JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPerkins Coie Trust Co
Latest Disclosed Ownership23,022 shares
Latest Disclosed Value $ 6,771,823
Perkins Coie Trust Co reports 3.22% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Perkins Coie Trust Co filed a 13F-HR form disclosing ownership of 23,022 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,771,823 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 22,304 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.22% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 23,022 718 3.22 6,772 -5.78 1.3021
2026-01-12 2025-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 22,304 197 0.89 7,186 3.07 1.3383
2025-10-09 2025-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 22,107 -790 -3.45 6,973 5.05 1.3119
2025-07-10 2025-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 22,897 -114 -0.50 6,638 17.59 1.1306
2025-04-11 2025-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 23,011 486 2.16 5,645 4.54 1.2800
2025-01-16 2024-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 22,525 -127 -0.56 5,399 13.04 1.1881
2024-10-08 2024-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 22,652 222 0.99 4,776 5.29 1.0593
2024-07-15 2024-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 22,430 1,687 8.13 4,537 9.20 1.0548
2024-04-12 2024-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 20,743 2,974 16.74 4,155 37.46 0.9737
2024-01-09 2023-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 17,769 1,942 12.27 3,022 31.68 0.7631
2023-10-11 2023-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 15,827 5,717 56.55 2,295 56.12 0.6477
2023-07-14 2023-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 10,110 7,490 285.88 1,470 331.09 0.4176
2023-04-13 2023-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,620 780 42.39 341 38.62 0.1023
2023-01-18 2022-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,840 -128 -6.50 247 19.42 0.0789
2022-10-07 2022-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,968 -91 -4.42 206 -11.21 0.0790
2022-07-08 2022-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,059 -20 -0.96 232 -18.02 0.0845
2022-04-15 2022-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,079 115 5.86 283 -9.00 0.0879
2022-01-13 2021-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,964 -26 -1.31 311 -4.60 0.0912
2021-10-13 2021-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,990 -78 -3.77 326 1.24 0.1020
2021-07-14 2021-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,068 286 16.05 322 18.82 0.0991
2021-04-13 2021-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,782 60 3.48 271 23.74 0.0903
2021-01-12 2020-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,722 -246 -12.50 219 15.87 0.0747
2020-10-13 2020-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,968 -1,934 -49.56 189 -48.50 0.0755
2020-07-13 2020-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 3,902 -1,596 -29.03 367 -25.86 0.1510
2020-04-10 2020-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 5,498 901 19.60 495 -22.78 0.2521
2020-01-09 2019-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 4,597 0 0.00 641 18.48 0.2626
2019-10-11 2019-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 4,597 1,667 56.89 541 64.94 0.2396
2019-07-10 2019-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,930 57 1.98 328 12.71 0.1490
2019-04-08 2019-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,873 0 0.00 291 3.93 0.1353
2019-01-15 2018-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,873 0 0.00 280 -13.58 0.1466
2018-10-12 2018-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,873 -40 -1.37 324 6.58 0.1504
2018-07-17 2018-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,913 -315 -9.76 304 -14.37 0.1502
2018-04-16 2018-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 3,228 526 19.47 355 22.84 0.1763
2018-01-12 2017-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,702 -280 -9.39 289 1.40 0.1443
2017-10-13 2017-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,982 -50 -1.65 285 2.89 0.1480
2017-07-10 2017-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 3,032 360 13.47 277 17.87 0.1491
2017-04-11 2017-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,672 0 0.00 235 1.73 0.1382
2017-01-10 2016-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,672 509 23.53 231 60.42 0.1402
2016-10-11 2016-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,163 0 0.00 144 7.46 0.0913
2016-07-08 2016-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,163 200 10.19 134 15.52 0.0884
2016-04-15 2016-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,963 63 3.32 116 -7.20 0.0789
2016-01-12 2015-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,900 0 0.00 125 7.76 0.0937
2015-10-14 2015-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,900 -365 -16.11 116 -24.18 0.0934
2015-07-09 2015-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,265 -100 -4.23 153 6.99 0.1154
2015-04-09 2015-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 2,365 500 26.81 143 22.22 0.1101
2015-01-07 2014-12-31 13F/A-1 JPMORGAN CHASE COMMON STOCK 46625H100 1,865 0 0.00 117 4.46 0.0933
2015-01-06 2014-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,865 112
2014-10-21 2014-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,865 1,630 693.62 112 700.00 0.0942
2014-07-18 2014-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 235 0 0.00 14 0.00 0.0131
2014-04-14 2014-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 235 0 0.00 14 0.00 0.0135
2014-02-10 2013-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 235 235 14 0.0138
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.