JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHurlow Wealth Management Group, Inc.
Latest Disclosed Ownership5,191 shares
Latest Disclosed Value $ 1,526,985
Hurlow Wealth Management Group, Inc. reports 0.02% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Hurlow Wealth Management Group, Inc. filed a 13F-HR form disclosing ownership of 5,191 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,526,985 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,190 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.02% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,191 1 0.02 1,527 -8.73 0.3635
2026-02-17 2025-12-31 13F RMR GROUP INC CL A Stock 46625H100 5,190 0 0.00 1,672 2.14 0.4094
2025-11-05 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,190 -634 -10.89 1,637 -3.02 0.4240
2025-07-10 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,824 -273 -4.48 1,688 12.91 0.4769
2025-05-08 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 6,097 559 10.09 1,496 12.66 0.4674
2025-02-13 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,538 40 0.73 1,328 14.50 0.4146
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,498 0 0.00 1,159 4.23 0.3616
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,498 -84 -1.50 1,112 -0.54 0.3817
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,582 7 0.13 1,118 17.93 0.3946
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,575 98 1.79 948 19.40 0.3591
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,477 -425 -7.20 794 -7.46 0.3457
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,902 -11 -0.19 858 11.43 0.3669
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,913 11 0.19 771 -2.65 0.3563
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,902 97 1.67 791 30.31 0.4121
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,805 -292 -4.79 607 -11.64 0.3540
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,097 0 0.00 687 -17.33 0.3957
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,097 -69 -1.12 831 4.79 0.5096
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,166 69 1.13 793 -20.54 0.6222
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,097 -69 -1.12 998 4.07 0.5934
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,166 -62 -1.00 959 1.16 0.6312
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,228 200 3.32 948 23.76 0.6837
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,028 50 0.84 766 32.99 0.6014
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,978 0 0.00 576 -1.37 0.5278
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,978 0 0.00 584 7.55 0.5637
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,978 -210 -3.39 543 -35.59 0.5814
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,188 -50 -0.80 843 16.12 0.8255
2019-10-16 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,238 0 0.00 726 1.54 0.7715
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,238 0 0.00 715 -1.24 0.7514
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,238 0 0.00 724 11.73 0.7770
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,238 6,238 648 0.7819
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.