JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSt. Louis Trust Co
Latest Disclosed Ownership20,899 shares
Latest Disclosed Value $ 6,147,650
St. Louis Trust Co reports 5.99% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - St. Louis Trust Co filed a 13F-HR form disclosing ownership of 20,899 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,147,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 19,717 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.99% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,899 1,182 5.99 6,148 -3.24 0.5404
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,717 0 0.00 6,353 2.15 0.5322
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,717 -334 -1.67 6,219 7.00 0.7754
2025-07-25 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,051 0 0.00 5,813 18.18 0.7744
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,051 1,011 5.31 4,919 7.76 0.7126
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,040 0 0.00 4,564 13.70 0.6526
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,040 -1,141 -5.65 4,015 -1.64 0.5649
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,181 0 0.00 4,082 0.96 0.6242
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,181 891 4.62 4,042 23.19 0.6317
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,290 250 1.31 3,281 18.83 0.5648
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,040 0 0.00 2,761 -0.29 0.5199
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,040 0 0.00 2,769 11.61 0.5101
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 19,040 0 0.00 2,481 -2.82 0.4986
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 19,040 0 0.00 2,553 5.50 0.5429
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,040 0 0.00 2,420 12.87 0.6883
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 19,040 1,330 7.51 2,144 -11.22 0.4633
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,710 -7,297 -29.18 2,415 -39.02 0.5172
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,007 7,297 41.20 3,960 36.60 0.8358
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,710 -340 -1.88 2,899 3.28 0.7646
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,050 0 0.00 2,807 2.15 0.6953
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 18,050 0 0.00 2,748 19.79 0.6776
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 18,050 0 0.00 2,294 32.07 0.6623
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 18,050 470 2.67 1,737 5.02 0.5559
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,580 0 0.00 1,654 4.49 0.4951
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 17,580 0 0.00 1,583 -35.41 0.5980
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,580 0 0.00 2,451 18.46 0.6980
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,580 0 0.00 2,069 5.29 0.6413
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 17,580 0 0.00 1,965 10.39 0.6210
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 17,580 0 0.00 1,780 3.73 0.5731
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 17,580 0 0.00 1,716 -13.51 0.6214
2018-10-31 2018-09-30 13F JPMORGAN CHASE COM 46625H100 17,580 -7,751 -30.60 1,984 -24.82 0.6781
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 25,331 -249 -0.97 2,639 -6.19 0.8817
2018-04-23 2018-03-31 13F JPMORGAN CHASE COM 46625H100 25,580 13,000 103.34 2,813 109.14 0.9656
2018-01-25 2017-12-31 13F JPMORGAN CHASE COM 46625H100 12,580 0 0.00 1,345 11.90 0.5297
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 12,580 0 0.00 1,202 4.52 0.5329
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 12,580 0 0.00 1,150 4.07 0.5294
2017-05-01 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,580 0 0.00 1,105 1.75 0.4727
2017-02-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 12,580 -70 -0.55 1,086 28.98 0.5149
2016-11-08 2016-09-30 13F JPMORGAN CHASE COM 46625H100 12,650 0 0.00 842 7.12 0.4041
2016-08-05 2016-06-30 13F JPMORGAN CHASE COM 46625H100 12,650 -2,480 -16.39 786 -12.28 0.4175
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 15,130 2,550 20.27 896 7.82 0.4885
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 12,580 12,580 831 0.5248
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.