JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionResources Investment Advisors, LLC.
Latest Disclosed Ownership108,507 shares
Latest Disclosed Value $ 31,918,555
Resources Investment Advisors, LLC. reports 3.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Resources Investment Advisors, LLC. filed a 13F-HR form disclosing ownership of 108,507 shares of JPMorgan Chase & Co. (MX:JPM) valued at $31,918,555 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 112,865 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.86% 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 108,507 -4,358 -3.86 31,919 -12.23 0.3120
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 112,865 2,588 2.35 36,367 4.55 0.3564
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 110,277 -1,118 -1.00 34,785 7.71 0.3571
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 111,395 -23,032 -17.13 32,295 -2.06 0.3586
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 134,427 -9,390 -6.53 32,975 -4.35 0.3907
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 143,817 2,079 1.47 34,474 15.35 0.3997
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 141,738 -2,850 -1.97 29,887 2.20 0.3413
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 144,588 1,418 0.99 29,244 1.98 0.3655
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 143,170 -7,351 -4.88 28,677 12.00 0.4506
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 150,521 16,975 12.71 25,604 32.21 0.4481
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 133,546 6,556 5.16 19,367 4.86 0.4194
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 126,990 7,038 5.87 18,469 18.16 0.4087
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 119,952 9,479 8.58 15,631 5.52 0.3665
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 110,473 42,792 63.23 14,814 109.47 0.4296
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 67,681 15,523 29.76 7,072 20.39 0.2622
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 52,158 967 1.89 5,874 -15.82 0.2522
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 51,191 3,615 7.60 6,978 -7.38 0.2636
2022-02-23 2021-12-31 13F JPMORGAN CHASE COM 46625H100 47,576 2,838 6.34 7,534 2.88 0.2667
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 44,738 1,938 4.53 7,323 10.00 0.2903
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 42,800 1,241 2.99 6,657 5.23 0.2741
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 41,559 -1,987 -4.56 6,326 13.45 0.2958
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 43,546 650 1.52 5,576 34.82 0.2905
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 42,896 -5,455 -11.28 4,136 -9.46 0.2857
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 48,351 2,596 5.67 4,568 11.58 0.3291
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 45,755 4,968 12.18 4,094 -28.00 0.3626
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 40,787 -630 -1.52 5,686 16.66 0.4478
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 41,417 -8,613 -17.22 4,874 -12.86 0.4372
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 50,030 9,016 21.98 5,593 33.52 0.4330
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 41,014 2,545 6.62 4,189 11.56 0.6123
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 38,469 31,278 434.96 3,755 362.44 0.6333
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,191 824 12.94 812 22.47 0.1904
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,367 944 17.41 663 11.24 0.1391
2018-05-14 2018-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 5,423 888 19.58 596 22.89 0.1309
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,535 3,379 292.30 485 340.91 0.0554
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,156 -3,109 -72.90 110 -71.72 0.0404
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,265 4,265 389 0.1160
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.