JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBlue Chip Partners, Inc.
Latest Disclosed Ownership153,633 shares
Latest Disclosed Value $ 45,192,753
Blue Chip Partners, Inc. reports 0.81% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Blue Chip Partners, Inc. filed a 13F-HR form disclosing ownership of 153,633 shares of JPMorgan Chase & Co. (MX:JPM) valued at $45,192,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 152,403 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.81% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 153,633 1,230 0.81 45,193 -7.97 3.2534
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 152,403 523 0.34 49,107 2.50 3.5613
2025-11-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 151,880 -1,913 -1.24 47,908 7.45 3.5827
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 153,793 -14,087 -8.39 44,586 8.27 3.6324
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 167,880 -3,120 -1.82 41,181 0.47 3.5511
2025-01-31 2024-12-31 13F JPMORGAN CHASE COM 46625H100 171,000 -3,980 -2.27 40,990 11.10 3.5245
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 174,980 -3,914 -2.19 36,896 1.97 3.2051
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 178,894 1,452 0.82 36,183 1.81 3.3428
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 177,442 -3,653 -2.02 35,542 15.38 3.4512
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 181,095 5,101 2.90 30,804 20.70 3.2130
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 175,994 1,379 0.79 25,523 0.50 3.0416
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 174,615 3,306 1.93 25,396 13.76 2.8862
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 171,309 1,553 0.91 22,323 -1.94 2.6479
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 169,756 195 0.12 22,764 28.47 2.8326
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 169,561 6,551 4.02 17,719 -3.48 2.4283
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 163,010 6,186 3.94 18,357 -14.13 2.3401
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 156,824 3,990 2.61 21,378 -11.66 2.6574
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 152,834 2,831 1.89 24,201 -1.44 3.0369
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 150,003 2,197 1.49 24,554 6.80 3.4491
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 147,806 1,535 1.05 22,990 3.25 3.2819
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 146,271 -7,623 -4.95 22,267 13.87 3.4196
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 153,894 14,372 10.30 19,555 45.59 3.0615
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 139,522 7,480 5.66 13,432 8.15 2.3915
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 132,042 12,293 10.27 12,420 15.20 2.4341
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 119,749 -3,894 -3.15 10,781 -37.45 2.6792
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 123,643 5,105 4.31 17,236 23.55 3.2784
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 118,538 2,963 2.56 13,951 7.97 2.9512
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 115,575 4,044 3.63 12,921 14.45 2.8957
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 111,531 9,719 9.55 11,290 13.59 2.6732
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 101,812 -4,088 -3.86 9,939 -16.83 2.4994
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 105,900 2,649 2.57 11,950 11.07 2.9137
2018-07-25 2018-06-30 13F JPMORGAN CHASE COM 46625H100 103,251 4,189 4.23 10,759 -1.24 2.8482
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 99,062 1,456 1.49 10,894 4.37 3.0154
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 97,606 2,498 2.63 10,438 14.91 3.0863
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 95,108 2,546 2.75 9,084 7.38 2.9253
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 92,562 6,310 7.32 8,460 11.67 2.9490
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 86,252 2,337 2.78 7,576 4.63 2.8689
2017-02-01 2016-12-31 13F JPMORGAN CHASE COM 46625H100 83,915 7,624 9.99 7,241 42.54 2.8367
2016-11-04 2016-09-30 13F JPMORGAN CHASE COM 46625H100 76,291 5,381 7.59 5,080 15.30 2.2440
2016-08-19 2016-06-30 13F JPMORGAN CHASE COM 46625H100 70,910 1,417 2.04 4,406 7.07 1.9833
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 69,493 1,708 2.52 4,115 -8.07 2.0021
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 67,785 5,345 8.56 4,476 17.57 2.3315
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 62,440 3,721 6.34 3,807 -4.32 2.4235
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 58,719 1,805 3.17 3,979 15.40 2.5450
2015-04-28 2015-03-31 13F J P Morgan Chase COM 46625H100 56,914 -1,187 -2.04 3,448 -5.17 2.3360
2015-02-12 2014-12-31 13F J P Morgan Chase COM 46625H100 58,101 58,101 3,636 2.5369
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.