JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTFC Financial Management
Latest Disclosed Ownership6,772 shares
Latest Disclosed Value $ 1,992,193
TFC Financial Management reports 2.27% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - TFC Financial Management filed a 13F-HR form disclosing ownership of 6,772 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,992,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,622 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.27% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,772 150 2.27 1,992 -6.61 0.2455
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,622 -300 -4.33 2,134 -2.29 0.2676
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,922 300 4.53 2,184 13.76 0.2798
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,622 -2 -0.03 1,920 18.17 0.2630
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,624 -79 -1.18 1,625 1.12 0.2488
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,703 2,133 46.67 1,607 66.77 0.2541
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,570 136 3.07 964 7.48 0.1524
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,434 -445 -9.12 897 -8.29 0.1573
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,879 -1,018 -17.26 977 -2.59 0.1736
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,897 -521 -8.12 1,003 7.85 0.2028
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,418 -14 -0.22 931 -0.53 0.2221
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,432 117 1.85 935 13.75 0.2300
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,315 1,066 20.31 823 16.93 0.2127
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,249 -801 -13.24 704 11.23 0.2030
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,050 1,050 21.00 632 12.26 0.2003
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,000 541 12.13 563 -7.40 0.1679
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,459 -625 -12.29 608 -24.47 0.1735
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,084 -1,582 -23.73 805 -26.21 0.2444
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,666 966 16.95 1,091 23.00 0.3619
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,700 -166 -2.83 887 -0.67 0.3030
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,866 -446 -7.07 893 11.35 0.3528
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,312 1 0.02 802 31.91 0.3386
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,311 6,311 608 0.3010
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.