JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst United Bank Trust/
Latest Disclosed Ownership15,734 shares
Latest Disclosed Value $ 4,628,313
First United Bank Trust/ reports 9.23% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - First United Bank Trust/ filed a 13F-HR form disclosing ownership of 15,734 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,628,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 17,334 shares of JPMorgan Chase & Co.. This represents a change in shares of -9.23% 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)
2026-04-21 2026-03-31 13F J P Morgan Chase COM 46625H100 15,734 -1,600 -9.23 4,628 -17.14 1.5031
2026-01-21 2025-12-31 13F J P Morgan Chase COM 46625H100 17,334 -157 -0.90 5,585 1.23 1.7826
2025-10-27 2025-09-30 13F J P Morgan Chase COM 46625H100 17,491 -193 -1.09 5,517 7.63 1.7908
2025-07-18 2025-06-30 13F J P Morgan Chase COM 46625H100 17,684 -218 -1.22 5,127 16.74 1.7872
2025-04-15 2025-03-31 13F J P Morgan Chase COM 46625H100 17,902 -306 -1.68 4,391 0.62 1.6407
2025-01-16 2024-12-31 13F J P Morgan Chase COM 46625H100 18,208 -114 -0.62 4,365 12.97 1.5853
2024-10-15 2024-09-30 13F J P Morgan Chase COM 46625H100 18,322 -984 -5.10 3,863 -1.05 1.3880
2024-08-12 2024-06-30 13F J P Morgan Chase COM 46625H100 19,306 -234 -1.20 3,905 -0.23 1.4533
2024-04-29 2024-03-31 13F J P Morgan Chase COM 46625H100 19,540 230 1.19 3,914 19.15 1.4492
2024-02-08 2023-12-31 13F J P Morgan Chase COM 46625H100 19,310 -220 -1.13 3,285 15.96 1.3121
2023-10-24 2023-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 19,530 -335 -1.69 2,832 -1.97 1.3175
2023-07-13 2023-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 19,865 146 0.74 2,889 12.46 1.2832
2023-04-18 2023-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 19,719 -50 -0.25 2,569 -3.06 1.2050
2023-01-19 2022-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 19,769 -648 -3.17 2,651 24.18 1.2939
2022-10-25 2022-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 20,417 -780 -3.68 2,134 -10.60 1.0733
2022-07-18 2022-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 21,197 -143 -0.67 2,387 -17.94 1.0972
2022-04-20 2022-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 21,340 -535 -2.45 2,909 -16.02 1.1434
2022-01-20 2021-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 21,875 -185 -0.84 3,464 -4.07 1.2793
2021-10-14 2021-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 22,060 82 0.37 3,611 5.65 1.4717
2021-07-19 2021-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 21,978 -1,169 -5.05 3,418 -3.01 1.4297
2021-04-20 2021-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 23,147 110 0.48 3,524 20.40 1.5053
2021-01-19 2020-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 23,037 316 1.39 2,927 33.84 1.4139
2020-10-13 2020-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 22,721 -819 -3.48 2,187 -1.22 1.2248
2020-07-14 2020-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 23,540 -1,004 -4.09 2,214 0.18 1.3093
2020-04-13 2020-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 24,544 -638 -2.53 2,210 -37.04 1.5785
2020-01-13 2019-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 25,182 -284 -1.12 3,510 17.12 2.0216
2019-10-11 2019-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 25,466 -1,706 -6.28 2,997 -1.35 1.8819
2019-07-09 2019-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 27,172 990 3.78 3,038 14.64 1.7950
2019-04-11 2019-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 26,182 -965 -3.55 2,650 0.00 1.6343
2019-01-15 2018-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 27,147 998 3.82 2,650 -10.20 1.8589
2018-10-15 2018-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 26,149 -50 -0.19 2,951 8.10 1.8487
2018-07-12 2018-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 26,199 -940 -3.46 2,730 -8.51 1.8089
2018-04-18 2018-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 27,139 284 1.06 2,984 3.90 1.9625
2018-01-16 2017-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 26,855 910 3.51 2,872 15.90 1.8744
2017-10-17 2017-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 25,945 2,848 12.33 2,478 17.39 1.6589
2017-07-13 2017-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 23,097 1,479 6.84 2,111 11.16 1.4305
2017-04-18 2017-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 21,618 1,990 10.14 1,899 12.10 1.3309
2017-01-17 2016-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 19,628 1,786 10.01 1,694 42.59 1.2776
2016-10-11 2016-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 17,842 580 3.36 1,188 10.82 0.9821
2016-07-13 2016-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 17,262 540 3.23 1,072 8.28 0.9289
2016-04-11 2016-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 16,722 1,074 6.86 990 -4.16 0.9100
2016-01-27 2015-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 15,648 886 6.00 1,033 14.78 0.9335
2015-10-28 2015-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 14,762 3,700 33.45 900 20.00 0.8779
2015-08-03 2015-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 11,062 -75 -0.67 750 11.11 0.6841
2015-04-24 2015-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 11,137 1,898 20.54 675 16.78 0.6124
2015-01-21 2014-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,239 475 5.42 578 9.47 0.5564
2014-10-21 2014-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,764 200 2.34 528 7.10 0.5395
2014-07-22 2014-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,564 -100 -1.15 493 -6.27 0.5135
2014-04-28 2014-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,664 -700 -7.48 526 -4.01 0.5666
2014-01-31 2013-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,364 900 10.63 548 25.40 0.6069
2013-10-21 2013-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,464 1,000 13.40 437 10.91 0.5285
2013-07-30 2013-06-30 13F J P MORGAN CHASE Common Stock 46625H100 7,464 7,464 394 0.5294
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.