JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership7,488 shares
Latest Disclosed Value $ 2,202,645
CFO4Life Group, LLC reports 23.03% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 7,488 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,202,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 9,729 shares of JPMorgan Chase & Co.. This represents a change in shares of -23.03% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,488 -2,241 -23.03 2,203 -29.74 0.3358
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,729 45 0.46 3,135 2.62 0.4469
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,684 92 0.96 3,054 9.86 0.4439
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,592 -393 -3.94 2,781 13.52 0.4348
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,985 -294 -2.86 2,449 -0.57 0.4122
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,279 217 2.16 2,464 16.12 0.4329
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,062 118 1.19 2,122 5.47 0.3755
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,944 -97 -0.97 2,011 0.00 0.3782
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,041 922 10.11 2,011 29.66 0.3650
2024-02-12 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,119 41 0.45 1,551 17.86 0.2962
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,119 41 1,551 0.2962
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,078 -237 -2.54 1,316 -2.81 0.3039
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,315 611 7.02 1,355 19.40 0.2907
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,704 244 2.88 1,134 0.00 0.2577
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 8,460 2,578 43.83 1,134 84.39 0.2411
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,882 -245 -4.00 615 -10.22 0.1637
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,127 30 0.49 685 -17.57 0.1700
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,097 -5,007 -45.09 831 -52.73 0.1744
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,104 1,227 12.42 1,758 8.72 0.3635
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 9,877 1,515 18.12 1,617 24.29 0.3764
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,362 168 2.05 1,301 4.33 0.3003
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,194 -1,398 -14.57 1,247 2.30 0.3101
2021-01-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,592 270 2.90 1,219 35.90 0.3496
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,322 1,257 15.59 897 18.18 0.3037
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,065 147 1.86 759 6.45 0.2916
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,918 -267 -3.26 713 -37.51 0.3813
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,185 138 1.71 1,141 20.49 0.4823
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,047 -583 -6.76 947 -1.87 0.4246
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,630 -5,964 -40.87 965 -34.66 0.4410
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 14,594 127 0.88 1,477 4.60 0.6920
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 14,467 1,756 13.81 1,412 -1.53 0.6209
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 12,711 -207 -1.60 1,434 6.54 0.6358
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 12,918 44 0.34 1,346 -4.94 0.5617
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 12,874 862 7.18 1,416 10.19 1.1973
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 12,012 -311 -2.52 1,285 9.18 1.0101
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 12,323 763 6.60 1,177 11.35 0.9491
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 11,560 3,717 47.39 1,057 53.41 0.9733
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,843 7,843 689 0.6250
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.