JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionUllmann Financial Group, Inc.
Latest Disclosed Ownership15,654 shares
Latest Disclosed Value $ 4,604,713
Ullmann Financial Group, Inc. reports 0.01% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Ullmann Financial Group, Inc. filed a 13F-HR form disclosing ownership of 15,654 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,604,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 15,656 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.01% 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 15,654 -2 -0.01 4,605 -5.46 0.4780
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,656 0 0.00 4,871 -1.38 0.5069
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,656 152 0.98 4,938 9.88 0.5396
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,504 188 1.23 4,495 19.65 0.5311
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,316 124 0.82 3,757 3.16 0.4992
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,192 227 1.52 3,642 15.40 0.4699
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,965 4,606 44.46 3,156 50.60 0.4081
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,359 685 7.08 2,095 8.16 0.2988
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,674 309 3.30 1,938 21.59 0.2881
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 9,365 3,997 74.46 1,593 104.76 0.2600
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,368 688 14.70 778 14.41 0.1454
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,680 -11 -0.23 681 11.29 0.1364
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,691 190 4.22 611 1.33 0.1389
2023-01-19 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,501 267 6.31 604 36.43 0.1484
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,234 153 3.75 442 -3.91 0.1219
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,081 37 0.91 460 -16.52 0.1246
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,044 45 1.13 551 -12.95 0.1408
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,999 0 0.00 633 -3.36 0.1691
2021-10-19 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,999 25 0.63 655 5.99 0.2587
2021-07-09 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,974 0 0.00 618 2.15 0.2546
2021-04-14 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,974 0 0.00 605 19.80 0.2695
2021-01-15 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,974 0 0.00 505 31.85 0.2527
2020-10-19 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,974 100 2.58 383 5.22 0.2195
2020-07-13 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,874 3,874 364 0.2241
2020-01-14 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -3,953 -100.00 0 -100.00
2019-10-08 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,953 -292 -6.88 465 -1.90 0.2863
2019-07-11 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,245 -113 -2.59 474 7.48 0.2961
2019-04-08 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,358 490 12.67 441 16.67 0.2836
2019-01-14 2018-12-31 13F JPMorgan Chase COM 46625H100 3,868 558 16.86 378 1.34 0.2792
2018-11-06 2018-09-30 13F JPMorgan Chase COM 46625H100 3,310 -67 -1.98 373 6.27 0.2482
2018-08-07 2018-06-30 13F JPMorgan Chase COM 46625H100 3,377 0 0.00 351 -5.39 0.2429
2018-05-07 2018-03-31 13F JPMorgan Chase COM 46625H100 3,377 -148 -4.20 371 -2.88 0.2622
2018-02-09 2017-12-31 13F JPMorgan Chase COM 46625H100 3,525 -1,042 -22.82 382 25.66 0.2624
2017-11-14 2017-09-30 13F JPMorgan Chase COM 46625H100 4,567 -39 -0.85 304 -27.62 0.3041
2017-07-24 2017-06-30 13F JPMorgan Chase COM 46625H100 4,606 2,917 172.71 420 183.78 0.3019
2017-05-26 2017-03-31 13F JPMorgan Chase COM 46625H100 1,689 1,689 148 0.1226
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.