JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPhiladelphia Trust Co
Latest Disclosed Ownership33,199 shares
Latest Disclosed Value $ 9,766
Philadelphia Trust Co reports 0.08% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Philadelphia Trust Co filed a 13F-HR form disclosing ownership of 33,199 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,766 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 33,224 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.08% 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)
2026-05-13 2026-03-31 13F JP MORGAN CHASE COM 46625H100 33,199 -25 -0.08 10 -10.00 0.6893
2026-02-12 2025-12-31 13F JP MORGAN CHASE COM 46625H100 33,224 -685 -2.02 11 0.00 0.7381
2025-11-13 2025-09-30 13F JP MORGAN CHASE COM 46625H100 33,909 -479 -1.39 11 11.11 0.7529
2025-08-13 2025-06-30 13F JP MORGAN CHASE COM 46625H100 34,388 -50 -0.15 10 12.50 0.7648
2025-05-13 2025-03-31 13F JP MORGAN CHASE COM 46625H100 34,438 -1,527 -4.25 8 0.00 0.7232
2025-02-13 2024-12-31 13F JP MORGAN CHASE COM 46625H100 35,965 -1,852 -4.90 9 14.29 0.6323
2024-11-13 2024-09-30 13F JP MORGAN CHASE COM 46625H100 37,817 -446 -1.17 8 0.00 0.5787
2024-08-13 2024-06-30 13F JP MORGAN CHASE COM 46625H100 38,263 199 0.52 8 0.00 0.6014
2024-05-13 2024-03-31 13F JP MORGAN CHASE COM 46625H100 38,064 1,710 4.70 8 16.67 0.6121
2024-02-09 2023-12-31 13F JP MORGAN CHASE COM 46625H100 36,354 -1,798 -4.71 6 20.00 0.5806
2023-11-09 2023-09-30 13F JP MORGAN CHASE COM 46625H100 38,152 90 0.24 6 0.00 0.5684
2023-08-07 2023-06-30 13F JP MORGAN CHASE COM 46625H100 38,062 -3,330 -8.05 6 0.00 0.5240
2023-05-12 2023-03-31 13F JP MORGAN CHASE COM 46625H100 41,392 -24,715 -37.39 5 -37.50 0.5493
2023-02-07 2022-12-31 13F JP MORGAN CHASE COM 46625H100 66,107 23,530 55.26 9 -99.82 0.9494
2022-11-10 2022-09-30 13F JP MORGAN CHASE COM 46625H100 42,577 -3,265 -7.12 4,449 -13.81 0.5032
2022-08-15 2022-06-30 13F JP MORGAN CHASE COM 46625H100 45,842 -12,369 -21.25 5,162 -34.95 0.5300
2022-05-05 2022-03-31 13F JP MORGAN CHASE COM 46625H100 58,211 -12,806 -18.03 7,935 -29.44 0.6261
2022-02-09 2021-12-31 13F JP MORGAN CHASE COM 46625H100 71,017 13,513 23.50 11,246 19.47 0.8143
2021-11-15 2021-09-30 13F JP MORGAN CHASE COM 46625H100 57,504 -1,563 -2.65 9,413 2.46 0.6936
2021-08-13 2021-06-30 13F JP MORGAN CHASE COM 46625H100 59,067 400 0.68 9,187 2.87 0.6333
2021-05-14 2021-03-31 13F JP MORGAN CHASE COM 46625H100 58,667 400 0.69 8,931 20.62 0.6866
2021-02-08 2020-12-31 13F JP MORGAN CHASE COM 46625H100 58,267 274 0.47 7,404 32.62 0.6035
2020-11-12 2020-09-30 13F JP MORGAN CHASE COM 46625H100 57,993 1,602 2.84 5,583 5.26 0.5383
2020-08-14 2020-06-30 13F JP MORGAN CHASE COM 46625H100 56,391 28,343 101.05 5,304 110.06 0.5586
