JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionUnited Bank
Latest Disclosed Ownership28,574 shares
Latest Disclosed Value $ 8,405,328
United Bank reports 1.20% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - United Bank filed a 13F-HR form disclosing ownership of 28,574 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,405,328 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 28,235 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.20% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 28,574 339 1.20 8,405 -7.61 2.7958
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 28,235 131 0.47 9,098 2.63 3.0847
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 28,104 90 0.32 8,865 9.15 3.0807
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 28,014 1,392 5.23 8,122 24.36 3.1077
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,622 -783 -2.86 6,530 -0.59 2.6985
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 27,405 2,051 8.09 6,569 22.88 2.7749
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 25,354 614 2.48 5,346 6.86 2.4660
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 24,740 188 0.77 5,004 1.75 2.4972
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,552 -683 -2.71 4,918 14.56 2.4998
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,235 -205 -0.81 4,292 16.35 2.3680
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 25,440 -581 -2.23 3,689 -2.51 2.2056
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 26,021 -2,258 -7.98 3,784 2.69 2.1548
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 28,279 240 0.86 3,685 -1.99 2.1588
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 28,039 6 0.02 3,760 28.37 2.3074
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,033 -1,517 -5.13 2,929 -11.99 1.9498
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 29,550 2,691 10.02 3,328 -9.10 2.0671
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,859 -885 -3.19 3,661 -16.66 1.9407
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 27,744 666 2.46 4,393 -0.88 2.3556
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 27,078 573 2.16 4,432 7.49 2.8107
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 26,505 223 0.85 4,123 3.05 2.7775
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 26,282 -256 -0.96 4,001 18.65 2.8082
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 26,538 1,367 5.43 3,372 39.17 2.4108
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,171 1,364 5.73 2,423 8.22 2.0206
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 23,807 1,782 8.09 2,239 12.91 2.1073
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 22,025 -7,113 -24.41 1,983 -51.18 2.0475
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 29,138 -694 -2.33 4,062 15.69 2.7499
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 29,832 -566 -1.86 3,511 3.33 2.6024
2019-07-22 2019-06-30 13F JPMORGAN CHASE COM 46625H100 30,398 287 0.95 3,398 11.48 2.6572
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 30,111 1,138 3.93 3,048 7.78 2.4265
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 28,973 -165 -0.57 2,828 -13.99 2.6082
2018-11-05 2018-09-30 13F JPMORGAN CHASE COM 46625H100 29,138 -851 -2.84 3,288 5.22 2.5989
2018-08-09 2018-06-30 13F JPMORGAN Chase & CO CORP COMMON COM 46625H100 29,989 -436 -1.43 3,125 -6.60 2.6896
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 30,425 -1,050 -3.34 3,346 -0.59 3.0401
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 31,475 -3,250 -9.36 3,366 1.48 2.8807
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 34,725 -1,490 -4.11 3,317 0.21 3.1089
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 36,215 -937 -2.52 3,310 1.44 3.0704
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 37,152 -562 -1.49 3,263 0.28 3.1036
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 37,714 37,714 3,254 3.3190
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.