JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBoston Research & Management Inc
Latest Disclosed Ownership32,363 shares
Latest Disclosed Value $ 9,520
Boston Research & Management Inc reports 2.09% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Boston Research & Management Inc filed a 13F-HR form disclosing ownership of 32,363 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 33,055 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.09% 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)
2026-04-10 2026-03-31 13F J.P. Morgan Chase COM 46625H100 32,363 -692 -2.09 10 -10.00 2.2614
2026-02-11 2025-12-31 13F J.P. Morgan Chase COM 46625H100 33,055 -1,479 -4.28 11 0.00 2.4559
2025-11-12 2025-09-30 13F J.P. Morgan Chase COM 46625H100 34,534 -554 -1.58 11 0.00 2.4027
2025-08-12 2025-06-30 13F J.P. Morgan Chase COM 46625H100 35,088 -542 -1.52 10 25.00 2.4313
2025-05-12 2025-03-31 13F J.P. Morgan Chase COM 46625H100 35,630 -1,280 -3.47 9 0.00 2.1704
2025-02-12 2024-12-31 13F J.P. Morgan Chase COM 46625H100 36,910 -222 -0.60 9 14.29 2.1717
2024-11-12 2024-09-30 13F J.P. Morgan Chase COM 46625H100 37,132 12 0.03 8 0.00 1.8392
2024-08-13 2024-06-30 13F J.P. Morgan Chase COM 46625H100 37,120 -569 -1.51 8 0.00 1.8983
2024-05-14 2024-03-31 13F J.P. Morgan Chase COM 46625H100 37,689 -392 -1.03 8 16.67 1.8659
2024-02-12 2023-12-31 13F J.P. Morgan Chase COM 46625H100 38,081 636 1.70 6 20.00 1.7196
2023-11-13 2023-09-30 13F J.P. Morgan Chase COM 46625H100 37,445 143 0.38 5 0.00 1.6050
2023-08-01 2023-06-30 13F J.P. Morgan Chase COM 46625H100 37,302 311 0.84 5 25.00 1.5361
2023-05-10 2023-03-31 13F J.P. Morgan Chase COM 46625H100 36,991 890 2.47 5 0.00 1.4395
2023-02-13 2022-12-31 13F J.P. Morgan Chase COM 46625H100 36,101 -1,417 -3.78 5 -99.90 1.4979
2022-11-14 2022-09-30 13F J.P. Morgan Chase COM 46625H100 37,518 3,295 9.63 3,920 1.74 1.3355
2022-08-11 2022-06-30 13F J.P. Morgan Chase COM 46625H100 34,223 1,280 3.89 3,853 -14.19 1.2480
2022-05-12 2022-03-31 13F J.P. Morgan Chase COM 46625H100 32,943 8,085 32.52 4,490 14.08 1.3035
2022-02-10 2021-12-31 13F J.P. Morgan Chase COM 46625H100 24,858 15 0.06 3,936 -3.20 1.0747
2021-11-10 2021-09-30 13F/A-1 J.P. Morgan Chase COM 46625H100 24,843 155 0.63 4,066 5.91 1.2109
2021-11-10 2021-09-30 13F J.P. Morgan Chase COM 46625H100 24,478 -210 3,726 1.1994
2021-08-11 2021-06-30 13F J.P. Morgan Chase COM 46625H100 24,688 210 0.86 3,839 3.03 1.1645
2021-05-11 2021-03-31 13F J.P. Morgan Chase COM 46625H100 24,478 250 1.03 3,726 21.05 1.1994
2021-02-09 2020-12-31 13F J.P. Morgan Chase COM 46625H100 24,228 6,204 34.42 3,078 77.41 1.0708
2020-11-09 2020-09-30 13F J.P. Morgan Chase COM 46625H100 18,024 9,898 121.81 1,735 127.09 0.6785
