JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionERn Financial, LLC
Latest Disclosed Ownership1,556 shares
Latest Disclosed Value $ 457,713
ERn Financial, LLC reports 0.45% increase in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - ERn Financial, LLC filed a 13F-HR form disclosing ownership of 1,556 shares of JPMorgan Chase & Co. (MX:JPM) valued at $457,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,549 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.45% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,556 7 0.45 458 -8.42 0.0861
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,549 0 0.00 499 2.25 0.0938
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,549 -271 -14.89 489 -7.40 0.0965
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,820 -4,693 -72.06 528 -67.00 0.1113
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,513 -356 -5.18 1,598 -2.98 0.2524
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,869 323 4.93 1,647 19.28 0.2470
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,546 258 4.10 1,380 8.58 0.2100
2024-07-18 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 6,288 542 9.43 1,272 10.52 0.2110
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,288 542 1,272 0.2110
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,746 110 1.95 1,151 21.95 0.1996
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,636 -2,574 -31.35 944 -20.76 0.1785
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,210 751 10.07 1,191 9.78 0.2583
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,459 223 3.08 1,085 15.07 0.2271
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,236 33 0.46 943 -2.38 0.2073
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,203 34 0.47 966 28.84 0.2202
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,169 201 2.88 749 -4.59 0.1915
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,968 3,196 84.73 785 52.72 0.1914
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,772 3,772 514 0.1138
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,879 -100.00 0 -100.00
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,879 0 0.00 308 5.48 0.0789
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,879 15 0.80 292 2.82 0.1035
2021-04-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,864 -7 -0.37 284 19.33 0.1099
2021-02-24 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,871 1,871 238 0.0980
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,071 -100.00 0 -100.00
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,071 2,071 289 0.1680
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,088 -100.00 0 -100.00
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,088 -136 -6.12 239 10.14 0.1441
2019-02-19 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,224 2,224 217 0.1947
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.