JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMartin Capital Partners, LLC
Latest Disclosed Ownership23,447 shares
Latest Disclosed Value $ 6,897
Martin Capital Partners, LLC reports 0.71% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Martin Capital Partners, LLC filed a 13F-HR form disclosing ownership of 23,447 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 23,614 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.71% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,447 -167 -0.71 7 -14.29 2.5631
2026-01-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 23,614 -191 -0.80 8 0.00 2.8623
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 23,805 -12,035 -33.58 8 -30.00 2.9127
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 35,840 24,560 217.73 10 400.00 4.0733
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 11,280 -490 -4.16 3 0.00 3.3091
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 11,770 -16,324 -58.10 3 -60.00 3.3467
2024-10-15 2024-09-30 13F JP Morgan Chase COM 46625H100 28,094 -8,927 -24.11 6 -28.57 2.9272
2024-07-15 2024-06-30 13F JP Morgan Chase COM 46625H100 37,021 -1,398 -3.64 7 0.00 3.0245
2024-04-05 2024-03-31 13F JP Morgan Chase COM 46625H100 38,419 -16,480 -30.02 8 -22.22 2.9511
2024-01-08 2023-12-31 13F JP Morgan Chase COM 46625H100 54,899 -1,022 -1.83 9 12.50 3.8067
2023-10-13 2023-09-30 13F JP Morgan Chase COM 46625H100 55,921 -281 -0.50 8 0.00 3.4128
2023-07-17 2023-06-30 13F JP Morgan Chase COM 46625H100 56,202 -1,085 -1.89 8 14.29 3.3190
2023-04-05 2023-03-31 13F JP Morgan Chase COM 46625H100 57,287 1,312 2.34 7 0.00 3.1049
2023-01-05 2022-12-31 13F JP Morgan Chase COM 46625H100 55,975 348 0.63 8 -99.88 3.0978
2022-10-06 2022-09-30 13F JP Morgan Chase COM 46625H100 55,627 4,823 9.49 5,813 1.61 2.6952
2022-07-08 2022-06-30 13F JP Morgan Chase COM 46625H100 50,804 2,793 5.82 5,721 -12.59 2.7144
2022-04-06 2022-03-31 13F JP Morgan Chase COM 46625H100 48,011 2,016 4.38 6,545 -10.13 2.9881
2022-01-07 2021-12-31 13F JP Morgan Chase COM 46625H100 45,995 40 0.09 7,283 -3.18 3.4379
2021-10-06 2021-09-30 13F JP Morgan Chase COM 46625H100 45,955 -154 -0.33 7,522 4.88 3.7989
2021-07-06 2021-06-30 13F JP Morgan Chase COM 46625H100 46,109 424 0.93 7,172 3.12 3.6364
2021-04-14 2021-03-31 13F JP Morgan Chase COM 46625H100 45,685 -1,268 -2.70 6,955 16.58 3.6918
2021-01-07 2020-12-31 13F JP Morgan Chase COM 46625H100 46,953 -66 -0.14 5,966 31.79 3.4863
2020-10-08 2020-09-30 13F JP Morgan Chase COM 46625H100 47,019 3,472 7.97 4,527 10.52 3.0281
2020-07-07 2020-06-30 13F JP Morgan Chase COM 46625H100 43,547 -45 -0.10 4,096 4.36 2.8813
2020-04-21 2020-03-31 13F JP Morgan Chase COM 46625H100 43,592 115 0.26 3,925 -35.24 2.9900
2020-01-31 2019-12-31 13F JP Morgan Chase COM 46625H100 43,477 1,666 3.98 6,061 23.17 3.5822
2019-11-20 2019-09-30 13F JP Morgan Chase COM 46625H100 41,811 1,101 2.70 4,921 8.13 3.3120
2019-08-12 2019-06-30 13F JPMorgan Chase COM 46625H100 40,710 2,192 5.69 4,551 16.72 3.2196
2019-05-08 2019-03-31 13F JPMorgan Chase COM 46625H100 38,518 5,124 15.34 3,899 19.60 3.0097
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 33,394 1,990 6.34 3,260 -8.01 3.0085
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 31,404 6,181 24.51 3,544 34.86 3.1749
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 25,223 -489 -1.90 2,628 -7.07 2.6848
2018-05-14 2018-03-31 13F JP Morgan Chase COM 46625H100 25,712 608 2.42 2,828 5.33 2.8153
2018-02-13 2017-12-31 13F JP Morgan Chase COM 46625H100 25,104 25,104 2,685 2.7869
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.