JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst Interstate Bank
Latest Disclosed Ownership29,524 shares
Latest Disclosed Value $ 8,684,780
First Interstate Bank reports 5.10% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - First Interstate Bank filed a 13F-HR form disclosing ownership of 29,524 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,684,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 31,110 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.10% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 29,524 -1,586 -5.10 8,685 -13.37 0.4645
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,110 -550 -1.74 10,024 0.38 0.5118
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 31,660 -588 -1.82 9,987 6.81 0.5514
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 32,248 -6,473 -16.72 9,349 -1.57 0.5493
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 38,721 -2,889 -6.94 9,498 -4.77 0.5671
2025-02-04 2024-12-31 13F JPMorgan Chase COM 46625H100 41,610 -898 -2.11 9,974 11.28 0.6039
2024-10-29 2024-09-30 13F JPMorgan Chase COM 46625H100 42,508 -514 -1.19 8,963 3.01 0.5445
2024-08-07 2024-06-30 13F JPMorgan Chase COM 46625H100 43,022 -780 -1.78 8,702 -0.82 0.5780
2024-05-01 2024-03-31 13F JPMorgan Chase COM 46625H100 43,802 -2,003 -4.37 8,774 12.60 0.6078
2024-01-30 2023-12-31 13F JPMorgan Chase COM 46625H100 45,805 -1,897 -3.98 7,791 12.64 0.5775
2023-10-31 2023-09-30 13F JPMorgan Chase COM 46625H100 47,702 -1,943 -3.91 6,918 -4.20 0.5961
2023-08-01 2023-06-30 13F JPMorgan Chase COM 46625H100 49,645 -2,441 -4.69 7,220 6.38 0.5964
2023-05-02 2023-03-31 13F JPMorgan Chase COM 46625H100 52,086 -372 -0.71 6,787 96,857.14 0.5186
2023-01-30 2022-12-31 13F JPMorgan Chase COM 46625H100 52,458 -2,059 -3.78 7 -99.88 0.5195
2022-10-25 2022-09-30 13F JPMorgan Chase COM 46625H100 54,517 2,920 5.66 5,697 -1.96 0.4593
2022-08-12 2022-06-30 13F JPMorgan Chase COM 46625H100 51,597 13,636 35.92 5,811 12.29 0.4393
2022-05-06 2022-03-31 13F JPMorgan Chase COM 46625H100 37,961 6,156 19.36 5,175 2.76 0.4541
2022-05-06 2022-03-31 13F JPMorgan Chase COM 46625H100 7,590 1,035
2022-01-28 2021-12-31 13F JPMorgan Chase COM 46625H100 31,805 34 0.11 5,036 -3.15 0.4886
2021-11-01 2021-09-30 13F JPMorgan Chase COM 46625H100 31,771 1,483 4.90 5,200 10.38 0.5331
2021-07-29 2021-06-30 13F JPMorgan Chase COM 46625H100 30,288 -13,689 -31.13 4,711 -15.71 0.4956
2021-02-03 2020-12-31 13F JPMorgan Chase COM 46625H100 43,977 -1,149 -2.55 5,589 28.66 0.7445
2020-11-09 2020-09-30 13F JPMorgan Chase COM 46625H100 45,126 -11,227 -19.92 4,344 -18.04 0.6519
2020-08-05 2020-06-30 13F JPMorgan Chase COM 46625H100 56,353 -13,100 -18.86 5,300 -15.24 0.7327
2020-05-11 2020-03-31 13F JPMorgan Chase COM 46625H100 69,453 -862 -1.23 6,253 -36.21 1.5647
2020-02-06 2019-12-31 13F JPMorgan Chase COM 46625H100 70,315 -397 -0.56 9,802 17.78 2.1883
2019-10-30 2019-09-30 13F JPMorgan Chase COM 46625H100 70,712 633 0.90 8,322 6.22 1.9268
2019-08-05 2019-06-30 13F JPMorgan Chase COM 46625H100 70,079 -22,004 -23.90 7,835 -15.95 1.7374
2019-05-02 2019-03-31 13F JPMorgan Chase COM 46625H100 92,083 -23,990 -20.67 9,322 -17.73 2.0799
2019-01-30 2018-12-31 13F JP MORGAN CHASE COM 46625H100 116,073 -2,545 -2.15 11,331 -15.35 2.8017
2018-11-07 2018-09-30 13F JP MORGAN CHASE COM 46625H100 118,618 -1,735 -1.44 13,385 6.73 2.8222
2018-07-26 2018-06-30 13F JP MORGAN CHASE COM 46625H100 120,353 -4,656 -3.72 12,541 -8.77 2.7744
2018-04-25 2018-03-31 13F JP MORGAN CHASE COM 46625H100 125,009 -37,014 -22.84 13,747 -20.66 3.1046
2018-02-13 2017-12-31 13F JP MORGAN CHASE COM 46625H100 162,023 -1,612 -0.99 17,327 10.86 3.6758
2017-11-08 2017-09-30 13F JP MORGAN CHASE COM 46625H100 163,635 10,764 7.04 15,629 11.86 3.3603
2017-08-07 2017-06-30 13F JPMorgan Chase COM 46625H100 152,871 -3,346 -2.14 13,972 1.82 2.8907
2017-05-11 2017-03-31 13F JPMorgan Chase COM 46625H100 156,217 -55,773 -26.31 13,722 -24.99 2.8326
2017-01-31 2016-12-31 13F JPMorgan Chase COM 46625H100 211,990 -21,175 -9.08 18,293 17.82 3.6015
2016-11-10 2016-09-30 13F JPMorgan Chase COM 46625H100 233,165 -1,583 -0.67 15,526 6.44 3.1819
2016-08-09 2016-06-30 13F JPMorgan Chase COM 46625H100 234,748 1,296 0.56 14,587 5.51 3.0382
2016-05-11 2016-03-31 13F JPMorgan Chase COM 46625H100 233,452 3,125 1.36 13,825 -9.10 2.8965
2016-02-02 2015-12-31 13F JPMorgan Chase COM 46625H100 230,327 288 0.13 15,209 8.44 3.1561
2015-11-10 2015-09-30 13F JPMorgan Chase Common Stock 46625H100 230,039 23,867 11.58 14,025 0.39 2.9915
2015-07-14 2015-06-30 13F JP Morgan Chase Com 46625H100 206,172 -3,978 -1.89 13,970 9.73 2.1283
2015-04-13 2015-03-31 13F JP Morgan Chase Com 46625H100 210,150 -16,801 -7.40 12,731 -10.36 1.9737
2015-01-09 2014-12-31 13F JP Morgan Chase Com 46625H100 226,951 3,149 1.41 14,203 5.35 2.3395
2014-10-07 2014-09-30 13F JP Morgan Chase Com 46625H100 223,802 -1,184 -0.53 13,482 4.00 2.8882
2014-07-14 2014-06-30 13F JP Morgan Chase Com 46625H100 224,986 -6,336 -2.74 12,964 -7.69 2.6691
2014-04-11 2014-03-31 13F JP Morgan Chase Com 46625H100 231,322 152 0.07 14,044 3.88 3.0839
2014-01-10 2013-12-31 13F JP Morgan Chase Com 46625H100 231,170 -50 -0.02 13,519 13.11 3.2957
2013-10-11 2013-09-30 13F JP Morgan Chase Com 46625H100 231,220 4,476 1.97 11,952 -0.14 3.2180
2013-07-31 2013-06-30 13F JP Morgan Chase Com 46625H100 226,744 226,744 11,969 3.7420
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.