JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionFirst Merchants Corp
Latest Disclosed Ownership79,087 shares
Latest Disclosed Value $ 23,264,232
First Merchants Corp reports 1.95% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 79,087 shares of JPMorgan Chase & Co. (CH:JPM) valued at $23,264,232 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 80,663 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.95% 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)
2026-04-16 2026-03-31 13F J P MORGAN CHASE Equities 46625H100 79,087 -1,576 -1.95 23,264 -10.49 0.8639
2026-01-12 2025-12-31 13F J P MORGAN CHASE Equities 46625H100 80,663 -610 -0.75 25,991 1.39 0.9625
2025-10-22 2025-09-30 13F J P MORGAN CHASE Equities 46625H100 81,273 -3,829 -4.50 25,636 3.91 0.9664
2025-07-23 2025-06-30 13F J P MORGAN CHASE Equities 46625H100 85,102 -3,916 -4.40 24,672 12.98 0.9545
2025-04-24 2025-03-31 13F J P MORGAN CHASE Equities 46625H100 89,018 -1,913 -2.10 21,836 0.18 0.8711
2025-01-30 2024-12-31 13F J P MORGAN CHASE Equities 46625H100 90,931 -1,025 -1.11 21,797 12.42 0.8374
2024-10-24 2024-09-30 13F J P MORGAN CHASE Equities 46625H100 91,956 1,038 1.14 19,390 5.44 0.7404
2024-07-25 2024-06-30 13F J P MORGAN CHASE Equities 46625H100 90,918 29,776 48.70 18,389 50.16 0.7399
2024-04-25 2024-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 61,142 4,153 7.29 12,247 26.34 0.9209
2024-01-25 2023-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 56,989 873 1.56 9,694 19.12 0.7944
2023-10-26 2023-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 56,116 -1,765 -3.05 8,138 -3.34 0.7253
2023-07-25 2023-06-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 57,881 -1,358 -2.29 8,418 9.06 0.7119
2023-04-25 2023-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 59,239 5,324 9.87 7,719 6.78 0.6874
2023-01-26 2022-12-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 53,915 -5,457 -9.19 7,230 16.50 0.6623
2022-10-25 2022-09-30 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 59,372 1,792 3.11 6,205 -4.30 0.6213
2022-07-26 2022-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 57,580 1,194 2.12 6,484 -15.65 0.6407
2022-04-26 2022-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 56,386 121 0.22 7,687 -13.73 0.6292
2022-01-27 2021-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 56,265 -71 -0.13 8,910 -3.37 0.6879
2021-10-26 2021-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 56,336 -787 -1.38 9,221 3.78 0.5870
2021-07-26 2021-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 57,123 -704 -1.22 8,885 0.93 0.5776
2021-04-22 2021-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 57,827 -354 -0.61 8,803 19.07 0.5864
2021-01-28 2020-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 58,181 551 0.96 7,393 33.26 0.5093
2020-10-28 2020-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 57,630 2,456 4.45 5,548 6.90 0.4226
2020-07-23 2020-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 55,174 2,321 4.39 5,190 9.08 0.4378
2020-04-23 2020-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 52,853 13 0.02 4,758 -35.41 0.6158
2020-01-30 2019-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 52,840 -4,844 -8.40 7,366 8.52 0.7541
2019-10-24 2019-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 57,684 -18,509 -24.29 6,788 -20.32 0.7214
2019-07-25 2019-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 76,193 -68,616 -47.38 8,519 -41.89 1.3555
2019-04-25 2019-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 144,809 41,947 40.78 14,659 45.99 2.3668
2019-01-31 2018-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 102,862 -39 -0.04 10,041 -13.52 1.9270
2018-10-24 2018-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 102,901 293 0.29 11,611 8.60 1.9034
2018-07-26 2018-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 102,608 -32,462 -24.03 10,692 -28.02 1.8606
2018-04-26 2018-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 135,070 -918 -0.68 14,854 2.14 2.4937
2018-01-30 2017-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 135,988 -5,132 -3.64 14,543 7.89 2.4792
2017-10-31 2017-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 141,120 95,253 207.67 13,479 221.46 2.3285
2017-07-27 2017-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 45,867 65 0.14 4,193 4.23 1.1585
2017-04-27 2017-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 45,802 -1,190 -2.53 4,023 -0.79 1.1206
2017-01-26 2016-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 46,992 130 0.28 4,055 29.93 1.2010
2016-10-25 2016-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 46,862 -6,458 -12.11 3,121 -5.77 1.0005
2016-07-26 2016-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 53,320 508 0.96 3,312 5.88 1.0919
2016-04-26 2016-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 52,812 -2,878 -5.17 3,128 -14.91 1.1082
2016-02-01 2015-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 55,690 -1,170 -2.06 3,676 6.03 1.2963
2015-10-22 2015-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 56,860 0 0.00 3,467 -10.02 1.2380
2015-07-23 2015-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 56,860 -300 -0.52 3,853 11.29 1.2035
2015-04-27 2015-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 57,160 57,160 0.00 3,462 1.0685
2015-01-27 2014-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 0 -60,735 -100.00 0 -100.00
2014-10-23 2014-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 60,735 -1,411 -2.27 3,659 2.18 1.1690
2014-07-24 2014-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 62,146 -635 -1.01 3,581 -6.04 1.1160
2014-04-29 2014-03-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 62,781 -54 -0.09 3,811 3.73 1.2291
2014-01-31 2013-12-31 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 62,835 -498 -0.79 3,674 12.25 1.2066
2013-10-25 2013-09-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 63,333 -487 -0.76 3,273 -2.85 1.1094
2013-07-23 2013-06-30 13F J P MORGAN CHASE & CO COM COMMON STOCK 46625H100 63,820 63,820 3,369 1.1961
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.