JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNvest Financial, LLC
Latest Disclosed Ownership19,725 shares
Latest Disclosed Value $ 5,802,236
Nvest Financial, LLC reports 1.48% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Nvest Financial, LLC filed a 13F-HR form disclosing ownership of 19,725 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,802,236 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 19,437 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.48% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 19,725 288 1.48 5,802 -7.36 2.1617
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,437 4,823 33.00 6,263 35.89 2.6037
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,614 -4,733 -24.46 4,610 -17.81 2.6486
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,347 282 1.48 5,609 19.93 2.9212
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,065 0 0.00 4,677 2.32 2.5038
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,065 1,497 8.52 4,570 23.38 2.3204
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,568 -214 -1.20 3,704 3.00 2.1134
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 17,782 17 0.10 3,597 1.07 2.2114
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,765 527 3.06 3,558 21.35 2.3707
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 17,238 944 5.79 2,932 24.08 2.3061
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 16,294 431 2.72 2,363 2.43 2.2070
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,863 1,509 10.51 2,307 23.37 2.0202
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,354 719 5.27 1,870 2.30 1.9477
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,635 620 4.76 1,829 34.41 2.2879
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,015 216 1.69 1,360 -5.62 1.9228
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 12,799 -148 -1.14 1,441 -18.36 1.5117
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,947 12,947 1,765 1.4503
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.