JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionPhysicians Financial Services, Inc.
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Physicians Financial Services, Inc. closes position in JPM / JPMorgan Chase & Co.

On April 15, 2026 - Physicians Financial Services, Inc. filed a 13F-HR form disclosing ownership of 0 shares of JPMorgan Chase & Co. (US:JPM) valued at $0 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,777 shares of JPMorgan Chase & Co.. This represents a change in shares of -100.00% during the quarter. The current value of the position is $0 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)
2026-04-15 2026-03-31 13F JP Morgan Chase COM 46625H100 0 -7,777 -100.00 0 -100.00
2026-01-21 2025-12-31 13F JP Morgan Chase COM 46625H100 7,777 -90 -1.14 3 0.00 0.6723
2025-10-21 2025-09-30 13F JP Morgan Chase COM 46625H100 7,867 380 5.08 2 0.00 0.6773
2025-08-14 2025-06-30 13F JP Morgan Chase COM 46625H100 7,487 -25 -0.33 2 100.00 0.6466
2025-05-07 2025-03-31 13F/A-1 JP Morgan Chase COM 46625H100 7,512 165 2.25 2 0.00 0.5861
2025-05-07 2025-03-31 13F JP Morgan Chase COM 46625H100 7,512 165 2 0.5861
2025-02-03 2024-12-31 13F JP Morgan Chase COM 46625H100 7,347 -25 -0.34 2 0.00 0.5347
2024-10-31 2024-09-30 13F JP Morgan Chase COM 46625H100 7,372 -350 -4.53 2 0.00 0.4833
2024-08-14 2024-06-30 13F JP Morgan Chase COM 46625H100 7,722 160 2.12 2 0.00 0.5080
2024-05-10 2024-03-31 13F JP Morgan Chase COM 46625H100 7,562 0 0.00 2 0.00 0.5334
2024-01-26 2023-12-31 13F JP Morgan Chase COM 46625H100 7,562 -250 -3.20 1 0.00 0.4874
2023-10-31 2023-09-30 13F JP Morgan Chase COM 46625H100 7,812 0 0.00 1 0.00 0.4636
2023-07-26 2023-06-30 13F JP Morgan Chase COM 46625H100 7,812 -50 -0.64 1 0.00 0.4460
2023-05-17 2023-03-31 13F JP Morgan Chase COM 46625H100 7,862 285 3.76 1 0.00 0.4330
2023-02-09 2022-12-31 13F JP Morgan Chase COM 46625H100 7,577 0 0.00 1 -99.87 0.4575
2022-10-19 2022-09-30 13F JP Morgan Chase COM 46625H100 7,577 -250 -3.19 792 -10.10 0.3828
2022-08-17 2022-06-30 13F JP Morgan Chase COM 46625H100 7,827 200 2.62 881 -15.29 0.3920
2022-04-22 2022-03-31 13F JP Morgan Chase COM 46625H100 7,627 -30 -0.39 1,040 -14.19 0.3970
2022-02-02 2021-12-31 13F JP Morgan Chase COM 46625H100 7,657 -400 -4.96 1,212 -8.11 0.4482
2021-10-27 2021-09-30 13F JP Morgan Chase COM 46625H100 8,057 -225 -2.72 1,319 2.41 0.5343
2021-07-27 2021-06-30 13F JP Morgan Chase COM 46625H100 8,282 -520 -5.91 1,288 -3.88 0.5282
2021-05-21 2021-03-31 13F JP Morgan Chase COM 46625H100 8,802 1,270 16.86 1,340 40.02 0.5742
2021-02-03 2020-12-31 13F JP Morgan Chase COM 46625H100 7,532 -1,257 -14.30 957 13.12 0.4620
2020-11-10 2020-09-30 13F JP Morgan Chase COM 46625H100 8,789 497 5.99 846 8.46 0.4223
2020-07-28 2020-06-30 13F JP Morgan Chase COM 46625H100 8,292 450 5.74 780 10.48 0.4311
2020-04-27 2020-03-31 13F JP Morgan Chase COM 46625H100 7,842 492 6.69 706 -31.12 0.4852
2020-02-12 2019-12-31 13F JP Morgan Chase COM 46625H100 7,350 -99 -1.33 1,025 16.88 0.5545
2019-11-14 2019-09-30 13F JP Morgan Chase COM 46625H100 7,449 -50 -0.67 877 4.65 0.5015
2019-08-12 2019-06-30 13F JP Morgan Chase COM 46625H100 7,499 465 6.61 838 17.70 0.4931
2019-04-12 2019-03-31 13F JP Morgan Chase COM 46625H100 7,034 651 10.20 712 14.29 0.4425
2019-01-22 2018-12-31 13F JP Morgan Chase COM 46625H100 6,383 -670 -9.50 623 -21.73 0.4528
2018-11-14 2018-09-30 13F JP Morgan Chase COM 46625H100 7,053 201 2.93 796 11.48 0.5471
2018-08-21 2018-06-30 13F JP Morgan Chase COM 46625H100 6,852 115 1.71 714 -1.92 0.5347
2018-04-17 2018-03-31 13F JP Morgan Chase COM 46625H100 6,737 6,737 728 0.5779
2017-04-26 2017-03-31 13F JPMorgan Chase COM 46625H100 0 -2,432 -100.00 0 -100.00
2017-01-17 2016-12-31 13F JPMorgan Chase COM 46625H100 2,432 784 47.57 156 43.12 0.1280
2016-11-01 2016-09-30 13F JPMorgan Chase COM 46625H100 1,648 -784 -32.24 109 -27.81 0.0909
2016-07-14 2016-06-30 13F JPMorgan Chase COM 46625H100 2,432 265 12.23 151 17.97 0.1321
2016-04-26 2016-03-31 13F JPMorgan Chase COM 46625H100 2,167 184 9.28 128 -2.29 0.1158
2016-02-09 2015-12-31 13F JPMorgan Chase COM 46625H100 1,983 1,983 131 0.1210
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.