JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRonald Blue Trust, Inc.
Latest Disclosed Ownership41,549 shares
Latest Disclosed Value $ 12,222,216
Ronald Blue Trust, Inc. reports 10.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Ronald Blue Trust, Inc. filed a 13F-HR form disclosing ownership of 41,549 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,222,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 46,512 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.67% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 41,549 -4,963 -10.67 12,222 -18.45 0.0669
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 46,512 -2,007 -4.14 14,987 -2.07 0.1693
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 48,519 865 1.82 15,304 10.78 0.1718
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 47,654 363 0.77 13,815 19.09 0.1629
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 47,291 2,643 5.92 11,600 8.39 0.1487
2025-01-30 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 44,648 -7,170 -13.84 10,703 2.12 0.1371
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 67,002 15,184 14,128 0.0779
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 51,818 18,108 53.72 10,481 55.21 0.1368
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,710 4,693 16.17 6,752 16.17 0.0926
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 29,017 27 0.09 5,812 145,200.00 0.0819
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,990 -4,034 -12.22 4 0.00 0.0674
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 33,024 4,827 17.12 5 33.33 0.0733
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 28,197 -9,170 -24.54 4 -40.00 0.0583
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 37,367 -3,562 -8.70 5 25.00 0.0822
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 40,929 8,693 26.97 4 -99.89 0.0765
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,236 3,466 12.05 3,630 -7.45 0.0638
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 28,770 28,770 3,922 0.0610
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.