JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLedyard National Bank
Latest Disclosed Ownership73,715 shares
Latest Disclosed Value $ 21,684,005
Ledyard National Bank reports 4.11% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Ledyard National Bank filed a 13F-HR form disclosing ownership of 73,715 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,684,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 76,878 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.11% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE Com 46625H100 73,715 -3,163 -4.11 21,684 -12.46 1.0875
2026-01-21 2025-12-31 13F JPMORGAN CHASE Com 46625H100 76,878 -2,544 -3.20 24,772 -1.12 2.1341
2025-11-05 2025-09-30 13F JPMORGAN CHASE Com 46625H100 79,422 -1,866 -2.30 25,052 6.31 2.2443
2025-08-04 2025-06-30 13F JPMORGAN CHASE Com 46625H100 81,288 -1,616 -1.95 23,566 15.88 2.2253
2025-04-23 2025-03-31 13F JPMORGAN CHASE Com 46625H100 82,904 -2,184 -2.57 20,336 -0.29 2.0119
2025-01-28 2024-12-31 13F JPMORGAN CHASE Com 46625H100 85,088 -4,568 -5.10 20,396 7.89 1.9188
2024-10-21 2024-09-30 13F JPMORGAN CHASE Com 46625H100 89,656 -1,502 -1.65 18,905 2.53 1.7287
2024-08-06 2024-06-30 13F JPMORGAN CHASE Com 46625H100 91,158 -2,995 -3.18 18,438 -2.23 1.7902
2024-05-09 2024-03-31 13F JPMORGAN CHASE Com 46625H100 94,153 -2,814 -2.90 18,859 14.33 1.8250
2024-02-05 2023-12-31 13F JP MORGAN CHASE Com 46625H100 96,967 1,913 2.01 16,494 19.66 1.6974
2023-11-08 2023-09-30 13F JP MORGAN CHASE Com 46625H100 95,054 1,114 1.19 13,785 0.89 1.5693
2023-08-10 2023-06-30 13F JP MORGAN CHASE Com 46625H100 93,940 323 0.35 13,663 11.99 1.4883
2023-04-25 2023-03-31 13F JP MORGAN CHASE Com 46625H100 93,617 -3,103 -3.21 12,199 -5.94 1.4012
2023-02-06 2022-12-31 13F JP MORGAN CHASE Com 46625H100 96,720 -1,285 -1.31 12,970 26.64 1.5251
2022-10-18 2022-09-30 13F JP MORGAN CHASE Com 46625H100 98,005 3,672 3.89 10,242 -3.59 1.3316
2022-07-19 2022-06-30 13F JP MORGAN CHASE Com 46625H100 94,333 1,098 1.18 10,623 -16.42 1.2828
2022-04-25 2022-03-31 13F JP MORGAN CHASE Com 46625H100 93,235 5,590 6.38 12,710 -8.42 1.2713
2022-01-31 2021-12-31 13F JP MORGAN CHASE Com 46625H100 87,645 652 0.75 13,878 -2.54 1.3288
2021-10-20 2021-09-30 13F JP MORGAN CHASE Com 46625H100 86,993 1,925 2.26 14,240 7.62 1.4720
2021-07-27 2021-06-30 13F JP MORGAN CHASE Com 46625H100 85,068 -127 -0.15 13,232 2.03 1.3543
2021-04-27 2021-03-31 13F JP MORGAN CHASE Com 46625H100 85,195 1,096 1.30 12,969 21.36 1.3970
2021-01-25 2020-12-31 13F JP MORGAN CHASE Com 46625H100 84,099 -3,808 -4.33 10,686 26.27 1.2205
2020-10-21 2020-09-30 13F JP MORGAN CHASE Com 46625H100 87,907 -8,102 -8.44 8,463 -6.29 1.0701
