JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMPS Loria Financial Planners, LLC
Latest Disclosed Ownership1,264 shares
Latest Disclosed Value $ 371,762
MPS Loria Financial Planners, LLC reports 0.16% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - MPS Loria Financial Planners, LLC filed a 13F-HR form disclosing ownership of 1,264 shares of JPMorgan Chase & Co. (MX:JPM) valued at $371,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,262 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.16% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,264 2 0.16 372 -8.62 0.0981
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,262 2 0.16 407 2.27 0.1045
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,260 2 0.16 397 9.07 0.1056
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,258 3 0.24 365 18.57 0.1073
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,255 2 0.16 308 2.33 0.0913
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,253 1 0.08 300 13.64 0.0889
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,252 -397 -24.08 264 -20.72 0.0787
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,649 1 0.06 334 0.91 0.1075
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,648 -87 -5.01 330 11.86 0.1109
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,735 -217 -11.12 295 4.24 0.1037
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,952 441 29.19 283 29.22 0.1108
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,511 -205 -11.95 220 -1.79 0.0826
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,716 60 3.62 224 0.45 0.0904
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,656 1,656 222 0.0987
2022-11-14 2022-09-30 13F JP MORGAN CHASE CO COM COM 46625H100 0 -1,982 -100.00 0 -100.00
2022-07-19 2022-06-30 13F JP MORGAN CHASE CO COM COM 46625H100 1,982 0 0.00 223 -17.41 0.1006
2022-05-10 2022-03-31 13F JP MORGAN CHASE CO COM COM 46625H100 1,982 0 0.00 270 -13.74 0.1134
2022-02-07 2021-12-31 13F JP MORGAN CHASE CO COM COM 46625H100 1,982 0 0.00 313 -3.40 0.1276
2021-10-29 2021-09-30 13F JP MORGAN CHASE CO COM COM 46625H100 1,982 0 0.00 324 5.19 0.1484
2021-07-20 2021-06-30 13F JP MORGAN CHASE CO COM COM 46625H100 1,982 -699 -26.07 308 -24.51 0.1420
2021-05-03 2021-03-31 13F JP MORGAN CHASE and CO COM COM 46625H100 2,681 5 0.19 408 21.07 0.1900
2021-02-02 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,676 642 31.56 337 71.94 0.1513
2020-10-13 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,034 8 0.39 196 2.62 0.1014
2020-08-13 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,026 2,026 -89.46 191 10.40 0.1023
2020-05-05 2020-03-31 13F/A-1 JPMORGAN CHASE & CO. COM COM 46625H100 0 -2,012 -100.00 0 -100.00
2020-02-07 2019-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 2,012 6 0.30 280 18.64 0.1651
2019-11-12 2019-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 2,006 5 0.25 236 5.83 0.1534
2019-07-31 2019-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 2,001 5 0.25 223 10.40 0.1425
2019-04-25 2019-03-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 1,996 -672 -25.19 202 -22.31 0.1340
2019-01-10 2018-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,668 10 0.38 260 -13.33 0.1866
2018-11-08 2018-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 2,658 -562 -17.45 300 -10.71 0.1877
2018-08-02 2018-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,220 10 0.31 336 -4.82 0.3384
2018-04-20 2018-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,210 10 0.31 353 3.22 0.2488
2018-01-24 2017-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,200 11 0.34 342 12.13 0.2336
2017-10-24 2017-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,189 0 0.00 305 3.04 0.2182
2017-09-18 2017-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,189 3,189 296 0.1982
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.