JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionHowe & Rusling Inc
Latest Disclosed Ownership186,300 shares
Latest Disclosed Value $ 54,802,084
Howe & Rusling Inc reports 0.28% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Howe & Rusling Inc filed a 13F-HR form disclosing ownership of 186,300 shares of JPMorgan Chase & Co. (US:JPM) valued at $54,802,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 186,831 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.28% during the quarter. The current value of the position is $56,048,355 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 186,300 -531 -0.28 54,802 -8.97 3.5742
2026-02-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 186,831 3,844 2.10 60,201 4.30 3.9821
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 182,987 -481 -0.26 57,719 8.52 3.9573
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 183,468 -694 -0.38 53,189 17.74 3.9293
2025-06-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 184,162 -15,945 -7.97 45,175 -5.82 3.7997
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 200,107 -2,754 -1.36 47,968 12.14 4.1346
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 202,861 8,709 4.49 42,775 8.93 3.6778
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 194,152 4,465 2.35 39,269 3.36 3.5808
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 189,687 -2,977 -1.55 37,994 15.93 3.6396
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 192,664 -183 -0.09 32,772 17.19 3.4747
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 192,847 -25 -0.01 27,967 -0.30 3.3007
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 192,872 -351 -0.18 28,051 11.41 3.1388
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 193,223 19,354 11.13 25,179 7.99 2.9998
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 173,869 8,524 5.16 23,316 34.93 2.9246
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 165,345 1,984 1.21 17,279 -6.07 2.2945
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 163,361 -9,703 -5.61 18,396 -22.02 2.3327
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 173,064 -2,642 -1.50 23,592 -15.21 2.7270
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 175,706 4,169 2.43 27,823 -0.91 3.2619
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 171,537 5,949 3.59 28,079 9.02 3.5207
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 165,588 4,632 2.88 25,756 5.12 3.2486
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 160,956 -4,579 -2.77 24,502 16.48 3.3283
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 165,535 -3,195 -1.89 21,035 29.49 3.1976
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 168,730 -6,602 -3.77 16,244 -1.50 2.7865
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 175,332 2,534 1.47 16,492 6.01 3.0426
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 172,798 64,956 60.23 15,557 3.49 3.3513
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 107,842 -5,252 -4.64 15,033 12.95 2.4884
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 113,094 737 0.66 13,310 5.96 2.3329
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 112,357 -32,185 -22.27 12,561 -14.15 2.1704
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 144,542 703 0.49 14,632 4.20 2.5337
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 143,839 -4,915 -3.30 14,042 -16.34 2.9713
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 148,754 240 0.16 16,785 8.47 2.8037
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 148,514 35,274 31.15 15,475 24.27 2.8012
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 113,240 -2,330 -2.02 12,453 0.76 2.2545
2018-01-24 2017-12-31 13F JPMORGAN CHASE COM 46625H100 115,570 -1,813 -1.54 12,359 10.24 2.2466
2017-10-18 2017-09-30 13F JPMORGAN CHASE COM 46625H100 117,383 73,068 164.88 11,211 176.81 2.0742
2017-07-13 2017-06-30 13F JPMORGAN CHASE COM 46625H100 44,315 -1,854 -4.02 4,050 -0.15 0.8233
2017-04-18 2017-03-31 13F JPMORGAN CHASE COM 46625H100 46,169 39,792 623.99 4,056 637.45 0.8116
2017-01-20 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,377 -162 -2.48 550 26.44 0.1207
2016-10-17 2016-09-30 13F JPMORGAN CHASE COM 46625H100 6,539 1,433 28.07 435 37.22 0.0937
2016-08-23 2016-06-30 13F JPMORGAN CHASE COM 46625H100 5,106 -57 -1.10 317 3.59 0.0698
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 5,163 881 20.57 306 8.13 0.0690
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 4,282 -1,290 -23.15 283 -16.76 0.0650
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 5,572 1,161 26.32 340 13.71 0.0844
2015-07-22 2015-06-30 13F JPMORGAN CHASE COM 46625H100 4,411 114 2.65 299 15.00 0.0652
2015-04-29 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,297 4,297 0.00 260 0.0583
2015-01-30 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -5,508 -100.00 0 -100.00
2014-10-31 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,508 14 0.25 332 4.73 0.0775
2014-07-31 2014-06-30 13F JPMORGAN CHASE COM 46625H100 5,494 -2,094 -27.60 317 -31.24 0.0712
2014-05-07 2014-03-31 13F JPMORGAN CHASE COM 46625H100 7,588 1,812 31.37 461 36.39 0.1130
2014-07-31 2013-12-31 13F/A-12 JPMORGAN CHASE COM 46625H100 5,776 -410 -6.63 338 4.64 0.0851
2014-02-07 2013-12-31 13F JPMORGAN CHASE COM 46625H100 36,226 2,118
2013-11-08 2013-09-30 13F JPMORGAN CHASE COM 46625H100 6,186 -2,271 -26.85 323 -27.58 0.1180
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 8,457 8,457 446 0.1240
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.