JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrategic Planning Group, Llc
Latest Disclosed Ownership41,251 shares
Latest Disclosed Value $ 12,134,535
Strategic Planning Group, Llc reports 0.14% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Strategic Planning Group, Llc filed a 13F-HR form disclosing ownership of 41,251 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,134,535 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 41,195 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.14% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 41,251 56 0.14 12,135 -8.59 1.6963
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 41,195 2,027 5.18 13,274 7.45 1.7087
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 39,168 8,170 26.36 12,355 37.48 1.6701
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 30,998 1,400 4.73 8,987 23.77 1.4595
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 29,598 -647 -2.14 7,261 0.14 1.4210
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 30,245 814 2.77 7,250 16.84 1.3323
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 29,431 1,323 4.71 6,206 9.15 1.2236
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,108 3,754 15.41 5,685 16.54 1.2427
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,354 3,233 15.31 4,878 35.80 1.2197
2024-04-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,121 21,121 3,593 1.1917
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.