JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHills Bank & Trust Co
Latest Disclosed Ownership53,781 shares
Latest Disclosed Value $ 15,820,219
Hills Bank & Trust Co reports 3.57% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Hills Bank & Trust Co filed a 13F-HR form disclosing ownership of 53,781 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,820,219 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 55,773 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.57% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 53,781 -1,992 -3.57 15,820 -11.97 0.7347
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,773 -1,301 -2.28 17,971 -0.17 1.0449
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 57,074 -720 -1.25 18,003 7.44 1.0593
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 57,794 -401 -0.69 16,755 17.37 1.0560
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 58,195 -507 -0.86 14,275 1.45 1.0049
2025-02-10 2024-12-31 13F JPMorgan Chase COM 46625H100 58,702 -769 -1.29 14,071 12.21 1.0588
2024-10-28 2024-09-30 13F JPMorgan Chase COM 46625H100 59,471 -1,327 -2.18 12,540 1.98 0.9468
2024-07-25 2024-06-30 13F JPMorgan Chase COM 46625H100 60,798 -1,557 -2.50 12,297 -1.54 0.9958
2024-05-08 2024-03-31 13F JPMorgan Chase COM 46625H100 62,355 -589 -0.94 12,490 16.65 1.0589
2024-02-07 2023-12-31 13F JPMorgan Chase COM 46625H100 62,944 -558 -0.88 10,707 16.26 1.0468
2023-10-26 2023-09-30 13F JPMorgan Chase COM 46625H100 63,502 -678 -1.06 9,209 -1.34 1.0697
2023-07-21 2023-06-30 13F JPMorgan Chase COM 46625H100 64,180 -782 -1.20 9,334 10.27 1.2004
2023-04-17 2023-03-31 13F JPMorgan Chase COM 46625H100 64,962 1,433 2.26 8,465 105,712.50 1.1713
2023-02-06 2022-12-31 13F JPMorgan Chase COM 46625H100 63,529 -882 -1.37 9 -99.88 1.2582
2022-11-03 2022-09-30 13F JPMorgan Chase COM 46625H100 64,411 1,053 1.66 6,731 -5.66 0.9911
2022-08-02 2022-06-30 13F JPMorgan Chase COM 46625H100 63,358 -204 -0.32 7,135 -17.65 1.1598
2022-08-16 2022-03-31 13F/A-1 JPMorgan Chase COM 46625H100 63,562 -83 -0.13 8,664 -14.03 1.2345
2022-04-29 2022-03-31 13F JPMorgan Chase COM 46625H100 63,562 -83 8,664 0.9113
2022-04-29 2022-03-31 13F JPMorgan Chase COM 46625H100 326 44
2022-02-04 2021-12-31 13F JPMorgan Chase COM 46625H100 63,645 459 0.73 10,078 -2.56 1.3845
2021-10-27 2021-09-30 13F JPMorgan Chase COM 46625H100 63,186 498 0.79 10,343 6.08 1.5625
2021-08-02 2021-06-30 13F JPMorgan Chase COM 46625H100 62,688 -364 -0.58 9,750 1.58 1.4785
2021-05-03 2021-03-31 13F JPMorgan Chase COM 46625H100 63,052 -334 -0.53 9,598 19.16 1.5579
2021-02-01 2020-12-31 13F JPMorgan Chase COM 46625H100 63,386 -844 -1.31 8,055 30.26 1.4074
2020-10-27 2020-09-30 13F JPMorgan Chase COM 46625H100 64,230 -798 -1.23 6,184 1.10 1.2098
2020-08-05 2020-06-30 13F JPMorgan Chase COM 46625H100 65,028 995 1.55 6,117 6.11 1.2918
2020-04-17 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 64,033 4,245 7.10 5,765 -30.83 1.6971
2020-01-27 2019-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 59,788 -223 -0.37 8,335 18.01 1.9655
2019-10-18 2019-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 60,011 131 0.22 7,063 5.50 1.7810
2019-07-16 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 59,880 135 0.23 6,695 10.70 1.7323
2019-04-17 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 59,745 1,408 2.41 6,048 6.20 1.6276
2019-01-28 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 58,337 602 1.04 5,695 -12.57 1.7653
2018-10-15 2018-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,735 -12 -0.02 6,514 8.26 1.7502
2018-07-17 2018-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,747 1,609 2.87 6,017 -2.53 1.7341
2018-04-13 2018-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 56,138 -978 -1.71 6,173 1.06 1.8625
2018-01-16 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,116 -154 -0.27 6,108 11.66 1.7901
2017-10-16 2017-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,270 695 1.23 5,470 5.78 1.7168
2017-07-12 2017-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 56,575 -69 -0.12 5,171 3.92 1.6731
2017-04-06 2017-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 56,644 -645 -1.13 4,976 0.65 1.6891
2017-01-18 2016-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,289 -875 -1.50 4,944 27.65 1.7370
2016-10-11 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 58,164 830 1.45 3,873 8.73 1.3985
2016-07-18 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 57,334 1,554 2.79 3,562 7.81 1.3113
2016-04-25 2016-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 55,780 6,094 12.27 3,304 0.70 1.2194
2016-01-19 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 49,686 7,477 17.71 3,281 27.52 1.2414
2015-10-16 2015-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 42,209 4,336 11.45 2,573 0.23 1.0158
2015-07-13 2015-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 37,873 743 2.00 2,567 14.14 0.9504
2015-04-06 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 37,130 4,611 14.18 2,249 10.52 0.8402
2015-01-21 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 32,519 1,039 3.30 2,035 7.27 0.8000
2014-10-15 2014-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 31,480 2,244 7.68 1,897 12.65 0.7745
2014-07-31 2014-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 29,236 1,479 5.33 1,684 -0.06 0.7028
2014-04-14 2014-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 27,757 310 1.13 1,685 4.98 0.7201
2014-01-13 2013-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 27,447 300 1.11 1,605 14.40 0.7104
2013-10-15 2013-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 27,147 -3,893 -12.54 1,403 -14.40 0.6832
2013-07-31 2013-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 31,040 31,040 1,639 0.8527
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.