JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNew England Professional Planning Group Inc.
Latest Disclosed Ownership1,427 shares
Latest Disclosed Value $ 419,766
New England Professional Planning Group Inc. ownership in JPM / JPMorgan Chase & Co.

On May 13, 2026 - New England Professional Planning Group Inc. filed a 13F-HR form disclosing ownership of 1,427 shares of JPMorgan Chase & Co. (MX:JPM) valued at $419,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,427 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,427 0 0.00 420 -8.71 0.1754
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,427 0 0.00 460 2.00 0.1927
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,427 0 0.00 450 8.96 0.2063
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,427 0 0.00 414 18.00 0.1885
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,427 -104 -6.79 350 -4.37 0.1743
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,531 90 6.25 367 20.79 0.1828
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,441 0 0.00 304 4.12 0.1504
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,441 -4 -0.28 291 0.69 0.1531
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,445 -7 -0.48 289 17.48 0.1510
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,452 -45 -3.01 247 13.36 0.1404
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,497 0 0.00 217 0.00 0.1345
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,497 1,497 218 0.1279
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,497 -100.00 0 -100.00
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,497 1,497 201 0.1129
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -1,668 -100.00 0 -100.00
2022-04-21 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,668 -119 -6.66 227 -24.08 0.1358
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,668 -119 378 0.2346
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,787 -183 -9.29 299 -10.48 0.1823
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,970 0 0.00 334 5.36 0.1979
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,970 -116 -5.56 317 -5.65 0.1912
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,086 161 8.36 336 37.14 0.2060
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,925 -69 -3.46 245 18.36 0.1726
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,994 -825 -29.27 207 -27.11 0.1648
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,819 -463 -14.11 284 -5.65 0.2193
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,282 185 5.97 301 -30.32 0.2791
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,097 -155 -4.77 432 18.03 0.3427
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,252 702 27.53 366 37.59 0.4198
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,550 -82 -3.12 266 -7.32 0.3416
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,632 -1,371 -34.25 287 -34.17 0.3810
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,003 318 8.63 436 84.75 0.5325
2016-07-28 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,685 0 0.00 236 6.79 0.2646
2016-05-13 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,685 -472 -11.35 221 -19.34 0.2215
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 2,000 -2,157 221 0.2223
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 4,157 595 16.70 274 14.17 0.3054
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,562 -175 -4.68 240 -5.51 0.2717
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,737 0 0.00 254 5.83 0.3332
2015-05-19 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,737 3,737 240 0.3236
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.