JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFoster & Motley Inc
Latest Disclosed Ownership50,264 shares
Latest Disclosed Value $ 14,786
Foster & Motley Inc reports 3.23% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Foster & Motley Inc filed a 13F-HR form disclosing ownership of 50,264 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,786 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 51,943 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.23% 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)
2026-04-21 2026-03-31 13F J P Morgan Chase com 46625H100 50,264 -1,679 -3.23 15 -12.50 0.7629
2026-01-15 2025-12-31 13F J P Morgan Chase com 46625H100 51,943 -1,853 -3.44 17 0.00 0.8925
2025-10-23 2025-09-30 13F J P Morgan Chase com 46625H100 53,796 -2,166 -3.87 17 0.00 0.9146
2025-07-29 2025-06-30 13F J P Morgan Chase com 46625H100 55,962 -1,776 -3.08 16 14.29 0.9373
2025-05-08 2025-03-31 13F J P Morgan Chase com 46625H100 57,738 -3,788 -6.16 14 0.00 0.8917
2025-01-23 2024-12-31 13F J P Morgan Chase com 46625H100 61,526 266 0.43 15 16.67 0.9591
2024-10-30 2024-09-30 13F J P Morgan Chase com 46625H100 61,260 -1,529 -2.44 13 0.00 0.8192
2024-08-02 2024-06-30 13F J P Morgan Chase com 46625H100 62,789 -631 -0.99 13 0.00 0.8728
2024-04-18 2024-03-31 13F J P Morgan Chase com 46625H100 63,420 -12 -0.02 13 20.00 0.8745
2024-02-01 2023-12-31 13F J P Morgan Chase com 46625H100 63,432 -4,775 -7.00 11 11.11 0.8016
2023-10-24 2023-09-30 13F J P Morgan Chase com 46625H100 68,207 5,608 8.96 10 0.00 0.8109
2023-08-08 2023-06-30 13F J P Morgan Chase com 46625H100 62,599 11,399 22.26 9 50.00 0.7052
2023-05-09 2023-03-31 13F J P Morgan Chase com 46625H100 51,200 -231 -0.45 7 0.00 0.5430
2023-02-09 2022-12-31 13F J P Morgan Chase com 46625H100 51,431 -920 -1.76 7 -99.89 0.5887
2022-11-04 2022-09-30 13F J P Morgan Chase com 46625H100 52,351 -7,280 -12.21 5,471 -18.53 0.5195
2022-08-09 2022-06-30 13F J P Morgan Chase com 46625H100 59,631 -4,054 -6.37 6,715 -22.66 0.5901
2022-04-28 2022-03-31 13F J P Morgan Chase com 46625H100 63,685 -1,013 -1.57 8,682 -15.26 0.6808
2022-01-25 2021-12-31 13F J P Morgan Chase com 46625H100 64,698 -1,678 -2.53 10,245 -5.71 0.7972
2021-10-29 2021-09-30 13F J P Morgan Chase com 46625H100 66,376 -6,457 -8.87 10,865 -4.09 0.9045
2021-07-20 2021-06-30 13F J P Morgan Chase com 46625H100 72,833 -2,529 -3.36 11,328 -1.26 0.9486
2021-04-26 2021-03-31 13F J P Morgan Chase com 46625H100 75,362 -6,370 -7.79 11,472 10.46 0.9567
2021-02-01 2020-12-31 13F J P Morgan Chase com 46625H100 81,732 -6,576 -7.45 10,386 22.17 1.0034
2020-10-19 2020-09-30 13F J P Morgan Chase com 46625H100 88,308 -2,235 -2.47 8,501 -0.18 1.0015
2020-07-20 2020-06-30 13F J P Morgan Chase com 46625H100 90,543 -7,796 -7.93 8,516 -3.81 1.0654
