JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLifeSteps Financial, Inc.
Latest Disclosed Ownership10,381 shares
Latest Disclosed Value $ 3,053,569
LifeSteps Financial, Inc. reports 3.41% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - LifeSteps Financial, Inc. filed a 13F-HR form disclosing ownership of 10,381 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,053,569 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 10,039 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.41% 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 & CO COM Stock 46625H100 10,381 342 3.41 3,054 -5.60 1.9339
2026-01-28 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,039 -6 -0.06 3,235 2.08 2.0701
2025-10-16 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,045 -187 -1.83 3,168 6.81 2.0352
2025-07-23 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,232 243 2.43 2,966 21.06 2.0383
2025-04-23 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,989 -72 -0.72 2,450 1.62 1.9870
2025-02-03 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,061 250 2.55 2,412 16.59 1.8504
2024-10-16 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,811 8 0.08 2,069 4.34 1.6185
2024-07-17 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,803 -218 -2.18 1,983 -1.25 1.6367
2024-04-26 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,021 -219 -2.14 2,007 15.28 1.5147
2024-01-19 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,240 84 0.83 1,742 18.27 1.5447
2023-10-25 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,156 11 0.11 1,473 -0.20 1.4987
2023-07-14 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,145 12 0.12 1,475 11.74 1.4586
2023-04-12 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,133 -627 -5.83 1,320 -8.46 1.4010
2023-01-18 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,760 401 3.87 1,443 33.27 1.5030
2022-10-14 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,359 2,306 28.64 1,082 19.29 1.2194
2022-07-13 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,053 -564 -6.55 907 -22.81 0.9455
2022-04-12 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,617 -498 -5.46 1,175 -18.57 0.8690
2022-01-26 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,115 -5,621 -38.14 1,443 -40.17 1.0214
2021-10-06 2021-09-30 13F JPMORGAN CHASE COM 46625H100 14,736 83 0.57 2,412 5.84 1.8454
2021-07-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,653 657 4.69 2,279 6.95 1.7505
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,996 1,248 9.79 2,131 31.54 1.7793
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,748 -210 -1.62 1,620 29.91 1.4861
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 12,958 315 2.49 1,247 4.88 1.3156
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 12,643 1,616 14.65 1,189 19.74 1.3727
2020-05-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 11,027 33 0.30 993 -35.23 1.1430
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,994 10,994 1,533 1.4468
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.