN CHASE COMMON 46625H100 318,102 10,439 3.39 18,602 16.97 1.0469
2013-11-06 2013-09-30 13F JPMORGAN CHASE COMMON 46625H100 307,663 4,002 1.32 15,903 -0.80 0.9801
2013-08-09 2013-06-30 13F JPMORGAN CHASE COMMON 46625H100 303,661 -7 -0.00 16,031 11.23 1.0365
2013-05-20 2013-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 303,668 303,668 14,412 0.9298
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.