JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership7,975 shares
Latest Disclosed Value $ 2,345,824
First Heartland Consultants, Inc. reports 0.85% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 7,975 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,345,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 8,043 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.85% 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)
2026-04-08 2026-03-31 13F JP MORGAN CHASE COM 46625H100 7,975 -68 -0.85 2,346 -9.49 0.1797
2026-01-09 2025-12-31 13F JP MORGAN CHASE COM 46625H100 8,043 -968 -10.74 2,591 -8.83 0.1964
2025-11-10 2025-09-30 13F JP MORGAN CHASE COM 46625H100 9,011 -292 -3.14 2,842 5.42 0.2293
2025-08-15 2025-06-30 13F JP MORGAN CHASE COM 46625H100 9,303 817 9.63 2,697 29.55 0.2399
2025-05-07 2025-03-31 13F JP MORGAN CHASE COM 46625H100 8,486 91 1.08 2,082 3.43 0.2148
2025-02-18 2024-12-31 13F JP MORGAN CHASE COM 46625H100 8,395 -136 -1.59 2,012 201,100.00 0.2064
2024-11-05 2024-09-30 13F JP MORGAN CHASE COM 46625H100 8,531 171 2.05 2 0.00 0.1934
2024-07-25 2024-06-30 13F JP MORGAN CHASE COM 46625H100 8,360 1,656 24.70 2 0.00 0.1180
2024-05-07 2024-03-31 13F JP MORGAN CHASE COM 46625H100 6,704 374 5.91 1 0.00 0.1394
2024-02-08 2023-12-31 13F JP MORGAN CHASE COM 46625H100 6,330 264 4.35 1 0.1299
2023-11-09 2023-09-30 13F JP MORGAN CHASE COM 46625H100 6,066 246 4.23 1 -100.00 0.1109
2023-07-26 2023-06-30 13F JP MORGAN CHASE COM 46625H100 5,820 -621 -9.64 846 0.83 0.1097
2023-04-17 2023-03-31 13F JP MORGAN CHASE COM 46625H100 6,441 148 2.35 839 -0.47 0.1262
2023-01-13 2022-12-31 13F JP MORGAN CHASE COM 46625H100 6,293 1,383 28.17 844 64.33 0.1359
2022-10-20 2022-09-30 13F JP MORGAN CHASE COM 46625H100 4,910 -55 -1.11 513 -8.23 0.0440
2022-07-12 2022-06-30 13F JP MORGAN CHASE COM 46625H100 4,965 -150 -2.93 559 -19.80 0.0876
2022-04-21 2022-03-31 13F JP MORGAN CHASE COM 46625H100 5,115 1,130 28.36 697 10.46 0.1080
2022-02-11 2021-12-31 13F JP MORGAN CHASE COM 46625H100 3,985 -668 -14.36 631 -17.19 0.0240
2021-11-15 2021-09-30 13F JP MORGAN CHASE COM 46625H100 4,653 26 0.56 762 5.83 0.1159
2021-08-16 2021-06-30 13F JP MORGAN CHASE COM 46625H100 4,627 123 2.73 720 4.96 0.1091
2021-05-17 2021-03-31 13F JP MORGAN CHASE COM 46625H100 4,504 837 22.83 686 47.21 0.1090
2021-01-29 2020-12-31 13F JP MORGAN CHASE COM 46625H100 3,667 -898 -19.67 466 6.15 0.0775
2020-10-21 2020-09-30 13F JP MORGAN CHASE COM 46625H100 4,565 -656 -12.56 439 -10.59 0.0832
2020-07-16 2020-06-30 13F JP MORGAN CHASE COM 46625H100 5,221 714 15.84 491 20.94 0.0968
