JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOrrstown Financial Services Inc
Latest Disclosed Ownership8,595 shares
Latest Disclosed Value $ 2,528,305
Orrstown Financial Services Inc reports 10.89% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Orrstown Financial Services Inc filed a 13F-HR form disclosing ownership of 8,595 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,528,305 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 9,645 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.89% 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)
2026-04-08 2026-03-31 13F JPMorgan Chase Common Stock 46625H100 8,595 -1,050 -10.89 2,528 -18.64 0.3147
2026-01-15 2025-12-31 13F JPMorgan Chase Common Stock 46625H100 9,645 -371 -3.70 3,108 -1.65 0.5181
2025-10-10 2025-09-30 13F JPMorgan Chase Common Stock 46625H100 10,016 264 2.71 3,159 11.74 0.5406
2025-07-11 2025-06-30 13F JPMorgan Chase Common Stock 46625H100 9,752 -521 -5.07 2,827 12.23 0.5956
2025-04-14 2025-03-31 13F JPMorgan Chase Common Stock 46625H100 10,273 -753 -6.83 2,520 -4.69 0.5998
2025-01-23 2024-12-31 13F JPMorgan Chase Common Stock 46625H100 11,026 -117 -1.05 2,643 12.52 0.7092
2024-10-24 2024-09-30 13F JPMorgan Chase Common Stock 46625H100 11,143 4,576 69.68 2,350 76.88 0.6941
2024-07-12 2024-06-30 13F JPMorgan Chase Common Stock 46625H100 6,567 73 1.12 1,328 2.15 0.7012
2024-04-04 2024-03-31 13F JPMorgan Chase Common Stock 46625H100 6,494 242 3.87 1,301 22.30 0.7245
2024-01-11 2023-12-31 13F JPMorgan Chase Common Stock 46625H100 6,252 -400 -6.01 1,063 17.20 0.8506
2022-04-12 2022-03-31 13F JPMorgan Chase Common Stock 46625H100 6,652 -497 -6.95 907 -24.67 1.6925
2022-01-13 2021-12-31 13F JPMorgan Chase Common Stock 46625H100 7,149 -336 -4.49 1,204 -1.71 1.8379
2021-10-01 2021-09-30 13F JPMorgan Chase Common Stock 46625H100 7,485 -771 -9.34 1,225 -5.55 1.9395
2021-07-08 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 8,256 -188 -2.23 1,297 -0.08 1.8763
2021-04-07 2021-03-31 13F JPMorgan Chase Common Stock 46625H100 8,444 -492 -5.51 1,298 14.36 1.8335
2021-01-13 2020-12-31 13F JPMorgan Chase Common Stock 46625H100 8,936 -336 -3.62 1,135 26.25 1.6769
2020-10-06 2020-09-30 13F JPMorgan Chase Common Stock 46625H100 9,272 -586 -5.94 899 -3.02 1.4141
2020-07-06 2020-06-30 13F JPMorgan Chase Common Stock 46625H100 9,858 -418 -4.07 927 0.22 1.5204
2020-04-02 2020-03-31 13F JPMorgan Chase Common Stock 46625H100 10,276 -93 -0.90 925 -34.77 1.3301
2020-01-17 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 10,369 -731 -6.59 1,418 16.32 2.0258
2019-10-01 2019-09-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 11,100 334 3.10 1,219 1.25 1.6344
2019-07-11 2019-06-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 10,766 114 1.07 1,204 11.69 1.6439
2019-04-04 2019-03-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 10,652 270 2.60 1,078 6.42 1.5105
2019-01-25 2018-12-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 10,382 -38 -0.36 1,013 -13.86 1.5221
2018-10-23 2018-09-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 10,420 -699 -6.29 1,176 1.47 1.5411
2018-07-23 2018-06-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 11,119 -886 -7.38 1,159 -12.20 1.4442
2018-04-16 2018-03-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 12,005 -285 -2.32 1,320 0.46 1.5604
2018-01-16 2017-12-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 12,290 -1,583 -11.41 1,314 -0.83 1.5088
2017-10-12 2017-09-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 13,873 -297 -2.10 1,325 2.32 1.4799
2017-07-17 2017-06-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 14,170 -1,750 -10.99 1,295 -7.37 1.4170
2017-04-12 2017-03-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 15,920 -2,182 -12.05 1,398 -3.65 1.4073
2017-01-13 2016-12-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 18,102 17 0.09 1,451 20.51 1.4855
2016-10-12 2016-09-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 18,085 -768 -4.07 1,204 2.82 1.2674
2016-07-20 2016-06-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 18,853 -934 -4.72 1,171 -0.09 1.2603
2016-04-08 2016-03-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 19,787 2,539 14.72 1,172 2.90 1.2651
2016-01-22 2015-12-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 17,248 722 4.37 1,139 13.00 1.2317
2015-10-08 2015-09-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 16,526 -346 -2.05 1,008 -11.81 1.1824
2015-07-06 2015-06-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 16,872 2,061 13.92 1,143 27.42 1.2471
2015-04-21 2015-03-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 14,811 -380 -2.50 897 -5.68 0.9651
2015-01-06 2014-12-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 15,191 249 1.67 951 5.67 1.0078
2014-10-10 2014-09-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 14,942 -6,446 -30.14 900 -26.95 0.9752
2014-07-09 2014-06-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 21,388 2,353 12.36 1,232 6.67 1.3066
2014-04-11 2014-03-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 19,035 487 2.63 1,155 6.55 1.2344
2014-01-13 2013-12-31 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP 46625H100 18,548 547 3.04 1,084 16.56 1.1290
2013-10-15 2013-09-30 13F JPMORGAN CHASE & CO COM EQUITY / LARGE CAP GROWTH 46625H100 18,001 7,549 72.23 930 68.48 1.0552
2013-07-26 2013-06-30 13F JPMORGAN CHASE COM 46625H100 10,452 10,452 552 0.8012
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.