JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBollard Group LLC
Latest Disclosed Ownership146,569 shares
Latest Disclosed Value $ 43,115
Bollard Group LLC reports 15.07% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Bollard Group LLC filed a 13F-HR form disclosing ownership of 146,569 shares of JPMorgan Chase & Co. (MX:JPM) valued at $43,115 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 127,379 shares of JPMorgan Chase & Co.. This represents a change in shares of 15.07% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 146,569 19,190 15.07 43 4.88 1.2703
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 127,379 -14,008 -9.91 41 -6.82 1.0258
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 141,387 7,228 5.39 45 15.79 1.0481
2025-08-13 2025-06-30 13F JPMorgan Chase COM 46625H100 134,159 11,085 9.01 39 26.67 0.8893
2025-05-15 2025-03-31 13F JPMorgan Chase COM 46625H100 123,074 620 0.51 30 3.45 0.7928
2025-02-14 2024-12-31 13F JPMorgan Chase COM 46625H100 122,454 -24,103 -16.45 29 -3.33 0.8136
2024-11-13 2024-09-30 13F JPMorgan Chase COM 46625H100 146,557 5,652 4.01 31 7.14 0.8222
2024-08-14 2024-06-30 13F JPMorgan Chase COM 46625H100 140,905 838 0.60 28 0.00 0.8041
2024-05-13 2024-03-31 13F JPMorgan Chase COM 46625H100 140,067 844 0.61 28 21.74 0.8486
2024-02-13 2023-12-31 13F JPMorgan Chase COM 46625H100 139,223 -7,212 -4.93 24 9.52 0.8235
2023-11-14 2023-09-30 13F JPMorgan Chase COM 46625H100 146,435 -1,565 -1.06 21 0.00 0.7815
2023-08-14 2023-06-30 13F JPMorgan Chase COM 46625H100 148,000 1,021 0.69 22 10.53 0.7322
2023-05-12 2023-03-31 13F JPMorgan Chase COM 46625H100 146,979 7,738 5.56 19 5.56 0.6919
2023-02-10 2022-12-31 13F JPMorgan Chase COM 46625H100 139,241 -491 -0.35 19 -99.88 0.7133
2022-11-09 2022-09-30 13F JPMorgan Chase COM 46625H100 139,732 423 0.30 14,602 -6.92 0.6135
2022-08-12 2022-06-30 13F JPMorgan Chase COM 46625H100 139,309 1,066 0.77 15,688 -16.75 0.6357
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 138,243 133 0.10 18,845 -13.83 0.6029
2022-02-11 2021-12-31 13F JPMorgan Chase COM 46625H100 138,110 355 0.26 21,870 -3.01 0.7001
2021-11-12 2021-09-30 13F JPMorgan Chase COM 46625H100 137,755 7,781 5.99 22,549 11.54 0.7386
2021-08-12 2021-06-30 13F JPMorgan Chase COM 46625H100 129,974 7,004 5.70 20,216 7.99 0.6410
2021-05-11 2021-03-31 13F JPMorgan Chase COM 46625H100 122,970 595 0.49 18,720 20.39 0.6558
2021-02-04 2020-12-31 13F JPMorgan Chase COM 46625H100 122,375 -6,189 -4.81 15,550 25.64 0.5790
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 128,564 398 0.31 12,377 2.67 0.4460
2020-08-13 2020-06-30 13F JPMorgan Chase COM 46625H100 128,166 -12,052 -8.60 12,055 -4.51 0.4736
2020-05-14 2020-03-31 13F JPMorgan Chase COM 46625H100 140,218 6,719 5.03 12,624 -32.17 0.5610
2020-02-10 2019-12-31 13F JPMorgan Chase COM 46625H100 133,499 3,212 2.47 18,610 21.36 0.6041
2019-11-13 2019-09-30 13F JPMorgan Chase COM 46625H100 130,287 28,189 27.61 15,334 34.33 0.5385
2019-08-13 2019-06-30 13F JPMorgan Chase COM 46625H100 102,098 10,042 10.91 11,415 22.49 0.3933
2019-05-10 2019-03-31 13F JPMorgan Chase COM 46625H100 92,056 12,305 15.43 9,319 19.70 0.3518
2019-02-05 2018-12-31 13F JPMorgan Chase COM 46625H100 79,751 5,606 7.56 7,785 -6.96 0.3433
2018-11-08 2018-09-30 13F JPMorgan Chase COM 46625H100 74,145 2,326 3.24 8,367 11.80 0.3364
2018-08-09 2018-06-30 13F JPMorgan Chase COM 46625H100 71,819 1,931 2.76 7,484 -2.63 0.3438
2018-05-14 2018-03-31 13F JPMorgan Chase COM 46625H100 69,888 1,712 2.51 7,686 5.42 0.3821
2018-01-29 2017-12-31 13F JPMorgan Chase COM 46625H100 68,176 241 0.35 7,291 12.36 0.3505
2017-10-27 2017-09-30 13F JPMorgan Chase COM 46625H100 67,935 2,123 3.23 6,489 7.88 0.3421
2017-07-19 2017-06-30 13F JPMorgan Chase COM 46625H100 65,812 633 0.97 6,015 5.07 0.3249
2017-04-19 2017-03-31 13F JPMorgan Chase COM 46625H100 65,179 7,583 13.17 5,725 15.19 0.3283
2017-01-25 2016-12-31 13F JPMorgan Chase COM 46625H100 57,596 714 1.26 4,970 31.20 0.3242
2016-10-26 2016-09-30 13F JPMorgan Chase COM 46625H100 56,882 2,124 3.88 3,788 11.31 0.2423
2016-07-20 2016-06-30 13F JPMorgan Chase COM 46625H100 54,758 229 0.42 3,403 5.39 0.2325
2016-05-09 2016-03-31 13F JPMorgan Chase COM 46625H100 54,529 245 0.45 3,229 -9.91 0.2600
2016-02-04 2015-12-31 13F JPMorgan Chase COM 46625H100 54,284 199 0.37 3,584 8.67 0.2950
2015-10-30 2015-09-30 13F JPMorgan Chase COM 46625H100 54,085 340 0.63 3,298 -9.45 0.2705
2015-08-12 2015-06-30 13F JPMorgan Chase COM 46625H100 53,745 333 0.62 3,642 12.55 0.2751
2015-05-12 2015-03-31 13F JPMorgan Chase COM 46625H100 53,412 3,988 8.07 3,236 4.62 0.2410
2015-02-12 2014-12-31 13F JPMorgan Chase COM 46625H100 49,424 574 1.18 3,093 5.10 0.2730
2014-11-14 2014-09-30 13F JPMorgan Chase COM 46625H100 48,850 3,795 8.42 2,943 13.37 0.2779
2014-08-13 2014-06-30 13F JPMorgan Chase COM 46625H100 45,055 23,510 109.12 2,596 98.47 0.2508
2014-05-14 2014-03-31 13F JPMorgan Chase COM 46625H100 21,545 0 0.00 1,308 3.81 0.1323
2014-02-13 2013-12-31 13F JPMorgan Chase COM 46625H100 21,545 -1,455 -6.33 1,260 5.97 0.1389
2013-11-12 2013-09-30 13F/A-1 JPMorgan Chase COM 46625H100 23,000 19,000 475.00 1,189 463.51 0.1398
2013-11-05 2013-09-30 13F JPMorgan Chase COM 46625H100 23,000 1,189
2013-08-12 2013-06-30 13F JPMorgan Chase COM 46625H100 4,000 4,000 211 0.0406
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.