JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionKLCM Advisors, Inc.
Latest Disclosed Ownership15,496 shares
Latest Disclosed Value $ 4,558,272
KLCM Advisors, Inc. reports 5.26% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - KLCM Advisors, Inc. filed a 13F-HR form disclosing ownership of 15,496 shares of JPMorgan Chase & Co. (CH:JPM) valued at $4,558,272 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 14,722 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.26% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,496 774 5.26 4,558 -3.90 0.3760
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,722 -425 -2.81 4,744 -0.71 0.4073
2025-11-13 2025-09-30 13F JP Morgan Chase COM 46625H100 15,147 -780 -4.90 4,778 3.47 0.4765
2025-08-04 2025-06-30 13F JP Morgan Chase COM 46625H100 15,927 93 0.59 4,617 18.87 0.4909
2025-05-13 2025-03-31 13F JP Morgan Chase COM 46625H100 15,834 1,211 8.28 3,884 10.81 0.4544
2025-01-31 2024-12-31 13F JP Morgan Chase COM 46625H100 14,623 754 5.44 3,505 19.87 0.4065
2024-11-07 2024-09-30 13F JP Morgan Chase COM 46625H100 13,869 -57 -0.41 2,924 3.84 0.3471
2024-08-14 2024-06-30 13F JP Morgan Chase COM 46625H100 13,926 -167 -1.18 2,817 -0.21 0.3480
2024-05-16 2024-03-31 13F JP Morgan Chase COM 46625H100 14,093 -12,014 -46.02 2,823 -36.44 0.3624
2024-01-31 2023-12-31 13F JP Morgan Chase COM 46625H100 26,107 -85 -0.32 4,441 16.90 0.6856
2023-11-07 2023-09-30 13F JP Morgan Chase COM 46625H100 26,192 128 0.49 3,798 0.21 0.7141
2023-08-09 2023-06-30 13F JP Morgan Chase COM 46625H100 26,064 634 2.49 3,791 14.40 0.7418
2023-05-11 2023-03-31 13F JP Morgan Chase COM 46625H100 25,430 10,591 71.37 3,314 66.57 0.6574
2023-02-10 2022-12-31 13F JP Morgan Chase COM 46625H100 14,839 577 4.05 1,990 33.49 0.4043
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 14,262 1,676 13.32 1,490 5.15 0.3498
2022-08-04 2022-06-30 13F JPMorgan Chase COM 46625H100 12,586 226 1.83 1,417 -15.91 0.3153
2022-05-03 2022-03-31 13F JPMorgan Chase COM 46625H100 12,360 -440 -3.44 1,685 -16.87 0.3566
2022-01-31 2021-12-31 13F JPMorgan Chase COM 46625H100 12,800 69 0.54 2,027 -2.74 0.4414
2021-11-16 2021-09-30 13F JPMorgan Chase COM 46625H100 12,731 -250 -1.93 2,084 3.22 0.4477
2021-08-03 2021-06-30 13F JPMorgan Chase COM 46625H100 12,981 206 1.61 2,019 3.80 0.4468
2021-04-21 2021-03-31 13F JPMorgan Chase COM 46625H100 12,775 -50,070 -79.67 1,945 -75.64 0.4412
2021-01-26 2020-12-31 13F JPMorgan Chase COM 46625H100 62,845 -1,088 -1.70 7,986 29.75 1.9823
2020-11-03 2020-09-30 13F JPMorgan Chase COM 46625H100 63,933 -119 -0.19 6,155 2.16 1.7922
2020-07-27 2020-06-30 13F J P Morgan Chase COM 46625H100 64,052 49,308 334.43 6,025 354.03 1.7139
2020-05-13 2020-03-31 13F J P Morgan Chase COM 46625H100 14,744 -109,694 -88.15 1,327 -92.35 0.4203
