JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMoller Financial Services
Latest Disclosed Ownership5,981 shares
Latest Disclosed Value $ 1,759,380
Moller Financial Services reports 3.23% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Moller Financial Services filed a 13F-HR form disclosing ownership of 5,981 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,759,380 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 5,794 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.23% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,981 187 3.23 1,759 -5.73 0.3474
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,794 1 0.02 1,867 2.13 0.3909
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,793 0 0.00 1,827 8.81 0.3811
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,793 -183 -3.06 1,679 14.61 0.3708
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,976 2,539 73.87 1,466 78.01 0.3625
2025-01-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,437 -2,139 -38.36 824 -29.96 0.2167
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 1,176 4.26 0.2938
2024-07-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 1,128 0.99 0.3009
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 1,117 17.72 0.3026
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 948 17.33 0.2673
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 809 -0.25 0.2569
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 811 11.57 0.2477
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 727 -2.81 0.2241
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 748 28.13 0.2402
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,576 -315 -5.35 583 -12.07 0.2100
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,891 0 0.00 663 -17.43 0.2248
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,891 315 5.65 803 -9.06 0.2497
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,576 0 0.00 883 -3.29 0.2818
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,576 -25 -0.45 913 4.82 0.3018
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,601 -275 -4.68 871 -2.68 0.2861
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,876 -6,684 -53.22 895 -43.92 0.3120
2021-01-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 12,560 9,313 286.82 1,596 409.90 0.6599
2020-10-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,247 0 0.00 313 2.62 0.1403
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,247 -658 -16.85 305 -13.35 0.1334
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,905 0 0.00 352 -35.29 0.1822
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,905 -215 -5.22 544 12.16 0.2408
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,120 -636 -13.37 485 -8.83 0.2346
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,756 -328 -6.45 532 3.30 0.2727
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,084 -7,692 -60.21 515 -60.08 0.2309
2019-01-16 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,776 7,364 136.07 1,290 111.13 0.8421
2018-10-17 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,412 0 0.00 611 8.33 0.2676
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,412 -190 -3.39 564 -8.44 0.2190
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,602 0 0.00 616 2.84 0.2670
2018-01-19 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,602 0 0.00 599 11.96 0.2280
2017-10-26 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,602 0 0.00 535 4.49 0.2047
2017-10-26 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,602 535
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,602 0 0.00 512 4.07 0.2156
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,602 -200 -3.45 492 -1.80 0.2152
2017-01-26 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,802 0 0.00 501 29.79 0.2473
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 5,802 0 0.00 386 6.93 0.1775
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 5,802 5,802 0.00 361 0.1768
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -5,892 -100.00 0 -100.00
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,892 0 0.00 389 8.36 0.2144
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 5,892 0 0.00 359 -10.03 0.3326
2015-07-31 2015-06-30 13F JPMORGAN CHASE COM 46625H100 5,892 -10,971 -65.06 399 -60.96 0.1812
2015-05-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 16,863 16,863 0.00 1,022 0.4719
2015-02-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -17,000 -100.00 0 -100.00
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 17,000 227 1.35 1,010 4.55 0.4761
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 16,773 -15,376 -47.83 966 -50.51 0.4390
2014-05-12 2014-03-31 13F JPMORGAN CHASE COM 46625H100 32,149 0 0.00 1,952 3.83 0.9959
2014-02-06 2013-12-31 13F JPMORGAN CHASE COM 46625H100 32,149 0 0.00 1,880 13.12 1.0094
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 32,149 0 0.00 1,662 -2.06 1.0441
2013-07-31 2013-06-30 13F JPMORGAN CHASE COM 46625H100 32,149 32,149 1,697 1.2389
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.