JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSummit Financial Strategies, Inc.
Latest Disclosed Ownership10,600 shares
Latest Disclosed Value $ 3,118,058
Summit Financial Strategies, Inc. reports 1.43% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Summit Financial Strategies, Inc. filed a 13F-HR form disclosing ownership of 10,600 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,118,058 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 10,754 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.43% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,600 -154 -1.43 3,118 -10.01 0.2457
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,754 543 5.32 3,465 7.61 0.2848
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,211 -291 -2.77 3,221 5.78 0.2761
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,502 131 1.26 3,045 19.65 0.2818
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,371 -132 -1.26 2,544 1.07 0.2566
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,503 -231 -2.15 2,518 11.22 0.2779
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,734 -99 -0.91 2,263 3.29 0.2548
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,833 -387 -3.45 2,191 -2.49 0.2725
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,220 -50 -0.44 2,247 17.21 0.3135
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,270 99 0.89 1,917 18.33 0.2929
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,171 479 4.48 1,620 4.18 0.3086
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,692 196 1.87 1,555 13.75 0.2900
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,496 0 0.00 1,368 -2.84 0.2694
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,496 -5,419 -34.05 1,408 -15.39 0.3031
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,915 9,568 150.75 1,663 132.59 0.3948
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,347 0 0.00 715 -17.34 0.1674
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,347 -493 -7.21 865 -20.13 0.1741
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,840 -138 -1.98 1,083 -5.17 0.2090
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,978 -727 -9.44 1,142 -4.67 0.2182
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,705 1,986 34.73 1,198 37.54 0.2373
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,719 -77 -1.33 871 18.34 0.3117
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,796 77 1.35 736 33.58 0.2529
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,719 -110 -1.89 551 0.55 0.2245
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,829 129 2.26 548 6.82 0.2436
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,700 935 19.62 513 -22.74 0.2782
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,765 1,633 52.14 664 79.95 0.3248
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,132 1 0.03 369 5.43 0.1773
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,131 -211 -6.31 350 3.55 0.1699
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,342 1 0.03 338 3.68 0.1715
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,341 -30 -0.89 326 -14.21 0.1828
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,371 30 0.90 380 9.20 0.1733
2018-08-03 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,341 -35 -1.04 348 -6.20 0.1691
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,376 -84 -2.43 371 0.27 0.1921
2018-01-29 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,460 -30 -0.86 370 11.11 0.1937
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,490 -908 -20.65 333 -17.16 0.1921
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 4,398 479 12.22 402 16.86 0.2424
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,919 -18 -0.46 344 1.18 0.2518
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,937 309 8.52 340 40.50 0.2324
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,628 208 6.08 242 13.62 0.1697
2016-07-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 3,420 0 0.00 213 4.93 0.1581
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,420 -357 -9.45 203 -18.47 0.1486
2016-02-01 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,777 -674 -15.14 249 -8.12 0.1937
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 4,451 -4,614 -50.90 271 -55.86 0.2249
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 9,065 5,328 142.57 614 171.68 0.4788
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,737 -782 -17.30 226 -20.14 0.1821
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 4,519 4,519 283 0.2291
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.