JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership437,638 shares
Latest Disclosed Value $ 128,735,595
Umb Bank N A/mo reports 1.50% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 437,638 shares of JPMorgan Chase & Co. (MX:JPM) valued at $128,735,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 444,320 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.50% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 437,638 -6,682 -1.50 128,736 -10.08 1.6201
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 444,320 25,520 6.09 143,169 8.38 1.9040
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 418,800 -4,214 -1.00 132,102 7.72 1.9438
2025-07-11 2025-06-30 13F/A-01 JPMORGAN CHASE COM 46625H100 423,014 -11,300 -2.60 122,636 15.11 1.9109
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 434,314 0 106,537 1.5456
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 434,314 -42,405 -8.90 106,537 -6.77 1.7555
2025-01-16 2024-12-31 13F JPMorgan Chase COM 46625H100 476,719 -7,817 -1.61 114,274 11.85 1.8074
2024-10-09 2024-09-30 13F JPMorgan Chase COM 46625H100 484,536 -10,175 -2.06 102,169 2.11 1.5905
2024-07-29 2024-06-30 13F JPMorgan Chase COM 46625H100 494,711 -2,470 -0.50 100,060 0.48 1.6406
2024-04-26 2024-03-31 13F JPMorgan Chase COM 46625H100 497,181 -10,132 -2.00 99,585 15.40 1.5771
2024-01-23 2023-12-31 13F JPMorgan Chase COM 46625H100 507,313 -8,083 -1.57 86,294 15.45 1.2613
2023-10-18 2023-09-30 13F JPMorgan Chase COM 46625H100 515,396 -19,045 -3.56 74,743 -3.84 1.1996
2023-07-25 2023-06-30 13F JPMorgan Chase COM 46625H100 534,441 63,380 13.45 77,729 26.63 1.1797
2023-04-11 2023-03-31 13F JPMorgan Chase COM 46625H100 471,061 -5,101 -1.07 61,384 97,333.33 0.9818
2023-01-10 2022-12-31 13F JPMorgan Chase COM 46625H100 476,162 -5,069 -1.05 64 -99.87 1.0095
2022-10-13 2022-09-30 13F JPMorgan Chase COM 46625H100 481,231 -4,965 -1.02 50,289 -8.15 0.8481
2022-07-20 2022-06-30 13F JPMorgan Chase COM 46625H100 486,196 400 0.08 54,751 -17.32 0.8525
2022-04-22 2022-03-31 13F JPMorgan Chase COM 46625H100 485,796 -25,728 -5.03 66,224 -18.24 0.8764
2022-02-09 2021-12-31 13F JPMorgan Chase COM 46625H100 511,524 72,004 16.38 81,000 12.59 1.0230
2021-10-18 2021-09-30 13F JP Morgan Chase COMMON 46625H100 439,520 3,558 0.82 71,945 6.10 1.6183
2021-07-26 2021-06-30 13F JP Morgan Chase COMMON 46625H100 435,962 -457 -0.10 67,810 2.07 1.5523
2021-04-15 2021-03-31 13F JP Morgan Chase COMMON 46625H100 436,419 294 0.07 66,436 19.88 1.6239
2021-02-04 2020-12-31 13F JP Morgan Chase COMMON 46625H100 436,125 -22,426 -4.89 55,418 28.48 1.4922
2020-10-16 2020-09-30 13F JP Morgan Chase COMMON 46625H100 458,551 0 0.00 43,132 0.00 1.3369
2020-07-16 2020-06-30 13F JP Morgan Chase COMMON 46625H100 458,551 10,121 2.26 43,132 6.84 1.3369
