JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMain Street Research LLC
Latest Disclosed Ownership223,762 shares
Latest Disclosed Value $ 65,821,928
Main Street Research LLC reports 0.83% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Main Street Research LLC filed a 13F-HR form disclosing ownership of 223,762 shares of JPMorgan Chase & Co. (MX:JPM) valued at $65,821,928 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 221,919 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.83% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 223,762 1,843 0.83 65,822 -7.95 3.8301
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 221,919 -2,804 -1.25 71,507 0.88 4.0904
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 224,723 437 0.19 70,884 9.02 3.8299
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 224,286 5,611 2.57 65,023 21.22 4.0475
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 218,675 3,950 1.84 53,641 4.21 3.5050
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 214,725 4,168 1.98 51,472 15.93 3.2070
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 210,557 6,005 2.94 44,398 7.31 2.7936
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 204,552 10,769 5.56 41,373 6.59 2.7289
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 193,783 13,928 7.74 38,815 26.87 2.6388
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 179,855 29,974 20.00 30,593 40.75 2.4565
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 149,881 66,334 79.40 21,736 78.87 2.2394
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 83,547 83,547 12,151 1.9366
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -193,196 -100.00 0 -100.00
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 193,196 9,959 5.44 30,593 2.00 2.3620
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 183,237 6,685 3.79 29,994 9.22 2.6247
2021-08-06 2021-06-30 13F J P Morgan Chase COM 46625H100 176,552 9,208 5.50 27,461 7.80 2.2042
2021-05-07 2021-03-31 13F J P Morgan Chase COM 46625H100 167,344 6,600 4.11 25,475 24.72 2.3961
2021-02-12 2020-12-31 13F J P Morgan Chase COM 46625H100 160,744 11,714 7.86 20,426 42.37 2.1969
2020-11-10 2020-09-30 13F J P Morgan Chase COM 46625H100 149,030 8,165 5.80 14,347 8.28 1.8270
2020-07-29 2020-06-30 13F J P Morgan Chase COM 46625H100 140,865 140,865 13,250 2.0794
2020-05-01 2020-03-31 13F J P Morgan Chase COM 46625H100 0 -114,003 -100.00 0 -100.00
2020-01-28 2019-12-31 13F J P Morgan Chase COM 46625H100 114,003 -929 -0.81 15,892 17.49 2.5060
2019-10-21 2019-09-30 13F J P Morgan Chase COM 46625H100 114,932 111,677 3,430.94 13,526 3,615.93 2.5371
2019-08-08 2019-06-30 13F J P Morgan Chase COM 46625H100 3,255 130 4.16 364 15.19 0.0819
2019-05-13 2019-03-31 13F J P Morgan Chase COM 46625H100 3,125 83 2.73 316 6.40 0.1005
2019-02-13 2018-12-31 13F J P Morgan Chase COM 46625H100 3,042 -169,013 -98.23 297 -98.47 0.1155
2018-11-05 2018-09-30 13F J P Morgan Chase COM 46625H100 172,055 6,983 4.23 19,415 12.88 2.7877
2018-07-25 2018-06-30 13F J P Morgan Chase COM 46625H100 165,072 -1,872 -1.12 17,200 -6.31 2.6931
2018-05-08 2018-03-31 13F/A-1 J P Morgan Chase COM 46625H100 166,944 6,452 4.02 18,359 6.97 2.9054
2018-05-08 2018-03-31 13F J P Morgan Chase COM 46625H100 160,492 0 17,163
2018-02-05 2017-12-31 13F J P Morgan Chase COM 46625H100 160,492 2,454 1.55 17,163 13.71 2.6122
2017-10-16 2017-09-30 13F J P Morgan Chase COM 46625H100 158,038 -417 -0.26 15,094 4.22 2.4358
2017-07-18 2017-06-30 13F J P Morgan Chase COM 46625H100 158,455 8,602 5.74 14,483 10.03 2.3659
2017-05-04 2017-03-31 13F J P Morgan Chase COM 46625H100 149,853 3,643 2.49 13,163 4.34 2.3053
2017-02-03 2016-12-31 13F J P Morgan Chase COM 46625H100 146,210 468 0.32 12,616 29.99 2.4567
2016-11-10 2016-09-30 13F J P Morgan Chase COM 46625H100 145,742 72,346 98.57 9,705 112.78 1.8969
2016-08-11 2016-06-30 13F J P Morgan Chase COM 46625H100 73,396 1,193 1.65 4,561 6.67 0.9425
2016-05-13 2016-03-31 13F J P Morgan Chase COM 46625H100 72,203 -75,085 -50.98 4,276 -56.03 1.1026
2016-02-04 2015-12-31 13F J P Morgan Chase COM 46625H100 147,288 849 0.58 9,725 3.36 2.0780
2015-11-12 2015-09-30 13F J P Morgan Chase COM 46625H100 146,439 140,684 2,444.55 9,409 2,312.56 2.2072
2015-07-23 2015-06-30 13F J P Morgan Chase COM 46625H100 5,755 403 7.53 390 20.37 0.0799
2015-05-12 2015-03-31 13F J P Morgan Chase COM 46625H100 5,352 1,069 24.96 324 20.90 0.0697
2015-02-09 2014-12-31 13F J P Morgan Chase COM 46625H100 4,283 732 20.61 268 25.23 0.0574
2014-11-13 2014-09-30 13F J P Morgan Chase COM 46625H100 3,551 -125 -3.40 214 0.94 0.0476
2014-08-11 2014-06-30 13F J P Morgan Chase COM 46625H100 3,676 3,676 212 0.0500
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.