JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionM Holdings Securities, Inc.
Latest Disclosed Ownership76,228 shares
Latest Disclosed Value $ 22,812
M Holdings Securities, Inc. reports 1.51% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - M Holdings Securities, Inc. filed a 13F-HR form disclosing ownership of 76,228 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,812 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 75,092 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.51% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 76,228 1,136 1.51 23 -8.33 1.5425
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 75,092 75,092 24 1.7327
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 0 -33,168 -100.00 0 -100.00
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,168 6,905 26.29 10 50.00 1.6438
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,263 435 1.68 6 0.00 1.0718
2025-02-13 2024-12-31 13F/A-1 JPMORGAN CHASE & CO. COM COM 46625H100 25,828 -1,033 -3.85 6 20.00 0.9982
2025-02-11 2024-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 6,191 -20,670 26 0.3456
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 26,861 -55,697 -67.46 6 -68.75 1.4246
2024-08-13 2024-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 82,558 56,992 222.92 17 220.00 2.1640
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 25,566 -7,241 -22.07 5 0.00 0.8608
2024-02-14 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 32,807 4,303 15.10 6 25.00 0.6304
2024-02-14 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 28,504 24,309 579.48 4 0.5456
2023-09-26 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,195 -25,407 -85.83 1 -100.00 0.1258
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,602 -10,272 -25.76 4 -40.00 0.3989
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 39,874 -25 -0.06 5 -99.88 0.5633
2022-11-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 39,899 -256 -0.64 4,169 -7.81 0.4608
2022-08-16 2022-06-30 13F JPMORGAN CHASE COM 46625H100 40,155 1,117 2.86 4,522 -15.03 0.4579
2022-05-24 2022-03-31 13F JPMORGAN CHASE COM 46625H100 39,038 -8,106 -17.19 5,322 -27.42 0.4029
2021-08-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 47,144 -3,724 -7.32 7,333 -5.31 0.7167
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 50,868 16,085 46.24 7,744 75.20 0.7052
2021-02-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,783 764 2.25 4,420 34.96 0.5641
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 34,019 1,155 3.51 3,275 5.95 0.5223
2020-08-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,864 -17,285 -34.47 3,091 -31.54 0.5530
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 50,149 20,057 66.65 4,515 7.63 0.6682
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 30,092 -1,808 -5.67 4,195 11.75 1.2257
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 31,900 -966 -2.94 3,754 2.18 1.1514
2019-08-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 32,866 -26,017 -44.18 3,674 -38.37 1.2429
2019-05-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 58,883 28,808 95.79 5,961 103.03 1.3791
2019-02-16 2018-12-31 13F/A-1 JPMORGAN CHASE & CO COM EQUITY 46625H100 30,075 -1,492 -4.73 2,936 -17.57 0.9109
2019-02-15 2018-12-31 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 30,075 -1,492 2,936
2018-11-16 2018-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 31,567 347 1.11 3,562 9.50 0.9331
2018-08-16 2018-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 31,220 3,386 12.16 3,253 6.27 0.8942
2018-05-17 2018-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 27,834 -241 -0.86 3,061 1.97 0.9346
2018-02-15 2017-12-31 13F/A-1 JPMORGAN CHASE & CO COM Equity 46625H100 28,075 435 1.57 3,002 13.71 0.9043
2018-02-14 2017-12-31 13F JPMORGAN CHASE & CO COM Equity 46625H100 28,075 435 587
2017-11-15 2017-09-30 13F JPMORGAN CHASE & CO COM Equity 46625H100 27,640 119 0.43 2,640 4.97 0.8328
2017-08-22 2017-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 27,521 -1,433 -4.95 2,515 -1.10 0.8581
2017-06-30 2017-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 EQUITY 46625H100 28,954 -1,035 -3.45 2,543 -1.74 0.9801
2017-02-28 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 29,989 -150 -0.50 2,588 28.95 0.8966
2016-11-23 2016-09-30 13F JPMORGAN CHASE COM 46625H100 30,139 19 0.06 2,007 7.21 0.9144
2016-08-17 2016-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 30,120 5,389 21.79 1,872 27.78 0.9583
2016-05-25 2016-03-31 13F * JPMORGAN CHASE & CO COM COM 46625H100 24,731 5,256 26.99 1,465 13.92 0.8968
2016-02-24 2015-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 19,475 812 4.35 1,286 13.01 0.8604
2015-11-17 2015-09-30 13F * JPMORGAN CHASE & CO COM COM 46625H100 18,663 2,358 14.46 1,138 2.99 0.8099
2016-02-24 2015-06-30 13F/A-1 * JPMORGAN CHASE & CO COM COM 46625H100 16,305 -197 -1.19 1,105 10.50 0.7387
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 16,305 1,105
2015-04-14 2015-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 16,502 1,276 8.38 1,000 4.93 0.6530
2015-02-13 2014-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 15,226 -1,676 -9.92 953 -5.46 0.6182
2014-11-17 2014-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 16,902 279 1.68 1,008 5.22 0.5630
2014-09-17 2014-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 16,623 12,863 342.10 958 320.18 0.6122
2014-05-12 2014-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 3,760 -8,766 -69.98 228 -68.89 0.2392
2014-02-13 2013-12-31 13F JP MORGAN CHASE &CO COMISIN#US46625H1005 COM 46625H100 12,526 12,526 733 0.5225
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.