JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSimmons Bank
Latest Disclosed Ownership62,849 shares
Latest Disclosed Value $ 18,487,640
Simmons Bank reports 1.22% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 62,849 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,487,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 62,089 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.22% 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)
2026-04-23 2026-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 62,849 760 1.22 18,488 -7.59 1.2383
2026-02-05 2025-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 62,089 359 0.58 20,007 2.75 1.3377
2025-11-04 2025-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 61,730 361 0.59 19,471 9.44 1.2977
2025-08-06 2025-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 61,369 -836 -1.34 17,791 16.60 1.2683
2025-04-29 2025-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 62,205 -1,038 -1.64 15,259 0.65 1.1503
2025-02-05 2024-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 63,243 -1,873 -2.88 15,160 10.41 1.1084
2024-11-05 2024-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 65,116 -190 -0.29 13,730 3.95 0.9941
2024-07-26 2024-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 65,306 -7,304 -10.06 13,209 -9.18 0.9972
2024-05-14 2024-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 72,610 -1,049 -1.42 14,544 16.07 1.0928
2024-02-06 2023-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 73,659 -2,314 -3.05 12,529 13.72 1.0230
2023-10-26 2023-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 75,973 -2,470 -3.15 11,018 -3.43 0.9766
2023-08-03 2023-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 78,443 -2,837 -3.49 11,409 7.71 0.9584
2023-04-28 2023-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 81,280 -132 -0.16 10,592 -2.99 0.9039
2023-02-08 2022-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 81,412 1,191 1.48 10,917 30.23 0.9382
2022-10-27 2022-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 80,221 1,961 2.51 8,383 -4.88 0.7818
2022-07-29 2022-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 78,260 1,660 2.17 8,813 -15.61 0.7724
2022-04-21 2022-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 76,600 -10,013 -11.56 10,443 -23.86 0.7820
2022-01-28 2021-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 86,613 -3,376 -3.75 13,715 -6.90 0.9601
2021-10-26 2021-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 89,989 5,160 6.08 14,731 11.65 1.0696
2021-08-05 2021-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 84,829 793 0.94 13,194 3.14 0.9532
2021-05-06 2021-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 84,036 -4,649 -5.24 12,792 13.50 0.9656
2021-02-08 2020-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 88,685 -4,500 -4.83 11,270 25.61 0.8945
2020-11-13 2020-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 93,185 -13,784 -12.89 8,972 -10.83 0.7364
2020-08-14 2020-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 106,969 -23,009 -17.70 10,062 -14.01 0.8306
2020-05-14 2020-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 129,978 26,397 25.48 11,702 -18.96 1.0181
2020-01-31 2019-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 103,581 -2,123 -2.01 14,440 16.08 1.2951
2019-11-13 2019-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 105,704 -5,644 -5.07 12,440 -0.07 1.2238
2019-08-13 2019-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 111,348 -23,385 -17.36 12,449 -8.72 1.2048
2019-05-13 2019-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 134,733 1,882 1.42 13,639 5.17 1.3273
2019-01-24 2018-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 132,851 5,707 4.49 12,969 -9.60 1.4511
2018-11-13 2018-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 127,144 45,571 55.87 14,347 68.79 1.4131
2018-08-13 2018-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 81,573 9,146 12.63 8,500 6.73 0.7721
2018-05-14 2018-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 72,427 -662 -0.91 7,964 1.88 0.7147
2018-02-13 2017-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 73,089 -2,047 -2.72 7,817 8.92 0.7873
2017-11-14 2017-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 75,136 7,285 10.74 7,177 15.74 0.7431
2017-08-15 2017-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 67,851 -553 -0.81 6,201 3.21 0.6949
2017-05-11 2017-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 68,404 -773 -1.12 6,008 0.65 0.6626
2017-02-08 2016-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 69,177 -183 -0.26 5,969 29.23 0.6703
2016-10-31 2016-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 69,360 -1,033 -1.47 4,619 5.60 0.5083
2016-08-03 2016-06-30 13F J P MORGAN CHASE AND COMMON STOCK 46625H100 70,393 -314 -0.44 4,374 4.49 0.4865
2016-05-13 2016-03-31 13F J P MORGAN CHASE AND COMMON STOCK 46625H100 70,707 70,707 4,186 0.4663
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.