JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrategic Blueprint, LLC
Latest Disclosed Ownership25,294 shares
Latest Disclosed Value $ 7,440,588
Strategic Blueprint, LLC reports 1.61% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Strategic Blueprint, LLC filed a 13F-HR form disclosing ownership of 25,294 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,440,588 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 25,708 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.61% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,294 -414 -1.61 7,441 -10.18 0.4326
2026-01-30 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 25,708 -6,110 -19.20 8,284 -17.47 0.4882
2025-10-23 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 31,818 3,133 10.92 10,036 20.68 0.4376
2025-07-30 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 28,685 -7,018 -19.66 8,316 -5.05 0.4081
2025-04-29 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 35,703 2,041 6.06 8,758 8.54 0.4777
2025-01-23 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 33,662 173 0.52 8,069 14.28 0.4796
2024-10-25 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 33,489 -1,441 -4.13 7,061 -0.04 0.4396
2024-07-26 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 34,930 -811 -2.27 7,065 -1.31 0.4800
2024-04-23 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 35,741 1,489 4.35 7,159 22.86 0.5083
2024-01-25 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,252 24 0.07 5,826 17.39 0.4810
2023-10-18 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,228 1,008 3.03 4,964 2.73 0.4575
2023-10-18 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 33,220 289 0.88 4,831 12.58 0.4601
2023-04-28 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 32,931 595 1.84 4,291 -1.04 0.4419
2023-01-26 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 32,336 1,092 3.50 4,336 32.80 0.5020
2022-11-08 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 31,244 1,580 5.33 3,265 -2.25 0.3912
2022-08-12 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,664 -108 -0.36 3,340 -17.71 0.4114
2022-08-12 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,772 1,162 4.06 4,059 -10.40 0.4717
2022-02-14 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,610 8,987 45.80 4,530 41.03 0.5716
2021-11-12 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,623 2,346 13.58 3,212 19.54 0.4989
2021-08-12 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,277 1,710 10.98 2,687 13.38 0.4211
2021-05-10 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 15,567 2,094 15.54 2,370 38.43 0.5037
2021-01-26 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,473 3,825 39.65 1,712 84.28 0.4299
2020-10-27 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,648 1,328 15.96 929 18.65 0.2875
2020-07-20 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,320 -11,568 -58.17 783 -56.28 0.2759
2020-04-20 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 19,888 2,947 17.40 1,791 -24.17 1.0455
2020-01-10 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 16,941 -227 -1.32 2,362 16.87 1.6224
2019-10-16 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,168 412 2.46 2,021 7.90 1.5213
2019-07-09 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 16,756 -261 -1.53 1,873 8.71 1.5967
2019-04-10 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,017 -424 -2.43 1,723 1.17 1.5630
2019-02-13 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,441 17,441 1,703 2.4708
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.