JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
Institution1st Source Bank
Latest Disclosed Ownership64,103 shares
Latest Disclosed Value $ 18,856,539
1st Source Bank reports 0.78% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - 1st Source Bank filed a 13F-HR form disclosing ownership of 64,103 shares of JPMorgan Chase & Co. (US:JPM) valued at $18,856,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 64,609 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.78% during the quarter. The current value of the position is $19,285,388 USD.

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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 64,103 -506 -0.78 18,857 -9.42 0.9729
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 64,609 -1,391 -2.11 20,818 0.00 1.0920
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 66,000 -1,805 -2.66 20,818 5.91 1.0974
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 67,805 -1,753 -2.52 19,657 15.21 1.0840
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 69,558 -1,636 -2.30 17,063 -0.02 1.0054
2025-02-10 2024-12-31 13F JPMorgan Chase COM 46625H100 71,194 -1,140 -1.58 17,066 11.89 0.9761
2024-12-11 2024-09-30 13F JPMorgan Chase COM 46625H100 72,334 -357 -0.49 15,252 3.74 0.8610
2024-08-08 2024-06-30 13F JP MORGAN CHASE COM 46625H100 72,691 -986 -1.34 14,702 -0.37 0.8596
2024-05-09 2024-03-31 13F JP MORGAN CHASE COM 46625H100 73,677 -900 -1.21 14,758 16.33 0.8578
2024-02-08 2023-12-31 13F JP MORGAN CHASE COM 46625H100 74,577 -1,735 -2.27 12,686 14.63 0.7664
2023-11-09 2023-09-30 13F JP MORGAN CHASE COM 46625H100 76,312 -354 -0.46 11,067 -0.75 0.7534
2023-08-09 2023-06-30 13F JP MORGAN CHASE COM 46625H100 76,666 -515 -0.67 11,150 10.87 0.7198
2023-05-09 2023-03-31 13F JP MORGAN CHASE COM 46625H100 77,181 -1,031 -1.32 10,057 -4.11 0.6684
2023-02-13 2022-12-31 13F JP MORGAN CHASE COM 46625H100 78,212 -638 -0.81 10,488 27.28 0.6884
2022-11-04 2022-09-30 13F JP MORGAN CHASE COM 46625H100 78,850 945 1.21 8,240 -6.08 0.5994
2022-08-05 2022-06-30 13F JP MORGAN CHASE COM 46625H100 77,905 -1,360 -1.72 8,773 -18.81 0.6196
2022-05-05 2022-03-31 13F JP MORGAN CHASE COM 46625H100 79,265 841 1.07 10,805 -12.99 0.6640
2022-02-09 2021-12-31 13F JP MORGAN CHASE COM 46625H100 78,424 -351 -0.45 12,418 -3.69 0.7265
2021-11-05 2021-09-30 13F JP MORGAN CHASE COM 46625H100 78,775 -1,191 -1.49 12,894 3.67 0.8123
2021-08-03 2021-06-30 13F JP MORGAN CHASE COM 46625H100 79,966 125 0.16 12,438 2.34 0.7841
2021-05-07 2021-03-31 13F JP MORGAN CHASE COM 46625H100 79,841 -1,666 -2.04 12,154 17.35 0.8040
2021-02-05 2020-12-31 13F JP MORGAN CHASE COM 46625H100 81,507 -10,769 -11.67 10,357 16.58 0.7548
2020-10-30 2020-09-30 13F JP MORGAN CHASE COM 46625H100 92,276 -5,600 -5.72 8,884 -3.50 0.7566
