JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Management Network Inc
Latest Disclosed Ownership8,898 shares
Latest Disclosed Value $ 2,761,286
Financial Management Network Inc reports 0.38% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Financial Management Network Inc filed a 13F-HR form disclosing ownership of 8,898 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,761,286 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 8,932 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.38% 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 8,898 -34 -0.38 2,761 -5.02 0.4229
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,932 50 0.56 2,907 5.86 0.4600
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,882 148 1.69 2,746 6.23 0.4529
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,734 1,145 15.09 2,585 58.88 0.4632
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,589 367 5.08 1,627 -7.35 0.3662
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,222 -33 -0.45 1,757 14.62 0.3652
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,255 27 0.37 1,532 3.51 0.3205
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,228 79 1.11 1,480 5.87 0.3552
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,149 -374 -4.97 1,399 7.95 0.3525
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,523 61 0.82 1,296 21.14 0.3783
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,462 22 0.30 1,070 -1.93 0.3541
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,440 5 0.07 1,091 14.26 0.3802
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,435 -456 -5.78 955 -11.34 0.3834
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,891 -193 -2.39 1,076 17.98 0.4787
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,084 645 8.67 912 7.55 0.4503
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,439 1,633 28.13 848 7.48 0.4509
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,806 597 11.46 789 -9.73 0.4007
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,209 5 0.10 874 0.58 0.4008
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,204 5 0.10 869 7.15 0.4402
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,199 0 0.00 811 1.76 0.4126
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,199 292 5.95 797 19.49 0.4130
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,907 4,907 667 0.4105
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.