JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIntrua Financial, LLC
Latest Disclosed Ownership7,297 shares
Latest Disclosed Value $ 2,146,524
Intrua Financial, LLC reports 7.40% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Intrua Financial, LLC filed a 13F-HR form disclosing ownership of 7,297 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,146,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,880 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.40% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,297 -583 -7.40 2,147 -15.48 0.2216
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,880 207 2.70 2,539 4.92 0.2679
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 7,673 822 12.00 2,420 21.85 0.2629
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,851 -456 -6.24 1,986 10.83 0.2664
2025-05-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,307 -32 -0.44 1,793 1.88 0.2608
2025-05-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,339 -216 -2.86 1,759 10.42 0.2701
2025-05-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,555 -972 -11.40 1,593 -7.60 0.2368
2025-05-28 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,527 -4,282 -33.43 1,725 -32.79 0.2574
2025-05-28 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,809 -5,199 -28.87 2,566 -16.26 0.3703
2025-05-28 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,008 -2,038 -10.17 3,063 5.37 0.4481
2025-05-28 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,046 110 0.55 2,907 0.28 0.4919
2025-02-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,936 3,081 18.28 2,899 28.27 0.4904
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,855 6,505 62.85 2,260 62.12 0.4692
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,350 332 3.31 1,395 33.14 0.3224
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,018 -3,966 -28.36 1,047 -33.52 0.2789
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,984 714 5.38 1,575 -12.94 0.3352
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 13,270 -1,842 -12.19 1,809 -24.40 0.3238
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,112 -1,210 -7.41 2,393 -12.63 0.4183
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 16,322 1,998 13.95 2,739 18.62 0.5048
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,324 89 0.63 2,309 7.25 0.5514
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 14,235 1,216 9.34 2,153 30.17 0.5468
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 13,019 39 0.30 1,654 11.68 0.7390
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 12,980 -8,106 -38.44 1,481 -31.40 0.7266
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 21,086 21,086 2,159 0.8250
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.