JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWright Investors Service Inc
Latest Disclosed Ownership25,221 shares
Latest Disclosed Value $ 7,419,009
Wright Investors Service Inc reports 2.08% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Wright Investors Service Inc filed a 13F-HR form disclosing ownership of 25,221 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,419,009 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 25,756 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 25,221 -535 -2.08 7,419 -10.60 1.6882
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 25,756 -23 -0.09 8,299 2.07 2.4915
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 25,779 -2,962 -10.31 8,131 -2.41 2.3544
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,741 49 0.17 8,332 18.39 2.5151
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,692 -1,249 -4.17 7,038 -1.94 2.3264
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 29,941 -5,888 -16.43 7,177 -4.99 2.3306
2024-10-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 35,829 -8,536 -19.24 7,555 -15.81 1.9772
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,365 -4,682 -9.55 8,973 -8.66 2.3634
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 49,047 -995 -1.99 9,824 15.41 2.4902
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 50,042 -4,483 -8.22 8,512 7.65 2.3976
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 54,525 -785 -1.42 7,907 -1.70 2.2932
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 55,310 -3,367 -5.74 8,044 5.21 2.2677
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 58,677 3,814 6.95 7,646 3.93 2.1733
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 54,863 6,872 14.32 7,357 46.70 2.1091
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 47,991 -4,503 -8.58 5,015 -15.17 1.5762
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 52,494 -12,899 -19.73 5,912 -33.68 1.6889
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 65,393 1,810 2.85 8,915 -11.46 2.2156
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 63,583 7,906 14.20 10,069 10.48 2.5466
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 55,677 2,221 4.15 9,114 9.61 2.5902
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 53,456 4,095 8.30 8,315 10.66 2.2559
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 49,361 -6,804 -12.11 7,514 5.28 2.2756
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 56,165 -1,364 -2.37 7,137 28.87 2.4502
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 57,529 -1,104 -1.88 5,538 0.42 1.9705
2020-07-23 2020-06-30 13F JPMORGAN CHASE COM 46625H100 58,633 971 1.68 5,515 6.24 2.1165
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 57,662 735 1.29 5,191 -34.59 2.2362
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 56,927 -147 -0.26 7,936 18.15 2.7171
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 57,074 5,203 10.03 6,717 15.83 2.4124
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 51,871 -9,765 -15.84 5,799 -7.07 2.2094
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 61,636 -3,808 -5.82 6,240 -2.33 2.5215
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 65,444 1,003 1.56 6,389 -12.13 2.7371
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 64,441 1,333 2.11 7,271 10.59 2.6606
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 63,108 -8,164 -11.45 6,575 -16.11 2.6123
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 71,272 5,969 9.14 7,838 12.24 2.6951
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 65,303 7,197 12.39 6,983 25.82 2.3374
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 58,106 -24 -0.04 5,550 4.46 2.0195
2017-07-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 58,130 10,520 22.10 5,313 27.04 2.0077
2017-04-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 47,610 3,585 8.14 4,182 10.08 1.6933
2017-01-27 2016-12-31 13F JPMORGAN CHASE COM 46625H100 44,025 17,187 64.04 3,799 112.59 1.6458
2016-10-20 2016-09-30 13F JPMORGAN CHASE COM 46625H100 26,838 -72 -0.27 1,787 6.88 0.7456
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 26,910 -143 -0.53 1,672 4.37 0.6877
2016-04-25 2016-03-31 13F JPMORGAN CHASE COM 46625H100 27,053 -11,605 -30.02 1,602 -37.25 0.6344
2016-01-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 38,658 7,414 23.73 2,553 34.02 0.9425
2015-10-27 2015-09-30 13F JPMORGAN CHASE COM 46625H100 31,244 411 1.33 1,905 -8.81 0.8612
2015-07-28 2015-06-30 13F JPMORGAN CHASE COM 46625H100 30,833 420 1.38 2,089 13.41 0.9963
2015-04-24 2015-03-31 13F JPMORGAN CHASE COM 46625H100 30,413 30,413 0.00 1,842 0.8855
2015-02-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -34,697 -100.00 0 -100.00
2014-10-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 34,697 108 0.31 2,090 4.87 1.0319
2014-07-22 2014-06-30 13F JPMORGAN CHASE COM 46625H100 34,589 -7,158 -17.15 1,993 -21.35 0.9009
2014-04-24 2014-03-31 13F JPMORGAN CHASE COM 46625H100 41,747 -1,417 -3.28 2,534 0.40 1.1386
2014-01-28 2013-12-31 13F JPMORGAN CHASE COM 46625H100 43,164 -1,030 -2.33 2,524 10.51 1.1127
2013-10-17 2013-09-30 13F JP Morgan Chase COM 46625H100 44,194 -1,243 -2.74 2,284 -4.79 1.0345
2013-07-30 2013-06-30 13F JP Morgan Chase COM 46625H100 45,437 45,437 2,399 1.1343
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.