JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRehmann Capital Advisory Group
Latest Disclosed Ownership34,167 shares
Latest Disclosed Value $ 10,049,846
Rehmann Capital Advisory Group reports 2.40% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Rehmann Capital Advisory Group filed a 13F-HR form disclosing ownership of 34,167 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,049,846 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 4, 2026 disclosing 33,366 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.40% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 34,167 801 2.40 10,050 -6.56 0.5233
2026-03-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 33,366 -101 -0.30 10,755 1.89 0.5604
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 33,467 86 0.26 10,556 9.07 0.5780
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 33,381 1,383 4.32 9,678 23.29 0.5861
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 31,998 2,030 6.77 7,849 9.27 0.4941
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 29,968 1,406 4.92 7,184 19.14 0.4553
2024-11-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,562 -1,045 -3.53 6,029 0.67 0.3941
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 29,607 2,310 8.46 5,989 9.55 0.4292
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 27,297 707 2.66 5,468 20.87 0.4076
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 26,590 468 1.79 4,523 19.40 0.3748
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 26,122 -157 -0.60 3,788 -0.89 0.3528
2023-08-23 2023-06-30 13F/A-1 JPMORGANCHASE&CO COM 46625H100 26,279 1,702 6.93 3,822 19.36 0.3427
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,577 0 3,203 0.3012
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 24,577 502 2.09 3,203 -0.81 0.3012
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,075 -210 -0.86 3,229 27.24 0.3308
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,285 1,100 4.74 2,538 -2.80 0.2814
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 23,185 -111 -0.48 2,611 -17.80 0.2873
2022-06-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 23,296 375 1.64 3,176 -12.51 0.3017
2022-03-02 2021-12-31 13F JPMORGAN CHASE JPM 46625H100 22,921 -128 -0.56 3,630 -3.20 0.3374
2021-11-16 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,049 278 1.22 3,749 5.28 0.3553
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 22,771 -1,653 -6.77 3,562 -4.22 0.3444
2021-05-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,424 1,492 6.51 3,718 28.21 0.3802
2021-02-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 22,932 -930 -3.90 2,900 26.25 0.3274
2020-11-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 23,862 325 1.38 2,297 2.73 0.2913
2020-11-20 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 23,537 -1,758 -6.95 2,237 -2.40 0.3052
2020-08-25 2020-06-30 13F JPMORGAN CHASE &CO COM 46625H100 6,022 0 542 286,387.8320
2020-11-20 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 25,295 -96,227 -79.18 2,292 -57.17 0.3740
2020-08-24 2020-03-31 13F JPMORGAN CHASE &CO COM 46625H100 6,022 -115,500 542 302,447.5710
2020-01-02 2019-09-30 13F JPMORGAN CHASE ALERIAN ML ETN 46625H100 121,522 95,751 371.55 5,349 85.66 0.6471
2019-08-27 2019-06-30 13F JPMORGAN CHASE COM 46625H100 25,771 1,950 8.19 2,881 19.49 0.3548
2019-05-22 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 23,821 22,246 1,412.44 2,411 1,475.82 0.3268
2019-02-12 2018-12-31 13F J P MORGAN CHASE COM 46625H100 1,575 -19,993 -92.70 154 -93.71 0.0231
2018-12-07 2018-09-30 13F/A-1 JPMORGANCHASE&CO COM 46625H100 21,568 -20,028 -48.15 2,434 -29.62 0.3355
2018-11-20 2018-09-30 13F JPMORGANCHASE&CO COM 46625H100 2,352,612 2,311,016 11,266
