JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHaverford Financial Services, Inc.
Latest Disclosed Ownership56,346 shares
Latest Disclosed Value $ 16,574,739
Haverford Financial Services, Inc. reports 0.37% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Haverford Financial Services, Inc. filed a 13F-HR form disclosing ownership of 56,346 shares of JPMorgan Chase & Co. (MX:JPM) valued at $16,574,739 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 56,555 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.37% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 56,346 -209 -0.37 16,575 -9.05 4.9387
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 56,555 -367 -0.64 18,223 1.50 5.1070
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 56,922 -9,157 -13.86 17,955 -6.27 5.0384
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 66,079 -175 -0.26 19,157 17.87 5.6707
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 66,254 -825 -1.23 16,252 1.08 5.0068
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 67,079 233 0.35 16,080 14.08 4.9033
2024-10-28 2024-09-30 13F J.P. MORGAN CHASE COM 46625H100 66,846 -7 -0.01 14,095 4.25 4.0345
2024-08-12 2024-06-30 13F J.P. MORGAN CHASE COM 46625H100 66,853 -3,052 -4.37 13,522 -3.43 4.0542
2024-04-30 2024-03-31 13F J.P. MORGAN CHASE COM 46625H100 69,905 -11,850 -14.49 14,002 0.68 4.0312
2024-02-08 2023-12-31 13F J.P. MORGAN CHASE COM 46625H100 81,755 -126 -0.15 13,907 17.11 4.1663
2023-11-09 2023-09-30 13F J.P. MORGAN CHASE COM 46625H100 81,881 -228 -0.28 11,874 -0.56 3.8276
2023-08-07 2023-06-30 13F J.P. MORGAN CHASE COM 46625H100 82,109 -372 -0.45 11,942 11.10 3.5599
2023-05-12 2023-03-31 13F J.P. MORGAN CHASE COM 46625H100 82,481 -288 -0.35 10,748 -3.16 3.3566
2023-02-07 2022-12-31 13F J.P. MORGAN CHASE COM 46625H100 82,769 -39 -0.05 11,099 28.27 3.0613
2022-11-14 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 82,808 -33 -0.04 8,653 -7.25 2.6498
2022-08-12 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 82,841 -1,680 -1.99 9,329 -19.03 2.7155
2022-05-02 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 84,521 5,672 7.19 11,522 -7.72 2.8391
2022-02-10 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 78,849 -2,710 -3.32 12,486 -6.47 2.8260
2021-11-12 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 81,559 -73 -0.09 13,350 5.14 3.2472
2021-08-16 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 81,632 -84 -0.10 12,697 2.07 3.1021
2021-05-11 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 81,716 -501 -0.61 12,440 19.08 3.2503
2021-02-04 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 82,217 -13,284 -13.91 10,447 13.63 2.8463
2020-11-10 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 95,501 1,439 1.53 9,194 3.92 2.8279
2020-08-13 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 94,062 -8,866 -8.61 8,847 -4.53 2.9805
2020-05-11 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 102,928 -360 -0.35 9,267 -35.64 3.7446
2020-02-10 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 103,288 -2,739 -2.58 14,398 15.39 4.5790
2019-11-04 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 106,027 -229 -0.22 12,478 5.04 4.2341
2019-08-13 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 106,256 -7,328 -6.45 11,879 3.31 4.1263
2019-05-09 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 113,584 689 0.61 11,498 4.33 4.1244
2019-02-12 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 112,895 -955 -0.84 11,021 -14.21 4.5448
2018-11-08 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 113,850 -741 -0.65 12,847 7.60 4.5552
2018-08-10 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 114,591 -3,276 -2.78 11,940 -7.88 4.4816
2018-05-09 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 117,867 -1,397 -1.17 12,962 1.63 4.9298
2018-02-13 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 119,264 -137 -0.11 12,754 11.84 4.6573
2017-11-09 2017-09-30 13F J.P. MORGAN CHASE COM 46625H100 119,401 -435 -0.36 11,404 4.12 4.4589
2017-08-14 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 119,836 -6,315 -5.01 10,953 -1.16 4.4621
2017-05-05 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 126,151 -16,401 -11.51 11,081 -9.92 4.5628
2017-02-10 2016-12-31 13F J.P. MORGAN CHASE COM 46625H100 142,552 -552 -0.39 12,301 29.09 5.1909
2016-11-14 2016-09-30 13F J.P. MORGAN CHASE COM 46625H100 143,104 -1,067 -0.74 9,529 6.36 4.0968
2016-08-04 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 144,171 -1,704 -1.17 8,959 3.70 3.7822
2016-05-10 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 145,875 5,767 4.12 8,639 -6.62 3.6432
2016-02-11 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 140,108 2,407 1.75 9,251 10.18 3.9454
2015-11-10 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 137,701 1,718 1.26 8,396 -8.88 3.8748
2015-08-13 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 135,983 -6,597 -4.63 9,214 6.78 3.8935
2015-05-04 2015-03-31 13F J.P. MORGAN CHASE COM 46625H100 142,580 -1,030 -0.72 8,629 -3.98 3.4974
2015-02-12 2014-12-31 13F J.P. MORGAN CHASE COM 46625H100 143,610 4,278 3.07 8,987 6.85 3.6798
2014-10-30 2014-09-30 13F J.P. MORGAN CHASE COM 46625H100 139,332 1,780 1.29 8,411 6.20 3.7720
2014-08-14 2014-06-30 13F J.P. MORGAN CHASE COM 46625H100 137,552 2,861 2.12 7,920 -3.15 3.4768
2014-05-06 2014-03-31 13F J.P. MORGAN CHASE COM 46625H100 134,691 1,498 1.12 8,178 4.94 3.7356
2014-01-31 2013-12-31 13F J.P. MORGAN CHASE COM 46625H100 133,193 7,165 5.69 7,793 19.63 3.6705
2013-11-12 2013-09-30 13F J.P. MORGAN CHASE COM 46625H100 126,028 6,551 5.48 6,514 3.28 3.5886
2013-08-13 2013-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 119,477 119,477 6,307 3.5522
2013-08-02 2013-06-30 13F JPMORGAN CHASE COM 46625H100 119,477 6,307 3.6120
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.