JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionZhang Financial LLC
Latest Disclosed Ownership27,183 shares
Latest Disclosed Value $ 7,996,398
Zhang Financial LLC reports 28.45% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Zhang Financial LLC filed a 13F-HR form disclosing ownership of 27,183 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,996,398 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 21,163 shares of JPMorgan Chase & Co.. This represents a change in shares of 28.45% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 27,183 6,020 28.45 7,996 17.26 0.2765
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,163 1,195 5.98 6,819 8.27 0.2543
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,968 526 2.71 6,299 11.75 0.2559
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,442 6 0.03 5,636 18.23 0.2601
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,436 7,067 57.13 4,767 60.83 0.2521
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,369 1,622 15.09 2,965 30.80 0.1697
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,747 -643 -5.65 2,266 -1.61 0.1431
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 11,390 293 2.64 2,304 3.65 0.1611
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 11,097 362 3.37 2,223 21.69 0.1647
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,735 1,301 13.79 1,826 33.19 0.1568
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 9,434 70 0.75 1,371 0.00 0.1390
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 9,364 1,452 18.35 1,372 33.11 0.1408
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,912 -1,150 -12.69 1,031 -15.23 0.1177
2023-05-17 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,062 5,657 166.14 1,215 241.29 0.1550
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,062 5,657 1 0.0002
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,405 -1,381 -28.85 356 -33.95 0.0537
2022-07-14 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,786 411 9.39 539 -9.56 0.0865
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,375 1,222 38.76 596 19.20 0.1006
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,153 217 7.39 500 3.95 0.0886
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,936 1,280 77.29 481 86.43 0.1112
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,656 1,656 258 0.0633
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,938 -100.00 0 -100.00
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,938 1,938 270 0.1029
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 0 -8,153 -100.00 0 -100.00
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,153 8,153 912 0.3815
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.