JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionAnnex Advisory Services, LLC
Latest Disclosed Ownership52,287 shares
Latest Disclosed Value $ 15,380,651
Annex Advisory Services, LLC reports 8.52% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Annex Advisory Services, LLC filed a 13F-HR form disclosing ownership of 52,287 shares of JPMorgan Chase & Co. (CH:JPM) valued at $15,380,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 48,181 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.52% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 52,287 4,106 8.52 15,381 -0.93 0.2882
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 48,181 1,102 2.34 15,525 4.55 0.2965
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 47,079 -6,262 -11.74 14,850 -3.96 0.3161
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 53,341 946 1.81 15,464 20.32 0.3723
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 52,395 -2,746 -4.98 12,852 -2.76 0.3644
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 55,141 3,927 7.67 13,218 22.40 0.3983
2024-10-10 2024-09-30 13F JPMORGAN CHASE COM 46625H100 51,214 -57,588 -52.93 10,799 -50.93 0.3455
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 108,802 7,359 7.25 22,006 8.31 0.7750
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 101,443 2,589 2.62 20,319 20.83 0.7216
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 98,854 7,380 8.07 16,815 26.76 0.7018
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 91,474 13,639 17.52 13,266 17.18 0.8027
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 77,835 3,037 4.06 11,320 16.14 0.6283
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 74,798 40,861 120.40 9,747 114.22 0.5224
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,937 667 2.00 4,551 30.86 0.2564
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 33,270 -705 -2.08 3,477 -9.12 0.2344
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 33,975 1,392 4.27 3,826 -13.87 0.2763
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 32,583 -13,460 -29.23 4,442 -39.08 0.3250
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 46,043 2,551 5.87 7,291 2.44 0.4997
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 43,492 2,652 6.49 7,117 12.08 0.5822
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 40,840 2,845 7.49 6,350 9.79 0.5148
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 37,995 -338 -0.88 5,784 18.74 0.5568
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 38,333 2,084 5.75 4,871 39.57 0.4770
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 36,249 1,471 4.23 3,490 6.70 0.4449
2020-07-21 2020-06-30 13F JPMORGAN CHASE COM 46625H100 34,778 3,215 10.19 3,271 15.14 0.4561
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,563 2,733 9.48 2,841 -29.31 0.4023
2020-02-13 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 28,830 627 2.22 4,019 21.05 0.4870
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 456,148 427,945 6,677 475,612.8225
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 28,203 930 3.41 3,320 8.85 0.4461
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 27,273 4,834 21.54 3,050 34.24 0.4294
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 22,439 -157 -0.69 2,272 2.99 0.3405
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 22,596 2,278 11.21 2,206 -3.79 0.3478
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 20,318 1,545 8.23 2,293 17.23 0.3544
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 18,773 982 5.52 1,956 0.00 0.3334
2018-05-03 2018-03-31 13F JPMORGAN CHASE COM 46625H100 17,791 1,255 7.59 1,956 10.63 0.3558
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 16,536 920 5.89 1,768 18.58 0.3342
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 15,616 1,410 9.93 1,491 14.87 0.3055
2017-08-04 2017-06-30 13F JPMORGAN CHASE COM 46625H100 14,206 1,304 10.11 1,298 14.56 0.2882
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,902 1,497 13.13 1,133 15.14 0.2815
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,405 419 3.81 984 34.43 0.2389
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 10,986 476 4.53 732 12.10 0.1904
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 10,510 90 0.86 653 5.83 0.1769
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 10,420 -299 -2.79 617 -12.85 0.1751
2016-02-01 2015-12-31 13F JPMORGAN CHASE COM 46625H100 10,719 1,163 12.17 708 21.44 0.2075
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 9,556 2,684 39.06 583 25.11 0.1895
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 6,872 1,883 37.74 466 54.30 0.1494
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,989 4,989 302 0.0972
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.