JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIpswich Investment Management Co., Inc.
Latest Disclosed Ownership44,866 shares
Latest Disclosed Value $ 13,197,716
Ipswich Investment Management Co., Inc. reports 0.50% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Ipswich Investment Management Co., Inc. filed a 13F-HR form disclosing ownership of 44,866 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,197,716 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 45,093 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.50% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 44,866 -227 -0.50 13,198 -9.17 3.0989
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 45,093 -403 -0.89 14,530 1.25 3.3647
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 45,496 -36 -0.08 14,351 8.71 3.3519
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 45,532 663 1.48 13,200 19.93 3.1846
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 44,869 -286 -0.63 11,006 1.68 2.7314
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 45,155 -123 -0.27 10,824 13.38 2.6042
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 45,278 -73 -0.16 9,547 4.09 2.2107
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 45,351 -193 -0.42 9,173 0.55 2.1470
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,544 277 0.61 9,123 18.48 2.1368
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 45,267 -168 -0.37 7,700 16.86 1.9468
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 45,435 404 0.90 6,589 0.60 1.7987
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 45,031 -73 -0.16 6,549 11.43 1.7239
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 45,104 -258 -0.57 5,878 -3.39 1.6066
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 45,362 -1,675 -3.56 6,083 23.76 1.7412
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 47,037 -1,904 -3.89 4,915 -10.81 1.5645
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 48,941 -3,496 -6.67 5,511 -22.90 1.5857
2022-04-25 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 52,437 722 1.40 7,148 -12.71 1.7749
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 52,437 722 7,148 1.7749
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 51,715 -258 -0.50 8,189 -3.74 1.9109
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 51,973 4,182 8.75 8,507 14.45 2.1772
2021-08-05 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 47,791 2,206 4.84 7,433 7.12 1.9002
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 45,585 654 1.46 6,939 21.54 1.9522
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 44,931 -3,225 -6.70 5,709 23.14 1.7136
2020-10-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 48,156 -4,337 -8.26 4,636 -6.10 1.4855
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 52,493 -1,320 -2.45 4,937 1.90 1.7004
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 53,813 -778 -1.43 4,845 -36.33 1.9045
2020-01-08 2019-12-31 13F JPMORGAN CHASE COM 46625H100 54,591 -358 -0.65 7,610 17.67 2.2377
2019-10-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 54,949 -623 -1.12 6,467 4.09 2.0607
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 55,572 687 1.25 6,213 11.83 1.9839
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 54,885 798 1.48 5,556 5.23 1.8161
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 54,087 2,524 4.89 5,280 -9.25 1.9355
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 51,563 3,596 7.50 5,818 16.41 1.9672
2018-07-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 47,967 19,736 69.91 4,998 60.97 2.2970
2018-04-12 2018-03-31 13F JPMORGAN CHASE COM 46625H100 28,231 522 1.88 3,105 4.79 1.3099
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 27,709 -209 -0.75 2,963 11.14 1.2544
2017-10-11 2017-09-30 13F JPMORGAN CHASE COM 46625H100 27,918 1,112 4.15 2,666 8.82 1.1971
2017-07-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 26,806 -983 -3.54 2,450 0.37 1.1483
2017-04-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 27,789 86 0.31 2,441 2.13 1.0636
2017-01-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 27,703 631 2.33 2,390 32.56 1.0816
2016-10-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 27,072 0 0.00 1,803 7.19 0.8816
2016-08-02 2016-06-30 13F JPMORGAN CHASE COM 46625H100 27,072 -321 -1.17 1,682 0.30 0.8321
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 27,393 0 0.00 1,677 -7.30 0.7985
2016-01-13 2015-12-31 13F JPMORGAN CHASE COM 46625H100 27,393 -70 -0.25 1,809 8.06 0.8158
2015-10-26 2015-09-30 13F JPMORGAN CHASE COM 46625H100 27,463 1,757 6.83 1,674 -3.85 0.7971
2015-08-20 2015-06-30 13F JPMORGAN CHASE COM 46625H100 25,706 625 2.49 1,741 14.61 0.7843
2015-04-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 25,081 0 0.00 1,519 -3.19 0.6657
2015-01-20 2014-12-31 13F JPMORGAN CHASE COM 46625H100 25,081 -794 -3.07 1,569 0.71 0.6684
2014-10-08 2014-09-30 13F JPMORGAN CHASE COM 46625H100 25,875 -2,734 -9.56 1,558 -5.52 0.6629
2014-07-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 28,609 2,634 10.14 1,649 4.57 0.6386
2014-04-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 25,975 -1,957 -7.01 1,577 -3.43 0.6786
2014-01-16 2013-12-31 13F JPMORGAN CHASE COM 46625H100 27,932 -450 -1.59 1,633 11.24 0.6820
2013-10-25 2013-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 28,382 -6,419 -18.44 1,468 -20.09 0.6604
2013-10-21 2013-09-30 13F JPMORGAN CHASE COM 46625H100 28,382 1,468
2013-07-17 2013-06-30 13F JPMORGAN CHASE COM 46625H100 34,801 34,801 1,837 0.7924
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.