JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJNBA Financial Advisors
Latest Disclosed Ownership8,558 shares
Latest Disclosed Value $ 2,517,422
JNBA Financial Advisors reports 0.21% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - JNBA Financial Advisors filed a 13F-HR form disclosing ownership of 8,558 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,517,422 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 8,540 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.21% 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 COM 46625H100 8,558 18 0.21 2,517 -8.51 0.2096
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,540 89 1.05 2,752 3.23 0.2403
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,451 -134 -1.56 2,666 7.11 0.2422
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,585 -41 -0.48 2,489 17.64 0.2394
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,626 -3 -0.03 2,116 2.27 0.2194
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,629 86 1.01 2,068 14.83 0.2112
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,543 -1,254 -12.80 1,801 -9.09 0.1814
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,797 -606 -5.83 1,982 -4.90 0.2091
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,403 -359 -3.34 2,084 13.83 0.2188
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,762 -541 -4.79 1,831 11.65 0.2082
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,303 246 2.22 1,639 1.93 0.2047
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,057 117 1.07 1,608 12.84 0.1928
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,940 88 0.81 1,426 -2.06 0.1855
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,852 0 0.00 1,455 28.31 0.2022
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,852 -42 -0.39 1,134 -7.58 0.1750
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,894 -175 -1.58 1,227 -18.69 0.1861
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,069 -192 -1.70 1,509 -15.37 0.1999
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,261 297 2.71 1,783 -0.67 0.2178
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,964 20 0.18 1,795 5.46 0.2413
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,944 322 3.03 1,702 5.26 0.2305
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,622 411 4.03 1,617 24.58 0.2348
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 10,211 -4,317 -29.72 1,298 -7.22 0.2135
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,528 500 3.56 1,399 6.07 0.2820
2020-07-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,028 -83 -0.59 1,319 3.86 0.2829
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,111 618 4.58 1,270 -32.48 0.3051
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 13,493 -85 -0.63 1,881 17.71 0.3586
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 13,578 677 5.25 1,598 10.82 0.3250
2019-07-26 2019-06-30 13F JPMORGAN CHASE COM 46625H100 12,901 106 0.83 1,442 11.35 0.2939
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,795 1,955 18.04 1,295 22.40 0.2784
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 10,840 7,519 226.41 1,058 182.13 0.2398
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,321 -7,369 -68.93 375 -66.34 0.1682
2018-07-17 2018-06-30 13F JPMORGAN CHASE COM 46625H100 10,690 0 0.00 1,114 -5.27 0.2355
2018-05-09 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,690 544 5.36 1,176 8.39 0.2518
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 10,690 544 10,690
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,146 -570 -5.32 1,085 6.06 0.2282
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 10,716 220 2.10 1,023 6.67 0.2284
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,496 67 0.64 959 4.69 0.2179
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 10,429 -915 -8.07 916 -6.44 0.2163
2017-02-03 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,344 -3,706 -24.62 979 -2.30 0.2381
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 15,050 3,664 32.18 1,002 41.53 0.1464
2016-07-22 2016-06-30 13F JPMORGAN CHASE COM 46625H100 11,386 5,130 82.00 708 90.84 0.1979
2016-04-21 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,256 0 0.00 371 -10.17 0.1335
2016-01-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,256 0 0.00 413 8.40 0.1582
2015-10-28 2015-09-30 13F JPMORGAN CHASE COM 46625H100 6,256 2,450 64.37 381 47.67 0.1622
2015-07-29 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,806 0 0.00 258 11.69 0.0978
2015-04-24 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,806 3,806 0.00 231 0.0889
2015-01-28 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,942 -100.00 0 -100.00
2014-10-22 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,942 887 29.03 237 34.66 0.1075
2014-07-24 2014-06-30 13F JPMORGAN CHASE COM 46625H100 3,055 127 4.34 176 -1.12 0.0853
2014-05-05 2014-03-31 13F JPMORGAN CHASE COM 46625H100 2,928 0 0.00 178 4.09 0.0937
2014-01-21 2013-12-31 13F JPMORGAN CHASE COM 46625H100 2,928 1,500 105.04 171 131.08 0.0936
2013-10-16 2013-09-30 13F JPMORGAN CHASE COM 46625H100 1,428 975 215.23 74 208.33 0.0461
2013-07-19 2013-06-30 13F JPMORGAN CHASE COM 46625H100 453 453 24 0.0165
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.