JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrategic Financial Services, Inc,
Latest Disclosed Ownership24,789 shares
Latest Disclosed Value $ 7,291,932
Strategic Financial Services, Inc, reports 0.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Strategic Financial Services, Inc, filed a 13F-HR form disclosing ownership of 24,789 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,291,932 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 24,850 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.25% 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 24,789 -61 -0.25 7,292 -8.99 0.3468
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,850 -1,119 -4.31 8,012 -2.20 0.3696
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 25,969 -551 -2.08 8,191 6.54 0.4110
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 26,520 -535 -1.98 7,688 15.85 0.4136
2025-05-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 27,055 -1,308 -4.61 6,637 -2.38 0.3887
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 28,363 -377 -1.31 6,799 12.18 0.4055
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,740 250 0.88 6,060 5.17 0.3596
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,490 374 1.33 5,762 2.33 0.3646
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,116 -799 -2.76 5,632 14.50 0.3638
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,915 -451 -1.54 4,918 15.50 0.3457
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 29,366 -728 -2.42 4,259 -7.99 0.3314
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 30,094 -51 -0.17 4,628 17.82 0.3450
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 30,145 -996 -3.20 3,928 -5.94 0.3037
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 31,141 -2,755 -8.13 4,176 17.90 0.3339
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 33,896 -444 -1.29 3,542 -8.40 0.3126
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 34,340 -853 -2.42 3,867 -19.40 0.3285
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 35,193 -535 -1.50 4,798 -15.20 0.3631
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 35,728 -1,434 -3.86 5,658 -6.99 0.4211
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,162 -752 -1.98 6,083 3.15 0.4803
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 37,914 -1,919 -4.82 5,897 -2.75 0.4678
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 39,833 -6,225 -13.52 6,064 3.60 0.5122
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 46,058 -4,815 -9.46 5,853 19.50 0.5249
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 50,873 -6,563 -11.43 4,898 -9.33 0.5030
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 57,436 -22,197 -27.87 5,402 -24.65 0.6004
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 79,633 12,316 18.30 7,169 -23.60 0.9582
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 67,317 -12,201 -15.34 9,384 0.28 1.0783
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 79,518 -1,665 -2.05 9,358 3.11 1.1959
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 81,183 -1,274 -1.55 9,076 8.73 1.1988
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 82,457 -1,905 -2.26 8,347 1.36 1.1539
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 84,362 7,841 10.25 8,235 -4.63 1.2882
2018-10-25 2018-09-30 13F JP Morgan Chase COM 46625H100 76,521 -3,620 -4.52 8,635 3.40 1.2862
2018-08-06 2018-06-30 13F JP Morgan Chase COM 46625H100 80,141 693 0.87 8,351 -4.42 1.2875
2018-05-14 2018-03-31 13F JP Morgan Chase COM 46625H100 79,448 -643 -0.80 8,737 2.01 1.4208
2018-02-05 2017-12-31 13F JP Morgan Chase COM 46625H100 80,091 -1,545 -1.89 8,565 9.85 1.3544
2017-11-06 2017-09-30 13F JP Morgan Chase COM 46625H100 81,636 -1,115 -1.35 7,797 3.09 1.2877
2017-08-14 2017-06-30 13F JP Morgan Chase COM 46625H100 82,751 5,473 7.08 7,563 11.42 1.3224
2017-05-11 2017-03-31 13F JP Morgan Chase COM 46625H100 77,278 -55 -0.07 6,788 1.72 1.2344
2017-02-14 2016-12-31 13F JP Morgan Chase COM 46625H100 77,333 -1,572 -1.99 6,673 27.01 1.2810
2016-11-07 2016-09-30 13F JP Morgan Chase COM 46625H100 78,905 -820 -1.03 5,254 3.02 1.0434
2016-08-05 2016-06-30 13F JP Morgan Chase COM 46625H100 79,725 165 0.21 5,100 8.23 1.0231
2016-05-05 2016-03-31 13F JP Morgan Chase COM 46625H100 79,560 5,503 7.43 4,712 -3.64 1.0950
2016-02-12 2015-12-31 13F JP Morgan Chase COM 46625H100 74,057 1,655 2.29 4,890 10.78 1.2836
2015-11-13 2015-09-30 13F JP Morgan Chase COM 46625H100 72,402 2,000 2.84 4,414 -7.46 1.2240
2015-08-12 2015-06-30 13F JP Morgan Chase COM 46625H100 70,402 -720 -1.01 4,770 10.70 1.3375
2015-05-14 2015-03-31 13F JP Morgan Chase COM 46625H100 71,122 -502 -0.70 4,309 -3.86 1.1101
2015-02-12 2014-12-31 13F JP Morgan Chase COM 46625H100 71,624 1,237 1.76 4,482 5.71 1.2185
2014-11-14 2014-09-30 13F JP Morgan Chase COM 46625H100 70,387 1,290 1.87 4,240 6.51 1.1836
2014-08-14 2014-06-30 13F JP Morgan Chase COM 46625H100 69,097 11,485 19.94 3,981 13.81 1.1024
2014-05-15 2014-03-31 13F JP Morgan Chase COM 46625H100 57,612 3,060 5.61 3,498 9.66 1.0243
2014-02-14 2013-12-31 13F JP Morgan Chase COM 46625H100 54,552 -725 -1.31 3,190 11.66 1.0114
2013-11-15 2013-09-30 13F JP Morgan Chase COM 46625H100 55,277 -285 -0.51 2,857 -2.59 0.9618
2013-08-15 2013-06-30 13F JP Morgan Chase COM 46625H100 55,562 55,562 2,933 1.0365
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.