JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRDA Financial Network
Latest Disclosed Ownership29,795 shares
Latest Disclosed Value $ 8,764,430
RDA Financial Network reports 1.32% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - RDA Financial Network filed a 13F-HR form disclosing ownership of 29,795 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,764,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 29,407 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.32% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 29,795 388 1.32 8,764 -7.50 2.1932
2026-01-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 29,407 -518 -1.73 9,476 0.38 2.2813
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 29,925 -1,390 -4.44 9,439 3.98 2.3280
2025-07-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,315 794 2.60 9,079 21.27 2.4527
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 30,521 -176 -0.57 7,487 1.74 2.2323
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 30,697 610 2.03 7,358 15.98 2.1455
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 30,087 -603 -1.96 6,344 2.21 1.9681
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 30,690 -13 -0.04 6,207 0.94 2.0339
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,703 198 0.65 6,150 18.52 2.1074
2024-01-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 30,505 400 1.33 5,189 18.85 1.9661
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 30,105 266 0.89 4,366 0.60 1.8898
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,839 4,180 16.29 4,340 29.79 1.8250
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 25,659 347 1.37 3,344 -1.50 1.5255
2023-01-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 25,312 -8 -0.03 3,394 28.27 1.7070
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 25,320 373 1.50 2,646 -5.80 1.4447
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 24,947 508 2.08 2,809 -15.70 1.4172
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 24,439 1,258 5.43 3,332 -9.23 1.4067
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 23,181 -211 -0.90 3,671 -4.13 1.4978
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,392 -400 -1.68 3,829 3.46 1.6867
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 23,792 78 0.33 3,701 2.52 1.6344
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 23,714 -116 -0.49 3,610 19.22 1.5484
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 23,830 -60 -0.25 3,028 31.65 1.3649
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 23,890 234 0.99 2,300 3.37 1.0419
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 23,656 170 0.72 2,225 5.25 1.1098
2020-04-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 23,486 -281 -1.18 2,114 -33.73 1.2759
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,767 -131 -0.55 3,190 2.21 1.2976
2019-11-20 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,898 -408 -1.68 3,121 13.78 1.3317
2019-07-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 24,306 535 2.25 2,743 4.98 1.2354
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 23,771 23,771 2,613 1.2337
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.