2020-04-21 2020-03-31 13F J P Morgan Chase com 46625H100 98,339 8,239 9.14 8,853 -29.51 1.3205
2020-02-05 2019-12-31 13F J P Morgan Chase com 46625H100 90,100 -1,994 -2.17 12,560 15.88 1.5733
2019-10-24 2019-09-30 13F J P Morgan Chase com 46625H100 92,094 -623 -0.67 10,839 4.56 1.4768
2019-07-17 2019-06-30 13F J P Morgan Chase com 46625H100 92,717 -1,922 -2.03 10,366 8.20 1.4532
2019-05-08 2019-03-31 13F J P Morgan Chase com 46625H100 94,639 -3,258 -3.33 9,580 0.24 1.3808
2019-01-30 2018-12-31 13F J P Morgan Chase com 46625H100 97,897 6,127 6.68 9,557 -7.71 1.5298
2018-10-31 2018-09-30 13F J P Morgan Chase com 46625H100 91,770 -689 -0.75 10,355 7.48 1.5533
2018-07-24 2018-06-30 13F J P Morgan Chase com 46625H100 92,459 -93 -0.10 9,634 -5.34 1.5362
2018-05-14 2018-03-31 13F J P Morgan Chase com 46625H100 92,552 -2,871 -3.01 10,178 -0.26 1.6583
2018-01-22 2017-12-31 13F J P Morgan Chase com 46625H100 95,423 461 0.49 10,205 12.51 1.6308
2017-10-19 2017-09-30 13F J P Morgan Chase com 46625H100 94,962 -752 -0.79 9,070 3.68 1.5610
2017-07-31 2017-06-30 13F J P Morgan Chase com 46625H100 95,714 2,480 2.66 8,748 6.81 1.5455
2017-04-24 2017-03-31 13F J P Morgan Chase com 46625H100 93,234 735 0.79 8,190 2.61 1.4931
2017-01-19 2016-12-31 13F J P Morgan Chase com 46625H100 92,499 -13,512 -12.75 7,982 13.08 1.5275
2016-10-28 2016-09-30 13F J P Morgan Chase com 46625H100 106,011 -3,328 -3.04 7,059 3.90 1.3621
2016-08-02 2016-06-30 13F J P Morgan Chase com 46625H100 109,339 1,553 1.44 6,794 6.44 1.3414
2016-04-20 2016-03-31 13F J P Morgan Chase com 46625H100 107,786 1,387 1.30 6,383 -9.15 1.2925
2016-01-25 2015-12-31 13F J P Morgan Chase com 46625H100 106,399 933 0.88 7,026 9.27 1.4905
2015-11-09 2015-09-30 13F J P Morgan Chase com 46625H100 105,466 2,358 2.29 6,430 -7.97 1.4631
2015-08-10 2015-06-30 13F J P Morgan Chase com 46625H100 103,108 5,686 5.84 6,987 18.38 1.5334
2015-04-16 2015-03-31 13F J P Morgan Chase com 46625H100 97,422 15,854 19.44 5,902 15.61 1.2958
2015-01-22 2014-12-31 13F J P Morgan Chase com 46625H100 81,568 3,037 3.87 5,105 7.91 1.1563
2014-10-16 2014-09-30 13F J P Morgan Chase com 46625H100 78,531 153 0.20 4,731 4.76 1.0984
2014-07-25 2014-06-30 13F J P Morgan Chase com 46625H100 78,378 -4,847 -5.82 4,516 -10.63 1.0425
2014-04-23 2014-03-31 13F J P Morgan Chase com 46625H100 83,225 11,420 15.90 5,053 20.34 1.2421
2014-01-17 2013-12-31 13F J P Morgan Chase com 46625H100 71,805 5,119 7.68 4,199 21.82 1.0595
2013-10-16 2013-09-30 13F J P Morgan Chase com 46625H100 66,686 45,022 207.82 3,447 201.31 0.9200
2013-07-17 2013-06-30 13F J P Morgan Chase com 46625H100 21,664 21,664 1,144 0.3180
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.