2020-05-14 2020-03-31 13F JP MORGAN CHASE COM 46625H100 4,507 338 8.11 406 -30.12 0.1046
2020-02-13 2019-12-31 13F JP MORGAN CHASE COM 46625H100 4,169 76 1.86 581 20.54 0.1144
2019-11-18 2019-09-30 13F JP MORGAN CHASE COM 46625H100 4,093 -16 -0.39 482 5.01 0.1034
2019-08-12 2019-06-30 13F JP MORGAN CHASE COM 46625H100 4,109 -15 -0.36 459 9.81 0.1103
2019-05-15 2019-03-31 13F JP MORGAN CHASE COM 46625H100 4,124 1,113 36.96 418 42.18 0.1171
2019-02-12 2018-12-31 13F JP MORGAN CHASE COM 46625H100 3,011 -287 -8.70 294 -20.97 0.1098
2018-11-15 2018-09-30 13F JP MORGAN CHASE COM 46625H100 3,298 -480 -12.71 372 -5.58 0.1164
2018-08-09 2018-06-30 13F JP MORGAN CHASE COM 46625H100 3,778 -772 -16.97 394 -21.20 0.1389
2018-05-15 2018-03-31 13F JP MORGAN CHASE COM 46625H100 4,550 912 25.07 500 28.53 0.1498
2018-02-26 2017-12-31 13F JP MORGAN CHASE COM 46625H100 3,638 -2,606 -41.74 389 -34.73 0.1170
2017-11-15 2017-09-30 13F JP MORGAN CHASE COM 46625H100 6,244 -1,070 -14.63 596 -10.78 0.1449
2017-07-26 2017-06-30 13F JP MORGAN CHASE COM 46625H100 7,314 -257 -3.39 668 0.45 0.1731
2017-05-12 2017-03-31 13F JP MORGAN CHASE COM 46625H100 7,571 -893 -10.55 665 -8.90 0.1856
2017-02-16 2016-12-31 13F JP MORGAN CHASE COM 46625H100 8,464 -18,592 -68.72 730 -59.49 0.2215
2016-11-23 2016-09-30 13F JP MORGAN CHASE COM 46625H100 27,056 -250 -0.92 1,802 6.19 0.5232
2016-08-12 2016-06-30 13F JP MORGAN CHASE COM 46625H100 27,306 1,539 5.97 1,697 11.21 0.1860
2016-05-10 2016-03-31 13F JP MORGAN CHASE COM 46625H100 25,767 -422 -1.61 1,526 -11.74 0.5801
2016-02-05 2015-12-31 13F JP MORGAN CHASE COM 46625H100 26,189 119 0.46 1,729 8.81 0.6564
2015-11-12 2015-09-30 13F JP MORGAN CHASE COM 46625H100 26,070 47 0.18 1,589 -9.87 0.6637
2015-07-28 2015-06-30 13F JP MORGAN CHASE COM 46625H100 26,023 61 0.23 1,763 12.08 0.4797
2015-04-24 2015-03-31 13F JP MORGAN CHASE COM 46625H100 25,962 25,962 0.00 1,573 0.5995
2015-02-02 2014-12-31 13F JP MORGAN CHASE COM 46625H100 0 -40,914 -100.00 0 -100.00
2014-11-13 2014-09-30 13F JP MORGAN CHASE COM 46625H100 40,914 -711 -1.71 2,465 2.79 1.0847
2014-07-16 2014-06-30 13F JP MORGAN CHASE COM 46625H100 41,625 -2,286 -5.21 2,398 -10.05 1.0836
2014-04-30 2014-03-31 13F JP MORGAN CHASE COM 46625H100 43,911 186 0.43 2,666 4.26 1.3125
2014-02-14 2013-12-31 13F JP MORGAN CHASE COM 46625H100 43,725 -3,843 -8.08 2,557 3.44 1.4392
2013-11-14 2013-09-30 13F JP MORGAN CHASE COM 46625H100 47,568 1,448 3.14 2,472 1.52 1.4936
2013-08-13 2013-06-30 13F JP MORGAN CHASE COM 46625H100 46,120 46,120 2,435 1.4139
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.