JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership280,357 shares
Latest Disclosed Value $ 82,469,894
Ancora Advisors, LLC reports 4.31% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 280,357 shares of JPMorgan Chase & Co. (CH:JPM) valued at $82,469,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 292,992 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.31% 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)
2026-05-15 2026-03-31 13F JP MORGAN CHASE COM 46625H100 280,357 -12,635 -4.31 82,470 -12.65 1.0314
2026-02-17 2025-12-31 13F JP MORGAN CHASE COM 46625H100 292,992 -1,409 -0.48 94,408 1.66 1.9448
2025-11-14 2025-09-30 13F JP MORGAN CHASE COM 46625H100 294,401 -11,356 -3.71 92,863 4.76 1.8548
2025-08-14 2025-06-30 13F JP MORGAN CHASE COM 46625H100 305,757 -895 -0.29 88,642 17.84 1.8385
2025-05-15 2025-03-31 13F JP MORGAN CHASE COM 46625H100 306,652 -1,544 -0.50 75,222 1.82 1.6785
2025-02-14 2024-12-31 13F JP MORGAN CHASE COM 46625H100 308,196 4,125 1.36 73,878 15.22 1.6481
2024-11-14 2024-09-30 13F JP MORGAN CHASE COM 46625H100 304,071 2,930 0.97 64,116 5.27 1.4597
2024-08-14 2024-06-30 13F JP MORGAN CHASE COM 46625H100 301,141 -2,825 -0.93 60,909 0.04 1.5089
2024-05-16 2024-03-31 13F JP MORGAN CHASE COM 46625H100 303,966 3,619 1.20 60,884 19.17 1.3834
2024-02-14 2023-12-31 13F JP MORGAN CHASE COM 46625H100 300,347 201 0.07 51,089 17.37 1.1999
2023-11-14 2023-09-30 13F JP MORGAN CHASE COM 46625H100 300,146 1,130 0.38 43,527 0.09 1.1553
2023-08-14 2023-06-30 13F JP MORGAN CHASE COM 46625H100 299,016 -3,034 -1.00 43,489 10.49 1.1439
2023-05-16 2023-03-31 13F JP MORGAN CHASE COM 46625H100 302,050 -15,471 -4.87 39,360 -7.56 1.1163
2023-02-14 2022-12-31 13F JP MORGAN CHASE COM 46625H100 317,521 393 0.12 42,580 28.49 1.2265
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 317,128 6,909 2.23 33,140 -5.13 1.0243
2022-08-15 2022-06-30 13F JP MORGAN CHASE COM 46625H100 310,219 7,665 2.53 34,933 -15.30 0.9839
2022-05-16 2022-03-31 13F/A-1 JP MORGAN CHASE COM 46625H100 302,554 -628 -0.21 41,244 -14.09 1.0012
2022-05-13 2022-03-31 13F JP MORGAN CHASE COM 46625H100 292,308 -10,874 44,498 0.7674
2022-02-14 2021-12-31 13F JP MORGAN CHASE COM 46625H100 303,182 3,995 1.34 48,008 -1.97 1.1380
2021-11-15 2021-09-30 13F JP MORGAN CHASE COM 46625H100 299,187 9,830 3.40 48,974 8.81 1.2653
2021-11-12 2021-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 289,357 -2,951 -1.01 45,007 1.14 1.1756
2021-08-13 2021-06-30 13F JP MORGAN CHASE COM 46625H100 289,357 -2,951 45,007 1.1756
2021-11-12 2021-03-31 13F/A-1 JP MORGAN CHASE COM 46625H100 292,308 -620 -0.21 44,498 19.54 1.2288
2021-05-14 2021-03-31 13F JP MORGAN CHASE COM 46625H100 292,308 -620 44,498 1.2288
2021-11-12 2020-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 292,928 5,261 1.83 37,223 34.41 1.1993
2021-02-12 2020-12-31 13F JP MORGAN CHASE COM 46625H100 292,928 5,261 37,223 1.1993
2021-11-12 2020-09-30 13F/A-1 JP MORGAN CHASE COM 46625H100 287,667 16,835 6.22 27,694 8.71 1.0998
2020-11-13 2020-09-30 13F JP MORGAN CHASE COM 46625H100 287,667 16,835 27,694 1.0998
2021-11-12 2020-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 270,832 13,951 5.43 25,475 10.15 1.0662
2020-08-14 2020-06-30 13F JP MORGAN CHASE COM 46625H100 270,832 13,951 25,475 1.0662
2021-11-12 2020-03-31 13F/A-1 JP MORGAN CHASE COM 46625H100 256,881 26,451 11.48 23,127 -28.00 1.0696
2020-05-14 2020-03-31 13F JP MORGAN CHASE COM 46625H100 256,881 26,451 23,127 1.0696
