JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership201,465 shares
Latest Disclosed Value $ 59,262,944
Moody Lynn & Lieberson, Llc reports 3.83% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 201,465 shares of JPMorgan Chase & Co. (MX:JPM) valued at $59,262,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 209,482 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.83% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 201,465 -8,017 -3.83 59,263 -12.20 3.3262
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 209,482 10,241 5.14 67,499 7.40 3.5773
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 199,241 159 0.08 62,847 8.89 3.3828
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 199,082 2,162 1.10 57,716 19.48 3.3309
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 196,920 1,649 0.84 48,304 3.20 3.0998
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 195,271 1,399 0.72 46,808 14.50 2.8682
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 193,872 548 0.28 40,880 4.55 2.5193
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 193,324 1,305 0.68 39,102 1.66 2.5599
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 192,019 1,722 0.90 38,461 18.82 2.5860
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 190,297 1,203 0.64 32,370 18.04 2.4632
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 189,094 15,121 8.69 27,422 8.38 2.3504
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 173,973 3,107 1.82 25,303 13.64 2.0426
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 170,866 4,460 2.68 22,266 101,104.55 2.0023
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 166,406 -1,334 -0.80 22 -99.87 2.0424
2022-10-26 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 167,740 -34,322 -16.99 17,529 -22.96 1.6917
2022-07-28 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 202,062 -8,773 -4.16 22,754 -20.83 2.0480
2022-04-27 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 210,835 -74,179 -26.03 28,741 -36.32 2.1042
2022-01-26 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 285,014 1,724 0.61 45,132 -2.67 3.0279
2021-10-26 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 283,290 -16,630 -5.54 46,372 -0.60 3.4758
2021-07-28 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 299,920 -3,259 -1.07 46,650 1.08 3.5148
2021-04-23 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 303,179 6,595 2.22 46,153 22.46 3.8346
2021-01-26 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 296,584 2,612 0.89 37,687 33.16 3.2345
2020-10-28 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 293,972 -5,180 -1.73 28,301 0.58 2.8042
2020-07-24 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 299,152 55,146 22.60 28,138 28.09 3.0561
2020-04-30 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 244,006 -8,545 -3.38 21,968 -37.60 3.0207
2020-01-28 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 252,551 14,891 6.27 35,206 25.87 3.3963
2019-10-28 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 237,660 -1,237 -0.52 27,970 4.72 3.1228
2019-07-23 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 238,897 3,823 1.63 26,709 12.24 2.9358
2019-04-23 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 235,074 -532 -0.23 23,797 3.47 2.7271
2019-01-29 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 235,606 -5,155 -2.14 23,000 -15.34 3.0914
2018-10-29 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 240,761 10,830 4.71 27,168 13.39 2.8841
2018-07-24 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 229,931 -43,847 -16.02 23,959 -20.42 2.8287
2018-04-27 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 273,778 11,847 4.52 30,107 -0.15 3.6370
2018-02-02 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 261,931 48,509 22.73 30,151 47.92 3.2180
2017-11-06 2017-09-30 13F J.P. MORGAN CHASE COM 46625H100 213,422 4,259 2.04 20,384 6.62 2.4787
2017-07-26 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 209,163 -86,406 -29.23 19,118 -26.36 2.5121
2017-05-02 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 295,569 7,947 2.76 25,963 4.61 3.6467
2017-01-25 2016-12-31 13F J.P. MORGAN CHASE COM 46625H100 287,622 94,560 48.98 24,819 93.05 3.5637
2016-10-25 2016-09-30 13F J.P. MORGAN CHASE COM 46625H100 193,062 193,062 0.00 12,856 2.1376
2016-07-29 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 0 -26,688 -100.00 0 -100.00
2016-05-02 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 26,688 -136,783 -83.67 1,580 -81.69 0.2488
2013-07-30 2013-06-30 13F J.P. MORGAN CHASE COM 46625H100 163,471 163,471 8,630 1.5100
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.