2020-02-04 2019-12-31 13F J P Morgan Chase COM 46625H100 124,438 -6,727 -5.13 17,347 12.37 3.8486
2019-11-12 2019-09-30 13F/A-2 J P Morgan Chase COM 46625H100 131,165 2,197 1.70 15,437 7.06 3.9340
2019-11-04 2019-09-30 13F/A-1 J P Morgan Chase COM 46625H100 121,365 -9,800 14,283 3.9116
2019-11-01 2019-09-30 13F J P Morgan Chase COM 46625H100 118,573 13,955
2019-08-15 2019-06-30 13F J P Morgan Chase COM 46625H100 128,968 -3,405 -2.57 14,419 7.60 3.5490
2019-05-14 2019-03-31 13F J P Morgan Chase COM 46625H100 132,373 7,013 5.59 13,400 9.50 3.2956
2019-02-14 2018-12-31 13F J P Morgan Chase COM 46625H100 125,360 3,359 2.75 12,238 -11.11 3.5844
2018-11-14 2018-09-30 13F J P Morgan Chase COM 46625H100 122,001 -3,184 -2.54 13,767 5.54 3.3856
2018-08-09 2018-06-30 13F J P Morgan Chase COM 46625H100 125,185 7,893 6.73 13,044 1.12 3.4388
2018-05-10 2018-03-31 13F J P Morgan Chase COM 46625H100 117,292 -11,078 -8.63 12,899 -6.04 3.4986
2018-02-15 2017-12-31 13F J P Morgan Chase COM 46625H100 128,370 -1,745 -1.34 13,728 10.47 3.3710
2017-11-14 2017-09-30 13F J P Morgan Chase COM 46625H100 130,115 -3,238 -2.43 12,427 1.96 3.2452
2017-08-15 2017-06-30 13F J P Morgan Chase COM 46625H100 133,353 -2,725 -2.00 12,188 1.97 3.3263
2017-05-09 2017-03-31 13F J P Morgan Chase COM 46625H100 136,078 -17,595 -11.45 11,953 -9.86 3.3737
2017-02-13 2016-12-31 13F J P Morgan Chase COM 46625H100 153,673 -58,427 -27.55 13,260 -6.12 3.9006
2016-11-09 2016-09-30 13F J P Morgan Chase COM 46625H100 212,100 -8,003 -3.64 14,124 3.27 4.4953
2016-08-08 2016-06-30 13F J P Morgan Chase COM 46625H100 220,103 1,611 0.74 13,677 5.70 4.7295
2016-04-27 2016-03-31 13F J P Morgan Chase COM 46625H100 218,492 2,450 1.13 12,939 -9.30 4.4931
2016-02-11 2015-12-31 13F J P Morgan Chase COM 46625H100 216,042 -4,050 -1.84 14,265 6.30 5.1500
2015-11-12 2015-09-30 13F J P Morgan Chase Com 46625H100 220,092 -41,628 -15.91 13,419 -24.33 4.7489
2015-08-24 2015-06-30 13F J P Morgan Chase Com 46625H100 261,720 -117,842 -31.05 17,734 -22.88 4.4730
2015-05-13 2015-03-31 13F J P Morgan Chase Com 46625H100 379,562 379,562 0.00 22,994 6.3859
2015-02-03 2014-12-31 13F J P Morgan Chase Com 46625H100 0 -388,124 -100.00 0 -100.00
2014-11-12 2014-09-30 13F J P Morgan Chase Com 46625H100 388,124 650 0.17 23,381 4.73 6.1906
2014-08-06 2014-06-30 13F J P Morgan Chase Com 46625H100 387,474 165,164 74.29 22,326 65.43 5.2105
2014-05-14 2014-03-31 13F J P Morgan Chase Com 46625H100 222,310 -1,647 -0.74 13,496 3.05 3.5957
2014-02-11 2013-12-31 13F J P Morgan Chase Com 46625H100 223,957 213,605 2,063.42 13,097 2,348.04 3.5778
2013-11-18 2013-09-30 13F J P Morgan Chase Com 46625H100 10,352 1,127 12.22 535 9.86 0.1525
2013-08-13 2013-06-30 13F J P Morgan Chase Com 46625H100 9,225 9,225 487 0.1534
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.