JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPhillips Financial Management, Llc
Latest Disclosed Ownership30,340 shares
Latest Disclosed Value $ 8,924,860
Phillips Financial Management, Llc reports 0.09% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Phillips Financial Management, Llc filed a 13F-HR form disclosing ownership of 30,340 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,924,860 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 30,313 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.09% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,340 27 0.09 8,925 -8.63 0.6473
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 30,313 119 0.39 9,767 2.55 0.6294
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 30,194 1,273 4.40 9,524 14.06 0.6283
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,921 12,776 79.13 8,350 110.86 0.6059
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,145 45 0.28 3,960 2.62 0.3061
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,100 188 1.18 3,859 15.02 0.3035
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,912 50 0.32 3,355 4.58 0.2602
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,862 323 2.08 3,208 3.08 0.2646
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,539 238 1.56 3,113 19.60 0.2549
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,301 -115 -0.75 2,603 16.42 0.2261
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,416 -153 -0.98 2,236 -1.28 0.2120
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,569 108 0.70 2,264 12.41 0.2101
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,461 60 0.39 2,015 -2.47 0.1944
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,401 179 1.18 2,065 29.79 0.2101
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,222 659 4.53 1,591 -2.99 0.1754
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,563 233 1.63 1,640 -16.03 0.1778
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,330 -3 -0.02 1,953 -13.96 0.1848
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,333 3 0.02 2,270 -3.24 0.2224
2021-11-09 2021-09-30 13F JP MORGAN CHASE COM 46625H100 14,330 11 0.08 2,346 5.34 0.2429
2021-08-10 2021-06-30 13F JP MORGAN CHASE COM 46625H100 14,319 961 7.19 2,227 9.54 0.2295
2021-05-17 2021-03-31 13F JP MORGAN CHASE COM 46625H100 13,358 39 0.29 2,033 20.15 0.2500
2021-02-16 2020-12-31 13F JP MORGAN CHASE COM 46625H100 13,319 -968 -6.78 1,692 23.05 0.2311
2020-11-06 2020-09-30 13F JP MORGAN CHASE COM 46625H100 14,287 16 0.11 1,375 2.46 0.2152
2020-08-07 2020-06-30 13F JP MORGAN CHASE COM 46625H100 14,271 1,001 7.54 1,342 19.93 0.2197
2020-05-15 2020-03-31 13F JP MORGAN CHASE COM 46625H100 13,270 -121 -0.90 1,119 -40.06 0.2219
2020-02-19 2019-12-31 13F JP MORGAN CHASE COM 46625H100 13,391 34 0.25 1,867 18.77 0.3061
2019-11-12 2019-09-30 13F JP MORGAN CHASE COM 46625H100 13,357 -93 -0.69 1,572 2.81 0.2764
2019-08-06 2019-06-30 13F JP MORGAN CHASE COM 46625H100 13,450 60 0.45 1,529 9.14 0.2800
2019-05-07 2019-03-31 13F JP MORGAN CHASE COM 46625H100 13,390 14 0.10 1,401 7.27 0.2671
2019-02-04 2018-12-31 13F JP MORGAN CHASE COM 46625H100 13,376 14 0.10 1,306 -13.91 0.2791
2018-11-14 2018-09-30 13F JP MORGAN CHASE COM 46625H100 13,362 -79 -0.59 1,517 7.44 0.3121
2018-08-09 2018-06-30 13F JP MORGAN CHASE COM 46625H100 13,441 10 0.07 1,412 -3.62 0.2982
2018-05-11 2018-03-31 13F JP MORGAN CHASE COM 46625H100 13,431 8 0.06 1,465 0.76 0.3175
2018-02-01 2017-12-31 13F JP MORGAN CHASE COM 46625H100 13,423 -757 -5.34 1,454 7.39 0.3065
2017-11-14 2017-09-30 13F JP MORGAN CHASE COM 46625H100 14,180 152 1.08 1,354 3.99 0.2965
2017-08-11 2017-06-30 13F JP MORGAN CHASE COM 46625H100 14,028 294 2.14 1,302 12.34 0.2974
2017-05-11 2017-03-31 13F JP MORGAN CHASE COM 46625H100 13,734 239 1.77 1,159 -1.36 0.2808
2017-02-01 2016-12-31 13F JP MORGAN CHASE COM 46625H100 13,495 -576 -4.09 1,175 23.68 0.2941
2016-10-31 2016-09-30 13F JP MORGAN CHASE COM 46625H100 14,071 -87 -0.61 950 5.09 0.2526
2016-08-08 2016-06-30 13F JP MORGAN CHASE COM 46625H100 14,158 -536 -3.65 904 2.73 0.2420
2016-05-05 2016-03-31 13F JP MORGAN CHASE COM 46625H100 14,694 13 0.09 880 4.51 0.2441
2016-01-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 14,681 14 0.10 842 -7.47 0.2546
2015-10-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 14,667 1,576 12.04 910 0.33 0.2653
2015-07-28 2015-06-30 13F JPMORGAN CHASE COM 46625H100 13,091 -115 -0.87 907 8.62 0.2506
2015-04-29 2015-03-31 13F JPMORGAN CHASE COM 46625H100 13,206 14 0.11 835 7.19 0.2285
2015-01-23 2014-12-31 13F JPMORGAN CHASE COM 46625H100 13,192 -771 -5.52 779 -4.65 0.2232
2014-10-22 2014-09-30 13F JPMORGAN CHASE COM 46625H100 13,963 -87 -0.62 817 4.61 0.2468
2014-07-21 2014-06-30 13F JPMORGAN CHASE COM 46625H100 14,050 -266 -1.86 781 -1.26 0.2331
2014-04-25 2014-03-31 13F JPMORGAN CHASE COM 46625H100 14,316 -188 -1.30 791 -7.05 0.2486
2014-01-23 2013-12-31 13F JPMORGAN CHASE COM 46625H100 14,504 -1,329 -8.39 851 2.04 0.2822
2013-11-08 2013-09-30 13F JPMORGAN CHASE COM 46625H100 15,833 -188 -1.17 834 -5.76 0.2952
2013-07-24 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 16,021 16,021 885 0.3218
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.