JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTranquility Partners, LLC
Latest Disclosed Ownership17,895 shares
Latest Disclosed Value $ 5,264,052
Tranquility Partners, LLC reports 0.09% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Tranquility Partners, LLC filed a 13F-HR form disclosing ownership of 17,895 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,264,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 17,911 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.09% 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 17,895 -16 -0.09 5,264 -8.79 1.9858
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,911 -1,579 -8.10 5,771 -6.12 2.0790
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,490 456 2.40 6,148 11.40 2.0757
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,034 -49 -0.26 5,518 17.88 1.9708
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,083 269 1.43 4,681 3.49 1.8077
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,814 -39 -0.21 4,523 13.79 1.7010
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,853 -76 -0.40 3,975 3.84 1.4414
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,929 744 4.09 3,829 5.11 1.4730
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 18,185 -410 -2.20 3,642 15.14 1.4077
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,595 -765 -3.95 3,163 12.68 1.3261
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,360 1,372 7.63 2,808 7.30 1.2035
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,988 -50 -0.28 2,616 11.32 1.1270
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,038 845 4.91 2,351 1.95 1.1199
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,193 -14 -0.08 2,306 28.20 1.1728
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,207 -196 -1.13 1,798 -8.27 1.0005
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,403 1,954 12.65 1,960 -6.93 1.0139
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,449 490 3.28 2,106 -11.10 0.9861
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,959 -767 -4.88 2,369 -7.96 1.0963
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,726 2,495 18.86 2,574 25.07 1.3062
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 13,231 -790 -5.63 2,058 -3.56 1.1563
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 14,021 129 0.93 2,134 20.91 1.3271
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 13,892 -226 -1.60 1,765 29.87 1.2470
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,118 1,779 14.42 1,359 17.05 1.1547
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 12,339 1,906 18.27 1,161 23.64 1.0932
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 10,433 861 8.99 939 -29.61 1.0807
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,572 3,357 54.01 1,334 82.49 1.2043
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,215 0 0.00 731 5.18 0.7747
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,215 6,215 695 0.7492
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.