JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership177,870 shares
Latest Disclosed Value $ 52,322,107
Merit Financial Group, LLC reports 3.82% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 177,870 shares of JPMorgan Chase & Co. (MX:JPM) valued at $52,322,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 171,329 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.82% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 177,870 6,541 3.82 52,322 -5.22 0.3008
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 171,329 13,458 8.52 55,205 10.86 0.4428
2025-11-07 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 157,871 6,408 4.23 49,797 13.41 0.4574
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 157,871 6,408 49,797 0.4573
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 151,463 40,053 35.95 43,911 60.68 0.4896
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 111,410 15,781 16.50 27,329 19.22 0.4093
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 95,629 27,264 39.88 22,923 59.02 0.4119
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 68,365 -13,701 -16.70 14,416 -13.15 0.3223
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 82,066 5,995 7.88 16,599 14.53 0.3660
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 76,071 30,977 68.69 14,492 88.94 0.3452
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 45,094 -15,211 -25.22 7,670 -12.29 0.2333
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 60,305 5,114 9.27 8,745 8.94 0.2862
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 55,191 45 0.08 8,027 11.70 0.2598
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 55,146 1,464 2.73 7,186 -0.17 0.2613
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 53,682 5,978 12.53 7,199 44.39 0.2604
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 47,704 -15,821 -24.91 4,985 -30.32 0.2163
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 63,525 36,287 133.22 7,154 92.67 0.2214
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 27,238 4,904 21.96 3,713 4.98 0.2239
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 22,334 362 1.65 3,537 -1.67 0.3469
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 21,972 981 4.67 3,597 10.17 0.3765
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 20,991 -265 -1.25 3,265 0.90 0.3069
2021-05-18 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,256 4,336 25.63 3,236 50.51 0.3385
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,920 -1,055 -5.87 2,150 24.28 0.2078
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,975 212 1.19 1,730 3.53 0.1580
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,763 1,112 6.68 1,671 11.47 0.1663
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 16,651 328 2.01 1,499 -34.11 0.1675
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 16,323 14,390 744.44 2,275 902.20 0.2013
2019-11-25 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,933 1,933 227 0.0248
2019-05-16 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 0 -2,704 -100.00 0 -100.00
2019-02-15 2018-12-31 13F JPMORGAN CHASE Common Stock 46625H100 2,704 16 0.60 227 -13.03 0.0341
2018-10-25 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 2,688 2,688 261 0.0418
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.