JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPrudent Man Advisors, LLC
Latest Disclosed Ownership20,849 shares
Latest Disclosed Value $ 6,132,942
Prudent Man Advisors, LLC reports 54.88% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Prudent Man Advisors, LLC filed a 13F-HR form disclosing ownership of 20,849 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,132,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 13,461 shares of JPMorgan Chase & Co.. This represents a change in shares of 54.88% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,849 7,388 54.88 6,133 41.39 1.8367
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,461 -244 -1.78 4,337 0.35 1.5790
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,461 4,337
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,705 -5,314 -27.94 4,323 -21.60 1.5925
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,019 1,887 11.01 5,514 31.20 1.7511
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,132 481 2.89 4,202 5.29 1.5258
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,651 -1,793 -9.72 3,991 2.62 1.4500
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,444 -1,937 -9.50 3,889 -5.65 1.2975
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,381 789 4.03 4,122 5.05 1.4574
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,592 -1,160 -5.59 3,924 11.19 1.4719
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,752 677 3.37 3,530 21.23 1.3173
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,075 2,687 15.45 2,911 145,450.00 1.1550
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,388 -423 -2.37 3 0.00 0.9508
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 17,811 4,008 29.04 2 100.00 0.9072
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,803 1,794 14.94 2 -99.92 0.7480
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,009 241 2.05 1,255 -5.28 0.5944
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 11,768 -140 -1.18 1,325 -18.36 0.6184
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 11,908 5,462 84.73 1,623 58.96 0.6579
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,446 -1,033 -13.81 1,021 -16.58 0.3885
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,479 7 0.09 1,224 5.34 0.4631
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,472 -24 -0.32 1,162 1.84 0.4485
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,496 286 3.97 1,141 24.56 0.4793
2021-02-11 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 7,210 -318 -4.22 916 26.34 0.3837
2020-11-16 2020-09-30 13F/A-1 JPMORGAN CHASE & CO COM Common Stock 46625H100 7,528 255 3.51 725 5.99 0.3844
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,273 0 684 577,049.6229
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,273 7,273 684 0.6070
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.