JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGrandfield & Dodd, Llc
Latest Disclosed Ownership20,744 shares
Latest Disclosed Value $ 6,102,055
Grandfield & Dodd, Llc reports 4.83% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Grandfield & Dodd, Llc filed a 13F-HR form disclosing ownership of 20,744 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,102,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,797 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.83% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,744 -1,053 -4.83 6,102 -13.11 0.3445
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,797 -925 -4.07 7,023 -2.01 0.3978
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,722 -24 -0.11 7,167 8.69 0.4066
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,746 478 2.15 6,594 20.73 0.3862
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,268 -236 -1.05 5,462 1.26 0.3387
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,504 47 0.21 5,394 13.92 0.3326
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 22,457 -500 -2.18 4,735 1.98 0.2806
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 22,957 -1,088 -4.52 4,643 -3.59 0.2940
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,045 -424 -1.73 4,816 15.71 0.3039
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 24,469 -80 -0.33 4,162 16.91 0.2876
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 24,549 -137 -0.55 3,560 -0.84 0.2616
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,686 -9,768 -28.35 3,590 -20.03 0.2510
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 34,454 -10 -0.03 4,490 -2.86 0.3138
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 34,464 -112 -0.32 4,622 28.01 0.3381
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 34,576 -200 -0.58 3,610 -7.91 0.2947
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 34,776 -250 -0.71 3,920 -17.82 0.3088
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 35,026 -124 -0.35 4,770 -14.36 0.3237
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 35,150 186 0.53 5,570 -2.62 0.3583
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 34,964 505 1.47 5,720 6.72 0.3993
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 34,459 -91 -0.26 5,360 1.90 0.3709
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 34,550 243 0.71 5,260 20.64 0.3933
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,307 -671 -1.92 4,360 29.38 0.3421
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 34,978 250 0.72 3,370 3.06 0.3035
2020-07-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 34,728 50 0.14 3,270 4.74 0.3164
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 34,678 1,370 4.11 3,122 -32.76 0.3681
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 33,308 0 0.00 4,643 18.44 0.4230
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 33,308 400 1.22 3,920 6.55 0.3857
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 32,908 -158 -0.48 3,679 9.92 0.3637
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 33,066 150 0.46 3,347 4.17 0.3486
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 32,916 365 1.12 3,213 -12.52 0.3802
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 32,551 0 0.00 3,673 8.28 0.3785
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 32,551 -199 -0.61 3,392 -5.83 0.3727
2018-05-04 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 32,750 -250 -0.76 3,602 2.07 0.4018
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 32,750 -250 3,602
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 33,000 335 1.03 3,529 13.11 0.3767
2017-11-03 2017-09-30 13F JPMORGAN CHASE COM 46625H100 32,665 140 0.43 3,120 4.94 0.3503
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 32,525 -383 -1.16 2,973 2.84 0.3513
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 32,908 0 0.00 2,891 1.80 0.3571
2017-02-02 2016-12-31 13F JPMORGAN CHASE COM 46625H100 32,908 -570 -1.70 2,840 27.41 0.3681
2016-10-24 2016-09-30 13F JPMORGAN CHASE COM 46625H100 33,478 382 1.15 2,229 8.36 0.2928
2016-07-28 2016-06-30 13F JPMORGAN CHASE COM 46625H100 33,096 0 0.00 2,057 4.95 0.2879
2016-05-06 2016-03-31 13F JPMORGAN CHASE COM 46625H100 33,096 400 1.22 1,960 -9.22 0.2837
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 32,696 380 1.18 2,159 9.59 0.3282
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 32,316 1,815 5.95 1,970 -4.69 0.3304
2015-08-03 2015-06-30 13F JPMORGAN CHASE COM 46625H100 30,501 655 2.19 2,067 14.33 0.3162
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 29,846 0 0.00 1,808 -3.21 0.2764
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 29,846 -934 -3.03 1,868 0.76 0.2887
2014-11-10 2014-09-30 13F JPMORGAN CHASE COM 46625H100 30,780 369 1.21 1,854 5.82 0.2913
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 30,411 -2,328 -7.11 1,752 -11.87 0.2643
2014-05-06 2014-03-31 13F JPMORGAN CHASE COM 46625H100 32,739 -1,744 -5.06 1,988 -1.44 0.3121
2014-02-06 2013-12-31 13F JPMORGAN CHASE COM 46625H100 34,483 -500 -1.43 2,017 11.56 0.3277
2013-11-04 2013-09-30 13F JPMORGAN CHASE COM 46625H100 34,983 -3,316 -8.66 1,808 -10.58 0.3224
2013-08-01 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 38,299 38,299 2,022 0.3830
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.