JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRockland Trust Co
Latest Disclosed Ownership88,609 shares
Latest Disclosed Value $ 26,065,172
Rockland Trust Co reports 3.82% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Rockland Trust Co filed a 13F-HR form disclosing ownership of 88,609 shares of JPMorgan Chase & Co. (MX:JPM) valued at $26,065,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 92,124 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.82% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 88,609 -3,515 -3.82 26,065 -12.19 0.9729
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 92,124 -12,720 -12.13 29,684 -10.24 1.1689
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 104,844 -8,666 -7.63 33,071 0.50 1.3553
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 113,510 -24,661 -17.85 32,908 -2.91 1.6025
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 138,171 -22,523 -14.02 33,893 -12.01 1.7036
2025-01-14 2024-12-31 13F JPMorgan Chase COM 46625H100 160,694 -28,832 -15.21 38,520 -3.61 1.9586
2024-10-03 2024-09-30 13F JPMorgan Chase COM 46625H100 189,526 -5,434 -2.79 39,963 1.35 1.9666
2024-07-23 2024-06-30 13F JPMorgan Chase COM 46625H100 194,960 -2,320 -1.18 39,433 -0.21 2.0789
2024-04-11 2024-03-31 13F JPMorgan Chase COM 46625H100 197,280 -10,317 -4.97 39,515 11.90 2.0820
2024-01-11 2023-12-31 13F JPMorgan Chase COM 46625H100 207,597 2,070 1.01 35,312 18.48 1.9329
2023-10-26 2023-09-30 13F JPMorgan Chase COM 46625H100 205,527 11,335 5.84 29,806 5.53 1.7940
2023-07-27 2023-06-30 13F JPMorgan Chase COM 46625H100 194,192 5,381 2.85 28,243 14.79 1.6876
2023-04-24 2023-03-31 13F JPMorgan Chase COM 46625H100 188,811 9,137 5.09 24,604 102,412.50 1.5460
2023-01-24 2022-12-31 13F JPMorgan Chase COM 46625H100 179,674 -1,733 -0.96 24 -99.87 1.5306
2022-10-19 2022-09-30 13F JPMorgan Chase COM 46625H100 181,407 10,280 6.01 18,958 -1.62 1.3525
2022-07-13 2022-06-30 13F JPMorgan Chase COM 46625H100 171,127 13,472 8.55 19,271 -10.33 1.3325
2022-04-18 2022-03-31 13F JPMorgan Chase COM 46625H100 157,655 11,351 7.76 21,492 -7.23 1.3677
2022-01-27 2021-12-31 13F JPMorgan Chase COM 46625H100 146,304 367 0.25 23,167 -3.02 1.4757
2021-10-25 2021-09-30 13F JPMorgan Chase COM 46625H100 145,937 -2,460 -1.66 23,889 3.50 1.6661
2021-07-21 2021-06-30 13F JPMorgan Chase COM 46625H100 148,397 -670 -0.45 23,082 1.72 1.5955
2021-04-22 2021-03-31 13F JPMorgan Chase COM 46625H100 149,067 -455 -0.30 22,692 19.43 1.6341
2021-01-04 2020-12-31 13F JPMorgan Chase COM 46625H100 149,522 16,724 12.59 19,000 48.61 1.4758
2020-10-08 2020-09-30 13F JPMorgan Chase COM 46625H100 132,798 18,318 16.00 12,785 18.73 1.0984
2020-07-09 2020-06-30 13F JPMorgan Chase COM 46625H100 114,480 -27,621 -19.44 10,768 -15.84 0.9676
2020-04-16 2020-03-31 13F JPMorgan Chase COM 46625H100 142,101 11,326 8.66 12,794 -29.82 1.3025
2020-01-06 2019-12-31 13F JPMorgan Chase COM 46625H100 130,775 4,268 3.37 18,230 28.45 1.5012
2019-10-11 2019-09-30 13F JPMorgan Chase COM 46625H100 126,507 105,415 499.79 14,192 501.87 1.2903
2019-07-05 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 21,092 2,999 16.58 2,358 28.78 0.2337
2019-04-08 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 18,093 320 1.80 1,831 5.53 0.1941
2019-01-16 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 17,773 2,137 13.67 1,735 -1.64 0.2128
2018-10-05 2018-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 15,636 424 2.79 1,764 11.29 0.2155
2018-07-06 2018-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 15,212 -427 -2.73 1,585 -7.85 0.2047
2018-04-10 2018-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 15,639 2,524 19.25 1,720 22.59 0.2273
2018-01-11 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 13,115 3,848 41.52 1,403 58.53 0.1806
2017-11-01 2017-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,267 -80 -0.86 885 3.63 0.1323
2017-08-01 2017-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,347 -160 -1.68 854 2.28 0.1337
2017-04-20 2017-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,507 -1,375 -12.64 835 -11.08 0.1318
2017-01-30 2016-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 10,882 400 3.82 939 34.53 0.1504
2016-10-27 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 10,482 -141 -1.33 698 5.76 0.1209
2016-07-20 2016-06-30 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 10,623 805 8.20 660 13.60 0.1142
2016-07-20 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,818 581
2016-05-04 2016-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,818 -373 -3.66 581 -13.67 0.1043
2016-01-28 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 10,191 -637 -5.88 673 1.97 0.1186
2015-10-28 2015-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 10,828 1,945 21.90 660 9.63 0.1297
2015-07-22 2015-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,883 63 0.71 602 12.73 0.1195
2015-04-24 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,820 8,820 534 0.1129
2015-02-04 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 0 -7,832 -100.00 0 -100.00
2014-11-05 2014-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,832 522 7.14 472 12.11 0.1039
2014-08-04 2014-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,310 -597 -7.55 421 -12.29 0.0956
2014-05-02 2014-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,907 149 1.92 480 5.73 0.1128
2014-02-04 2013-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,758 162 2.13 454 15.52 0.1093
2013-11-12 2013-09-30 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 7,596 333 4.58 393 2.61 0.1038
2013-10-21 2013-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,596 393
2013-08-12 2013-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,263 7,263 383 0.1061
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.