2020-08-07 2020-06-30 13F JP MORGAN CHASE COM 46625H100 97,876 378 0.39 9,206 4.89 0.7915
2020-04-29 2020-03-31 13F JP MORGAN CHASE COM 46625H100 97,498 452 0.47 8,777 -35.12 0.8829
2020-01-27 2019-12-31 13F JP MORGAN CHASE COM 46625H100 97,046 -1,100 -1.12 13,529 17.12 1.0135
2019-11-06 2019-09-30 13F JP MORGAN CHASE COM 46625H100 98,146 -1,742 -1.74 11,551 3.43 0.9471
2019-07-29 2019-06-30 13F JP MORGAN CHASE COM 46625H100 99,888 -668 -0.66 11,168 9.71 0.9131
2019-04-29 2019-03-31 13F JP MORGAN CHASE COM 46625H100 100,556 235 0.23 10,180 3.95 0.8682
2019-02-11 2018-12-31 13F JP MORGAN CHASE COM 46625H100 100,321 -3,921 -3.76 9,793 -16.75 0.9515
2018-10-31 2018-09-30 13F JP MORGAN CHASE COM 46625H100 104,242 -611 -0.58 11,763 7.66 0.9328
2018-08-02 2018-06-30 13F JP MORGAN CHASE COM 46625H100 104,853 72 0.07 10,926 -5.18 0.8870
2018-04-24 2018-03-31 13F JP MORGAN CHASE COM 46625H100 104,781 -441 -0.42 11,523 2.40 0.9544
2018-02-13 2017-12-31 13F JP MORGAN CHASE COM 46625H100 105,222 -2,632 -2.44 11,253 9.23 0.9258
2017-10-27 2017-09-30 13F JP MORGAN CHASE COM 46625H100 107,854 -3,762 -3.37 10,302 0.99 0.8568
2017-07-26 2017-06-30 13F JP MORGAN CHASE COM 46625H100 111,616 -778 -0.69 10,201 3.33 0.8785
2017-04-26 2017-03-31 13F JP MORGAN CHASE COM 46625H100 112,394 -1,413 -1.24 9,872 0.52 0.8739
2017-02-09 2016-12-31 13F JP MORGAN CHASE COM 46625H100 113,807 -59 -0.05 9,821 29.53 0.9326
2016-10-27 2016-09-30 13F JP MORGAN CHASE COM 46625H100 113,866 3,401 3.08 7,582 10.46 0.8006
2016-07-29 2016-06-30 13F JP MORGAN CHASE COM 46625H100 110,465 -4,853 -4.21 6,864 0.51 0.7754
2016-04-26 2016-03-31 13F JP MORGAN CHASE COM 46625H100 115,318 -2,279 -1.94 6,829 -12.05 0.7625
2016-01-29 2015-12-31 13F JP MORGAN CHASE COM 46625H100 117,597 -903 -0.76 7,765 7.47 0.9012
2015-10-20 2015-09-30 13F JP MORGAN CHASE COM 46625H100 118,500 3,649 3.18 7,225 -7.16 0.8282
2015-08-04 2015-06-30 13F JP MORGAN CHASE COM 46625H100 114,851 -6,767 -5.56 7,782 5.62 0.8433
2015-04-27 2015-03-31 13F JP MORGAN CHASE COM 46625H100 121,618 -14,964 -10.96 7,368 -13.80 0.8832
2015-02-10 2014-12-31 13F JP MORGAN CHASE COM 46625H100 136,582 -5,007 -3.54 8,548 0.21 1.0272
2014-10-30 2014-09-30 13F JP MORGAN CHASE COM 46625H100 141,589 -2,885 -2.00 8,530 2.47 1.1306
2014-07-25 2014-06-30 13F JP MORGAN CHASE COM 46625H100 144,474 -1,777 -1.22 8,324 -6.24 1.0743
2014-04-28 2014-03-31 13F JP MORGAN CHASE COM 46625H100 146,251 4,881 3.45 8,878 7.39 1.1846
2014-02-13 2013-12-31 13F JP MORGAN CHASE COM 46625H100 141,370 -11,021 -7.23 8,267 4.95 1.1111
2013-11-13 2013-09-30 13F JP MORGAN CHASE COM 46625H100 152,391 -308 -0.20 7,877 -2.28 1.1684
2013-08-08 2013-06-30 13F JPMORGAN CHASE COM 46625H100 152,699 152,699 8,061 1.3619
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.