JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCHICAGO TRUST Co NA
Latest Disclosed Ownership33,921 shares
Latest Disclosed Value $ 9,978,201
CHICAGO TRUST Co NA reports 3.69% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - CHICAGO TRUST Co NA filed a 13F-HR form disclosing ownership of 33,921 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,978,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 35,222 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.69% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 33,921 -1,301 -3.69 9,978 -12.08 0.9950
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 0 -100.00 0
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 35,222 -2,612 -6.90 11,349 -4.89 1.1250
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 37,834 -2,361 -5.87 11,934 2.41 1.6564
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 40,195 2,215 5.83 11,653 25.08 1.6378
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 37,980 -2,204 -5.48 9,316 -3.28 1.6521
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 40,184 3,060 8.24 9,633 23.06 1.7049
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 37,124 3,370 9.98 7,828 14.65 1.3497
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,754 3,134 10.24 6,827 11.32 1.3849
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,620 579 1.93 6,133 20.04 1.2689
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 30,041 -5,429 -15.31 5,110 -0.66 1.1361
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 35,470 122 0.35 5,144 0.04 1.2918
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 35,348 -215 -0.60 5,141 10.94 1.2326
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 35,563 -3,030 -7.85 4,634 92,580.00 1.1631
2023-01-12 2022-12-31 13F JPMORGAN CHASE COM 46625H100 38,593 -3,213 -7.69 5 -99.89 1.2910
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 41,806 2,441 6.20 4,369 -1.44 1.1332
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 39,365 -7,039 -15.17 4,433 -29.92 1.1173
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 46,404 11,873 34.38 6,326 15.69 0.9998
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 34,531 1,262 3.79 5,468 0.40 1.0885
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 33,269 754 2.32 5,446 7.67 1.1961
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,515 1,807 5.88 5,058 8.19 1.1967
2021-04-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,708 671 2.23 4,675 22.48 1.6056
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 30,037 -1,300 -4.15 3,817 26.52 1.3120
2020-10-08 2020-09-30 13F JPMORGAN CHASE COM 46625H100 31,337 -425 -1.34 3,017 1.00 1.2579
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 31,762 458 1.46 2,987 5.96 1.3216
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,304 -1,014 -3.14 2,819 -37.43 1.4257
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,318 -275 -0.84 4,505 17.47 1.8324
2019-10-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 32,593 1,596 5.15 3,835 10.68 1.6184
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 30,997 914 3.04 3,465 13.76 1.4766
2019-04-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 30,083 -125 -0.41 3,046 3.29 1.3128
2019-01-09 2018-12-31 13F JPMORGAN CHASE COM 46625H100 30,208 -192 -0.63 2,949 -14.05 1.3974
2018-10-10 2018-09-30 13F JPMORGAN CHASE COM 46625H100 30,400 22 0.07 3,431 8.37 1.3667
2018-07-12 2018-06-30 13F JPMORGAN CHASE COM 46625H100 30,378 -395 -1.28 3,166 -6.44 1.3476
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 30,773 -2,586 -7.75 3,384 -5.16 1.4455
2018-01-17 2017-12-31 13F JPMORGAN CHASE COM 46625H100 33,359 -4,040 -10.80 3,568 -0.11 1.4257
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 37,399 1,090 3.00 3,572 7.66 1.5063
2017-07-12 2017-06-30 13F JPMORGAN CHASE COM 46625H100 36,309 -1,551 -4.10 3,318 -0.21 1.4740
2017-04-17 2017-03-31 13F JPMORGAN CHASE COM 46625H100 37,860 -7,121 -15.83 3,325 -14.35 1.4704
2017-01-18 2016-12-31 13F JPMORGAN CHASE COM 46625H100 44,981 -7,384 -14.10 3,882 11.33 1.6843
2016-10-12 2016-09-30 13F JPMORGAN CHASE COM 46625H100 52,365 -8,301 -13.68 3,487 -7.51 1.5213
2016-07-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 60,666 -2,716 -4.29 3,770 0.43 1.5491
2016-04-08 2016-03-31 13F JPMORGAN CHASE COM 46625H100 63,382 -11,590 -15.46 3,754 -24.16 1.5577
2016-01-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 74,972 -6,785 -8.30 4,950 -0.70 1.9203
2015-10-14 2015-09-30 13F JPMORGAN CHASE COM 46625H100 81,757 -902 -1.09 4,985 -11.00 1.9141
2015-07-07 2015-06-30 13F JPMORGAN CHASE COM 46625H100 82,659 -4,664 -5.34 5,601 5.88 1.9703
2015-04-16 2015-03-31 13F JPMORGAN CHASE COM 46625H100 87,323 87,323 5,290 1.8125
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.