JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMeans Investment Co., Inc.
Latest Disclosed Ownership65,159 shares
Latest Disclosed Value $ 19,167,125
Means Investment Co., Inc. reports 3.04% increase in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Means Investment Co., Inc. filed a 13F-HR form disclosing ownership of 65,159 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,167,125 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 63,237 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.04% 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)
2026-04-24 2026-03-31 13F JPMORGAN CHASE COM 46625H100 65,159 1,922 3.04 19,167 -5.93 1.6697
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 63,237 -1,382 -2.14 20,376 -0.03 1.7166
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 64,619 596 0.93 20,383 9.82 1.7641
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 64,023 717 1.13 18,561 19.52 1.7584
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 63,306 -17,914 -22.06 15,529 -20.24 1.6491
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 81,220 -829 -1.01 19,469 12.54 2.0266
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 82,049 -596 -0.72 17,301 3.50 1.9221
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 82,645 299 0.36 16,716 1.35 1.9984
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 82,346 -901 -1.08 16,494 16.48 2.1336
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 83,247 -2,523 -2.94 14,160 13.84 2.0406
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 85,770 -3,948 -4.40 12,438 -4.68 2.0366
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 89,718 -275 -0.31 13,049 11.26 2.0650
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 89,993 2,605 2.98 11,727 0.08 2.0600
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 87,388 -1,455 -1.64 11,719 26.22 2.3487
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 88,843 1,359 1.55 9,284 -5.77 2.0142
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 87,484 2,155 2.53 9,852 -15.30 2.0884
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 85,329 3,360 4.10 11,632 -10.39 2.1058
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 81,969 3,262 4.14 12,980 0.75 2.2920
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 78,707 407 0.52 12,884 5.79 2.5442
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 78,300 2,758 3.65 12,179 5.90 2.4352
2021-04-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 75,542 411 0.55 11,500 9.91 2.6168
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 75,131 2,903 4.02 10,463 40.69 2.3853
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 72,228 5,413 8.10 7,437 7.21 2.0437
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 66,815 1,910 2.94 6,937 19.62 2.1736
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 64,905 1,540 2.43 5,799 -33.78 2.2439
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 63,365 1,271 2.05 8,757 9.48 2.9344
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 62,094 1,242 2.04 7,999 15.96 3.0199
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 60,852 239 0.39 6,898 12.42 2.8293
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 60,613 4,727 8.46 6,136 12.46 2.6953
2019-04-16 2018-12-31 13F JPMORGAN CHASE COM 46625H100 55,886 55,886 5,456 3.0203
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.