摩根大通公司
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership246,141 shares
Latest Disclosed Value $ 71,359,025
First Horizon Advisors, Inc. reports 0.03% decrease in ownership of JPM / JPMorgan Chase & Co.

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 246,141 shares of JPMorgan Chase & Co. (US:JPM) valued at $71,358,737 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 246,210 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.03% during the quarter. The current value of the position is $76,522,775 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)
2025-08-06 2025-06-30 13F JPMORGAN CHASE &CO. COM COMMON STOCK 46625H100 246,141 -69 -0.03 71,359 18.15 1.8543
2025-04-28 2025-03-31 13F JPMORGAN CHASE &CO. COM COMMON STOCK 46625H100 246,210 9,402 3.97 60,396 6.39 1.7011
2025-02-03 2024-12-31 13F JPMORGAN CHASE &CO. COM COMMON STOCK 46625H100 236,808 -2,458 -1.03 56,765 12.52 1.5899
2024-11-08 2024-09-30 13F JPMORGAN CHASE &CO. COM COMMON STOCK 46625H100 239,266 -3,501 -1.44 50,452 2.75 1.4017
2024-07-19 2024-06-30 13F JPMORGAN CHASE &CO. COM COMMON STOCK 46625H100 242,767 -1,552 -0.64 49,102 0.34 1.4925
2024-04-26 2024-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 244,319 5,537 2.32 48,937 20.48 1.5126
2024-02-06 2023-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 238,782 1,752 0.74 40,617 18.16 1.3433
2023-10-27 2023-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 237,030 1,370 0.58 34,374 0.29 1.2442
2023-08-03 2023-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 235,660 6,446 2.81 34,275 14.75 1.1872
2023-05-15 2023-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 229,214 9,406 4.28 29,869 1.33 1.0664
2023-02-10 2022-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 219,808 -3,378 -1.51 29,476 26.38 1.0867
2022-11-09 2022-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 223,186 83 0.04 23,323 -7.16 0.9349
2022-08-02 2022-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 223,103 207,799 1,357.81 25,123 1,104.36 0.8935
2022-05-10 2022-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 15,304 -184,261 -92.33 2,086 -93.40 0.0882
2022-05-10 2022-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 124,593 16,984
2022-02-09 2021-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 199,565 -1,373 -0.68 31,600 -3.93 0.9544
2021-11-15 2021-09-30 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 200,938 77,173 62.35 32,891 70.87 1.0742
2021-11-09 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 392,255 268,490 62,042 2.0260
2021-08-09 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 123,765 959 0.78 19,249 2.97 1.0376
2021-05-11 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 122,806 331 0.27 18,694 20.13 1.0800
2021-02-11 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 122,475 417 0.34 15,562 32.45 1.0444
2020-11-12 2020-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 122,058 4,117 3.49 11,749 5.92 0.8802
2020-07-31 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 117,941 5,673 5.05 11,092 9.76 0.8736
2020-05-05 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 112,268 -2,700 -2.35 10,106 -36.94 0.9445
2020-01-07 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 COMMON STOCK 46625H100 114,968 2,065 1.83 16,025 20.61 1.1801
2019-10-23 2019-09-30 13F JPMORGAN CHASE & CO COM USD1.00 COMMON STOCK 46625H100 112,903 -6,246 -5.24 13,287 -0.26 1.0354
2019-08-05 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 119,149 2,424 2.08 13,321 12.74 1.0285
2019-04-26 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 116,725 1,245 1.08 11,816 4.83 0.9457
2019-02-11 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 115,480 1,236 1.08 11,272 -12.55 1.0046
2018-11-08 2018-09-30 13F/A-2 JPMORGAN CHASE COMMON STOCK 46625H100 114,244 -260 -0.23 12,889 8.03 1.0027
2018-11-05 2018-09-30 13F/A-1 JPMORGAN CHASE COMMON STOCK 46625H100 114,244 0 18,775 1.0496
2018-11-05 2018-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 35,596 -78,908 9,901 0.9120
2018-08-06 2018-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 114,504 17,831 18.44 11,931 12.13 1.0008
2018-05-02 2018-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 96,673 -5,708 -5.58 10,640 -3.76 1.0355
2018-01-25 2017-12-31 13F JPMORGAN0CHASE0&0CO COMMON0STOCK 46625H100 102,381 749 0.74 11,056 13.39 1.0509
2017-11-09 2017-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 101,632 527 0.52 9,750 4.75 1.0047
2017-08-14 2017-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 101,105 -2,063 -2.00 9,308 3.00 1.0129
2017-05-02 2017-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 103,168 -7,789 -7.02 9,037 21.40 1.0291
2017-02-13 2016-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 110,957 0 0.00 7,444 0.00 0.9465
2016-10-28 2016-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 110,957 -5,622 -4.82 7,444 2.76 0.9465
2016-07-29 2016-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 116,579 -10,216 -8.06 7,244 -4.70 0.9824
2016-05-09 2016-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 126,795 4,852 3.98 7,601 -5.59 0.8469
2016-02-08 2015-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 121,943 234 0.19 8,051 8.49 1.4299
2015-11-06 2015-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 121,709 -3,810 -3.04 7,421 -12.74 1.1445
2015-08-03 2015-06-30 13F/A-1 JPMORGAN CHASE COMMON STOCK 46625H100 125,519 -2,872 -2.24 8,504 9.12 1.2337
2015-07-31 2015-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 87,040 6,672
2015-05-04 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 128,391 128,391 0.00 7,793 1.1278
2015-02-05 2014-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 0 -120,953 -100.00 0 -100.00
2014-11-13 2014-09-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 120,953 4,287 3.67 7,285 9.07 1.1378
2014-11-13 2014-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 113,618 -3,048 14,620 1.4885
2014-08-07 2014-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 116,666 6,578 5.98 6,679 0.69 0.9660
2014-05-02 2014-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 110,088 6,345 6.12 6,633 14.28 0.9294
2014-02-07 2013-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 103,743 6,232 6.39 5,804 15.14 0.8689
2013-11-15 2013-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 97,511 79,785 450.10 5,041 438.57 0.8105
2014-02-25 2013-06-30 13F JPMORGAN CHASE Common Stock 46625H100 17,726 4,288 31.91 936 46.71 0.4783
2014-02-25 2013-03-31 13F JPMORGAN CHASE Common Stock 46625H100 13,438 1,074 8.69 638 17.28 0.3587
2014-02-25 2012-12-31 13F JPMORGAN CHASE Common Stock 46625H100 12,364 591 5.02 544 14.05 0.3873
2014-02-25 2012-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 11,773 -2,491 -17.46 477 -18.60 0.3832
2014-02-25 2012-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 14,264 -245 -1.69 586 -15.93 0.4622
2014-02-25 2012-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 14,509 14,509 697 0.5766
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.