2018-09-20 2018-06-30 13F JPMORGAN CHASE &CO COM 46625H100 41,596 9,578 29.91 3,457 -1.82 0.5018
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 32,018 916 2.95 3,521 5.86 0.5481
2018-02-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 31,102 -1,720 -5.24 3,326 6.09 0.5610
2017-10-25 2017-09-30 13F JPMORGAN CHASE COM 46625H100 32,822 -88 -0.27 3,135 4.22 0.5652
2017-07-19 2017-06-30 13F JPMORGAN CHASE COM 46625H100 32,910 -1,482 -4.31 3,008 -0.43 0.5747
2017-04-24 2017-03-31 13F JPMORGAN CHASE COM 46625H100 34,392 1,231 3.71 3,021 5.59 0.5042
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 33,161 -3,621 -9.84 2,861 16.82 0.5235
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 36,782 -11,211 -23.36 2,449 -17.87 0.4745
2016-07-25 2016-06-30 13F JPMORGAN CHASE COM 46625H100 47,993 2,574 5.67 2,982 10.86 0.5582
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 45,419 19,417 74.68 2,690 56.67 0.5237
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 26,002 1,098 4.41 1,717 13.11 0.3607
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 24,904 -840 -3.26 1,518 -12.96 0.3434
2015-07-08 2015-06-30 13F JPMORGAN CHASE COM 46625H100 25,744 851 3.42 1,744 15.65 0.3980
2015-04-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 24,893 -237 -0.94 1,508 -4.13 0.3421
2015-03-09 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 25,130 -1,745 -6.49 1,573 -2.84 0.3621
2015-09-01 2014-09-30 13F JPMORGAN CHASE COM 46625H100 26,875 348 1.31 1,619 5.96 0.3834
2015-09-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 26,527 154 0.58 1,528 -4.56 0.3648
2015-08-31 2014-03-31 13F JPMORGAN CHASE COM 46625H100 26,373 1,677 6.79 1,601 10.87 0.4327
2015-08-31 2013-12-31 13F JPMORGAN CHASE COM 46625H100 24,696 2,899 13.30 1,444 28.13 0.4368
2015-08-31 2013-09-30 13F JPMORGAN CHASE COM 46625H100 21,797 -2,188 -9.12 1,127 -10.98 0.3646
2015-08-31 2013-06-30 13F JPMORGAN CHASE COM 46625H100 23,985 5,721 31.32 1,266 46.02 0.4394
2015-08-31 2013-03-31 13F JPMORGAN CHASE COM 46625H100 18,264 993 5.75 867 14.23 0.3102
2015-08-31 2012-12-31 13F JPMORGAN CHASE COM 46625H100 17,271 -2,790 -13.91 759 -6.53 0.3023
2015-08-31 2012-09-30 13F JPMORGAN CHASE COM 46625H100 20,061 -14,549 -42.04 812 -34.36 0.2983
2015-08-31 2012-06-30 13F JPMORGAN CHASE COM 46625H100 34,610 1,613 4.89 1,237 -18.46 0.4066
2015-08-31 2012-03-31 13F JPMORGAN CHASE COM 46625H100 32,997 583 1.80 1,517 40.72 0.4615
2015-08-31 2011-12-31 13F JPMORGAN CHASE COM 46625H100 32,414 2,490 8.32 1,078 19.64 0.3457
2015-08-31 2011-09-30 13F JPMORGAN CHASE COM 46625H100 29,924 -415 -1.37 901 -27.46 0.3296
2015-08-31 2011-06-30 13F JPMORGAN CHASE COM 46625H100 30,339 -13,232 -30.37 1,242 -38.18 0.3851
2015-08-31 2011-03-31 13F JPMORGAN CHASE COM 46625H100 43,571 24,522 128.73 2,009 148.64 0.6981
2015-08-31 2010-12-31 13F JPMORGAN CHASE COM 46625H100 19,049 -4,212 -18.11 808 -8.70 0.4425
2015-08-31 2010-09-30 13F JPMORGAN CHASE COM 46625H100 23,261 -17,902 -43.49 885 -41.27 0.5669
2015-08-31 2010-06-30 13F JPMORGAN CHASE COM 46625H100 41,163 -1,384 -3.25 1,507 -20.85 1.1198
2015-08-27 2010-03-31 13F JPMORGAN CHASE COM 46625H100 42,547 944 2.27 1,904 9.80 1.1645
2015-08-27 2009-12-31 13F JPMORGAN CHASE COM 46625H100 41,603 -2,416 -5.49 1,734 -10.11 1.1216
2015-08-27 2009-09-30 13F JPMORGAN CHASE COM 46625H100 44,019 -3,934 -8.20 1,929 17.91 1.1912
2015-08-27 2009-06-30 13F JP MORGAN CHASE COM 46625H100 47,953 16,356 51.76 1,636 108.41 1.3698
2015-08-27 2009-03-31 13F JPMORGAN & CHASE COM 46625H100 31,597 1,306 4.31 785 -17.80 0.9360
2015-08-27 2008-12-31 13F JPMORGAN & CHASE COM 46625H100 30,291 30,291 955 0.8502
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.