JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRetirement Income Solutions, Inc
Latest Disclosed Ownership4,083 shares
Latest Disclosed Value $ 1,201,055
Retirement Income Solutions, Inc reports 2.48% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Retirement Income Solutions, Inc filed a 13F-HR form disclosing ownership of 4,083 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,201,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,984 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.48% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,083 99 2.48 1,201 -6.39 0.2053
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,984 -147 -3.56 1,284 -1.53 0.2177
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,131 32 0.78 1,303 9.68 0.2228
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,099 -95 -2.27 1,188 15.56 0.2180
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,194 0 0.00 1,029 2.29 0.2153
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,194 -209 -4.75 1,005 8.30 0.2029
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,403 0 0.00 928 4.27 0.2121
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,403 -123 -2.72 891 -1.77 0.2152
2024-05-03 2024-03-31 13F JP Morgan Chase COM 46625H100 4,526 0 0.00 907 17.82 0.2056
2024-02-08 2023-12-31 13F JP Morgan Chase COM 46625H100 4,526 36 0.80 770 18.13 0.1914
2023-11-01 2023-09-30 13F JP Morgan Chase COM 46625H100 4,490 0 0.00 651 -0.31 0.1822
2023-07-28 2023-06-30 13F JP Morgan Chase COM 46625H100 4,490 0 0.00 653 11.62 0.1748
2023-05-05 2023-03-31 13F JP Morgan Chase COM 46625H100 4,490 238 5.60 585 2.63 0.1706
2023-02-08 2022-12-31 13F JP Morgan Chase COM 46625H100 4,252 0 0.00 570 0.1811
2022-11-02 2022-09-30 13F JP Morgan Chase COM 46625H100 4,252 0 0.00 0 0.1619
2022-08-16 2022-06-30 13F JP Morgan Chase COM 46625H100 4,252 104 2.51 0 0.1707
2022-06-02 2022-03-31 13F/A-1 JP Morgan Chase COM 46625H100 4,148 -600 -12.64 1 -100.00 0.1561
2022-05-06 2022-03-31 13F JP Morgan Chase COM 46625H100 4,148 -600 565 0.1561
2022-02-04 2021-12-31 13F JP Morgan Chase COM 46625H100 4,748 1,620 51.79 752 46.88 0.2010
2021-11-04 2021-09-30 13F JP Morgan Chase COM 46625H100 3,128 0 0.00 512 5.13 0.1715
2021-07-29 2021-06-30 13F JP Morgan Chase COM 46625H100 3,128 0 0.00 487 2.31 0.1666
2021-05-13 2021-03-31 13F JP Morgan Chase COM 46625H100 3,128 -13 -0.41 476 19.30 0.1640
2021-02-12 2020-12-31 13F JP Morgan Chase COM 46625H100 3,141 -156 -4.73 399 25.87 0.1446
2020-11-12 2020-09-30 13F JP Morgan Chase COM 46625H100 3,297 261 8.60 317 10.84 0.1404
2020-08-06 2020-06-30 13F JP Morgan Chase COM 46625H100 3,036 -1,009 -24.94 286 -21.43 0.1207
2020-05-11 2020-03-31 13F JP Morgan Chase COM 46625H100 4,045 -33 -0.81 364 -35.92 0.2043
2020-02-06 2019-12-31 13F JP Morgan Chase COM 46625H100 4,078 -883 -17.80 568 -2.74 0.2363
2019-10-25 2019-09-30 13F JP Morgan Chase COM 46625H100 4,961 716 16.87 584 22.95 0.3116
2019-07-23 2019-06-30 13F JP Morgan Chase COM 46625H100 4,245 -222 -4.97 475 5.09 0.2532
2019-05-13 2019-03-31 13F JP Morgan Chase COM 46625H100 4,467 0 0.00 452 3.67 0.2590
2019-01-30 2018-12-31 13F JP Morgan Chase COM 46625H100 4,467 -36 -0.80 436 -14.17 0.2823
2018-11-01 2018-09-30 13F JP Morgan Chase COM 46625H100 4,503 -147 -3.16 508 4.74 0.2846
2018-07-26 2018-06-30 13F JP Morgan Chase COM 46625H100 4,650 708 17.96 485 11.75 0.2954
2018-04-30 2018-03-31 13F JP Morgan Chase COM 46625H100 3,942 -154 -3.76 434 -0.91 0.2649
2018-02-06 2017-12-31 13F JP Morgan Chase COM 46625H100 4,096 4,096 438 0.2571
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.