JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHeadinvest, Llc
Latest Disclosed Ownership18,972 shares
Latest Disclosed Value $ 5,580,852
Headinvest, Llc reports 0.98% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Headinvest, Llc filed a 13F-HR form disclosing ownership of 18,972 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,580,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 19,159 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.98% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,972 -187 -0.98 5,581 -9.61 1.1448
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,159 308 1.63 6,173 3.82 1.2277
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,851 -978 -4.93 5,946 3.44 1.2292
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,829 -5,893 -22.91 5,749 -8.89 1.2247
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,722 -495 -1.89 6,310 0.40 1.2268
2025-02-18 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,217 -247 -0.93 6,285 12.62 1.1861
2024-11-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,464 -341 -1.27 5,580 2.93 1.0326
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 26,805 -1,046 -3.76 5,422 -2.81 1.0676
2024-08-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 27,851 -1,271 -4.36 5,579 12.62 1.0888
2024-02-12 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,122 -1,017 -3.37 4,954 14.31 1.0304
2023-12-11 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 30,139 -6 -0.02 4,333 -6.92 0.9412
2023-08-23 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 30,145 -805 -2.60 4,656 15.42 1.0034
2023-05-17 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 30,950 -208 -0.67 4,033 -3.47 0.8847
2023-02-13 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 31,158 -2,313 -6.91 4,178 19.44 0.9351
2022-12-28 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 33,471 -631 -1.85 3,498 -8.91 0.8380
2022-08-12 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,102 -142 -0.41 3,840 -17.74 0.8545
2022-05-13 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,244 -454 -1.31 4,668 -15.03 0.8921
2022-02-11 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,698 179 0.52 5,494 -2.76 0.9746
2021-11-16 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,519 -55 -0.16 5,650 5.08 1.0713
2021-08-30 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,574 -1 -0.00 5,377 2.17 1.0227
2021-05-13 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,575 257 0.75 5,263 20.68 1.0741
2021-02-16 2020-12-31 13F/A-1 JPMorgan Chase COM 46625H100 34,318 3,336 10.77 4,361 46.20 0.9256
2021-02-16 2020-12-31 13F JPMorgan Chase COM 46625H100 30,982 2,983 0.8621
2020-11-24 2020-09-30 13F JPMorgan Chase COM 46625H100 30,982 2,127 7.37 2,983 9.91 0.8621
2020-08-12 2020-06-30 13F JPMorgan Chase COM 46625H100 28,855 944 3.38 2,714 8.00 0.8550
2020-05-12 2020-03-31 13F/A-1 JPMorgan Chase COM 46625H100 27,911 -165 -0.59 2,513 -35.79 0.9407
2020-05-11 2020-03-31 13F JPMorgan Chase COM 46625H100 28,112 36 2,846 797,404.3731
2020-02-14 2019-12-31 13F JPMorgan Chase COM 46625H100 28,076 258 0.93 3,914 19.55 1.1238
2019-11-21 2019-09-30 13F JPMorgan Chase COM 46625H100 27,818 -1,524 -5.19 3,274 -0.18 0.9928
2019-08-22 2019-06-30 13F JPMorgan Chase COM 46625H100 29,342 1,230 4.38 3,280 15.25 0.9278
2019-05-15 2019-03-31 13F JPMorgan Chase COM 46625H100 28,112 -26,990 -48.98 2,846 -47.09 0.7974
2019-02-22 2018-12-31 13F JPMorgan Chase COM 46625H100 55,102 27,961 103.02 5,379 75.61 0.8520
2018-11-14 2018-09-30 13F JPMorgan Chase COM 46625H100 27,141 1,460 5.69 3,063 14.46 0.8813
2018-08-09 2018-06-30 13F JPMorgan Chase COM 46625H100 25,681 2,906 12.76 2,676 6.83 0.8158
2018-04-09 2018-03-31 13F JPMorgan Chase COM 46625H100 22,775 325 1.45 2,505 4.33 0.8033
2018-01-30 2017-12-31 13F JPMorgan Chase COM 46625H100 22,450 0 0.00 2,401 6.29 0.7405
2017-11-13 2017-09-30 13F JPMorgan Chase COM 46625H100 22,450 1,300 6.15 2,259 16.86 0.7074
2017-07-18 2017-06-30 13F JPMorgan Chase COM 46625H100 21,150 21,150 1,933 0.6368
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.