2020-05-12 2020-03-31 13F JP MORGAN CHASE COM 46625H100 28,048 -2,675 -8.71 2,525 -41.05 0.3182
2020-02-10 2019-12-31 13F JP MORGAN CHASE COM 46625H100 30,723 1,173 3.97 4,283 23.15 0.3674
2019-11-12 2019-09-30 13F JP MORGAN CHASE COM 46625H100 29,550 849 2.96 3,478 8.38 0.3228
2019-08-08 2019-06-30 13F JP MORGAN CHASE COM 46625H100 28,701 -15 -0.05 3,209 10.39 0.2827
2019-05-15 2019-03-31 13F JP MORGAN CHASE COM 46625H100 28,716 -31,038 -51.94 2,907 -50.16 0.2564
2019-02-13 2018-12-31 13F JP MORGAN CHASE COM 46625H100 59,754 38,157 176.68 5,833 139.35 0.6229
2018-11-14 2018-09-30 13F JP MORGAN CHASE COM 46625H100 21,597 258 1.21 2,437 9.58 0.2000
2018-08-10 2018-06-30 13F JP MORGAN CHASE COM 46625H100 21,339 549 2.64 2,224 -2.71 0.1989
2018-05-14 2018-03-31 13F JP MORGAN CHASE COM 46625H100 20,790 -1,060 -4.85 2,286 -2.18 0.1903
2018-02-14 2017-12-31 13F JP MORGAN CHASE COM 46625H100 21,850 -11,734 -34.94 2,337 -27.15 0.1838
2017-11-13 2017-09-30 13F JP MORGAN CHASE COM 46625H100 33,584 -12,361 -26.90 3,208 -23.60 0.2635
2017-08-14 2017-06-30 13F JP MORGAN CHASE COM 46625H100 45,945 -2,693 -5.54 4,199 -1.71 0.3569
2017-05-15 2017-03-31 13F JP MORGAN CHASE COM 46625H100 48,638 1,946 4.17 4,272 6.03 0.3510
2017-03-29 2016-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 46,692 555 1.20 4,029 31.15 0.3218
2017-02-10 2016-12-31 13F JP MORGAN CHASE COM 46625H100 46,692 4,029
2016-11-14 2016-09-30 13F JP MORGAN CHASE COM 46625H100 46,137 -144 -0.31 3,072 6.82 0.2656
2016-08-12 2016-06-30 13F JP MORGAN CHASE COM 46625H100 46,281 -210,500 -81.98 2,876 -81.09 0.2487
2016-05-13 2016-03-31 13F JP MORGAN CHASE COM 46625H100 256,781 -2,561 -0.99 15,207 -11.37 1.3027
2016-02-09 2015-12-31 13F JP Morgan COM 46625H100 259,342 -7,565 -2.83 17,157 5.43 1.4375
2015-11-16 2015-09-30 13F JP MORGAN CHASE COM 46625H100 266,907 241,523 951.48 16,273 4,251.07 1.4694
2015-08-14 2015-06-30 13F JP MORGAN CHASE COM 46625H100 25,384 -351,661 -93.27 375 -98.36 1.3828
2015-05-14 2015-03-31 13F JP MORGAN CHASE COM 46625H100 377,045 -10,201 -2.63 22,841 -5.75 1.7415
2015-02-10 2014-12-31 13F JP MORGAN CHASE COM 46625H100 387,246 -221,381 -36.37 24,234 -33.90 1.9495
2014-11-13 2014-09-30 13F JP MORGAN CHASE COM 46625H100 608,627 -51,671 -7.83 36,664 -3.63 2.2755
2014-08-13 2014-06-30 13F JP MORGAN CHASE COM 46625H100 660,298 -21,473 -3.15 38,046 -8.08 2.3643
2014-05-13 2014-03-31 13F JP MORGAN CHASE COM 46625H100 681,771 94,684 16.13 41,390 20.55 2.6088
2014-02-14 2013-12-31 13F JP MORGAN CHASE COM 46625H100 587,087 97,837 20.00 34,333 35.76 2.1856
2013-11-15 2013-09-30 13F JP MORGAN CHASE COM 46625H100 489,250 -4,305 -0.87 25,289 -2.94 1.7462
2013-08-14 2013-06-30 13F JP MORGAN CHASE COM 46625H100 493,555 493,555 26,055 1.9515
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.