JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPensionmark Financial Group, Llc
Latest Disclosed Ownership240,938 shares
Latest Disclosed Value $ 70,874,356
Pensionmark Financial Group, Llc reports 2.06% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Pensionmark Financial Group, Llc filed a 13F-HR form disclosing ownership of 240,938 shares of JPMorgan Chase & Co. (MX:JPM) valued at $70,874,356 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 13, 2026 disclosing 246,018 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.06% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 240,938 -5,080 -2.06 70,874 -10.59 1.1427
2026-03-13 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 246,018 12,425 5.32 79,272 7.59 1.2869
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 246,018 12,425 75,343 1.4417
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 233,593 2,001 0.86 73,682 9.74 1.5065
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 231,592 23,437 11.26 67,141 31.49 1.5226
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 208,155 7,718 3.85 51,061 6.27 1.3253
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 200,437 9,685 5.08 48,047 19.46 1.3147
2024-11-25 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 190,752 121,819 176.72 40,222 188.49 1.2613
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 670,072 601,139 40,222 1.2600
2024-08-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 68,933 59,442 626.30 13,942 355.32 0.8680
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,491 -9,791 -50.78 3,063 -6.62 0.4382
2024-02-15 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,282 14,957 345.83 3,280 422.97 0.4261
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,325 213 5.18 627 4.85 0.1242
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,112 1,139 38.31 598 54.52 0.1157
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,973 -95 -3.10 387 -5.84 0.0807
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,068 24 0.79 411 29.25 0.0944
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,044 -68 -2.19 318 -10.17 0.0755
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,112 -52 -1.64 354 -17.87 0.0743
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,164 -35 -1.09 431 -13.63 0.0895
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,199 744 30.31 499 24.13 0.1044
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,455 -145 -5.58 402 -0.50 0.0910
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,600 17 0.66 404 -3.12 0.0924
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,583 -161 -5.87 417 7.47 0.1004
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,744 -1 -0.04 388 46.97 0.0983
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,745 2,745 264 0.0904
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 0 -5,322 -100.00 0 -100.00
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,322 5,322 546 0.2450
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.