JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionNixon Peabody Trust Co
Latest Disclosed Ownership80,303 shares
Latest Disclosed Value $ 23,621,930
Nixon Peabody Trust Co reports 3.39% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Nixon Peabody Trust Co filed a 13F-HR form disclosing ownership of 80,303 shares of JPMorgan Chase & Co. (US:JPM) valued at $23,621,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 83,122 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.39% during the quarter. The current value of the position is $24,159,158 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)
2026-04-27 2026-03-31 13F JPMorgan Chase Com 46625H100 80,303 -2,819 -3.39 23,622 -11.81 1.8773
2026-02-06 2025-12-31 13F JPMorgan Chase Com 46625H100 83,122 -2,027 -2.38 26,784 -0.28 2.0280
2025-10-17 2025-09-30 13F JPMorgan Chase Com 46625H100 85,149 441 0.52 26,859 9.37 1.9667
2025-08-08 2025-06-30 13F JPMorgan Chase Com 46625H100 84,708 -373 -0.44 24,558 17.67 1.9021
2025-04-10 2025-03-31 13F JPMorgan Chase Com 46625H100 85,081 -273 -0.32 20,870 2.00 1.7718
2025-02-05 2024-12-31 13F JPMorgan Chase Com 46625H100 85,354 956 1.13 20,460 14.97 1.6856
2024-11-07 2024-09-30 13F JPMorgan Chase Com 46625H100 84,398 442 0.53 17,796 4.81 1.4821
2024-07-26 2024-06-30 13F JPMorgan Chase Com 46625H100 83,956 -2,780 -3.21 16,981 -2.26 1.5090
2024-05-07 2024-03-31 13F JPMorgan Chase Com 46625H100 86,736 3,237 3.88 17,373 22.32 1.5951
2024-02-09 2023-12-31 13F JPMorgan Chase Com 46625H100 83,499 68,986 475.34 14,203 575.05 1.5927
2023-10-23 2023-09-30 13F JPMorgan Chase Com 46625H100 14,513 -5,348 -26.93 2,105 -27.15 1.7624
2023-07-27 2023-06-30 13F JPMorgan Chase Com 46625H100 19,861 -10,165 -33.85 2,889 -26.18 2.3426
2023-05-12 2023-03-31 13F JPMorgan Chase Com 46625H100 30,026 655 2.23 3,913 -0.66 2.7370
2023-02-09 2022-12-31 13F JPMorgan Chase Com 46625H100 29,371 -1,200 -3.93 3,939 23.29 3.1953
2023-03-15 2022-09-30 13F/A-1 JPMorgan Chase Com 46625H100 30,571 -17,495 -36.40 3,195 -40.99 2.7092
2022-11-10 2022-09-30 13F JPMorgan Chase Com 46625H100 16,666 -31,400 1,742 0.7861
2022-08-11 2022-06-30 13F JPMorgan Chase Com 46625H100 48,066 -2,923 -5.73 5,413 -22.13 2.4466
2022-05-13 2022-03-31 13F JPMorgan Chase Com 46625H100 50,989 -2,620 -4.89 6,951 -18.12 2.3924
2022-02-08 2021-12-31 13F JPMorgan Chase Com 46625H100 53,609 2,149 4.18 8,489 0.78 2.5704
2021-11-04 2021-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 51,460 1,873 3.78 8,423 9.21 3.0436
2021-07-30 2021-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 49,587 -2,010 -3.90 7,713 -1.80 2.9713
2021-04-26 2021-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 51,597 -2,000 -3.73 7,854 15.31 3.1835
2021-02-10 2020-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 53,597 163 0.31 6,811 32.41 2.8735
2020-11-03 2020-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 53,434 1,389 2.67 5,144 5.09 2.3689
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 52,045 2,172 4.36 4,895 9.00 2.4845
2020-04-23 2020-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 49,873 -559 -1.11 4,491 -36.12 2.7748
2020-01-24 2019-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 50,432 -172 -0.34 7,030 18.03 3.5013
2019-11-04 2019-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 50,604 4,322 9.34 5,956 15.09 3.1721
2019-08-01 2019-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 46,282 6,735 17.03 5,175 29.28 2.9156
2019-04-19 2019-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 39,547 4,242 12.02 4,003 16.13 2.6232
2019-01-23 2018-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 35,305 104 0.30 3,447 -13.22 2.7163
2018-10-25 2018-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 35,201 1,738 5.19 3,972 13.91 2.7144
2018-07-30 2018-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 33,463 2,146 6.85 3,487 1.25 2.7033
2018-04-27 2018-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 31,317 -1,835 -5.54 3,444 -2.85 3.0871
2018-02-05 2017-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 33,152 245 0.74 3,545 12.79 3.0543
2017-11-01 2017-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 32,907 215 0.66 3,143 5.19 2.8550
2017-07-17 2017-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 32,692 1,455 4.66 2,988 8.89 2.7658
2017-04-06 2017-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 31,237 -357 -1.13 2,744 0.66 2.5825
2017-01-18 2016-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 31,594 160 0.51 2,726 30.24 2.6545
2016-10-24 2016-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 31,434 -4,026 -11.35 2,093 -5.04 2.0547
2016-07-08 2016-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 35,460 -220 -0.62 2,204 4.31 1.9137
2016-04-20 2016-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 35,680 1,325 3.86 2,113 -6.88 1.8794
2016-01-13 2015-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 34,355 34,355 2,269 2.0683
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.