JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMcIlrath & Eck, LLC
Latest Disclosed Ownership6,936 shares
Latest Disclosed Value $ 2,040,163
McIlrath & Eck, LLC reports 1.87% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 19, 2026 - McIlrath & Eck, LLC filed a 13F-HR form disclosing ownership of 6,936 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,040,163 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,068 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.87% 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)
2026-05-19 2026-03-31 13F JPMORGAN CHASE & CO COM COMMON STOCK 46625H100 6,936 -132 -1.87 2,040 -10.41 0.1512
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,068 347 5.16 2,278 7.41 0.2116
2025-10-22 2025-09-30 13F JPMORGAN CHASE OM 46625H100 6,721 129 1.96 2,120 10.94 0.2189
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,592 75 1.15 1,911 19.59 0.2182
2025-05-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,517 225 3.58 1,599 5.97 0.1963
2025-02-18 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,292 45 0.72 1,508 14.50 0.1923
2024-11-19 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,247 -180 -2.80 1,317 1.39 0.1697
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,427 158 2.52 1,300 3.51 0.1931
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,269 14 0.22 1,256 18.06 0.1989
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,255 55 0.89 1,064 18.24 0.1870
2023-11-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,200 -10 -0.16 899 -0.44 0.1808
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,210 110 1.80 903 13.73 0.1893
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,100 123 2.06 795 -0.87 0.1856
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,977 154 2.64 802 31.53 0.2064
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,823 253 4.54 609 -2.87 0.1674
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,570 50 0.91 627 -16.62 0.1948
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,520 171 3.20 752 -11.22 0.2175
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,349 112 2.14 847 -1.17 0.2290
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,237 -4 -0.08 857 5.15 0.2551
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,241 133 2.60 815 4.76 0.2476
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,108 370 7.81 778 29.24 0.2710
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,738 3,901 466.07 602 643.21 0.2227
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 837 0 0.00 81 2.53 0.0346
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 837 212 33.92 79 41.07 0.0366
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 625 -135 -17.76 56 -47.17 0.0312
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 760 -41 -5.12 106 12.77 0.0508
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 801 0 0.00 94 16.05 0.0496
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 801 0 0.00 81 0.00 0.0449
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 801 77 10.64 81 14.08 0.0449
2019-05-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 724 41 6.00 71 -7.79 0.0455
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 683 8 1.19 77 10.00 0.0443
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 675 -1,339 -66.48 70 -68.33 0.0425
2018-05-21 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,014 0 0.00 221 2.79 0.1294
2018-03-16 2017-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Common 46625H100 2,014 2,014 215 0.1259
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.