JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFamily Legacy, Inc.
Latest Disclosed Ownership24,809 shares
Latest Disclosed Value $ 7,297,894
Family Legacy, Inc. reports 2.77% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Family Legacy, Inc. filed a 13F-HR form disclosing ownership of 24,809 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,297,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 25,516 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.77% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 24,809 -707 -2.77 7,298 -11.24 2.1925
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 25,516 -152 -0.59 8,222 1.54 2.4613
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 25,668 -1,999 -7.23 8,097 0.94 2.4752
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 27,667 -1,461 -5.02 8,021 12.26 2.6081
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 29,128 -2,297 -7.31 7,145 -6.48 2.4517
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 31,425 -660 -2.06 7,640 12.93 2.5884
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,085 -124 -0.38 6,766 3.85 2.2492
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 32,209 -1,075 -3.23 6,515 -2.28 2.3327
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 33,284 -674 -1.98 6,667 15.41 2.3968
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 33,958 7 0.02 5,776 17.33 2.2052
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 33,951 11 0.03 4,924 -0.26 2.0574
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 33,940 -4 -0.01 4,936 11.60 1.9868
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,944 879 2.66 4,423 -3.83 1.8922
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,065 584 1.80 4,600 35.50 2.0114
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,481 448 1.40 3,394 -6.22 1.7062
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 32,033 200 0.63 3,619 -16.59 1.7156
2022-04-18 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 31,833 250 0.79 4,339 -17.98 1.8085
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 31,833 250 4,339 1.8085
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,583 617 1.99 5,290 0.36 2.1626
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 30,966 -1,349 -4.17 5,271 8.08 2.3712
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,315 -62 -0.19 4,877 -1.05 2.1752
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,377 -1,361 -4.03 4,929 14.98 2.3524
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 33,738 16 0.05 4,287 32.07 2.2144
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 33,722 1,059 3.24 3,246 5.66 1.8355
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,663 -461 -1.39 3,072 3.02 1.8531
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,124 370 1.13 2,982 -33.51 2.1480
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,754 1,346 4.29 4,485 9.85 2.5512
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 31,408 2,854 10.00 4,083 27.91 2.5451
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,554 182 0.64 3,192 6.47 2.4917
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 28,372 142 0.50 2,998 8.78 2.4325
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 28,230 447 1.61 2,756 -12.09 2.4635
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 27,783 -1,859 -6.27 3,135 1.49 2.5568
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 29,642 262 0.89 3,089 -4.39 2.6673
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 29,380 -182 -0.62 3,231 2.21 2.9880
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 29,562 13,162 80.26 3,161 101.72 2.8592
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 16,400 -14,230 -46.46 1,567 -44.04 3.9888
2017-07-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 30,630 -419 -1.35 2,800 2.68 2.8110
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 31,049 31,049 2,727 2.8431
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.