JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMassmutual Trust Co Fsb/adv
Latest Disclosed Ownership257,880 shares
Latest Disclosed Value $ 75,857,981
Massmutual Trust Co Fsb/adv reports 3.12% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Massmutual Trust Co Fsb/adv filed a 13F-HR form disclosing ownership of 257,880 shares of JPMorgan Chase & Co. (MX:JPM) valued at $75,857,981 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 266,187 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.12% 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)
2026-04-13 2026-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 257,880 -8,307 -3.12 75,858 -11.56 2.0656
2026-01-07 2025-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 266,187 -12,031 -4.32 85,771 -2.27 2.2073
2025-10-22 2025-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 278,218 -12,671 -4.36 87,758 4.06 2.2353
2025-07-09 2025-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 290,889 -7,640 -2.56 84,332 15.16 2.2469
2025-04-01 2025-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 298,529 -15,339 -4.89 73,229 -2.67 2.1182
2025-01-16 2024-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 313,868 941 0.30 75,237 14.02 2.1108
2024-10-02 2024-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 312,927 -498 -0.16 65,984 4.09 1.8793
2024-07-02 2024-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 313,425 493 0.16 63,393 1.14 1.9234
2024-04-09 2024-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 312,932 -5,566 -1.75 62,680 15.70 1.9504
2024-01-03 2023-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 318,498 -4,409 -1.37 54,177 15.69 1.8174
2023-10-04 2023-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 322,907 517 0.16 46,828 -0.13 1.7291
2023-08-02 2023-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 322,390 -2,379 -0.73 46,888 10.79 1.6863
2023-04-11 2023-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 324,769 3,490 1.09 42,321 98,318.60 1.6175
2023-01-06 2022-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 321,279 -4,661 -1.43 43 26.47 1.7723
2022-10-07 2022-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 325,940 9,135 2.88 34 -2.86 1.5457
2022-07-07 2022-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 316,805 14,751 4.88 36 -14.63 1.5450
2022-04-08 2022-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 302,054 17,058 5.99 41 -8.89 1.5565
2022-02-09 2021-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 284,996 8,096 2.92 45 0.00 1.6758
2021-11-12 2021-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 276,900 12,247 4.63 45 9.76 1.8739
2021-08-16 2021-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 264,653 11,460 4.53 41 7.89 1.7484
2021-05-17 2021-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 253,193 3,011 1.20 39 22.58 1.8128
2021-02-16 2020-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 250,182 1,702 0.68 32 34.78 1.6278
2020-11-13 2020-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 248,480 -25,300 -9.24 24 -99.91 1.3982
2020-08-13 2020-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 273,780 37,550 15.90 25,752 21.08 1.6597
2020-05-15 2020-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 236,230 5,609 2.43 21,268 -33.85 1.6980
2020-05-15 2019-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 230,621 602 0.26 32,149 18.76 1.9858
2019-11-14 2019-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 230,019 3,081 1.36 27,071 6.70 1.8130
2019-08-14 2019-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 226,938 6,659 3.02 25,372 13.79 1.7544
2019-05-15 2019-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 220,279 6,567 3.07 22,299 6.88 1.6079
2019-02-26 2018-12-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 213,712 2,061 0.97 20,863 -12.65 1.7854
2018-11-09 2018-09-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 211,651 2,264 1.08 23,883 9.46 1.7722
2018-08-20 2018-06-30 13F JPMorgan Chase Common / Ordinary Stock 46625H100 209,387 -3,181 -1.50 21,818 -6.66 1.7415
2018-05-21 2018-03-31 13F JPMorgan Chase Common / Ordinary Stock 46625H100 212,568 11,056 5.49 23,376 8.48 1.9341
2018-03-01 2017-12-31 13F/A-1 JPMorgan Chase Common / Ordinary Stock 46625H100 201,512 381 0.19 21,550 12.18 1.7852
2018-02-21 2017-12-31 13F Otter Tail Common / Ordinary Stock 46625H100 300 -200,831 13
2018-02-13 2017-09-30 13F JPMorgan Chase common 46625H100 201,131 28,046 16.20 19,210 21.44 1.5920
2017-08-14 2017-06-30 13F JPMorgan Chase common 46625H100 173,085 4,390 2.60 15,820 6.76 1.4084
2017-05-02 2017-03-31 13F JPMorgan Chase common 46625H100 168,695 19,826 13.32 14,818 15.36 1.3918
2017-02-13 2016-12-31 13F JPMorgan Chase common 46625H100 148,869 31,894 27.27 12,846 76.73 1.5711
2016-08-10 2016-06-30 13F JPMORGAN CHASE common 46625H100 116,975 2,106 1.83 7,269 6.85 0.9185
2016-05-10 2016-03-31 13F JPMORGAN CHASE common 46625H100 114,869 6,353 5.85 6,803 -5.07 0.9175
2016-02-12 2015-12-31 13F JPMORGAN CHASE common 46625H100 108,516 -3,525 -3.15 7,165 6.16 1.0247
2015-11-04 2015-09-30 13F JPMORGAN CHASE common 46625H100 112,041 2,612 2.39 6,749 7.04 1.4239
2015-07-29 2015-06-30 13F JPMORGAN CHASE common 46625H100 109,429 9,976 10.03 6,305 4.66 1.4084
2015-05-11 2015-03-31 13F JPMORGAN CHASE common 46625H100 99,453 56,548 131.80 6,025 124.44 0.9928
2015-02-05 2014-12-31 13F JPMORGAN CHASE common 46625H100 42,905 -69,136 -61.71 2,685 -60.23 0.8680
2014-11-04 2014-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 112,041 67,718 152.78 6,749 164.36 1.3415
2014-07-09 2014-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 44,323 10,364 30.52 2,554 23.87 1.0091
2014-05-15 2014-03-31 13F JPMORGAN CHASE common 46625H100 33,959 5,931 21.16 2,062 25.75 1.2056
2014-02-14 2013-12-31 13F/A-1 JPMORGAN CHASE COMMON STOCK 46625H100 28,028 28,028 1,639 1.5077
2014-02-13 2013-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 28,028 1,639 1.5077
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.