JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHemenway Trust Co LLC
Latest Disclosed Ownership10,097 shares
Latest Disclosed Value $ 2,970,134
Hemenway Trust Co LLC reports 0.56% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Hemenway Trust Co LLC filed a 13F-HR form disclosing ownership of 10,097 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,970,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 10,041 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.56% 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 10,097 56 0.56 2,970 -8.19 0.2390
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,041 -185 -1.81 3,235 0.31 0.2475
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,226 -348 -3.29 3,226 5.22 0.2469
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,574 -330 -3.03 3,066 14.62 0.2372
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,904 495 4.76 2,675 7.17 0.2178
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,409 -118 -1.12 2,495 12.44 0.2024
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,527 -316 -2.91 2,220 1.19 0.1756
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,843 -141 -1.28 2,193 -0.32 0.1877
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,984 815 8.01 2,200 27.24 0.1905
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,169 555 5.77 1,730 24.03 0.1654
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,614 0 0.00 1,394 -0.29 0.1462
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,614 457 4.99 1,398 17.18 0.1372
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,157 -324 -3.42 1,193 -6.14 0.1265
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,481 -35 -0.37 1,271 27.87 0.1414
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,516 1,000 11.74 994 3.65 0.1168
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,516 112 1.33 959 -16.32 0.1091
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,404 0 0.00 1,146 -13.90 0.1101
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,404 -764 -8.33 1,331 -11.33 0.1212
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 9,168 -57 -0.62 1,501 4.60 0.1516
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,225 860 10.28 1,435 12.73 0.1447
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,365 -389 -4.44 1,273 14.48 0.1392
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,754 -753 -7.92 1,112 21.53 0.1273
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,507 -675 -6.63 915 -4.49 0.1189
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 10,182 467 4.81 958 9.49 0.1332
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,715 0 0.00 875 -35.38 0.1479
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,715 5,300 120.05 1,354 160.38 0.1947
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,415 4,415 520 0.0815
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,797 -100.00 0 -100.00
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,797 -1,200 -40.04 203 -34.94 0.0342
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,997 -171 -5.40 312 -10.34 0.0576
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,168 472 17.51 348 20.83 0.0662
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,696 2,696 288 0.0549
2017-05-15 2017-03-31 13F JPMORGAN CHASE Common Stock 46625H100 0 -1,689 -100.00 0 -100.00
2017-02-10 2016-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,689 1,689 0.00 146 0.0368
2016-05-27 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 0 -2,048 -100.00 0 -100.00
2016-02-08 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 2,048 42 2.09 135 10.66 0.0356
2015-11-13 2015-09-30 13F JPMORGAN CHASE Common Stock 46625H100 2,006 0 0.00 122 -10.29 0.0337
2015-07-31 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 2,006 -380 -15.93 136 -6.21 0.0349
2015-05-22 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 2,386 0 0.00 145 -2.68 0.0380
2015-02-13 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 2,386 0 0.00 149 3.47 0.0445
2014-11-24 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 2,386 0 0.00 144 5.11 0.0450
2014-07-23 2014-06-30 13F JPMORGAN CHASE Common Stock 46625H100 2,386 -110 -4.41 137 -9.87 0.0416
2014-05-23 2014-03-31 13F JPMORGAN CHASE Common Stock 46625H100 2,496 -1,184 -32.17 152 -29.30 0.0479
2014-02-27 2013-12-31 13F JPMORGAN CHASE Common Stock 46625H100 3,680 326 9.72 215 24.28 0.0690
2013-11-18 2013-09-30 13F JPMORGAN CHASE Common Stock 46625H100 3,354 2,154 179.50 173 174.60 0.0645
2013-08-19 2013-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,200 250 26.32 63 40.00 0.0269
2013-05-24 2013-03-31 13F JPMORGAN CHASE Common Stock 46625H100 950 950 45 0.0190
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.