JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNicholas Hoffman & Company, LLC.
Latest Disclosed Ownership12,683 shares
Latest Disclosed Value $ 3,730,830
Nicholas Hoffman & Company, LLC. reports 0.57% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Nicholas Hoffman & Company, LLC. filed a 13F-HR form disclosing ownership of 12,683 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,730,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 12,611 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.57% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,683 72 0.57 3,731 -8.20 0.0861
2026-02-02 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,611 129 1.03 4,064 3.20 0.0942
2025-11-12 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,482 270 2.21 3,937 11.21 0.0953
2025-08-06 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,212 189 1.57 3,540 20.04 0.0915
2025-06-23 2025-03-31 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 12,023 -121 -1.00 2,949 1.31 0.1121
2025-05-09 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,023 -121 2,949 0.1121
2025-06-23 2024-12-31 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 12,144 -774 -5.99 2,911 6.90 0.1165
2025-01-31 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,144 -774 2,911 0.1165
2025-06-23 2024-09-30 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 12,918 24 0.19 2,724 4.45 0.1149
2024-10-25 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,918 24 2,724 0.1149
2024-08-02 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,894 49 0.38 2,608 1.36 0.1223
2024-04-22 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,845 -1,077 -7.74 2,573 8.61 0.1305
2024-02-01 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,922 1,116 8.71 2,368 27.52 0.1426
2023-11-06 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,806 110 0.87 1,857 0.60 0.1371
2023-08-09 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,696 572 4.72 1,847 16.91 0.0722
2023-05-15 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,124 -20 -0.16 1,580 -3.01 0.1422
2023-02-13 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,144 -187 -1.52 1,628 26.30 0.1752
2022-11-04 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,331 -277 -2.20 1,289 -9.23 0.0607
2022-08-09 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,608 346 2.82 1,420 -15.07 0.0664
2022-05-10 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,262 -332 -2.64 1,672 -16.15 0.0667
2022-02-10 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,594 478 3.95 1,994 0.55 0.0639
2021-11-04 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,116 221 1.86 1,983 7.19 0.3477
2021-08-10 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,895 1,676 16.40 1,850 18.89 0.3338
2021-05-11 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,219 -373 -3.52 1,556 15.60 0.3136
2021-02-11 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,592 355 3.47 1,346 36.51 0.3104
2020-11-12 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,237 -2,131 -17.23 986 -15.22 0.2610
2020-08-12 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,368 2,100 20.45 1,163 25.87 0.3352
2020-05-11 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,268 419 4.25 924 -32.70 0.3109
2020-02-12 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,849 2,053 26.33 1,373 49.56 0.3792
2019-11-08 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,796 -834 -9.66 918 -4.87 0.2795
2019-08-12 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,630 13 0.15 965 10.67 0.2999
2019-05-13 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,617 683 8.61 872 12.66 0.2797
2019-02-08 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,934 -653 -7.60 774 -20.12 0.2661
2018-11-09 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,587 -1,131 -11.64 969 -4.34 0.3262
2018-08-07 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,718 517 5.62 1,013 0.10 0.3720
2018-05-07 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,201 2,289 33.12 1,012 36.94 0.3941
2018-02-09 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,912 23 0.33 739 12.31 0.2900
2017-11-13 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,889 189 2.82 658 7.52 0.2771
2017-08-14 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,700 -571 -7.85 612 -4.23 0.2784
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,271 -483 -6.23 639 -5.47 0.2996
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,754 -9 -0.12 676 30.75 0.3411
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,763 2,674 52.54 517 63.61 0.2829
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 5,089 5,089 316 0.1827
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.