2020-08-10 2020-06-30 13F J.P. Morgan Chase COM 46625H100 8,126 0 0.00 764 4.51 0.3174
2020-05-08 2020-03-31 13F J.P. Morgan Chase COM 46625H100 8,126 -437 -5.10 731 -38.73 0.3670
2020-02-07 2019-12-31 13F J.P. Morgan Chase COM 46625H100 8,563 -290 -3.28 1,193 14.60 0.4475
2019-11-12 2019-09-30 13F J.P. Morgan Chase COM 46625H100 8,853 0 0.00 1,041 5.26 0.4116
2019-08-07 2019-06-30 13F J.P. Morgan Chase COM 46625H100 8,853 0 0.00 989 10.38 0.4000
2019-05-07 2019-03-31 13F J.P. Morgan Chase COM 46625H100 8,853 0 0.00 896 3.70 0.3733
2019-02-06 2018-12-31 13F J.P. Morgan Chase COM 46625H100 8,853 0 0.00 864 -13.43 0.4114
2018-11-13 2018-09-30 13F J.P. Morgan Chase COM 46625H100 8,853 -670 -7.04 998 0.60 0.4560
2018-07-30 2018-06-30 13F J.P. Morgan Chase COM 46625H100 9,523 670 7.57 992 1.95 0.4882
2018-05-09 2018-03-31 13F J.P. Morgan Chase COM 46625H100 8,853 0 0.00 973 2.85 0.4958
2018-02-09 2017-12-31 13F J.P. Morgan Chase COM 46625H100 8,853 -100 -1.12 946 10.64 0.4744
2017-11-09 2017-09-30 13F J.P. Morgan Chase COM 46625H100 8,953 252 2.90 855 7.55 0.4369
2017-08-08 2017-06-30 13F J.P. Morgan Chase COM 46625H100 8,701 0 0.00 795 4.06 0.4301
2017-05-05 2017-03-31 13F J.P. Morgan Chase COM 46625H100 8,701 -315 -3.49 764 -1.67 0.4162
2017-02-09 2016-12-31 13F J.P. Morgan Chase COM 46625H100 9,016 0 0.00 777 29.50 0.4420
2016-11-07 2016-09-30 13F J.P. Morgan Chase COM 46625H100 9,016 1,480 19.64 600 28.21 0.3466
2016-08-10 2016-06-30 13F J.P. Morgan Chase COM 46625H100 7,536 0 0.00 468 4.93 0.2838
2016-05-13 2016-03-31 13F J.P. Morgan Chase COM 46625H100 7,536 0 0.00 446 -10.26 0.2777
2016-02-11 2015-12-31 13F J.P. Morgan Chase COM 46625H100 7,536 0 0.00 497 8.28 0.3090
2015-11-09 2015-09-30 13F J.P. Morgan Chase COM 46625H100 7,536 0 0.00 459 -10.00 0.3021
2015-07-31 2015-06-30 13F J.P. Morgan Chase COM 46625H100 7,536 -45 -0.59 510 11.11 0.3228
2015-05-11 2015-03-31 13F J.P. Morgan Chase COM 46625H100 7,581 0 0.00 459 -3.16 0.2911
2015-02-11 2014-12-31 13F J.P. Morgan Chase COM 46625H100 7,581 0 0.00 474 3.95 0.2971
2014-11-04 2014-09-30 13F J.P. Morgan Chase COM 46625H100 7,581 0 0.00 456 4.59 0.3066
2014-08-12 2014-06-30 13F J.P. Morgan Chase COM 46625H100 7,581 165 2.22 436 -3.11 0.3014
2014-05-13 2014-03-31 13F J.P. Morgan Chase COM 46625H100 7,416 150 2.06 450 6.13 0.3308
2014-02-07 2013-12-31 13F J.P. Morgan Chase COM 46625H100 7,266 -600 -7.63 424 4.43 0.3260
2013-11-08 2013-09-30 13F J.P. Morgan Chase COM 46625H100 7,866 0 0.00 406 -2.17 0.3429
2013-08-13 2013-06-30 13F/A-1 J.P. Morgan Chase COM 46625H100 7,866 7,866 415 0.3690
2013-08-12 2013-06-30 13F J.P. Morgan Chase COM 46625H100 7,866 415 0.3755
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.