JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership3,043 shares
Latest Disclosed Value $ 884,479
Successful Portfolios LLC reports 1.49% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 3,043 shares of JPMorgan Chase & Co. (MX:JPM) valued at $884,479 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 3,089 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.49% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,043 -46 -1.49 884 -12.99 0.4875
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,089 125 4.22 1,017 8.78 0.5181
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,964 72 2.49 935 11.46 0.5456
2025-07-21 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,892 -2 -0.07 838 18.19 0.5154
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,894 1 0.03 710 2.31 0.4828
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,893 -36 -1.23 694 12.32 0.4640
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,929 2 0.07 618 4.40 0.4178
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,927 -394 -11.86 592 -11.13 0.4135
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,321 -403 -10.82 665 5.06 0.4537
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,724 249 7.17 634 25.60 0.4734
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,475 -91 -2.55 504 -2.70 0.4467
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,566 -3,486 -49.43 519 -43.63 0.4466
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,052 -587 -7.68 919 -10.25 0.5770
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,639 106 1.41 1,024 30.11 0.6679
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,533 815 12.13 787 4.10 0.5707
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,718 -120 -1.75 756 -18.88 0.5087
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,838 -101 -1.46 932 -15.20 0.5306
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,939 74 1.08 1,099 -2.22 0.5973
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,865 72 1.06 1,124 6.34 0.6712
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,793 138 2.07 1,057 4.34 0.6406
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,655 121 1.85 1,013 22.05 0.6677
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,534 -194 -2.88 830 28.09 0.5954
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,728 227 3.49 648 5.88 0.5171
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,501 388 6.35 612 11.27 0.5383
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,113 998 19.51 550 -22.86 0.5562
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,115 -304 -5.61 713 11.76 0.6346
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,419 380 7.54 638 13.32 0.5995
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,039 -28 -0.55 563 9.75 0.6041
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,067 127 2.57 513 6.43 0.5609
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,940 -22 -0.44 482 -13.93 0.6160
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 4,962 201 4.22 560 12.90 0.6098
2018-07-24 2018-06-30 13F JPMORGAN CHASE COM 46625H100 4,761 6 0.13 496 -5.16 0.5793
2018-05-08 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,755 310 6.97 523 10.11 0.6350
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,445 4,445 475 0.5902
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.