JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Management Professionals, Inc.
Latest Disclosed Ownership11,503 shares
Latest Disclosed Value $ 3,383,722
Financial Management Professionals, Inc. reports 2.05% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Financial Management Professionals, Inc. filed a 13F-HR form disclosing ownership of 11,503 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,383,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 11,272 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.05% 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)
2026-04-15 2026-03-31 13F JPMorgan Chase Stock 46625H100 11,503 231 2.05 3,384 -6.86 0.3795
2026-01-27 2025-12-31 13F JPMorgan Chase Stock 46625H100 11,272 -5 -0.04 3,632 2.11 0.3746
2025-10-15 2025-09-30 13F JPMorgan Chase Stock 46625H100 11,277 38 0.34 3,557 9.18 0.3702
2025-07-15 2025-06-30 13F JPMorgan Chase Stock 46625H100 11,239 123 1.11 3,258 19.52 0.3666
2025-04-10 2025-03-31 13F JPMorgan Chase Stock 46625H100 11,116 67 0.61 2,727 2.95 0.3483
2025-01-15 2024-12-31 13F JPMorgan Chase Stock 46625H100 11,049 350 3.27 2,649 132,300.00 0.3348
2024-10-24 2024-09-30 13F JPMorgan Chase Stock 46625H100 10,699 32 0.30 2 0.00 0.2801
2024-07-12 2024-06-30 13F JPMorgan Chase Stock 46625H100 10,667 122 1.16 2 0.00 0.2962
2024-04-16 2024-03-31 13F JPMorgan Chase Stock 46625H100 10,545 -176 -1.64 2 100.00 0.3113
2024-01-12 2023-12-31 13F JPMorgan Chase Stock 46625H100 10,721 341 3.29 2 0.00 0.2972
2023-10-13 2023-09-30 13F JPMorgan Chase Stock 46625H100 10,380 -1,136 -9.86 2 0.00 0.2646
2023-07-10 2023-06-30 13F JPMorgan Chase Stock 46625H100 11,516 254 2.26 2 0.00 0.2802
2023-04-13 2023-03-31 13F JPMorgan Chase Stock 46625H100 11,262 907 8.76 1 0.00 0.2833
2023-01-11 2022-12-31 13F JPMorgan Chase Stock 46625H100 10,355 420 4.23 1 -99.90 0.2842
2022-10-27 2022-09-30 13F JPMorgan Chase Stock 46625H100 9,935 -1,075 -9.76 1,038 -16.29 0.2376
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,010 1,392 14.47 1,240 -5.42 0.3009
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,618 523 5.75 1,311 -8.96 0.2843
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,095 -45 -0.49 1,440 -3.74 0.3051
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 9,140 264 2.97 1,496 8.33 0.3453
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,876 5,372 153.31 1,381 159.10 0.3555
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,504 232 7.09 533 28.13 0.1426
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,272 -1,200 -26.83 416 -3.48 0.1167
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,472 423 10.45 431 13.12 0.1538
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,049 1,594 64.93 381 72.40 0.1314
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,455 -50 -2.00 221 -36.68 0.0937
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,505 119 4.99 349 24.20 0.1155
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,386 0 0.00 281 5.24 0.1036
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,386 0 0.00 267 10.33 0.0990
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,386 0 0.00 242 3.86 0.0972
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,386 0 0.00 233 -13.38 0.1452
2018-10-24 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,386 0 0.00 269 8.03 0.1045
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,386 0 0.00 249 -4.96 0.1014
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,386 -10 -0.42 262 2.75 0.1356
2018-01-19 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,396 -191 -7.38 255 3.24 0.1076
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,587 -150 -5.48 247 -1.20 0.1082
2017-07-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,737 0 0.00 250 4.17 0.1134
2017-04-18 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,737 150 5.80 240 7.62 0.1224
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,587 -529 -16.98 223 7.73 0.1162
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,116 -363 -10.43 207 -3.72 0.1074
2016-08-04 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,479 363 11.65 215 16.22 0.1131
2016-05-04 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,116 0 0.00 185 -9.76 0.0958
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,116 -180 -5.46 205 1.99 0.1051
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,296 0 0.00 201 -9.87 0.1360
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,296 -319 -8.82 223 1.83 0.1044
2015-05-05 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,615 3,615 0.00 219 0.1026
2015-01-29 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,615 -100.00 0 -100.00
2014-11-03 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,615 0 0.00 217 4.33 0.1480
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 3,615 0 0.00 208 -5.02 0.1379
2014-05-06 2014-03-31 13F JPMORGAN CHASE COM 46625H100 3,615 0 0.00 219 3.79 0.1505
2014-01-23 2013-12-31 13F JPMORGAN CHASE COM 46625H100 3,615 -600 -14.23 211 -3.21 0.1424
2013-10-30 2013-09-30 13F JPMORGAN CHASE COM 46625H100 4,215 -300 -6.64 218 -8.40 0.1350
2013-08-08 2013-06-30 13F JPMORGAN CHASE COM 46625H100 4,515 4,515 238 0.1750
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.