JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPlan Group Financial, LLC
Latest Disclosed Ownership39,302 shares
Latest Disclosed Value $ 11,560,971
Plan Group Financial, LLC reports 0.84% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Plan Group Financial, LLC filed a 13F-HR form disclosing ownership of 39,302 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,560,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 38,974 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.84% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 39,302 328 0.84 11,561 -7.95 2.7109
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 38,974 32,656 516.87 12,558 530.42 3.2594
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,318 941 17.50 1,993 27.86 0.5350
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,377 470 9.58 1,559 29.51 0.5126
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,907 2,960 152.03 1,204 158.15 0.4298
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,947 74 3.95 467 18.27 0.2465
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,873 836 80.62 395 88.52 0.2085
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,037 1,037 210 0.1283
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,600 -100.00 0 -100.00
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,600 3,600 527 0.4400
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.