JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHardy Reed LLC
Latest Disclosed Ownership400,318 shares
Latest Disclosed Value $ 117,757,543
Hardy Reed LLC reports 0.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Hardy Reed LLC filed a 13F-HR form disclosing ownership of 400,318 shares of JPMorgan Chase & Co. (MX:JPM) valued at $117,757,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 400,971 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.16% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 400,318 -653 -0.16 117,758 -8.86 8.5904
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 400,971 104 0.03 129,201 2.18 9.2133
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 400,867 362 0.09 126,445 8.90 9.3099
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 400,505 -75 -0.02 116,110 18.16 9.3047
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 400,580 -243 -0.06 98,262 2.27 8.6670
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 400,823 -106 -0.03 96,081 13.65 8.4662
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 400,929 128 0.03 84,540 4.28 7.5721
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 400,801 18,252 4.77 81,066 5.80 8.1427
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 382,549 -169 -0.04 76,625 17.70 9.5182
2024-02-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 382,718 373,783 4,183.36 65,100 4,927.03 8.8160
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 382,718 373,783 65,100 8.8124
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,935 328 3.81 1,296 3.52 0.2349
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,607 -157 -1.79 1,252 9.54 0.2206
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,764 -279 -3.09 1,142 -5.78 0.2009
2023-02-13 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,043 -25 -0.28 1,213 27.85 0.2292
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,068 0 948 0.1902
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,068 0 0.00 948 -7.15 0.2097
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,068 65 0.72 1,021 -16.79 0.2188
2022-05-03 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,003 67 0.75 1,227 -13.29 0.2300
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,003 67 1,227 0.2245
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,936 -188 -2.06 1,415 -5.29 0.2330
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 9,124 -352 -3.71 1,494 1.36 0.2656
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,476 -25 -0.26 1,474 1.94 0.2622
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,501 -25 -0.26 1,446 19.50 0.2774
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,526 0 0.00 1,210 31.95 0.2529
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,526 1,197 14.37 917 17.11 0.2298
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,329 93 1.13 783 5.67 0.2780
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,236 297 3.74 741 -33.06 0.3385
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,939 132 1.69 1,107 20.46 0.4124
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,807 0 0.00 919 5.27 0.3671
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,807 -63 -0.80 873 9.54 0.3431
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,870 954 13.79 797 18.07 0.2918
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,916 6,916 675 0.2764
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.