JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFirst National Trust Co
Latest Disclosed Ownership176,820 shares
Latest Disclosed Value $ 52,013,370
First National Trust Co reports 1.14% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - First National Trust Co filed a 13F-HR form disclosing ownership of 176,820 shares of JPMorgan Chase & Co. (MX:JPM) valued at $52,013,370 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 178,857 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.14% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 176,820 -2,037 -1.14 52,013 -9.75 0.9632
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 178,857 1,772 1.00 57,631 3.18 1.9219
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 177,085 -6,601 -3.59 55,858 4.89 1.9133
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 183,686 -2,297 -1.24 53,252 16.73 1.9912
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 185,983 -7,128 -3.69 45,622 -1.45 1.8383
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 193,111 -1,252 -0.64 46,291 12.95 1.7378
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 194,363 -1,350 -0.69 40,983 3.53 1.5838
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 195,713 -5,999 -2.97 39,585 -2.02 1.6289
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 201,712 -22,933 -10.21 40,403 5.73 1.6405
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 224,645 -20,569 -8.39 38,212 7.46 1.6777
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 245,214 -4,422 -1.77 35,561 -2.06 1.6969
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 249,636 1,213 0.49 36,307 12.16 1.6816
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 248,423 -6,845 -2.68 32,372 -5.43 1.7218
2023-02-02 2022-12-31 13F JPMORGAN CHASE COM 46625H100 255,268 2,395 0.95 34,231 29.54 1.8097
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 252,873 2,488 0.99 26,425 -6.28 1.5405
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 250,385 2,329 0.94 28,196 -16.62 1.5868
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 248,056 11,003 4.64 33,815 -9.92 1.7522
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 237,053 9,559 4.20 37,537 0.80 1.9725
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 227,494 9,300 4.26 37,239 9.73 2.2249
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 218,194 2,649 1.23 33,938 3.43 2.0638
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 215,545 2,193 1.03 32,813 21.03 2.1488
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 213,352 1,131 0.53 27,111 32.70 1.8704
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 212,221 4,453 2.14 20,430 4.54 1.5894
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 207,768 5,870 2.91 19,543 7.51 1.6515
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 201,898 -349 -0.17 18,177 -35.53 1.8160
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 202,247 7,063 3.62 28,193 22.73 2.2906
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 195,184 7,004 3.72 22,971 9.18 2.0626
2019-07-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 188,180 11,457 6.48 21,039 17.60 1.9608
2019-04-25 2019-03-31 13F JPMORGAN CHASE COM 46625H100 176,723 11,215 6.78 17,890 10.73 1.7897
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 165,508 7,927 5.03 16,156 -9.14 1.8017
2018-10-31 2018-09-30 13F JPMORGAN CHASE COM 46625H100 157,581 992 0.63 17,781 8.97 1.8107
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 156,589 4,085 2.68 16,317 -2.71 1.7981
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 152,504 227 0.15 16,771 2.99 1.9103
2018-01-17 2017-12-31 13F JPMORGAN CHASE COM 46625H100 152,277 2,098 1.40 16,284 13.52 1.7908
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 150,179 944 0.63 14,344 5.16 1.6630
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 149,235 7,825 5.53 13,640 9.81 1.6675
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 141,410 -1,406 -0.98 12,421 0.79 1.6105
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 142,816 684 0.48 12,324 30.22 1.7360
2016-11-02 2016-09-30 13F JPMORGAN CHASE COM 46625H100 142,132 4,515 3.28 9,464 10.68 1.4253
2016-07-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 137,617 4,043 3.03 8,551 8.10 1.3123
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 133,574 9,015 7.24 7,910 -3.83 1.2113
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 124,559 -582 -0.47 8,225 7.81 1.3018
2015-11-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 125,141 1,461 1.18 7,629 -8.96 1.3092
2015-07-20 2015-06-30 13F JPMORGAN CHASE COM 46625H100 123,680 1,626 1.33 8,380 13.34 1.3464
2015-05-08 2015-03-31 13F JPMORGAN CHASE COM 46625H100 122,054 122,054 0.00 7,394 1.2631
2015-01-28 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -112,062 -100.00 0 -100.00
2014-11-06 2014-09-30 13F JPMORGAN CHASE COM 46625H100 112,062 7,253 6.92 6,750 11.77 1.2768
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 104,809 8,825 9.19 6,039 3.64 1.1645
2014-05-07 2014-03-31 13F JPMORGAN CHASE COM 46625H100 95,984 3,081 3.32 5,827 7.25 1.0422
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 92,903 1,481 1.62 5,433 14.98 0.9895
2013-12-17 2013-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 91,422 6,363 7.48 4,725 5.21 0.9257
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 91,422 4,725
2013-08-09 2013-06-30 13F JPMORGAN CHASE COM 46625H100 85,059 85,059 4,491 0.9207
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.