JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDiversified Trust Co
Latest Disclosed Ownership100,511 shares
Latest Disclosed Value $ 29,566,315
Diversified Trust Co reports 0.07% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 100,511 shares of JPMorgan Chase & Co. (MX:JPM) valued at $29,566,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 100,436 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.07% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 100,511 75 0.07 29,566 -8.64 0.5485
2026-01-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 100,436 1,224 1.23 32,362 3.41 0.5957
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 99,212 31,080 45.62 31,295 58.43 0.6251
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 68,132 -7,499 -9.92 19,752 6.47 0.4383
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 75,631 1,000 1.34 18,552 3.71 0.4590
2025-01-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 74,631 1,308 1.78 17,890 15.71 0.4360
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 73,323 1,967 2.76 15,461 7.12 0.3896
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 71,356 13,098 22.48 14,432 23.68 0.4078
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 58,258 -21,613 -27.06 11,669 -14.11 0.3517
2024-01-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 79,871 -4,482 -5.31 13,586 11.07 0.4567
2023-11-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 84,353 -30,903 -26.81 12,233 -27.03 0.4628
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 115,256 7,863 7.32 16,763 19.78 0.6118
2023-04-07 2023-03-31 13F JPMORGAN CHASE COM 46625H100 107,393 1,246 1.17 13,994 99,857.14 0.5448
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 106,147 2,676 2.59 14 -99.87 0.5929
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 103,471 -147 -0.14 10,813 -7.33 0.4893
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 103,618 3,244 3.23 11,668 -14.73 0.4889
2022-04-07 2022-03-31 13F JPMORGAN CHASE COM 46625H100 100,374 11,010 12.32 13,683 -3.31 0.4776
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 89,364 4,527 5.34 14,151 1.90 0.4659
2022-01-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 84,837 -1,442 -1.67 13,887 3.48 0.4993
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 86,279 -1,137 -1.30 13,420 0.85 0.4841
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 87,416 4,597 5.55 13,307 26.44 0.5130
2021-01-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 82,819 -4,613 -5.28 10,524 25.03 0.4268
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 87,432 18,972 27.71 8,417 30.72 0.3886
2020-07-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 68,460 3,322 5.10 6,439 9.81 0.3254
2020-04-10 2020-03-31 13F JPMORGAN CHASE COM 46625H100 65,138 2,969 4.78 5,864 -32.33 0.3430
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 62,169 19,415 45.41 8,666 72.22 0.3883
2019-10-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 42,754 1,802 4.40 5,032 9.92 0.2360
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 40,952 29 0.07 4,578 10.50 0.2176
2019-05-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 40,923 1,441 3.65 4,143 7.50 0.2017
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 39,482 2,254 6.05 3,854 -8.26 0.2153
2018-11-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 37,228 -98 -0.26 4,201 8.02 0.2094
2018-07-23 2018-06-30 13F JPMORGAN CHASE COM 46625H100 37,326 2,157 6.13 3,889 0.54 0.2476
2018-06-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 35,169 208 0.59 3,868 3.45 0.2470
2018-01-19 2017-12-31 13F JPMORGAN CHASE COM 46625H100 34,961 2,195 6.70 3,739 19.50 0.2287
2017-10-17 2017-09-30 13F JPMORGAN CHASE COM 46625H100 32,766 40 0.12 3,129 4.61 0.2391
2017-07-18 2017-06-30 13F JPMORGAN CHASE COM 46625H100 32,726 24,894 317.85 2,991 334.74 0.2431
2017-04-21 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,832 -744 -8.68 688 -7.03 0.0528
2017-02-22 2016-12-31 13F JPMORGAN CHASE COM 46625H100 8,576 2,344 37.61 740 78.31 0.0628
2016-11-03 2016-09-30 13F JPMORGAN CHASE COM 46625H100 6,232 -49,251 -88.77 415 -87.96 0.0485
2016-07-26 2016-06-30 13F JPMORGAN CHASE COM 46625H100 55,483 -20,090 -26.58 3,448 -22.95 0.3978
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 75,573 -7,423 -8.94 4,475 -18.34 0.4927
2016-01-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 82,996 823 1.00 5,480 9.38 0.5872
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 82,173 -419 -0.51 5,010 -10.47 0.5383
2015-07-15 2015-06-30 13F JPMORGAN CHASE COM 46625H100 82,592 19,896 31.73 5,596 47.34 0.5288
2015-04-29 2015-03-31 13F JPMORGAN CHASE COM 46625H100 62,696 62,696 3,798 0.3289
2015-02-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -39,747 -100.00 0 -100.00
2014-08-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 39,747 11,080 38.65 2,290 36.63 0.1910
2014-02-10 2013-12-31 13F JP MORGAN CHASE Common 46625H100 28,667 -101 -0.35 1,676 12.71 0.1709
2013-10-18 2013-09-30 13F JP MORGAN CHASE Common 46625H100 28,768 10,251 55.36 1,487 52.04 0.1571
2013-07-23 2013-06-30 13F JP MORGAN CHASE Common 46625H100 18,517 18,517 978 0.1163
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.