JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIowa State Bank
Latest Disclosed Ownership65,546 shares
Latest Disclosed Value $ 19,281,011
Iowa State Bank reports 2.79% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Iowa State Bank filed a 13F-HR form disclosing ownership of 65,546 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,281,011 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 63,767 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.79% 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)
2026-04-15 2026-03-31 13F JP Morgan Chase Com 46625H100 65,546 1,779 2.79 19,281 -6.16 3.2116
2026-01-06 2025-12-31 13F JP Morgan Chase Com 46625H100 63,767 -744 -1.15 20,547 0.98 3.8531
2025-10-03 2025-09-30 13F JP Morgan Chase Com 46625H100 64,511 -2,746 -4.08 20,349 4.36 3.8735
2025-07-22 2025-06-30 13F JP Morgan Chase Com 46625H100 67,257 -526 -0.78 19,498 17.27 3.8836
2025-04-09 2025-03-31 13F JP Morgan Chase Com 46625H100 67,783 -5,094 -6.99 16,627 -4.82 3.5301
2025-01-06 2024-12-31 13F JP Morgan Chase Com 46625H100 72,877 -472 -0.64 17,469 12.95 3.6345
2024-10-09 2024-09-30 13F JP Morgan Chase Com 46625H100 73,349 -3,511 -4.57 15,466 -0.51 3.1801
2024-07-23 2024-06-30 13F JP Morgan Chase Com 46625H100 76,860 778 1.02 15,546 2.01 3.4353
2024-04-23 2024-03-31 13F JP Morgan Chase Com 46625H100 76,082 -499 -0.65 15,239 16.99 3.3725
2024-01-23 2023-12-31 13F JP Morgan Chase Com 46625H100 76,581 380 0.50 13,026 17.88 3.1239
2023-10-24 2023-09-30 13F JP Morgan Chase Com 46625H100 76,201 -340 -0.44 11,051 -0.74 2.8675
2023-08-04 2023-06-30 13F JP Morgan Chase Com 46625H100 76,541 -1,851 -2.36 11,132 8.98 2.7939
2023-04-25 2023-03-31 13F JP Morgan Chase Com 46625H100 78,392 1,613 2.10 10,215 102,050.00 2.5603
2023-01-06 2022-12-31 13F JP Morgan Chase Com 46625H100 76,779 2,964 4.02 10 -99.87 2.5862
2022-10-14 2022-09-30 13F JP Morgan Chase Com 46625H100 73,815 2,084 2.91 7,713 -4.51 2.1930
2022-08-05 2022-06-30 13F JP Morgan Chase Com 46625H100 71,731 1,390 1.98 8,077 -15.77 2.1430
2022-04-27 2022-03-31 13F JP Morgan Chase Com 46625H100 70,341 2,913 4.32 9,589 -10.19 2.2231
2022-02-02 2021-12-31 13F JP Morgan Chase Com 46625H100 67,428 5,636 9.12 10,677 5.56 2.5133
2021-10-12 2021-09-30 13F JP Morgan Chase Com 46625H100 61,792 1,293 2.14 10,115 7.49 2.8281
2021-08-03 2021-06-30 13F JP Morgan Chase Com 46625H100 60,499 -249 -0.41 9,410 1.75 2.6402
2021-04-15 2021-03-31 13F JP Morgan Chase Com 46625H100 60,748 803 1.34 9,248 21.41 2.7816
2021-02-04 2020-12-31 13F JP Morgan Chase Com 46625H100 59,945 164 0.27 7,617 32.35 2.5212
2020-10-19 2020-09-30 13F JP Morgan Chase Com 46625H100 59,781 3,602 6.41 5,755 8.91 2.2261
2020-07-16 2020-06-30 13F JP Morgan Chase Com 46625H100 56,179 -997 -1.74 5,284 2.64 2.3001
