JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStrid Group, LLC
Latest Disclosed Ownership2,889 shares
Latest Disclosed Value $ 849,965
Strid Group, LLC reports 2.10% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Strid Group, LLC filed a 13F-HR form disclosing ownership of 2,889 shares of JPMorgan Chase & Co. (MX:JPM) valued at $849,965 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,951 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.10% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,889 -62 -2.10 850 -10.63 0.1053
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,951 62 2.15 951 4.28 0.1184
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,889 16 0.56 911 9.50 0.1158
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,873 -130 -4.33 833 13.04 0.1171
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,003 52 1.76 737 4.10 0.1144
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,951 0 0.00 707 13.67 0.1104
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,951 0 0.00 622 4.36 0.0946
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,951 129 4.57 597 5.49 0.0987
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,822 -97 -3.32 565 13.91 0.1016
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,919 22 0.76 496 18.10 0.1003
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,897 97 3.46 420 3.19 0.0878
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 407 11.81 0.0837
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 365 -2.93 0.0805
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 375 27.99 0.0894
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 293 -6.98 0.0742
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 315 -17.54 0.0726
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 382 -13.77 0.0781
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 443 -3.28 0.0908
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 458 7.76 0.1024
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 425 -0.23 0.0959
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,800 0 0.00 426 19.66 0.1047
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,800 -174 -5.85 356 24.48 0.0959
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 286 2.14 0.0875
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 280 4.48 0.0935
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 268 -35.42 0.1091
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 415 18.57 0.1318
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 350 5.42 0.1206
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 332 10.30 0.1136
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 301 3.79 0.1101
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,974 0 0.00 290 -13.69 0.1185
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,974 -57 -1.88 336 6.33 0.1189
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,031 -28 -0.92 316 -8.93 0.1165
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,059 -31 -1.00 347 5.15 0.1287
2018-01-23 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,090 100 3.34 330 15.38 0.1208
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,990 2,990 286 0.1143
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.