JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEverhart Financial Group, Inc.
Latest Disclosed Ownership26,974 shares
Latest Disclosed Value $ 7,934,805
Everhart Financial Group, Inc. reports 18.08% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Everhart Financial Group, Inc. filed a 13F-HR form disclosing ownership of 26,974 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,934,805 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 22,843 shares of JPMorgan Chase & Co.. This represents a change in shares of 18.08% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,974 4,131 18.08 7,935 7.80 0.6756
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,843 -5,846 -20.38 7,360 -18.67 0.6818
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,689 1,188 4.32 9,049 13.51 0.9069
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 27,501 1,334 5.10 7,973 24.21 0.9213
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,167 614 2.40 6,419 4.78 0.8777
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,553 759 3.06 6,125 17.18 1.2607
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 24,794 2,383 10.63 5,228 15.34 1.1582
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,411 1,045 4.89 4,533 5.91 1.1762
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,366 1,349 6.74 4,280 25.71 1.2459
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,017 1,097 5.80 3,405 24.10 1.2063
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 18,920 485 2.63 2,744 2.31 1.1640
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,435 848 4.82 2,681 17.02 1.1089
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 17,587 1,447 8.97 2,292 5.87 1.0283
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 16,140 1,654 11.42 2,164 42.93 1.0871
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 14,486 -237 -1.61 1,514 -8.69 0.8380
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,723 3,629 32.71 1,658 9.66 1.0077
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,094 -244 -2.15 1,512 -15.77 0.8740
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,338 44 0.39 1,795 -2.92 1.0836
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,294 1,059 10.35 1,849 16.14 1.2666
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,235 1,167 12.87 1,592 15.28 1.0957
2021-04-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,068 1,026 12.76 1,381 35.13 1.2118
2021-03-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,042 8,042 1,022 0.9430
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.