JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Partners Group, Inc
Latest Disclosed Ownership6,169 shares
Latest Disclosed Value $ 1,814,546
Financial Partners Group, Inc reports 0.37% increase in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Financial Partners Group, Inc filed a 13F-HR form disclosing ownership of 6,169 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,814,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 6,146 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.37% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,169 23 0.37 1,815 -3.46 0.2171
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,146 157 2.62 1,880 -0.48 0.2174
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,989 471 8.54 1,889 18.07 0.2353
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,518 69 1.27 1,600 19.69 0.2212
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,449 214 4.09 1,337 6.54 0.2063
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,235 239 4.78 1,255 19.09 0.1831
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,996 -19 -0.38 1,053 3.85 0.1559
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,015 -21 -0.42 1,014 0.60 0.1601
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,036 315 6.67 1,009 25.53 0.1609
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,721 35 0.75 803 18.79 0.1440
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,686 127 2.79 676 -4.92 0.1394
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,559 -568 -11.08 711 6.44 0.1440
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,127 -62 -1.19 668 -9.61 0.1486
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,189 210 4.22 740 42.12 0.1626
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,979 -4,468 -47.30 520 -51.13 0.1370
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,447 524 5.87 1,064 -12.50 0.2668
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,923 -1,185 -11.72 1,216 -19.04 0.2631
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,108 10 0.10 1,502 -9.13 0.3282
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,098 364 3.74 1,653 9.18 0.3894
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,734 -76 -0.77 1,514 1.41 0.3899
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 9,810 360 3.81 1,493 17.19 0.4235
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,450 -1,229 -11.51 1,274 23.93 0.3812
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 10,679 1,002 10.35 1,028 12.97 0.3531
2020-08-10 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 9,677 5,685 142.41 910 170.03 0.3555
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 9,677 5,685 910 341,177.9262
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,992 1,957 96.17 337 22.99 0.2089
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,035 5 0.25 274 14.64 0.1065
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,030 66 3.36 239 8.64 0.1062
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,964 1,964 220 0.1034
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.