JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst Business Financial Services, Inc.
Latest Disclosed Ownership35,340 shares
Latest Disclosed Value $ 10,395,614
First Business Financial Services, Inc. reports 10.07% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - First Business Financial Services, Inc. filed a 13F-HR form disclosing ownership of 35,340 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,395,614 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 32,107 shares of JPMorgan Chase & Co.. This represents a change in shares of 10.07% 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)
2026-05-01 2026-03-31 13F JPMorgan Chase Com 46625H100 35,340 3,233 10.07 10,396 0.48 0.9243
2026-02-06 2025-12-31 13F JPMorgan Chase Com 46625H100 32,107 524 1.66 10,346 3.84 0.9500
2025-10-30 2025-09-30 13F JPMorgan Chase Com 46625H100 31,583 -2,367 -6.97 9,962 1.22 0.9139
2025-07-31 2025-06-30 13F JPMorgan Chase Com 46625H100 33,950 878 2.65 9,842 21.33 0.8876
2025-05-02 2025-03-31 13F JPMorgan Chase Com 46625H100 33,072 1,717 5.48 8,113 7.93 0.7977
2025-02-06 2024-12-31 13F JPMorgan Chase Com 46625H100 31,355 448 1.45 7,516 15.33 0.7431
2024-11-06 2024-09-30 13F JPMorgan Chase Com 46625H100 30,907 712 2.36 6,517 6.71 0.6522
2024-08-02 2024-06-30 13F JPMorgan Chase Com 46625H100 30,195 1,093 3.76 6,107 4.77 0.6475
2024-05-15 2024-03-31 13F/A-1 JPMorgan Chase Common 46625H100 29,102 -708 -2.38 5,829 14.97 0.6251
2024-05-06 2024-03-31 13F JPMorgan Chase Common 46625H100 29,810 0 5,071 0.5895
2024-02-14 2023-12-31 13F JPMorgan Chase Common 46625H100 29,810 437 1.49 5,071 19.04 0.5895
2023-11-14 2023-09-30 13F JPMorgan Chase Common 46625H100 29,373 906 3.18 4,260 2.87 0.5428
2023-08-07 2023-06-30 13F JPMorgan Chase Common 46625H100 28,467 179 0.63 4,140 12.32 0.5107
2023-05-09 2023-03-31 13F JPMorgan Chase Common 46625H100 28,288 692 2.51 3,686 122,766.67 0.4626
2023-02-02 2022-12-31 13F JPMorgan Chase Common 46625H100 27,596 266 0.97 4 -99.89 0.4973
2022-11-15 2022-09-30 13F JPMorgan Chase Common 46625H100 27,330 1,495 5.79 2,856 -1.82 0.4078
2022-08-02 2022-06-30 13F JPMorgan Chase Common 46625H100 25,835 -557 -2.11 2,909 -19.15 0.3918
2022-05-09 2022-03-31 13F JPMorgan Chase Common 46625H100 26,392 582 2.25 3,598 -11.96 0.3978
2022-02-10 2021-12-31 13F JPMorgan Chase Common 46625H100 25,810 588 2.33 4,087 -1.02 0.4325
2021-10-26 2021-09-30 13F JPMorgan Chase Common 46625H100 25,222 1,655 7.02 4,129 12.63 0.4725
2021-07-20 2021-06-30 13F JPMorgan Chase Common 46625H100 23,567 2,255 10.58 3,666 13.01 0.4285
2021-04-20 2021-03-31 13F JPMorgan Chase Common 46625H100 21,312 1,690 8.61 3,244 30.12 0.4306
2021-01-28 2020-12-31 13F JPMorgan Chase Common 46625H100 19,622 561 2.94 2,493 35.86 0.3622
2020-11-04 2020-09-30 13F JPMorgan Chase Common 46625H100 19,061 276 1.47 1,835 3.85 0.3063
2020-08-12 2020-06-30 13F JPMorgan Chase Com 46625H100 18,785 10,502 126.79 1,767 136.86 0.3167
2020-05-01 2020-03-31 13F JPMorgan Chase Common 46625H100 8,283 -109 -1.30 746 -36.24 0.1485
2020-02-10 2019-12-31 13F JPMorgan Chase Common 46625H100 8,392 0 0.00 1,170 18.42 0.1852
2019-11-05 2019-09-30 13F JPMorgan Chase Common 46625H100 8,392 105 1.27 988 6.70 0.1689
2019-07-24 2019-06-30 13F JPMorgan Chase Common 46625H100 8,287 -171 -2.02 926 8.18 0.1609
2019-05-03 2019-03-31 13F JPMorgan Chase Common 46625H100 8,458 -460 -5.16 856 -1.72 0.1526
2019-02-06 2018-12-31 13F JPMorgan Chase Common 46625H100 8,918 6,038 209.65 871 168.00 0.1482
2018-11-01 2018-09-30 13F JPMorgan Chase Common 46625H100 2,880 0 0.00 325 8.33 0.0512
2018-08-06 2018-06-30 13F JPMorgan Chase Common 46625H100 2,880 370 14.74 300 8.70 0.0537
2018-05-14 2018-03-31 13F JPMorgan Chase Common 46625H100 2,510 -123 -4.67 276 -2.13 0.0513
2018-02-07 2017-12-31 13F JPMorgan Chase Common 46625H100 2,633 50 1.94 282 14.17 0.0517
2017-10-26 2017-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 2,583 200 8.39 247 13.30 0.0491
2017-08-09 2017-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 2,383 84 3.65 218 7.92 0.0447
2017-05-11 2017-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 2,299 2,299 202 0.0426
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.