JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionBouchey Financial Group Ltd
Latest Disclosed Ownership8,323 shares
Latest Disclosed Value $ 2,588,541
Bouchey Financial Group Ltd reports 4.77% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Bouchey Financial Group Ltd filed a 13F-HR form disclosing ownership of 8,323 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,588,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 8,740 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.77% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,323 -417 -4.77 2,589 -8.10 0.1899
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,740 37 0.43 2,816 2.59 0.2112
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,703 7 0.08 2,745 8.93 0.2116
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,696 174 2.04 2,521 20.57 0.2096
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,522 100 1.19 2,090 3.57 0.1885
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,422 57 0.68 2,019 14.46 0.1764
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,365 111 1.34 1,764 5.63 0.1577
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,254 -110 -1.32 1,669 -0.36 0.1586
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,364 -64 -0.76 1,675 16.89 0.1649
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,428 -307 -3.51 1,434 13.19 0.1536
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 8,735 905 11.56 1,267 11.25 0.1553
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,830 -471 -5.67 1,139 5.27 0.1378
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,301 164 2.02 1,081 -0.92 0.1428
2023-01-24 2022-12-31 13F J.P. MORGAN CHASE COM 46625H100 8,137 0 0.00 1,091 28.35 0.1572
2022-10-27 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 8,137 2 0.02 850 -7.21 0.1243
2022-07-27 2022-06-30 13F/A-1 J.P. Morgan Chase Com 46625H100 8,135 2 0.02 916 -17.40 0.1469
2022-07-26 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,181 -5,952 245 0.1439
2022-05-06 2022-03-31 13F J.P. Morgan Chase Com 46625H100 8,133 -240 -2.87 1,109 -16.37 0.1488
2022-02-11 2021-12-31 13F J.P. Morgan Chase Com 46625H100 8,373 1,041 14.20 1,326 10.50 0.1781
2021-11-15 2021-09-30 13F J.P. Morgan Chase COM 46625H100 7,332 1,195 19.47 1,200 25.79 0.1667
2021-08-24 2021-06-30 13F/A-1 J.P. Morgan Chase COM 46625H100 6,137 -51 -0.82 954 1.27 0.1518
2021-08-12 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 1,719 -4,469 267 0.2937
2021-05-04 2021-03-31 13F J.P. Morgan Chase COM 46625H100 6,188 985 18.93 942 42.51 0.1520
2021-02-10 2020-12-31 13F J.P. Morgan Chase COM 46625H100 5,203 0 0.00 661 31.94 0.1134
2020-11-19 2020-09-30 13F/A-1 J.P. Morgan Chase COM 46625H100 5,203 170 3.38 501 5.92 0.0970
2020-10-23 2020-09-30 13F J.P. Morgan Chase COM 46625H100 5,203 170 501 122,370.6193
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,033 158 3.24 473 7.74 0.0997
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,875 -43 -0.87 439 -36.01 0.1166
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,918 43 0.88 686 19.51 0.1567
2019-10-16 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,875 0 0.00 574 5.32 0.1372
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,875 0 0.00 545 10.55 0.1331
2019-04-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,875 0 0.00 493 3.57 0.1232
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 4,875 1,750 56.00 476 34.84 0.1353
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,125 -173 -5.25 353 2.62 0.0866
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,298 0 0.00 344 -5.23 0.0931
2018-04-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,298 -774 -19.01 363 -16.55 0.1041
2018-01-18 2017-12-31 13F JPMORGAN CHASE COM 46625H100 4,072 4,072 435 0.1258
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.