JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPlimoth Trust Co Llc
Latest Disclosed Ownership43,754 shares
Latest Disclosed Value $ 12,870,677
Plimoth Trust Co Llc reports 1.81% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Plimoth Trust Co Llc filed a 13F-HR form disclosing ownership of 43,754 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,870,677 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 42,977 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.81% 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 43,754 777 1.81 12,871 -7.06 2.8768
2026-01-27 2025-12-31 13F JPMorgan Chase Com 46625H100 42,977 -383 -0.88 13,848 1.25 3.0855
2025-10-17 2025-09-30 13F JPMorgan Chase Com 46625H100 43,360 -2,142 -4.71 13,677 3.68 3.0971
2025-07-22 2025-06-30 13F JPMorgan Chase Com 46625H100 45,502 -296 -0.65 13,191 17.42 3.1633
2025-04-21 2025-03-31 13F JPMorgan Chase Com 46625H100 45,798 -1,430 -3.03 11,234 -0.77 2.9264
2025-01-23 2024-12-31 13F JPMorgan Chase Com 46625H100 47,228 -687 -1.43 11,321 12.06 2.9075
2024-10-21 2024-09-30 13F JPMorgan Chase Com 46625H100 47,915 -5,011 -9.47 10,103 -5.61 2.5455
2024-07-23 2024-06-30 13F JPMorgan Chase Com 46625H100 52,926 -3,032 -5.42 10,705 -4.50 2.8563
2024-04-18 2024-03-31 13F JPMorgan Chase Com 46625H100 55,958 -2,186 -3.76 11,208 13.33 2.9864
2024-01-26 2023-12-31 13F JPMorgan Chase Com 46625H100 58,144 -1,167 -1.97 9,890 14.99 2.8540
2023-10-20 2023-09-30 13F JPMorgan Chase Com 46625H100 59,311 -732 -1.22 8,601 -1.50 2.6936
2023-07-24 2023-06-30 13F JPMorgan Chase Com 46625H100 60,043 -59 -0.10 8,733 11.51 2.6123
2023-04-26 2023-03-31 13F JPMorgan Chase Com 46625H100 60,102 -719 -1.18 7,832 97,787.50 2.4303
2023-01-19 2022-12-31 13F JPMorgan Chase Com 46625H100 60,821 -1,903 -3.03 8 -99.88 2.6305
2022-10-18 2022-09-30 13F JPMorgan Chase Com 46625H100 62,724 -1,267 -1.98 6,555 -9.05 2.2658
2022-07-15 2022-06-30 13F JPMorgan Chase Com 46625H100 63,991 -789 -1.22 7,207 -18.39 2.2733
2022-04-25 2022-03-31 13F JPMorgan Chase Com 46625H100 64,780 766 1.20 8,831 -12.87 2.3460
2022-01-27 2021-12-31 13F JPMorgan Chase Com 46625H100 64,014 1,144 1.82 10,136 -1.51 2.5700
2021-10-22 2021-09-30 13F JPMorgan Chase Com 46625H100 62,870 614 0.99 10,291 6.27 2.9096
2021-07-20 2021-06-30 13F JPMorgan Chase Com 46625H100 62,256 1,465 2.41 9,684 4.65 2.7180
2021-04-14 2021-03-31 13F JPMorgan Chase Com 46625H100 60,791 133 0.22 9,254 20.07 2.7309
2021-01-22 2020-12-31 13F JPMorgan Chase Com 46625H100 60,658 425 0.71 7,707 32.93 2.4069
2020-10-27 2020-09-30 13F JPMorgan Chase Com 46625H100 60,233 991 1.67 5,798 4.06 1.9444
2020-07-20 2020-06-30 13F JPMorgan Chase Com 46625H100 59,242 7,405 14.29 5,572 19.39 1.9815
2020-04-22 2020-03-31 13F JPMorgan Chase Com 46625H100 51,837 -3,682 -6.63 4,667 -39.70 1.9571
2020-01-29 2019-12-31 13F JPMorgan Chase Com 46625H100 55,519 -1,685 -2.95 7,739 14.96 2.5028
2019-10-28 2019-09-30 13F JPMorgan Chase Com 46625H100 57,204 -3,383 -5.58 6,732 -0.61 2.2074
2019-08-05 2019-06-30 13F JPMorgan Chase Com 46625H100 60,587 -1,255 -2.03 6,773 8.19 2.2287
2019-04-19 2019-03-31 13F JPMorgan Chase Com 46625H100 61,842 313 0.51 6,260 4.21 2.0822
2019-01-25 2018-12-31 13F JPMorgan Chase Com 46625H100 61,529 -584 -0.94 6,007 -14.28 2.2149
2018-12-13 2018-09-30 13F JPMorgan Chase Com 46625H100 62,113 -1,105 -1.75 7,008 6.38 2.2712
2018-12-12 2018-06-30 13F JPMorgan Chase Com 46625H100 63,218 -2,683 -4.07 6,588 -9.09 2.2575
2018-12-21 2018-03-31 13F JPMorgan Chase Com 46625H100 65,901 4,401 7.16 7,247 10.19 2.5034
2018-12-26 2017-12-31 13F JPMorgan Chase Com 46625H100 61,500 61,500 6,577 2.3559
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.