JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBusey Wealth Management
Latest Disclosed Ownership220,718 shares
Latest Disclosed Value $ 64,926,422
Busey Wealth Management reports 1.09% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Busey Wealth Management filed a 13F-HR form disclosing ownership of 220,718 shares of JPMorgan Chase & Co. (MX:JPM) valued at $64,926,422 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 218,328 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.09% 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)
2026-04-28 2026-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 220,718 2,390 1.09 64,926 -7.71 0.8564
2026-01-27 2025-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 218,328 138 0.06 70,350 2.22 1.8541
2025-10-15 2025-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 218,190 994 0.46 68,824 9.30 1.9184
2025-07-11 2025-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 217,196 -3,513 -1.59 62,967 16.30 1.9219
2025-05-15 2025-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 220,709 -19,461 -8.10 54,140 -5.96 1.8244
2025-01-23 2024-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 240,170 3,805 1.61 57,571 15.51 1.8895
2024-10-23 2024-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 236,365 -3,351 -1.40 49,840 2.79 1.6267
2024-07-23 2024-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 239,716 3,554 1.50 48,485 2.50 1.6596
2024-04-23 2024-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 236,162 380 0.16 47,303 17.94 1.6782
2024-01-25 2023-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 235,782 -2,356 -0.99 40,107 16.13 1.5431
2023-10-23 2023-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 238,138 394 0.17 34,535 -0.12 1.4751
2023-07-21 2023-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 237,744 -1,169 -0.49 34,577 11.07 1.4072
2023-04-25 2023-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 238,913 2,179 0.92 31,133 -1.93 1.3170
2023-01-23 2022-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 236,734 -6,024 -2.48 31,746 25.14 1.4274
2022-10-24 2022-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 242,758 3,357 1.40 25,369 -5.90 1.2548
2022-08-03 2022-06-30 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 239,401 3,417 1.45 26,959 -16.20 1.2528
2022-08-01 2022-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 239,401 3,417 26,959 0.5430
2022-04-21 2022-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 235,984 -11,421 -4.62 32,169 -17.89 1.2856
2022-01-25 2021-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 247,405 -6,443 -2.54 39,177 -5.72 1.4816
2021-10-29 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 253,848 8,534 3.48 41,553 8.90 1.6731
2021-07-22 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 245,314 2,596 1.07 38,156 3.27 1.7839
2021-04-20 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 242,718 10,238 4.40 36,949 25.08 1.8538
2021-01-20 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 232,480 -2,229 -0.95 29,541 30.74 1.6893
2020-10-16 2020-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 234,709 -2,719 -1.15 22,596 1.18 1.4414
2020-07-21 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 237,428 1,444 0.61 22,332 5.11 1.5442
2020-04-17 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 235,984 7,550 3.31 21,246 -33.28 1.7264
2020-02-11 2019-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 228,434 -202 -0.09 31,843 18.34 2.0910
2019-11-12 2019-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 228,636 30,856 15.60 26,908 21.70 1.9412
2019-07-24 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 197,780 -17,188 -8.00 22,111 1.61 2.1001
2019-04-16 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 214,968 -956 -0.44 21,761 3.24 1.9776
2019-02-05 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 215,924 11,009 5.37 21,079 -8.84 2.1732
2018-10-12 2018-09-30 13F JP MORGAN COMMON STOCK 46625H100 204,915 6,361 3.20 23,122 11.76 2.1413
2018-07-24 2018-06-30 13F JP MORGAN COMMON STOCK 46625H100 198,554 6,686 3.48 20,689 -1.95 2.0505
2018-05-04 2018-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 191,868 10,350 5.70 21,100 8.70 2.2243
2018-02-09 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 181,518 -210 -0.12 19,412 11.84 2.4785
2017-10-13 2017-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 181,728 -4,939 -2.65 17,357 1.73 2.0744
2017-07-28 2017-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 186,667 -3,861 -2.03 17,061 1.94 2.3464
2017-05-03 2017-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 190,528 2,790 1.49 16,736 3.31 2.0280
2017-01-27 2016-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 187,738 703 0.38 16,200 30.07 2.0474
2016-11-14 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 187,035 -6,395 -3.31 12,455 3.62 1.6280
2016-08-15 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 193,430 24,539 14.53 12,020 20.19 1.5428
2016-05-13 2016-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 168,891 4,453 2.71 10,001 -7.89 1.3196
2016-02-04 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 164,438 3,205 1.99 10,858 10.45 1.4500
2015-11-12 2015-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 161,233 1,137 0.71 9,831 -9.37 1.4051
2015-08-14 2015-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 160,096 1,804 1.14 10,848 13.12 1.4640
2015-05-15 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 158,292 1,276 0.81 9,590 -2.40 1.2993
2015-02-17 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 157,016 2,649 1.72 9,826 5.67 1.3469
2014-11-14 2014-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 154,367 -4,459 -2.81 9,299 1.61 1.3589
2014-08-14 2014-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 158,826 5,724 3.74 9,152 -1.54 1.3144
2014-05-15 2014-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 153,102 460 0.30 9,295 4.12 1.4137
2014-02-14 2013-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 152,642 870 0.57 8,927 13.78 1.3656
2013-11-14 2013-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 151,772 128,376 548.71 7,846 535.30 1.2933
2013-08-15 2013-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 23,396 23,396 1,235 0.2068
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.