2020-02-14 2019-12-31 13F JP MORGAN CHASE COM 46625H100 230,430 5,893 2.62 32,122 21.55 1.1952
2019-11-19 2019-09-30 13F/A-2 JP MORGAN CHASE COM 46625H100 224,537 -955 -0.42 26,426 4.82 1.1531
2019-11-18 2019-09-30 13F/A-1 JP MORGAN CHASE COM 46625H100 224,537 -955 26,426 1.1531
2019-11-14 2019-09-30 13F JP MORGAN CHASE COM 46625H100 224,537 -955 26,426 1.1587
2019-11-14 2019-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 225,492 6,806 3.11 25,210 13.88 1.1303
2019-08-12 2019-06-30 13F JP MORGAN CHASE COM 46625H100 225,492 6,806 25,210 1,041,281.5901
2019-11-14 2019-03-31 13F/A-1 JP MORGAN CHASE COM 46625H100 218,686 10,820 5.21 22,138 9.09 1.0045
2019-05-15 2019-03-31 13F JP MORGAN CHASE COM 46625H100 218,686 10,820 22,138 922,234.1412
2019-11-14 2018-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 207,866 6,261 3.11 20,293 -10.80 0.9758
2019-02-14 2018-12-31 13F JP MORGAN CHASE COM 46625H100 207,866 6,261 20,293
2018-11-13 2018-09-30 13F JP MORGAN CHASE COM 46625H100 201,605 38,031 23.25 22,750 33.48 0.8764
2018-08-10 2018-06-30 13F JP MORGAN CHASE COM 46625H100 163,574 8,046 5.17 17,044 -0.34 0.7402
2018-05-15 2018-03-31 13F JP MORGAN CHASE COM 46625H100 155,528 14,279 10.11 17,103 13.22 0.7695
2018-02-14 2017-12-31 13F JP MORGAN CHASE COM 46625H100 141,249 10,750 8.24 15,106 21.20 0.8060
2017-11-14 2017-09-30 13F JP MORGAN CHASE COM 46625H100 130,499 11,422 9.59 12,464 14.52 0.7225
2017-08-14 2017-06-30 13F JP MORGAN CHASE COM 46625H100 119,077 22,564 23.38 10,884 28.38 0.7049
2017-05-15 2017-03-31 13F JP MORGAN CHASE COM 46625H100 96,513 -3,100 -3.11 8,478 -1.36 0.5741
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 99,613 19,206 23.89 8,595 60.53 0.6269
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 80,407 1,827 2.33 5,354 9.65 0.5419
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 78,580 709 0.91 4,883 5.88 0.5680
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 77,871 4,316 5.87 4,612 -5.04 0.5665
2016-02-12 2015-12-31 13F/A JPMORGAN CHASE COM 46625H100 73,555 1,506 2.09 4,857 10.56 0.6212
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 61,628 -10,421 3,857 0.5069
2015-10-30 2015-09-30 13F JPMORGAN CHASE COM 46625H100 72,049 1,464 2.07 4,393 -8.15 0.5655
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 70,585 70,585 0.00 4,783 6.98 0.5619
2015-05-15 2015-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 0 -61,978 -100.00 4,471 15.26 0.5472
2015-05-15 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 4,471
2015-02-11 2014-12-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 61,978 -26,123 -29.65 3,879 -26.91 0.4733
2015-02-11 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 61,978 -26,123 3,879 0.4733
2014-11-07 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 88,101 674 0.77 5,307 5.34 0.6807
2014-07-31 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 87,427 1,574 1.83 5,038 -3.34 0.6527
2014-05-13 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 85,853 5,300 6.58 5,212 10.63 0.7366
2014-02-07 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 80,553 0 0.00 4,711 13.14 0.7111
2013-10-31 2013-09-30 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 80,553 -1,250 -1.53 4,164 -3.57 0.7147
2013-10-25 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 80,553 4,164
2013-07-22 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 81,803 81,803 4,318 0.7402
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.