JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Insights, Inc.
Latest Disclosed Ownership2,487 shares
Latest Disclosed Value $ 731,576
Financial Insights, Inc. reports 0.48% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 19, 2026 - Financial Insights, Inc. filed a 13F-HR form disclosing ownership of 2,487 shares of JPMorgan Chase & Co. (MX:JPM) valued at $731,576 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 1, 2026 disclosing 2,499 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.48% 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)
2026-05-19 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,487 -12 -0.48 732 -9.19 0.2371
2026-04-01 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,499 -609 -19.59 805 -17.86 0.2699
2026-04-01 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,108 339 12.24 980 22.19 0.3246
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,769 319 13.02 803 33.67 0.2932
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,450 -153 -5.88 601 -3.69 0.2392
2025-03-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,603 -3,837 -59.58 624 -54.09 0.2316
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,440 -5,549 -46.28 1,358 -44.02 0.4288
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,989 403 3.48 2,425 4.48 0.6737
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,586 180 1.58 2,321 19.59 0.6473
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 11,406 305 2.75 1,940 25.73 0.6068
2023-12-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,101 994 9.83 1,544 5.04 0.5513
2024-01-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,107 1,390 15.95 1,470 29.43 0.5399
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,717 2,262 35.04 1,136 31.21 0.4624
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,455 1,636 33.95 866 71.63 0.4099
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,819 4,819 504 0.3391
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 0 -1,113 -100.00 0 -100.00
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,113 1,113 1,731 0.1433
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,644 -100.00 0 -100.00
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,644 1,644 229 0.2008
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.