JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGrove Bank & Trust
Latest Disclosed Ownership30,384 shares
Latest Disclosed Value $ 8,937,757
Grove Bank & Trust reports 2.48% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Grove Bank & Trust filed a 13F-HR form disclosing ownership of 30,384 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,937,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 29,649 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.48% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,384 735 2.48 8,938 -6.45 1.0106
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 29,649 -2 -0.01 9,554 2.15 1.0746
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 29,651 -1,601 -5.12 9,353 3.22 1.0942
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,252 43 0.14 9,060 18.35 1.1300
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 31,209 2,808 9.89 7,656 12.44 1.0231
2025-01-16 2024-12-31 13F JPMorgan Chase COM 46625H100 28,401 559 2.01 6,808 15.98 0.9449
2024-10-11 2024-09-30 13F JPMorgan Chase COM 46625H100 27,842 435 1.59 5,871 5.90 0.8672
2024-07-24 2024-06-30 13F JPMorgan Chase COM 46625H100 27,407 759 2.85 5,543 3.86 0.8898
2024-04-30 2024-03-31 13F JPMorgan Chase COM 46625H100 26,648 2,356 9.70 5,338 29.16 0.8991
2024-01-30 2023-12-31 13F JPMorgan Chase COM 46625H100 24,292 -22 -0.09 4,132 17.19 0.7602
2023-10-30 2023-09-30 13F JPMorgan Chase COM 46625H100 24,314 293 1.22 3,526 0.94 0.7187
2023-07-27 2023-06-30 13F JPMorgan Chase COM 46625H100 24,021 -179 -0.74 3,494 10.78 0.7056
2023-05-10 2023-03-31 13F JPMorgan Chase COM 46625H100 24,200 -3,199 -11.68 3,154 105,000.00 0.6667
2023-02-03 2022-12-31 13F JPMorgan Chase COM 46625H100 27,399 2,243 8.92 4 -99.89 0.8109
2022-10-28 2022-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 25,156 -46 -0.18 2,629 -7.36 0.6515
2022-07-29 2022-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 25,202 -143 -0.56 2,838 -17.86 0.6796
2022-04-22 2022-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 25,345 662 2.68 3,455 -11.59 0.6795
2022-01-31 2021-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 24,683 1,258 5.37 3,908 1.93 0.7463
2021-10-28 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 23,425 1,071 4.79 3,834 10.27 0.8066
2021-07-28 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 22,354 -20 -0.09 3,477 2.08 0.7530
2021-04-23 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 22,374 43 0.19 3,406 20.01 0.8011
2021-02-03 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 22,331 1,694 8.21 2,838 42.83 0.7371
2020-10-30 2020-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,637 817 4.12 1,987 6.60 0.6086
2020-07-31 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,820 137 0.70 1,864 5.19 0.6139
2020-05-05 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,683 618 3.24 1,772 -33.33 0.6994
2020-02-11 2019-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,065 -132 -0.69 2,658 17.66 0.7987
2019-10-30 2019-09-30 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 19,197 2,582 15.54 2,259 21.58 0.7283
2019-07-24 2019-06-30 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 16,615 84 0.51 1,858 11.06 0.6789
2019-04-26 2019-03-31 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 16,531 2,006 13.81 1,673 17.98 0.6420
2019-02-13 2018-12-31 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 14,525 1,001 7.40 1,418 -7.08 0.6617
2018-11-07 2018-09-30 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 13,524 -73 -0.54 1,526 7.69 0.6265
2018-08-03 2018-06-30 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 13,597 -160 -1.16 1,417 -6.35 0.6039
2018-05-07 2018-03-31 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 13,757 90 0.66 1,513 3.49 0.6696
2018-02-02 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 13,667 160 1.18 1,462 13.33 0.6382
2017-11-13 2017-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 13,507 3,720 38.01 1,290 44.13 0.6274
2017-07-28 2017-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,787 1,417 16.93 895 21.77 0.5725
2017-04-28 2017-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,370 -1,257 -13.06 735 -11.55 0.6033
2017-02-03 2016-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,627 1,010 11.72 831 44.77 0.6345
2016-11-04 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,617 0 0.00 574 7.29 0.4890
2016-08-05 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,617 -100 -1.15 535 3.68 0.4793
2016-05-11 2016-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,717 0 0.00 516 -10.26 0.4702
2016-01-27 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,717 8,717 575 0.5155
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.