2020-07-24 2020-06-30 13F JP MORGAN CHASE Com 46625H100 96,009 -73 -0.08 9,031 4.40 1.2035
2020-04-24 2020-03-31 13F JP MORGAN CHASE Com 46625H100 96,082 81,374 553.26 8,650 321.95 1.3205
2020-01-31 2019-12-31 13F JP MORGAN CHASE Com 46625H100 14,708 1,066 7.81 2,050 27.65 0.2487
2019-10-23 2019-09-30 13F JP MORGAN CHASE Com 46625H100 13,642 115 0.85 1,606 6.22 0.2121
2019-07-26 2019-06-30 13F JP MORGAN CHASE Com 46625H100 13,527 649 5.04 1,512 15.95 0.2023
2019-04-12 2019-03-31 13F JP MORGAN CHASE Com 46625H100 12,878 -50 -0.39 1,304 3.33 0.1723
2019-01-29 2018-12-31 13F JP MORGAN CHASE Com 46625H100 12,928 540 4.36 1,262 -9.73 0.1664
2018-10-24 2018-09-30 13F JP MORGAN CHASE Com 46625H100 12,388 2 0.02 1,398 8.37 0.1592
2018-07-11 2018-06-30 13F JP MORGAN CHASE Com 46625H100 12,386 163 1.33 1,290 -4.02 0.1543
2018-04-16 2018-03-31 13F JP MORGAN CHASE Com 46625H100 12,223 -430 -3.40 1,344 -0.67 0.1634
2018-01-30 2017-12-31 13F J P MORGAN CHASE Com 46625H100 12,653 848 7.18 1,353 20.05 0.1640
2017-10-10 2017-09-30 13F J P MORGAN CHASE Com 46625H100 11,805 2,806 31.18 1,127 37.10 0.1495
2017-07-14 2017-06-30 13F J P MORGAN CHASE Com 46625H100 8,999 900 11.11 822 15.45 0.1178
2017-04-19 2017-03-31 13F J P MORGAN CHASE Com 46625H100 8,099 1,425 21.35 712 23.83 0.1068
2017-02-02 2016-12-31 13F J P MORGAN CHASE Com 46625H100 6,674 -409 -5.77 575 21.82 0.1022
2016-10-25 2016-09-30 13F J P MORGAN CHASE Com 46625H100 7,083 0 0.00 472 7.27 0.0843
2016-07-25 2016-06-30 13F J P MORGAN CHASE Com 46625H100 7,083 -135 -1.87 440 2.80 0.0793
2016-04-14 2016-03-31 13F J P MORGAN CHASE Com 46625H100 7,218 200 2.85 428 -7.56 0.0760
2016-01-25 2015-12-31 13F J P MORGAN CHASE Com 46625H100 7,018 0 0.00 463 8.43 0.0833
2015-10-19 2015-09-30 13F J P MORGAN CHASE Com 46625H100 7,018 0 0.00 427 -10.29 0.0822
2015-07-16 2015-06-30 13F J P MORGAN CHASE Com 46625H100 7,018 2,480 54.65 476 73.09 0.0832
2015-04-15 2015-03-31 13F J P MORGAN CHASE Com 46625H100 4,538 -135 -2.89 275 -6.14 0.0494
2015-01-16 2014-12-31 13F J P MORGAN CHASE Com 46625H100 4,673 0 0.00 293 4.27 0.0540
2014-10-09 2014-09-30 13F J P MORGAN CHASE Com 46625H100 4,673 417 9.80 281 14.69 0.0523
2014-07-08 2014-06-30 13F J P MORGAN CHASE Com 46625H100 4,256 104 2.50 245 -2.78 0.0577
2014-04-11 2014-03-31 13F J P MORGAN CHASE Com 46625H100 4,152 135 3.36 252 7.23 0.0429
2014-01-14 2013-12-31 13F J P MORGAN CHASE Com 46625H100 4,017 1,488 58.84 235 79.39 0.0391
2013-10-08 2013-09-30 13F J P MORGAN CHASE Com 46625H100 2,529 -50 -1.94 131 -3.68 0.0231
2013-07-30 2013-06-30 13F J P MORGAN CHASE Com 46625H100 2,579 2,579 136 0.0252
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.