2020-04-29 2020-03-31 13F JP Morgan Chase Com 46625H100 57,176 -1,507 -2.57 5,148 -37.07 2.4207
2020-01-21 2019-12-31 13F JP Morgan Chase Com 46625H100 58,683 -61 -0.10 8,180 18.31 2.9078
2019-10-18 2019-09-30 13F JP Morgan Chase Com 46625H100 58,744 2,357 4.18 6,914 9.68 2.6249
2019-07-10 2019-06-30 13F JP Morgan Chase Com 46625H100 56,387 -405 -0.71 6,304 9.65 2.8047
2019-04-04 2019-03-31 13F JP Morgan Chase Com 46625H100 56,792 -80 -0.14 5,749 3.55 2.6384
2019-02-13 2018-12-31 13F JP Morgan Chase Com 46625H100 56,872 -84 -0.15 5,552 -13.61 2.8030
2018-10-17 2018-09-30 13F JP Morgan Chase Com 46625H100 56,956 -873 -1.51 6,427 6.65 2.8633
2018-07-20 2018-06-30 13F JP Morgan Chase Com 46625H100 57,829 -1,425 -2.40 6,026 -7.52 2.8799
2018-05-03 2018-03-31 13F JP Morgan Chase Com 46625H100 59,254 -5,222 -8.10 6,516 -5.50 3.1703
2018-02-07 2017-12-31 13F JP Morgan Chase Com 46625H100 64,476 -896 -1.37 6,895 10.43 3.1061
2017-10-16 2017-09-30 13F JP Morgan Chase Com 46625H100 65,372 -1,398 -2.09 6,244 2.31 2.9414
2017-07-13 2017-06-30 13F JP Morgan Chase Com 46625H100 66,770 -909 -1.34 6,103 2.66 2.9225
2017-04-17 2017-03-31 13F JP Morgan Chase Com 46625H100 67,679 -429 -0.63 5,945 1.16 2.9115
2017-02-01 2016-12-31 13F JP Morgan Chase Com 46625H100 68,108 974 1.45 5,877 31.48 3.0150
2016-10-24 2016-09-30 13F JP Morgan Chase Com 46625H100 67,134 -533 -0.79 4,470 6.30 2.3930
2016-10-24 2016-06-30 13F/A-1 JP Morgan Chase Com 46625H100 67,667 500 0.74 4,205 5.71 2.2769
2016-07-06 2016-06-30 13F JP Morgan Chase Com 46625H100 68,092 4,231
2016-04-08 2016-03-31 13F JP Morgan Chase Com 46625H100 67,167 425 0.64 3,978 -9.73 2.2459
2016-01-13 2015-12-31 13F JP Morgan Chase Com 46625H100 66,742 6,153 10.16 4,407 19.30 2.6093
2015-10-29 2015-09-30 13F JP Morgan Chase Com 46625H100 60,589 -451 -0.74 3,694 -10.69 2.5263
2015-07-15 2015-06-30 13F JP Morgan Chase Com 46625H100 61,040 830 1.38 4,136 13.38 2.6065
2015-04-28 2015-03-31 13F JP Morgan Chase Com 46625H100 60,210 820 1.38 3,648 -1.86 2.3206
2015-02-11 2014-12-31 13F JP Morgan Chase Com 46625H100 59,390 2,438 4.28 3,717 8.34 2.3458
2014-10-29 2014-09-30 13F JP Morgan Chase Com 46625H100 56,952 1,185 2.12 3,431 6.78 2.2924
2014-08-07 2014-06-30 13F JP Morgan Chase Com 46625H100 55,767 541 0.98 3,213 -4.18 2.1693
2014-04-09 2014-03-31 13F JP Morgan Chase Com 46625H100 55,226 955 1.76 3,353 5.64 2.3902
2014-02-12 2013-12-31 13F JP Morgan Chase Com 46625H100 54,271 2,000 3.83 3,174 17.47 2.3294
2013-10-09 2013-09-30 13F JP Morgan Chase Com 46625H100 52,271 2,603 5.24 2,702 3.05 2.1178
2013-08-02 2013-06-30 13F JP Morgan Chase Com 46625H100 49,668 49,668 2,622 2.1608
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.