JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFiduciary Group LLC
Latest Disclosed Ownership87,657 shares
Latest Disclosed Value $ 25,785,183
Fiduciary Group LLC reports 0.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Fiduciary Group LLC filed a 13F-HR form disclosing ownership of 87,657 shares of JPMorgan Chase & Co. (MX:JPM) valued at $25,785,183 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 88,418 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.86% 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.

Upgrade to unlock premium data and export to Excel .

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 87,657 -761 -0.86 25,785 -9.49 2.2020
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 88,418 -2,643 -2.90 28,490 -0.81 2.3929
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 91,061 -604 -0.66 28,723 8.09 2.5228
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 91,665 -405 -0.44 26,575 17.67 2.5011
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 92,070 -633 -0.68 22,585 1.63 2.2630
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 92,703 -1,918 -2.03 22,222 11.38 2.2287
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 94,621 -778 -0.82 19,952 3.40 2.0207
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 95,399 -1,370 -1.42 19,295 -0.45 2.0749
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 96,769 -2,465 -2.48 19,383 14.83 2.1116
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 99,234 -2,507 -2.46 16,880 14.40 1.9775
2023-11-13 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 101,741 -901 -0.88 14,755 -1.17 1.8833
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 101,741 -901 14,755 1.8833
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 102,642 -430 -0.42 14,928 11.15 1.8339
2023-05-15 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 103,072 -1,009 -0.97 13,431 -3.77 1.7461
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 102,732 -1,349 13,776 1.7702
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 104,081 -1,778 -1.68 13,957 -2.39 1.8591
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 105,859 2,388 2.31 14,299 15.03 1.8524
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 103,471 1,515 1.49 12,431 3.20 1.5527
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 101,956 1,927 1.93 12,045 -23.96 1.5900
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 100,029 977 0.99 15,840 -6.70 1.7619
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 99,052 -614 -0.62 16,978 12.64 1.9266
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 99,666 1,112 1.13 15,073 -0.57 1.7440
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 98,554 844 0.86 15,159 11.40 1.8441
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 97,710 -472 -0.48 13,608 43.97 1.7956
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 98,182 2,642 2.77 9,452 5.19 1.4279
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 95,540 1,380 1.47 8,986 6.00 1.4995
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 94,160 3,530 3.89 8,477 -32.90 1.6634
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 90,630 150 0.17 12,634 18.64 2.0147
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 90,480 1,118 1.25 10,649 6.59 1.8628
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 89,362 407 0.46 9,991 10.95 1.7944
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 88,955 1,558 1.78 9,005 5.54 1.6763
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 87,397 1,029 1.19 8,532 -12.46 1.7639
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 86,368 85,768 14,294.67 9,746 25,547.37 1.9099
2018-08-02 2018-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 600 0 0.00 38 -9.52 0.0080
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 84,466 -43 8,801 1.8603
2018-05-14 2018-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 600 0 0.00 42 5.00 0.0091
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 84,509 -991 9,293 2.0141
2018-02-02 2017-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 600 -625 -51.02 40 -39.39 0.0085
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 85,500 77 9,143 1.9517
2017-11-13 2017-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,225 0 0.00 66 6.45 0.0149
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 85,423 -262 8,159 1.8365
2017-08-11 2017-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,225 0 0.00 62 8.77 0.0143
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 85,685 -3 7,832 1.8071
2017-05-12 2017-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,225 225 22.50 57 29.55 0.0135
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 85,688 4,395 7,527 1.7838
2017-02-13 2016-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,000 0 0.00 44 76.00 0.0114
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 81,293 75 7,015 1.8141
2016-10-25 2016-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,000 0 0.00 25 25.00 0.0068
2016-10-25 2016-09-30 13F JPMORGAN CHASE COM 46625H100 81,218 1,162 5,408 1.4656
2016-08-10 2016-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,000 0 0.00 20 11.11 0.0056
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 80,056 874 4,975 1.3816
2016-05-13 2016-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,000 0 0.00 18 -25.00 0.0052
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 79,182 2,861 4,689 1.3576
2016-02-12 2015-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 1,000 350 53.85 24 84.62 0.0072
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 76,321 9,982 5,039 1.5018
2015-11-12 2015-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 650 0 0.00 13 -18.75 0.0043
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 66,339 -524 4,045 1.3455
2015-07-30 2015-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 650 650 16 0.0050
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 66,863 66,863 4,531 1.4259
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.