JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRice Partnership, LLC
Latest Disclosed Ownership81,428 shares
Latest Disclosed Value $ 23,953,007
Rice Partnership, LLC reports 18.18% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Rice Partnership, LLC filed a 13F-HR form disclosing ownership of 81,428 shares of JPMorgan Chase & Co. (MX:JPM) valued at $23,953,007 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 99,524 shares of JPMorgan Chase & Co.. This represents a change in shares of -18.18% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 81,428 -18,096 -18.18 23,953 -25.31 3.2731
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 99,524 -9,720 -8.90 32,069 -6.94 4.3358
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 109,244 1,314 1.22 34,459 10.13 4.8941
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 107,930 10,676 10.98 31,290 31.16 5.4362
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 97,254 3,208 3.41 23,856 5.82 4.8967
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 94,046 2,569 2.81 22,544 16.88 4.2933
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 91,477 2,377 2.67 19,289 7.03 3.8824
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 89,100 3,607 4.22 18,021 5.24 3.9152
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 85,493 2,162 2.59 17,124 20.81 4.0369
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 83,331 1,097 1.33 14,175 18.86 3.7011
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 82,234 520 0.64 11,926 0.35 3.3755
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 81,714 333 0.41 11,885 12.07 3.2553
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 81,381 -1,475 -1.78 10,605 -4.55 3.1828
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 82,856 -4,328 -4.96 11,111 21.94 3.5059
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 87,184 8,827 11.27 9,111 3.25 2.9248
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 78,357 -8,393 -9.67 8,824 -25.38 3.0972
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 86,750 1,496 1.75 11,826 -12.40 3.4125
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 85,254 1,223 1.46 13,500 -1.85 3.8419
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 84,031 -616 -0.73 13,755 4.47 4.3473
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 84,647 165 0.20 13,166 2.37 4.1457
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 84,482 3,479 4.29 12,861 24.95 4.5636
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 81,003 1,896 2.40 10,293 35.15 3.8451
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 79,107 4,014 5.35 7,616 7.83 3.3046
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 75,093 6,178 8.96 7,063 13.85 3.6219
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 68,915 2,500 3.76 6,204 -32.99 4.1646
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 66,415 3,312 5.25 9,258 24.65 5.0417
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 63,103 2,704 4.48 7,427 9.98 4.6517
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 60,399 1,203 2.03 6,753 12.70 4.5519
2019-05-06 2019-03-31 13F JPMORGAN CHASE COM 46625H100 59,196 1,185 2.04 5,992 5.81 4.3394
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 58,011 835 1.46 5,663 -12.23 5.0933
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 57,176 -174 -0.30 6,452 7.97 4.0705
2018-08-21 2018-06-30 13F JPMORGAN CHASE COM 46625H100 57,350 2,731 5.00 5,976 -0.50 3.9354
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 54,619 687 1.27 6,006 4.13 4.0051
2018-05-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 53,932 53,932 5,768 4.0531
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.