JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionThompson Investment Management, Inc.
Latest Disclosed Ownership42,317 shares
Latest Disclosed Value $ 12,447,993
Thompson Investment Management, Inc. reports 0.30% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Thompson Investment Management, Inc. filed a 13F-HR form disclosing ownership of 42,317 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,447,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 42,192 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.30% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 42,317 125 0.30 12,448 -8.44 1.5511
2026-01-14 2025-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 42,192 -1,029 -2.38 13,595 -0.28 1.6091
2025-10-17 2025-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 43,221 -1,942 -4.30 13,633 4.12 1.8184
2025-07-24 2025-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 45,163 -2,230 -4.71 13,093 12.63 1.8478
2025-04-15 2025-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 47,393 -2,360 -4.74 11,626 -2.52 1.7425
2025-01-28 2024-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 49,753 -3,814 -7.12 11,926 5.59 1.7138
2024-10-15 2024-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 53,567 -1,865 -3.36 11,295 0.75 1.6127
2024-07-08 2024-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 55,432 -8,294 -13.02 11,212 -12.17 1.7314
2024-04-15 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 63,726 -11,979 -15.82 12,764 -0.88 1.9301
2024-01-16 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 75,705 -3,924 -4.93 12,877 11.52 2.0715
2023-10-30 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 79,629 -2,035 -2.49 11,548 -2.78 2.0521
2023-07-10 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 81,664 315 0.39 11,877 12.05 1.9281
2023-04-24 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 81,349 235 0.29 10,601 105,900.00 1.7927
2023-01-20 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 81,114 -2,068 -2.49 11 -99.88 1.9965
2022-10-17 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 83,182 406 0.49 8,692 -6.75 1.6852
2022-08-05 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 82,776 4,752 6.09 9,321 -12.36 1.6211
2022-04-20 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 78,024 47 0.06 10,636 -13.86 1.5647
2022-02-07 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 77,977 -2,063 -2.58 12,348 -5.75 1.7498
2021-10-13 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 80,040 -938 -1.16 13,102 4.03 1.9541
2021-08-10 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 80,978 -1,015 -1.24 12,595 0.91 1.8200
2021-04-07 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 81,993 -1,959 -2.33 12,482 17.00 1.8843
2021-01-19 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 83,952 929 1.12 10,668 33.47 1.8143
2020-10-13 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 83,023 -498 -0.60 7,993 1.74 1.4991
2020-07-23 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 83,521 -73 -0.09 7,856 4.38 1.5189
2020-04-23 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 83,594 -906 -1.07 7,526 -36.11 1.6673
2020-02-06 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 84,500 -5,664 -6.28 11,779 11.01 1.9052
2019-11-04 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 90,164 -656 -0.72 10,611 4.50 2.0755
2019-08-07 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 90,820 -1,530 -1.66 10,154 8.61 1.9830
2019-04-24 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 92,350 -579 -0.62 9,349 3.05 1.7882
2019-02-04 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 92,929 -8,367 -8.26 9,072 -20.63 2.1284
2018-11-06 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 101,296 -1,705 -1.66 11,430 6.49 2.0383
2018-07-09 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 103,001 -1,664 -1.59 10,733 -6.75 1.9597
2018-05-04 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 104,665 -5,669 -5.14 11,510 -2.45 2.1450
2018-02-02 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 110,334 -4,565 -3.97 11,799 7.52 2.0819
2017-11-07 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 114,899 -1,642 -1.41 10,974 3.02 2.0464
2017-08-07 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 116,541 737 0.64 10,652 4.72 2.0017
2017-05-01 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 115,804 -8,105 -6.54 10,172 -4.86 1.9369
2017-02-08 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 123,909 -18,402 -12.93 10,692 12.83 2.0909
2016-11-08 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 142,311 -868 -0.61 9,476 6.51 1.8249
2016-08-01 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 143,179 -1,036 -0.72 8,897 4.18 1.8197
2016-04-21 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 144,215 176 0.12 8,540 -10.21 1.7845
2016-02-02 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 144,039 -2,498 -1.70 9,511 6.46 1.9808
2015-10-23 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 146,537 -2,073 -1.39 8,934 -11.28 1.9282
2015-07-24 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 148,610 -2,277 -1.51 10,070 10.16 1.9319
2015-05-04 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 150,887 3,313 2.24 9,141 -1.02 1.7355
2015-02-06 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 147,574 -4,371 -2.88 9,235 0.49 1.7610
2014-11-05 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 151,945 -815 -0.53 9,190 4.41 1.7586
2014-08-05 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 152,760 1,795 1.19 8,802 -3.96 1.7025
2014-04-10 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 150,965 -2,225 -1.45 9,165 2.30 1.8292
2014-01-22 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 153,190 997 0.66 8,959 13.88 1.7752
2013-11-04 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 152,193 -1,015 -0.66 7,867 -2.73 1.6987
2013-07-30 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 153,208 153,208 8,088 1.8682
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.