JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLegacy Private Trust Co.
Latest Disclosed Ownership76,373 shares
Latest Disclosed Value $ 22,465,881
Legacy Private Trust Co. reports 1.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Legacy Private Trust Co. filed a 13F-HR form disclosing ownership of 76,373 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,465,881 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 77,762 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.79% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 76,373 -1,389 -1.79 22,466 -10.34 0.7647
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 77,762 3,233 4.34 25,056 6.58 1.4703
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 74,529 9,699 14.96 23,509 25.08 1.4014
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 64,830 -2,352 -3.50 18,795 14.05 1.2141
2025-04-04 2025-03-31 13F JPMORGAN CHASE COM 46625H100 67,182 -5,024 -6.96 16,480 -4.79 1.1328
2025-01-08 2024-12-31 13F JPMORGAN CHASE COM 46625H100 72,206 2,249 3.21 17,308 17.33 1.1324
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 69,957 -638 -0.90 14,751 3.31 0.9916
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 70,595 161 0.23 14,279 1.21 1.0144
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 70,434 -469 -0.66 14,108 16.97 1.0314
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 70,903 -631 -0.88 12,061 16.26 0.9589
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 71,534 466 0.66 10,374 0.36 0.8931
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 71,068 -1,918 -2.63 10,336 8.69 0.8546
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 72,986 574 0.79 9,511 -2.06 0.8109
2023-01-19 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 72,412 3,019 4.35 9,710 33.89 0.8778
2023-01-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 72,412 3,019 10 0.4963
2022-10-06 2022-09-30 13F JPMORGAN CHASE COM 46625H100 69,393 -3,190 -4.39 7,252 -11.28 0.6882
2022-07-07 2022-06-30 13F JPMORGAN CHASE COM 46625H100 72,583 4,972 7.35 8,174 -11.32 0.7317
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 67,611 -151 -0.22 9,217 -14.10 0.7155
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 67,762 1,676 2.54 10,730 -0.81 0.8052
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 66,086 3,213 5.11 10,818 10.62 0.8754
2021-07-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 62,873 374 0.60 9,779 2.79 0.8243
2021-04-09 2021-03-31 13F JPMORGAN CHASE COM 46625H100 62,499 -1,498 -2.34 9,514 16.99 0.8579
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 63,997 -5,307 -7.66 8,132 21.88 0.7683
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 69,304 -9,435 -11.98 6,672 -9.92 0.6891
2020-07-09 2020-06-30 13F 1JPMORGAN CHASE COM 46625H100 78,739 -2,422 -2.98 7,407 1.37 0.8160
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 81,161 -4,864 -5.65 7,307 -39.06 0.9484
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 86,025 -789 -0.91 11,991 17.36 1.2545
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 86,814 -1,763 -1.99 10,217 3.17 1.1426
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 88,577 -985 -1.10 9,903 9.22 1.1271
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 89,562 -3,293 -3.55 9,067 0.02 1.0756
2019-01-16 2018-12-31 13F JPMORGAN CHASE COM 46625H100 92,855 -2,832 -2.96 9,065 -16.04 1.1709
2018-10-10 2018-09-30 13F JPMORGAN CHASE COM 46625H100 95,687 -338 -0.35 10,797 7.91 1.2203
2018-07-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 96,025 9,002 10.34 10,006 4.56 1.1927
2018-04-13 2018-03-31 13F JPMORGAN CHASE COM 46625H100 87,023 13,695 18.68 9,570 22.04 1.1180
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 73,328 2,686 3.80 7,842 16.23 0.9152
2017-10-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 70,642 3,646 5.44 6,747 10.17 0.8213
2017-07-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 66,996 -945 -1.39 6,124 2.61 0.7747
2017-04-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 67,941 -2,036 -2.91 5,968 -1.18 0.7666
2017-01-12 2016-12-31 13F JPMORGAN CHASE COM 46625H100 69,977 46,899 203.22 6,039 292.91 0.8198
2016-10-12 2016-09-30 13F JPMORGAN CHASE COM 46625H100 23,078 -20,071 -46.52 1,537 -42.67 0.2089
2016-07-13 2016-06-30 13F JPMORGAN CHASE COM 46625H100 43,149 -12,723 -22.77 2,681 -18.95 0.3898
2016-04-21 2016-03-31 13F JPMORGAN CHASE COM 46625H100 55,872 -9,855 -14.99 3,308 -23.78 0.4989
2016-01-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 65,727 7,672 13.22 4,340 22.60 0.6597
2015-10-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 58,055 3,090 5.62 3,540 -4.94 0.5593
2015-07-15 2015-06-30 13F JPMORGAN CHASE COM 46625H100 54,965 21,970 66.59 3,724 86.29 0.5612
2015-04-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 32,995 5,596 20.42 1,999 16.56 0.2933
2015-01-16 2014-12-31 13F JPMORGAN CHASE COM 46625H100 27,399 385 1.43 1,715 5.41 0.2516
2014-10-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 27,014 -3,550 -11.61 1,627 -7.61 0.2483
2014-07-18 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 30,564 -6,635 -17.84 1,761 -22.01 0.2721
2014-07-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 30,564 -6,635 1,761 0.2791
2014-04-10 2014-03-31 13F JPMORGAN CHASE COM 46625H100 37,199 812 2.23 2,258 6.11 0.3939
2014-01-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 36,387 -625 -1.69 2,128 11.24 0.3889
2013-10-08 2013-09-30 13F JPMORGAN CHASE COM 46625H100 37,012 2,030 5.80 1,913 3.57 0.4044
2013-07-17 2013-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 34,982 34,982 1,847 0.4344
2013-07-16 2013-06-30 13F JPMORGAN CHASE COM 46625H100 34,982 1,847
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.