JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
Institutiontru Independence LLC
Latest Disclosed Ownership4,200 shares
Latest Disclosed Value $ 1,235,345
tru Independence LLC reports 84.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - tru Independence LLC filed a 13F-HR form disclosing ownership of 4,200 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,235,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 27,606 shares of JPMorgan Chase & Co.. This represents a change in shares of -84.79% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,200 -23,406 -84.79 1,235 -86.12 0.6109
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 27,606 -647 -2.29 8,895 -0.18 2.2431
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,253 -164 -0.58 8,912 8.17 2.3151
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,417 -573 -1.98 8,238 15.85 2.3821
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 28,990 -241 -0.82 7,111 1.50 2.2070
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 29,231 -1,623 -5.26 7,007 7.70 2.2009
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 30,854 -6,599 -17.62 6,506 -14.13 1.9044
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 37,453 -242 -0.64 7,575 0.33 2.2873
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 37,695 -1,090 -2.81 7,550 14.45 2.2238
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 38,785 -532 -1.35 6,597 15.72 2.0026
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 39,317 7 0.02 5,702 -0.28 1.9727
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 39,310 194 0.50 5,717 12.16 1.8839
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 39,116 -821 -2.06 5,097 -4.82 1.6427
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 39,937 565 1.44 5,355 133,775.00 1.7364
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 39,372 1,887 5.03 4 0.00 1.4538
2022-08-04 2022-06-30 13F JPMorgan Chase Common Stock 46625H100 37,485 7,885 26.64 4 0.00 1.3566
2022-04-28 2022-03-31 13F JPMorgan Chase Common Stock 46625H100 29,600 2,197 8.02 4 0.00 1.0930
2022-01-21 2021-12-31 13F JPMorgan Chase Common Stock 46625H100 27,403 -271 -0.98 4 0.00 1.1831
2021-11-12 2021-09-30 13F JPMorgan Chase Common Stock 46625H100 27,674 61 0.22 5 0.00 1.2671
2021-08-03 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 27,613 -5,151 -15.72 4 0.00 1.2651
2021-05-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,764 -20,822 -38.86 5 -89.47 0.9439
2021-03-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 53,586 -176 -0.33 39 660.00 0.0700
2020-11-19 2020-09-30 13F JP MORGAN CHASE COM 46625H100 53,762 -8,520 -13.68 5 0.00 1.4669
2020-08-19 2020-06-30 13F JPMORGAN CHASE COM 46625H100 62,282 438 0.71 6 0.00 0.8475
2020-05-19 2020-03-31 13F JP MORGAN CHASE COM 46625H100 61,844 -45,088 -42.17 6 -54.55 0.9079
2020-05-19 2019-12-31 13F JP MORGAN CHASE COM 46625H100 106,932 106,932 12 1.7056
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.