JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTompkins Financial Corp
Latest Disclosed Ownership66,188 shares
Latest Disclosed Value $ 19,469,862
Tompkins Financial Corp reports 2.34% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Tompkins Financial Corp filed a 13F-HR form disclosing ownership of 66,188 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,469,862 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 67,772 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.34% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 66,188 -1,584 -2.34 19,470 -10.84 1.3676
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 67,772 -2,083 -2.98 21,837 -0.89 1.6981
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 69,855 -2,601 -3.59 22,034 4.90 1.8426
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 72,456 -1,968 -2.64 21,006 15.06 1.9309
2025-04-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 74,424 -2,148 -2.81 18,256 -0.54 1.7468
2025-01-15 2024-12-31 13F JPMorgan Chase COM 46625H100 76,572 -148 -0.19 18,355 13.46 1.7071
2024-11-01 2024-09-30 13F JPMorgan Chase COM 46625H100 76,720 -1,082 -1.39 16,177 2.80 1.5506
2024-07-17 2024-06-30 13F JPMorgan Chase COM 46625H100 77,802 -1,259 -1.59 15,736 -0.63 1.6479
2024-04-08 2024-03-31 13F JPMorgan Chase COM 46625H100 79,061 -1,311 -1.63 15,836 15.83 1.7909
2024-01-08 2023-12-31 13F JPMorgan Chase COM 46625H100 80,372 5,690 7.62 13,671 26.23 1.6559
2023-11-21 2023-09-30 13F JPMorgan Chase COM 46625H100 74,682 6,250 9.13 10,830 8.82 1.7052
2023-07-12 2023-06-30 13F JPMorgan Chase COM 46625H100 68,432 -2,809 -3.94 9,953 7.21 1.5586
2023-04-20 2023-03-31 13F JPMorgan Chase COM 46625H100 71,241 -65 -0.09 9,283 103,044.44 1.5110
2023-01-06 2022-12-31 13F JPMorgan Chase COM 46625H100 71,306 -1,206 -1.66 10 -99.88 1.5111
2022-10-13 2022-09-30 13F JPMorgan Chase COM 46625H100 72,512 1,740 2.46 7,577 -4.92 1.2786
2022-07-14 2022-06-30 13F JPMorgan Chase COM 46625H100 70,772 386 0.55 7,969 -16.95 1.2808
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 70,386 5,331 8.19 9,595 -6.85 1.3526
2022-01-24 2021-12-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 65,055 8 0.01 10,301 -3.25 1.8276
2021-10-22 2021-09-30 13F JPMORGAN CHASE EQUITIES/EXCHANGE TRADED FUNDS 46625H100 65,047 -1,775 -2.66 10,647 4.67 1.9463
2021-06-09 2021-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 66,822 324 0.49 10,172 20.38 1.7221
2021-02-12 2020-12-31 13F/A-1 JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 66,498 3,730 5.94 8,450 39.83 1.5199
2021-02-05 2020-12-31 13F JP MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 252,905 190,137 22,769 958,447.7600
2020-10-23 2020-09-30 13F JPMORGAN CHASE EQUITIES/EXCHANGE TRADED FUNDS 46625H100 62,768 1,019 1.65 6,043 4.05 1.1621
2020-07-29 2020-06-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 61,749 2,080 3.49 5,808 8.12 1.2201
2020-04-22 2020-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 59,669 3,176 5.62 5,372 -31.78 1.2397
2020-01-22 2019-12-31 13F/A-1 JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 56,493 1,453 2.64 7,875 21.57 1.4430
2020-01-15 2019-12-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 55,040 0 6,478 983,900.3645
2019-10-17 2019-09-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 55,040 -947 -1.69 6,478 3.50 1.3163
2019-07-17 2019-06-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 55,987 1,107 2.02 6,259 12.67 1.2586
2019-04-30 2019-03-31 13F/A-1 JPMORGAN CHASE EQUITIES/EXCHANGE TRADED FUNDS 46625H100 54,880 -576 -1.04 5,555 2.62 1.0553
2019-04-17 2019-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 55,528 72 6,266
2019-01-22 2018-12-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 55,456 -72 -0.13 5,413 -13.61 1.1953
2018-10-18 2018-09-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 55,528 994 1.82 6,266 10.26 1.2851
2018-07-18 2018-06-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 54,534 -593 -1.08 5,683 -6.25 1.2248
2018-04-26 2018-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 55,127 3,547 6.88 6,062 9.90 1.3579
2018-01-24 2017-12-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 51,580 -769 -1.47 5,516 10.34 1.2642
2017-10-17 2017-09-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 52,349 1,166 2.28 4,999 6.86 1.1838
2017-07-11 2017-06-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 51,183 -573 -1.11 4,678 2.90 1.1773
2017-04-17 2017-03-31 13F/A-1 JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 51,756 -806 -1.53 4,546 0.22 1.1531
2017-04-17 2017-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 61,438 3,639
2017-01-10 2016-12-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 52,562 -319 -0.60 4,536 28.83 1.1881
2016-10-13 2016-09-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 52,881 -7,372 -12.24 3,521 -5.93 1.0087
2016-07-13 2016-06-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 60,253 -1,185 -1.93 3,743 2.86 1.1073
2016-04-20 2016-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 61,438 1,834 3.08 3,639 -7.52 1.1499
2016-01-19 2015-12-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 59,604 -2,550 -4.10 3,935 3.85 1.2533
2015-10-16 2015-09-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 62,154 -488 -0.78 3,789 -10.72 1.2248
2015-07-14 2015-06-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 62,642 -1,429 -2.23 4,244 9.35 1.1534
2015-04-21 2015-03-31 13F/A-1 JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 64,071 1,416 2.26 3,881 -1.02 0.9718
2015-04-14 2015-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 64,071 3,881
2015-01-15 2014-12-31 13F/A-1 JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 62,655 2,123 3.51 3,921 7.51 0.9779
2015-01-13 2014-12-31 13F J P MORGAN CHASE EQUITIES/EXCHANGE TRADED FUNDS 46625H100 59,923 3,164
2014-10-10 2014-09-30 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 60,532 3 0.00 3,647 4.59 0.9552
2014-07-11 2014-06-30 13F JPMORGAN CHASE EQUITIES/EXCHANGE TRADED FUNDS 46625H100 60,529 -3,638 -5.67 3,487 -10.47 0.8620
2014-04-10 2014-03-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 64,167 3,794 6.28 3,895 10.34 0.9858
2014-01-08 2013-12-31 13F JPMORGAN CHASE & CO COM EQUITIES/EXCHANGE TRADED FUNDS 46625H100 60,373 106 0.18 3,530 13.36 0.9142
2013-10-11 2013-09-30 13F J P MORGAN CHASE EQUITIES/EXCHANGE TRADED FUNDS 46625H100 60,267 344 0.57 3,114 -1.55 0.8704
2013-07-19 2013-06-30 13F J P MORGAN CHASE EQUITIES/EXCHANGE TRADED FUNDS 46625H100 59,923 59,923 3,163 0.9567
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.