JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWhittier Trust Co
Latest Disclosed Ownership671,640 shares
Latest Disclosed Value $ 198,436,114
Whittier Trust Co reports 2.26% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 671,640 shares of JPMorgan Chase & Co. (MX:JPM) valued at $198,436,114 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 656,811 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.26% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F JP MORGAN CHASE common 46625H100 671,640 14,829 2.26 198,436 -9.71 2.2393
2026-01-26 2025-12-31 13F JP MORGAN CHASE common 46625H100 656,811 12,075 1.87 219,776 9.95 2.3800
2025-10-31 2025-09-30 13F JPMORGAN CHASE common 46625H100 644,736 3,767 0.59 199,888 7.57 2.2751
2025-07-30 2025-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 640,969 27,067 4.41 185,816 23.39 2.2405
2025-05-02 2025-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 613,902 4,406 0.72 150,590 3.07 2.0978
2025-02-11 2024-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 609,496 1,823 0.30 146,102 14.02 1.9248
2024-10-21 2024-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 607,673 -29,338 -4.61 128,133 -0.55 1.7148
2024-07-29 2024-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 637,011 6,844 1.09 128,841 2.08 1.8278
2024-05-02 2024-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 630,167 3,373 0.54 126,222 18.39 1.8403
2024-01-11 2023-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 626,794 1,089 0.17 106,617 17.50 1.7285
2023-10-27 2023-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 625,705 10,488 1.70 90,739 1.41 1.6126
2023-07-24 2023-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 615,217 -14,188 -2.25 89,477 9.09 1.5553
2023-04-21 2023-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 629,405 6,031 0.97 82,017 -1.89 1.4931
2023-01-25 2022-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 623,374 2,579 0.42 83,594 28.86 1.6260
2022-10-21 2022-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 620,795 6,563 1.07 64,873 -6.21 1.3596
2022-07-28 2022-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 614,232 1,798 0.29 69,168 -17.15 1.3970
2022-04-29 2022-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 612,434 3,801 0.62 83,487 -13.37 1.4079
2022-01-19 2021-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 608,633 8,469 1.41 96,376 -1.90 1.5661
2021-11-01 2021-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 600,164 -4,356 -0.72 98,240 4.48 1.7888
2021-07-29 2021-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 604,520 6,729 1.13 94,026 3.32 1.6749
2021-04-26 2021-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 597,791 17,879 3.08 91,001 23.49 1.7674
2021-01-29 2020-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 579,912 10,453 1.84 73,689 34.42 1.5740
2020-10-30 2020-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 569,459 1,918 0.34 54,821 2.69 1.3052
2020-07-10 2020-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 567,541 -28,436 -4.77 53,383 -0.51 1.4825
2020-04-27 2020-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 595,977 -12,699 -2.09 53,655 -36.76 1.7518
2020-01-31 2019-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 608,676 9,649 1.61 84,849 20.35 2.2262
2019-10-18 2019-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 599,027 12,592 2.15 70,499 7.53 2.0176
2019-07-23 2019-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 586,435 6,342 1.09 65,563 11.65 1.9253
2019-04-29 2019-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 580,093 -865 -0.15 58,722 3.54 1.7955
2019-02-07 2018-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 580,958 2,027 0.35 56,712 -13.19 1.9512
2018-10-23 2018-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 578,931 -1,937 -0.33 65,326 7.93 2.0381
2018-07-27 2018-06-30 13F/A-1 J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 580,868 6,734 1.17 60,526 -4.14 1.9995
2018-07-20 2018-06-30 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 564,207 -9,927 32,503
2018-05-01 2018-03-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 574,134 9,997 1.77 63,137 4.65 2.1211
2018-02-07 2017-12-31 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 564,137 -3,711 -0.65 60,329 11.24 2.1044
2017-10-23 2017-09-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 567,848 7,953 1.42 54,235 5.98 1.9767
2017-07-20 2017-06-30 13F J P MORGAN CHASE & CO COM US LARGE-CAP EQUITIES 46625H100 559,895 6,816 1.23 51,174 5.34 1.9785
2017-04-26 2017-03-31 13F JPMORGAN CHASE US LARGE CAP EQUITIES 46625H100 553,079 -31,994 -5.47 48,582 -3.77 1.9598
2017-01-18 2016-12-31 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 585,073 -1,479 -0.25 50,485 29.26 2.1476
2016-11-10 2016-09-30 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 586,552 -3,030 -0.51 39,058 6.63 1.7012
2016-07-28 2016-06-30 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 589,582 -8,535 -1.43 36,631 3.42 1.6138
2016-04-28 2016-03-31 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 598,117 1,324 0.22 35,420 -10.10 1.5662
2016-02-10 2015-12-31 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 596,793 -11,079 -1.82 39,399 6.31 1.7879
2015-11-12 2015-09-30 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 607,872 -1,972 -0.32 37,061 -10.31 1.8026
2015-08-13 2015-06-30 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 609,844 21,595 3.67 41,323 15.96 1.8343
2015-05-05 2015-03-31 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 588,249 588,249 35,636 1.6334
2015-02-04 2014-12-31 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 0 -583,951 -100.00 0 -100.00
2014-11-07 2014-09-30 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 583,951 10,494 1.83 35,177 6.48 1.7141
2014-08-04 2014-06-30 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 573,457 -7,310 -1.26 33,036 -6.29 1.6290
2014-05-01 2014-03-31 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 580,767 8,447 1.48 35,253 5.35 1.8063
2014-02-05 2013-12-31 13F J P MORGAN CHASE & CO COM US LARGE CAP EQUITIES 46625H100 572,320 6,828 1.21 33,464 14.50 1.7160
2013-11-18 2013-09-30 13F J P MORGAN CHASE COM 46625H100 565,492 -4,756 -0.83 29,226 -2.91 1.5813
2013-08-14 2013-06-30 13F J P MORGAN CHASE COM 46625H100 570,248 570,248 30,102 1.6867
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.