JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLaffer Investments
Latest Disclosed Ownership64,688 shares
Latest Disclosed Value $ 19,028,622
Laffer Investments reports 4.06% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Laffer Investments filed a 13F-HR form disclosing ownership of 64,688 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,028,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 62,166 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.06% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 64,688 2,522 4.06 19,029 -5.01 2.8097
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 62,166 2,106 3.51 20,031 5.74 3.0442
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 60,060 7,704 14.71 18,945 24.81 3.0000
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 52,356 -3,848 -6.85 15,178 10.10 2.7050
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 56,204 -4,500 -7.41 13,787 -5.26 2.9354
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 60,704 7,227 13.51 14,551 29.04 2.8612
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 53,477 -27 -0.05 11,276 4.20 2.2836
2024-08-14 2024-06-30 13F JPMORGAN CHASE COMMON STOCKS 46625H100 53,504 3,889 7.84 10,822 8.90 2.3324
2024-05-15 2024-03-31 13F JPMORGAN CHASE COMMON STOCKS 46625H100 49,615 4,917 11.00 9,938 30.70 2.5656
2024-02-08 2023-12-31 13F JPMORGAN CHASE COMMON STOCKS 46625H100 44,698 2,416 5.71 7,603 24.01 2.0212
2023-11-14 2023-09-30 13F JPMORGAN CHASE COMMON STOCKS 46625H100 42,282 7,558 21.77 6,132 21.41 1.8030
2023-08-14 2023-06-30 13F JPMORGAN CHASE COMMON STOCKS 46625H100 34,724 -33 -0.09 5,050 11.50 1.3399
2023-05-09 2023-03-31 13F JPMORGAN CHASE COMMON STOCKS 46625H100 34,757 463 1.35 4,529 -1.50 1.2270
2023-02-10 2022-12-31 13F JPMORGAN CHASE COMMON STOCKS 46625H100 34,294 5,270 18.16 4,599 51.60 1.3235
2022-11-10 2022-09-30 13F jpmorgan chase COMMON STOCKS 46625H100 29,024 1,863 6.86 3,033 -0.82 1.1145
2022-08-15 2022-06-30 13F jpmorgan chase COMMON STOCKS 46625H100 27,161 922 3.51 3,059 -14.49 1.0740
2022-05-13 2022-03-31 13F jpmorgan chase COMMON STOCKS 46625H100 26,239 45 0.17 3,577 -13.77 1.0776
2022-02-11 2021-12-31 13F jpmorgan chase COMMON STOCKS 46625H100 26,194 274 1.06 4,148 -2.24 1.1979
2021-11-16 2021-09-30 13F jpmorgan chase COMMON STOCKS 46625H100 25,920 8,339 47.43 4,243 55.16 1.2276
2021-08-16 2021-06-30 13F jpmorgan chase COMMON STOCKS 46625H100 17,581 -3,389 -16.16 2,735 -14.35 1.0247
2021-05-17 2021-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCKS 46625H100 20,970 -597 -2.77 3,192 18.09 1.2085
2021-06-11 2020-12-31 13F/A-1 JPMORGAN CHASE & CO COM COMMON STOCKS 46625H100 21,567 894 4.32 2,704 35.83 1.1404
2021-02-19 2020-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCKS 46625H100 17,777 -2,896 2,259 1.0962
2021-06-11 2020-09-30 13F/A-1 JPMORGAN CHASE & CO COM COMMON STOCKS 46625H100 20,673 1,271 6.55 1,990 9.10 0.9952
2020-11-13 2020-09-30 13F J P Morgan Chase COMMON STOCKS 46625H100 25,495 6,093 2,454 1.1977
2021-06-11 2020-06-30 13F/A-1 JPMORGAN CHASE & CO COM COMMON STOCKS 46625H100 19,402 4,544 30.58 1,825 36.42 1.0487
2020-08-14 2020-06-30 13F J P Morgan Chase COMMON STOCKS 46625H100 18,297 3,439 1,721 1.0970
2020-04-28 2020-03-31 13F J P Morgan Chase COMMON STOCKS 46625H100 14,858 942 6.77 1,338 -31.05 1.0435
2020-02-20 2019-12-31 13F J P Morgan Chase COMMON STOCKS 46625H100 13,916 7,009 101.48 1,940 138.79 1.2910
2019-11-14 2019-09-30 13F J P Morgan Chase COMMON STOCKS 46625H100 6,907 -46 -0.66 813 4.50 0.6940
2019-08-15 2019-06-30 13F J P Morgan Chase COMMON STOCKS 46625H100 6,953 -59,092 -89.47 777 -88.38 0.6654
2019-05-14 2019-03-31 13F J P Morgan Chase COMMON STOCKS 46625H100 66,045 -83 -0.13 6,686 3.56 1.7972
2019-02-15 2018-12-31 13F J P Morgan Chase COMMON STOCKS 46625H100 66,128 -138 -0.21 6,455 -13.67 1.9081
2018-11-14 2018-09-30 13F J P Morgan Chase COMMON STOCKS 46625H100 66,266 -422 -0.63 7,477 7.61 1.8513
2018-08-16 2018-06-30 13F J P Morgan Chase COMMON STOCKS 46625H100 66,688 -219 -0.33 6,949 -5.56 1.7764
2018-05-14 2018-03-31 13F J P Morgan Chase COMMON STOCKS 46625H100 66,907 -6,845 -9.28 7,358 -6.72 1.8320
2018-02-13 2017-12-31 13F J P Morgan Chase COMMON STOCKS 46625H100 73,752 -2,109 -2.78 7,887 8.86 1.9765
2017-11-16 2017-09-30 13F J P Morgan Chase COMMON STOCKS 46625H100 75,861 -5,160 -6.37 7,245 -2.16 1.9124
2017-08-11 2017-06-30 13F J P Morgan Chase COMMON STOCKS 46625H100 81,021 -35 -0.04 7,405 4.02 1.8863
2017-05-16 2017-03-31 13F J P Morgan Chase COMMON STOCKS 46625H100 81,056 -1,875 -2.26 7,120 -0.52 1.8705
2017-02-15 2016-12-31 13F J P Morgan Chase COMMON STOCKS 46625H100 82,931 930 1.13 7,156 31.06 1.9219
2016-11-15 2016-09-30 13F J P Morgan Chase COMMON STOCKS 46625H100 82,001 689 0.85 5,460 8.08 1.5178
2016-08-15 2016-06-30 13F J P Morgan Chase COMMON STOCKS 46625H100 81,312 45,666 128.11 5,053 139.43 1.4358
2016-05-17 2016-03-31 13F J P Morgan Chase COMMON STOCKS 46625H100 35,646 2,111 -7.17 0.5711
2016-02-16 2015-12-31 13F J P Morgan Chase COMMON STOCKS 46625H100 2,274 -23.34 0.6143
2015-11-06 2015-09-30 13F J P Morgan Chase COMMON STOCKS 46625H100 2,966 -23.17 0.7848
2015-08-14 2015-06-30 13F J P Morgan Chase COMMON STOCKS 46625H100 56,952 -155,041 -73.13 3,859 -69.95 0.9364
2015-05-11 2015-03-31 13F J P Morgan Chase COMMON STOCKS 46625H100 211,993 211,993 12,843 1.7978
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.