2020-05-26 2020-03-31 13F JP Morgan Chase COMMON 46625H100 448,430 -1,205 -0.27 40,372 -35.59 1.4465
2020-01-31 2019-12-31 13F JP Morgan Chase COMMON 46625H100 449,635 14,166 3.25 62,679 22.30 1.7264
2019-10-30 2019-09-30 13F JP Morgan Chase COMMON 46625H100 435,469 7,565 1.77 51,250 7.13 1.2307
2019-07-30 2019-06-30 13F JP Morgan Chase COMMON 46625H100 427,904 -7,474 -1.72 47,839 8.54 1.1741
2019-04-30 2019-03-31 13F JP Morgan Chase COMMON 46625H100 435,378 -1,411 -0.32 44,074 3.37 1.3439
2019-01-24 2018-12-31 13F JPMorgan Chase COMMON 46625H100 436,789 797 0.18 42,639 -13.33 1.3018
2018-10-22 2018-09-30 13F JPMorgan Chase COMMON 46625H100 435,992 4,859 1.13 49,197 9.51 1.4617
2018-07-31 2018-06-30 13F JPMorgan Chase COMMON 46625H100 431,133 -7,195 -1.64 44,924 -6.80 1.4263
2018-04-25 2018-03-31 13F JPMorgan Chase COMMON 46625H100 438,328 -6,825 -1.53 48,203 1.26 1.5567
2018-01-22 2017-12-31 13F JPMorgan Chase COMMON 46625H100 445,153 1,611 0.36 47,605 12.37 1.5517
2017-10-11 2017-09-30 13F JPMorgan Chase COMMON 46625H100 443,542 -62,436 -12.34 42,363 -8.40 1.4566
2017-08-02 2017-06-30 13F JPMorgan Chase COMMON 46625H100 505,978 -14,011 -2.69 46,247 1.25 1.6187
2017-04-24 2017-03-31 13F JPMorgan Chase COMMON 46625H100 519,989 -21,835 -4.03 45,676 -2.31 1.5979
2017-01-18 2016-12-31 13F JPMorgan Chase COMMON 46625H100 541,824 5,257 0.98 46,754 30.85 1.7209
2016-10-28 2016-09-30 13F JPMorgan Chase COMMON 46625H100 536,567 19,087 3.69 35,730 11.11 1.4396
2016-07-26 2016-06-30 13F JPMorgan Chase COMMON 46625H100 517,480 -25,108 -4.63 32,156 0.07 1.3530
2016-04-20 2016-03-31 13F JPMorgan Chase COMMON 46625H100 542,588 14,176 2.68 32,132 -7.91 1.3699
2016-01-19 2015-12-31 13F JPMorgan Chase COMMON 46625H100 528,412 4,393 0.84 34,891 9.21 1.5194
2015-10-28 2015-09-30 13F JPMorgan Chase COMMON 46625H100 524,019 -14,040 -2.61 31,949 -12.37 1.8768
2015-07-20 2015-06-30 13F JPMorgan Chase COMMON 46625H100 538,059 171,862 46.93 36,459 64.34 1.6698
2015-04-17 2015-03-31 13F JPMorgan Chase COMMON 46625H100 366,197 6,156 1.71 22,185 -1.54 1.0003
2015-01-23 2014-12-31 13F JPMorgan Chase COMMON 46625H100 360,041 5,986 1.69 22,531 5.64 1.0077
2014-10-21 2014-09-30 13F JPMorgan Chase COMMON 46625H100 354,055 -43,621 -10.97 21,328 -6.92 1.0406
2014-07-18 2014-06-30 13F JPMorgan Chase COMMON 46625H100 397,676 -21,549 -5.14 22,914 -9.97 1.0882
2014-04-30 2014-03-31 13F JPMorgan Chase COMMON 46625H100 419,225 16,345 4.06 25,451 8.03 1.4254
2014-02-05 2013-12-31 13F JPMorgan Chase COMMON 46625H100 402,880 -38,707 -8.77 23,560 3.22 1.2924
2013-11-05 2013-09-30 13F/A-1 JPMorgan Chase COMMON 46625H100 441,587 16,665 3.92 22,825 1.75 1.3175
2013-11-01 2013-09-30 13F JPMorgan Chase COMMON 46625H100 424,922 22,432
2013-08-13 2013-06-30 13F JPMorgan Chase COMMON 46625H100 424,922 424,922 22,432 1.3153
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.