JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionGrimes & Company, Inc.
Latest Disclosed Ownership94,319 shares
Latest Disclosed Value $ 27,744,968
Grimes & Company, Inc. reports 3.58% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Grimes & Company, Inc. filed a 13F-HR form disclosing ownership of 94,319 shares of JPMorgan Chase & Co. (US:JPM) valued at $27,744,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 97,824 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.58% during the quarter. The current value of the position is $28,375,871 USD.

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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 94,319 -3,505 -3.58 27,745 -11.98 0.7680
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 97,824 542 0.56 31,521 2.72 0.7532
2025-10-27 2025-09-30 13F JPMORGAN CHASE COM 46625H100 97,282 9,988 11.44 30,686 21.25 0.7577
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 87,294 -2,914 -3.23 25,307 14.37 0.6887
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 90,208 695 0.78 22,128 3.13 0.6840
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 89,513 -46 -0.05 21,457 13.63 0.6182
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 89,559 -2,266 -2.47 18,884 1.68 0.5110
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 91,825 -531 -0.57 18,573 0.40 0.5558
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 92,356 1,113 1.22 18,499 19.19 0.5687
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 91,243 2,621 2.96 15,520 20.76 0.5139
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 88,622 -151 -0.17 12,852 -0.46 0.4970
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 88,773 1,131 1.29 12,911 13.06 0.4578
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 87,642 3,052 3.61 11,421 0.68 0.4680
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 84,590 6,567 8.42 11,343 39.11 0.4788
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 78,023 3,674 4.94 8,154 -2.62 0.4255
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 74,349 2,634 3.67 8,373 -14.35 0.4222
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 71,715 8,852 14.08 9,776 -1.79 0.4567
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 71,873 9,798
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 62,863 123 0.20 9,954 -3.08 0.4556
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 62,740 1,438 2.35 10,270 7.71 0.4469
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 61,302 2,234 3.78 9,535 6.04 0.4137
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 59,068 7,187 13.85 8,992 36.39 0.4324
2021-02-02 2020-12-31 13F J.P. Morgan Chase COM 46625H100 51,881 2,585 5.24 6,593 38.95 0.3425
2020-11-12 2020-09-30 13F J.P. Morgan Chase COM 46625H100 49,296 2,529 5.41 4,745 7.87 0.3035
2020-07-31 2020-06-30 13F J.P. Morgan Chase COM 46625H100 46,767 253 0.54 4,399 5.06 0.3057
2020-05-05 2020-03-31 13F J.P. Morgan Chase COM 46625H100 46,514 1,841 4.12 4,187 -32.76 0.3822
2020-02-05 2019-12-31 13F J.P. Morgan Chase COM 46625H100 44,673 244 0.55 6,227 19.09 0.4080
2019-11-05 2019-09-30 13F J.P. Morgan Chase COM 46625H100 44,429 12,017 37.08 5,229 44.29 0.3725
2019-07-30 2019-06-30 13F J.P. Morgan Chase COM 46625H100 32,412 -255 -0.78 3,624 9.59 0.2750
2019-05-02 2019-03-31 13F J.P. Morgan Chase COM 46625H100 32,667 653 2.04 3,307 5.79 0.2592
2019-02-01 2018-12-31 13F J.P. Morgan Chase COM 46625H100 32,014 -1,245 -3.74 3,126 -16.71 0.3051
2018-11-09 2018-09-30 13F J.P. Morgan Chase COM 46625H100 33,259 429 1.31 3,753 9.70 0.3005
2018-08-10 2018-06-30 13F J.P. Morgan Chase COM 46625H100 32,830 -396 -1.19 3,421 -6.38 0.3024
2018-05-07 2018-03-31 13F J.P. Morgan Chase COM 46625H100 33,226 17,303 108.67 3,654 114.56 0.3540
2018-02-05 2017-12-31 13F J.P. Morgan Chase COM 46625H100 15,923 6,836 75.23 1,703 96.20 0.1644
2017-11-03 2017-09-30 13F J.P. Morgan Chase COM 46625H100 9,087 142 1.59 868 6.11 0.0923
2017-07-18 2017-06-30 13F J.P. Morgan Chase COM 46625H100 8,945 -383 -4.11 818 -0.24 0.0913
2017-05-01 2017-03-31 13F J.P. Morgan Chase COM 46625H100 9,328 -205 -2.15 820 -0.24 0.0898
2017-01-24 2016-12-31 13F J.P. Morgan Chase COM 46625H100 9,533 11 0.12 822 29.65 0.0953
2016-10-24 2016-09-30 13F J.P. Morgan Chase COM 46625H100 9,522 -452 -4.53 634 2.26 0.0849
2016-07-25 2016-06-30 13F J.P. Morgan Chase COM 46625H100 9,974 164 1.67 620 6.71 0.0829
2016-04-25 2016-03-31 13F J.P. Morgan Chase COM 46625H100 9,810 -3,398 -25.73 581 -33.37 0.0747
2016-02-03 2015-12-31 13F J.P. Morgan Chase COM 46625H100 13,208 214 1.65 872 10.10 0.1178
2015-10-08 2015-09-30 13F J.P. Morgan Chase COM 46625H100 12,994 -1,075 -7.64 792 -16.98 0.1019
2015-08-11 2015-06-30 13F J.P. Morgan Chase COM 46625H100 14,069 -158 -1.11 954 10.67 0.1344
2015-04-24 2015-03-31 13F J.P. Morgan Chase COM 46625H100 14,227 -887 -5.87 862 -8.88 0.2072
2015-02-12 2014-12-31 13F J.P. Morgan Chase COM 46625H100 15,114 -77 -0.51 946 3.39 0.2445
2014-11-06 2014-09-30 13F J.P. Morgan Chase COM 46625H100 15,191 19 0.13 915 4.69 0.2395
2014-07-28 2014-06-30 13F J.P. Morgan Chase COM 46625H100 15,172 2,136 16.39 874 10.49 0.2290
2014-05-01 2014-03-31 13F J.P. Morgan Chase COM 46625H100 13,036 -355 -2.65 791 1.02 0.2222
2014-02-03 2013-12-31 13F J.P. Morgan Chase COM 46625H100 13,391 618 4.84 783 18.46 0.2340
2013-10-29 2013-09-30 13F J.P. Morgan Chase COM 46625H100 12,773 575 4.71 661 2.64 0.2236
2013-07-30 2013-06-30 13F J.P. Morgan Chase COM 46625H100 12,198 12,198 644 0.2349
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.