JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHaverford Trust Co
Latest Disclosed Ownership1,359,070 shares
Latest Disclosed Value $ 399,783,949
Haverford Trust Co reports 1.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Haverford Trust Co filed a 13F-HR form disclosing ownership of 1,359,070 shares of JPMorgan Chase & Co. (MX:JPM) valued at $399,783,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,376,816 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.29% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,359,070 -17,746 -1.29 399,784 -9.89 3.6633
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,376,816 -11,584 -0.83 443,638 1.30 3.9559
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,388,400 -58,122 -4.02 437,943 4.43 3.9507
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,446,522 -8,543 -0.59 419,361 17.49 3.9843
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,455,065 -17,726 -1.20 356,927 1.10 3.5924
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,472,791 -3,964 -0.27 353,043 13.38 3.5052
2024-11-05 2024-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,476,755 -17,794 -1.19 311,389 3.01 3.0341
2024-08-13 2024-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,494,549 -27,122 -1.78 302,287 -0.82 3.1820
2024-05-02 2024-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,521,671 -93,224 -5.77 304,791 10.96 3.1846
2024-02-08 2023-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,614,895 -145,454 -8.26 274,694 7.60 3.0473
2023-11-09 2023-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,760,349 -22,178 -1.24 255,286 -1.53 3.1110
2023-08-08 2023-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,782,527 -7,173 -0.40 259,251 11.16 2.9255
2023-05-12 2023-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,789,700 2,956 0.17 233,216 -2.67 2.7855
2023-02-13 2022-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,786,744 5,192 0.29 239,602 28.70 2.9502
2022-11-14 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,781,552 25,949 1.48 186,172 -5.83 2.5504
2022-08-12 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,755,603 143,041 8.87 197,698 -10.07 2.5766
2022-05-05 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,612,562 85,948 5.63 219,825 -9.07 2.5392
2022-02-14 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,526,614 -2,448 -0.16 241,739 -3.42 2.6336
2021-11-12 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,529,062 -82,632 -5.13 250,292 -0.16 2.9933
2021-08-16 2021-06-30 13F/A-1 J.P. MORGAN CHASE COM 46625H100 1,611,694 24,468 1.54 250,683 3.75 2.9503
2021-08-16 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 250,683 -1,336,543 250,683 2.9503
2021-05-12 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,587,226 101,134 6.81 241,623 27.95 3.0923
2021-02-05 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,486,092 24,728 1.69 188,838 34.23 2.6675
2020-11-10 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,461,364 16,698 1.16 140,686 3.53 2.2434
2020-08-13 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,444,666 24,401 1.72 135,885 6.27 2.3308
2020-05-11 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,420,265 3,077 0.22 127,866 -35.28 2.5969
2020-02-10 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,417,188 2,173 0.15 197,556 18.63 3.2005
2019-11-04 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,415,015 20,586 1.48 166,533 6.82 2.9225
2019-08-13 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,394,429 3,489 0.25 155,897 10.72 2.7967
2019-05-09 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,390,940 27,635 2.03 140,805 5.80 2.6136
2019-02-12 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,363,305 2,724 0.20 133,086 -13.31 2.8333
2018-11-08 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,360,581 2,968 0.22 153,528 8.53 2.8346
2018-08-10 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,357,613 -38,116 -2.73 141,463 -7.83 2.7949
2018-05-09 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,395,729 -26,329 -1.85 153,488 0.93 3.0724
2018-02-13 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,422,058 -9,933 -0.69 152,075 11.19 2.9855
2017-11-09 2017-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,431,991 10,670 0.75 136,769 5.28 2.8561
2017-08-14 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,421,321 20,692 1.48 129,909 5.59 2.8343
2017-05-05 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,400,629 -284,578 -16.89 123,031 -15.39 2.8087
2017-02-10 2016-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,685,207 -24,859 -1.45 145,417 27.70 3.5235
2016-11-14 2016-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,710,066 -1,678 -0.10 113,873 7.06 2.8394
2016-08-04 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,711,744 952 0.06 106,368 4.99 2.6711
2016-05-10 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,710,792 54,015 3.26 101,313 -7.39 2.6371
2016-02-09 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,656,777 20,241 1.24 109,397 9.64 2.9439
2015-11-10 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,636,536 34,234 2.14 99,780 -8.10 2.8983
2015-07-30 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,602,302 -1,926 -0.12 108,572 11.72 2.9830
2015-05-05 2015-03-31 13F/A-1 J.P. MORGAN CHASE COM 46625H100 1,604,228 26,640 1.69 97,184 -1.56 2.6880
2015-05-04 2015-03-31 13F J.P. MORGAN CHASE COM 46625H100 45,649 97,184
2015-02-09 2014-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,577,588 21,563 1.39 98,725 5.32 2.7664
2014-11-05 2014-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,556,025 15,769 1.02 93,735 5.62 2.8000
2014-08-01 2014-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,540,256 63,912 4.33 88,750 -0.98 2.6041
2014-05-08 2014-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,476,344 -201,009 -11.98 89,629 -8.63 2.7698
2014-01-31 2013-12-31 13F J.P. MORGAN CHASE Common Stocks 46625H100 1,677,353 14,494 0.87 98,092 14.12 2.7547
2013-11-01 2013-09-30 13F J.P. MORGAN CHASE Common Stocks 46625H100 1,662,859 39,315 2.42 85,953 0.29 3.1270
2013-07-31 2013-06-30 13F J.P. MORGAN CHASE Common Stocks 46625H100 1,623,544 1,623,544 85,707 2.8219
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.