JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHoward Financial Services, Ltd.
Latest Disclosed Ownership7,159 shares
Latest Disclosed Value $ 2,105,927
Howard Financial Services, Ltd. reports 14.71% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Howard Financial Services, Ltd. filed a 13F-HR form disclosing ownership of 7,159 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,105,927 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 6,241 shares of JPMorgan Chase & Co.. This represents a change in shares of 14.71% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,159 918 14.71 2,106 4.73 0.2371
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,241 103 1.68 2,011 3.82 0.2352
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,138 74 1.22 1,936 10.13 0.2369
2025-07-02 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,064 -2,189 -26.52 1,758 -13.14 0.2311
2025-04-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,253 -577 -6.53 2,024 -4.35 0.2757
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,830 3,373 61.81 2,117 84.00 0.2879
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,457 -14 -0.26 1,151 3.98 0.1662
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,471 -544 -9.04 1,107 -8.14 0.1814
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,015 120 2.04 1,205 20.16 0.2075
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,895 70 1.20 1,003 18.72 0.1933
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,825 829 16.59 845 16.25 0.1937
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,996 298 6.34 727 18.63 0.1734
2023-04-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,698 362 8.35 612 5.34 0.1492
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,336 809 22.94 581 57.45 0.1527
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,527 2 0.06 369 -7.05 0.1196
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,525 34 0.97 397 -16.60 0.1348
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,491 -5,282 -60.21 476 -65.73 0.1410
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 8,773 -230 -2.55 1,389 -5.77 0.4166
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 9,003 692 8.33 1,474 14.00 0.5526
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,311 51 0.62 1,293 2.86 0.5067
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,260 -417 -4.81 1,257 13.96 0.5646
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,677 606 7.51 1,103 41.96 0.5812
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,071 95 1.19 777 3.60 0.5021
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 7,976 332 4.34 750 9.01 0.5328
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,644 -1,276 -14.30 688 -44.65 0.6086
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,920 1,091 13.94 1,243 34.96 0.7642
2019-11-12 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 7,829 18 0.23 921 5.50 0.6097
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 7,829 18 921 609,675.3694
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,811 121 1.57 873 12.21 0.5968
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,690 -423 -5.21 778 -1.77 0.5517
2019-02-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,113 8,113 792 0.6084
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.