JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionConnors Investor Services Inc
Latest Disclosed Ownership72,108 shares
Latest Disclosed Value $ 21,211,289
Connors Investor Services Inc reports 0.37% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Connors Investor Services Inc filed a 13F-HR form disclosing ownership of 72,108 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,211,289 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 71,841 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.37% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 72,108 267 0.37 21,211 -8.34 1.9591
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 71,841 -307 -0.43 23,141 1.68 1.9927
2025-11-25 2025-09-30 13F JPMORGAN CHASE COM 46625H100 72,148 3,751 5.48 22,758 14.77 1.9391
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 68,397 -1,762 -2.51 19,829 15.27 1.7561
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 70,159 -1,564 -2.18 17,201 0.05 1.7078
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 71,723 2,612 3.78 17,193 18.19 1.6115
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 69,111 -2,814 -3.91 14,546 -0.01 1.4083
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 71,925 -99 -0.14 14,548 0.84 1.5142
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 72,024 -5,489 -7.08 14,426 110,869.23 1.5209
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 77,513 168 0.22 13 18.18 1.4808
2023-11-22 2023-09-30 13F JPMORGAN CHASE COM 46625H100 77,345 410 0.53 11 0.00 1.3811
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 76,935 67,004 674.70 11 1,000.00 1.2663
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,931 381 3.99 1 -99.92 0.1521
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,550 -110 -1.14 1,281 26.86 0.1599
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,660 0 0.00 1,009 -7.26 0.1320
2022-08-16 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,660 -173 -1.76 1,088 -18.81 0.1370
2022-05-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,833 -82,075 -89.30 1,340 -90.79 0.1393
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 91,908 317 0.35 14,553 -2.93 1.4277
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 91,591 1,243 1.38 14,993 6.69 1.5857
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 90,348 445 0.49 14,053 2.68 1.4635
2021-09-15 2021-03-31 13F JPMORGAN CHASE COM 46625H100 89,903 -33,307 -27.03 13,686 -12.58 1.5499
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 123,210 -4,641 -3.63 15,656 27.20 1.9421
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 127,851 -2,937 -2.25 12,308 0.05 1.7228
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 130,788 11,527 9.67 12,302 14.58 1.8257
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 119,261 39,639 49.78 10,737 -3.26 1.8628
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 79,622 -83,714 -51.25 11,099 -42.26 1.4100
2019-10-26 2019-09-30 13F JPMORGAN CHASE COM 46625H100 163,336 -303 -0.19 19,223 5.07 2.6401
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 163,639 5,993 3.80 18,295 14.64 2.4252
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 157,646 2,858 1.85 15,959 5.62 2.1733
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 154,788 3,635 2.40 15,110 -11.41 2.3534
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 151,153 13,665 9.94 17,056 19.06 2.2935
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 137,488 5,249 3.97 14,326 -1.49 2.0112
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 132,239 6,121 4.85 14,542 7.82 2.1348
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 126,118 2,391 1.93 13,487 14.32 1.9413
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 123,727 7,834 6.76 11,798 11.38 1.7795
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 115,893 5,348 4.84 10,593 9.31 1.6661
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 110,545 40,295 57.36 9,691 59.86 1.5993
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 70,250 -72,240 -50.70 6,062 -36.11 1.0353
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 142,490 6,951 5.13 9,488 12.66 1.6580
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 135,539 1,890 1.41 8,422 7.22 1.6331
2016-05-13 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 133,649 5,451 4.25 7,855 -7.21 1.5602
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 128,198 8,465
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 128,198 13,941 12.20 8,465 21.52 1.7214
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 114,257 3,835 3.47 6,966 -6.13 1.5726
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 110,422 14,070 14.60 7,421 27.14 1.5377
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 96,352 7,380 8.29 5,837 4.83 1.2589
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 88,972 5,015 5.97 5,568 10.08 1.2683
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 83,957 4,130 5.17 5,058 9.96 1.2281
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 79,827 -620 -0.77 4,600 -5.81 1.0972
2014-05-14 2014-03-31 13F J P MORGAN CHASE COM 46625H100 80,447 7,905 10.90 4,884 15.13 1.1817
2014-02-14 2013-12-31 13F J P MORGAN CHASE COM 46625H100 72,542 6,222 9.38 4,242 23.75 1.0549
2013-11-14 2013-09-30 13F J P MORGAN CHASE COM 46625H100 66,320 8,395 14.49 3,428 12.10 0.9635
2013-08-14 2013-06-30 13F J P MORGAN CHASE COM 46625H100 57,925 57,925 3,058 0.9883
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.