JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionFirst Citizens Financial Corp
Latest Disclosed Ownership9,876 shares
Latest Disclosed Value $ 2,905,124
First Citizens Financial Corp ownership in JPM / JPMorgan Chase & Co.

On April 7, 2026 - First Citizens Financial Corp filed a 13F-HR form disclosing ownership of 9,876 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,905,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 9,876 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 9,876 0 0.00 2,905 -8.71 1.3715
2026-01-06 2025-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 9,876 -945 -8.73 3,182 -6.77 1.5720
2025-10-03 2025-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,821 0 0.00 3,413 8.80 1.6873
2025-07-07 2025-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,821 80 0.74 3,137 19.10 1.7259
2025-04-03 2025-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,741 -110 -1.01 2,635 1.27 1.4905
2025-01-03 2024-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,851 360 3.43 2,601 17.59 1.4121
2024-10-03 2024-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,491 -70 -0.66 2,212 3.56 1.1701
2024-07-17 2024-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,561 -23 -0.22 2,136 0.80 1.2640
2024-05-31 2024-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,584 28 0.27 2,120 18.05 1.2594
2024-01-11 2023-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,556 -200 -1.86 1,796 15.14 1.1531
2023-10-13 2023-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,756 609 6.00 1,560 5.69 1.0993
2023-07-07 2023-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 10,147 3,000 41.98 1,476 1.0030
2023-01-11 2022-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 7,147 0 0.00 1 -100.00 0.8273
2022-10-12 2022-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 7,147 250 3.62 747 -3.86 0.7351
2022-07-08 2022-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 6,897 0 0.00 777 -17.34 0.6850
2022-04-18 2022-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 6,897 0 0.00 940 -13.92 0.7059
2022-01-13 2021-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 6,897 -67 -0.96 1,092 -4.21 0.7984
2021-10-14 2021-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 6,964 -125 -1.76 1,140 3.35 0.9097
2021-07-09 2021-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 7,089 -10 -0.14 1,103 2.04 0.8342
2021-04-09 2021-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 7,099 680 10.59 1,081 32.48 0.8816
2021-02-01 2020-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 6,419 257 4.17 816 37.61 0.7116
2020-10-16 2020-09-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 6,162 53 0.87 593 3.13 0.5868
2020-07-30 2020-06-30 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 6,109 671 12.34 575 17.35 0.5999
2020-04-27 2020-03-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 5,438 558 11.43 490 -27.94 0.6438
2020-01-21 2019-12-31 13F JPMORGAN CHASE & CO COM Common Stock 46625H100 4,880 4,880 680 0.6716
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.