JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionManchester Financial Inc
Latest Disclosed Ownership5,894 shares
Latest Disclosed Value $ 1,733,811
Manchester Financial Inc reports 1.85% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Manchester Financial Inc filed a 13F-HR form disclosing ownership of 5,894 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,733,811 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 5,787 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.85% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,894 107 1.85 1,734 -7.03 0.3328
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,787 138 2.44 1,865 4.66 0.3487
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,649 947 20.14 1,782 30.67 0.3558
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,702 1,661 54.62 1,363 82.95 0.2853
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,041 1,029 51.14 746 54.56 0.1680
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,012 367 22.31 482 39.31 0.1056
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,645 74 4.71 347 9.15 0.0752
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,571 -30 -1.87 318 -0.94 0.0782
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,601 -28 -1.72 321 15.52 0.0836
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,629 -18 -1.09 277 16.39 0.0774
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,647 -532 -24.41 239 -24.68 0.0702
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,179 422 24.02 317 38.60 0.0899
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,757 46 2.69 229 -0.44 0.0663
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,711 1,711 229 0.0621
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,185 -100.00 0 -100.00
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,185 -90 -3.96 298 -17.22 0.1070
2022-02-03 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,275 -38 -1.64 360 -5.01 0.1263
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,313 -196 -7.81 379 -2.82 0.1451
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,509 183 7.87 390 10.17 0.1542
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,326 180 8.39 354 29.67 0.1640
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,146 128 6.34 273 40.72 0.1696
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,018 -202 -9.10 194 -7.18 0.1474
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,220 129 6.17 209 11.17 0.1697
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,091 -361 -14.72 188 -45.03 0.1388
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,452 -68 -2.70 342 15.15 0.1340
2019-10-09 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,520 1 0.04 297 5.32 0.1303
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,519 0 0.00 282 10.59 0.1268
2019-04-30 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,519 42 1.70 255 5.37 0.1236
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,477 2,477 242 0.1308
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.