JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBond & Devick Financial Network, Inc.
Latest Disclosed Ownership2,966 shares
Latest Disclosed Value $ 872,479
Bond & Devick Financial Network, Inc. ownership in JPM / JPMorgan Chase & Co.

On April 8, 2026 - Bond & Devick Financial Network, Inc. filed a 13F-HR form disclosing ownership of 2,966 shares of JPMorgan Chase & Co. (MX:JPM) valued at $872,479 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 2,966 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,966 0 0.00 872 -8.69 0.2435
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,966 17 0.58 956 2.69 0.2692
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,949 52 1.79 930 10.85 0.2798
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,897 0 0.00 840 18.17 0.2793
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,897 462 18.97 711 38.40 0.2577
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,435 0 0.00 513 0.00 0.2195
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,435 -100 -3.94 513 0.20 0.2195
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,535 -200 -7.31 513 -6.40 0.2749
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,735 -168 -5.79 548 10.95 0.2971
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,903 -20 -0.68 494 16.55 0.2810
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,923 0 0.00 424 -0.47 0.2726
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,923 0 0.00 425 11.84 0.2640
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,923 175 6.37 381 3.26 0.2431
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,748 0 0.00 369 28.22 0.2626
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,748 0 0.00 287 -7.12 0.2374
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,748 150 5.77 309 -12.71 0.2701
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,598 200 8.34 354 -6.84 0.2830
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,398 -5 -0.21 380 -3.31 0.2850
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,403 100 4.34 393 9.78 0.3265
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,303 0 0.00 358 1.99 0.2953
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,303 68 3.04 351 23.59 0.3246
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,235 2,235 284 0.3242
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.