JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLegacy Advisors, LLC
Latest Disclosed Ownership16,777 shares
Latest Disclosed Value $ 4,935,140
Legacy Advisors, LLC reports 4.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Legacy Advisors, LLC filed a 13F-HR form disclosing ownership of 16,777 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,935,140 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 17,506 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.16% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,777 -729 -4.16 4,935 -12.50 0.5818
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,506 1,575 9.89 5,641 12.24 0.6059
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,931 15,931 5,025 0.6205
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 0 -26,697 -100.00 0 -100.00
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,697 62 0.23 6,549 2.57 0.6740
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,635 1,540 6.14 6,385 20.66 0.6195
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 25,095 859 3.54 5,292 7.96 0.5730
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 24,236 3,887 19.10 4,902 20.27 0.5959
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,349 -475 -2.28 4,076 15.05 0.5150
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,824 764 3.81 3,542 21.76 0.4563
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,060 -245 -1.21 2,909 -1.49 0.4687
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,305 12,919 174.91 2,953 206.96 0.4383
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,386 -346 -4.47 962 -7.14 0.1775
2023-02-01 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 7,732 1,749 29.23 1,037 65.76 0.1897
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,983 -13 -0.22 625 -7.41 0.1380
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,996 1,104 22.57 675 1.20 0.1419
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,892 1,594 48.33 667 27.78 0.1295
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,298 -19 -0.57 522 -3.87 0.1915
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,317 19 0.58 543 5.85 0.2171
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,298 0 0.00 513 2.19 0.2082
2021-04-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,298 875 36.11 502 62.99 0.2217
2021-01-15 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,423 -150 -5.83 308 24.19 0.1750
2020-10-08 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,573 -250 -8.86 248 -6.77 0.1638
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,823 -6,173 -68.62 266 -67.16 0.2112
2020-04-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,996 1,091 13.80 810 -26.50 0.8106
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,905 1,411 21.73 1,102 44.24 0.6993
2019-10-10 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 6,494 -1,821 -21.90 764 -17.85 0.5714
2019-07-15 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 8,315 308 3.85 930 14.67 0.6287
2019-04-12 2019-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 8,007 -142 -1.74 811 1.88 0.5496
2019-04-08 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,007 -142 811
2019-01-14 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,149 856 11.74 796 -3.28 0.6038
2018-10-18 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 7,293 4,460 157.43 823 178.98 0.4053
2018-07-19 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,833 436 18.19 295 11.74 0.2204
2018-04-17 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,397 809 50.94 264 56.21 0.1949
2018-01-26 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,588 -66 -3.99 169 7.64 0.1647
2017-11-03 2017-09-30 13F/A-1 JPMorgan Chase COM 46625H100 1,654 489 41.97 157 48.11 0.1749
2017-11-01 2017-09-30 13F JPMorgan Chase COM 46625H100 1,165 0 106
2017-11-01 2017-06-30 13F JPMorgan Chase COM 46625H100 1,165 0 0.00 106 3.92 0.1353
2017-11-02 2017-03-31 13F JPMorgan Chase COM 46625H100 1,165 0 0.00 102 2.00 0.1378
2017-11-03 2016-12-31 13F JPMorgan Chase COM 46625H100 1,165 1,165 100 0.1366
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.