JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionProbity Advisors, Inc.
Latest Disclosed Ownership3,956 shares
Latest Disclosed Value $ 1,163,697
Probity Advisors, Inc. reports 2.82% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Probity Advisors, Inc. filed a 13F-HR form disclosing ownership of 3,956 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,163,697 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,071 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.82% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,956 -115 -2.82 1,164 -11.29 0.1843
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,071 -8 -0.20 1,312 1.94 0.2101
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,079 -371 -8.34 1,287 -0.31 0.2086
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,450 -770 -14.75 1,290 0.78 0.2266
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,220 -217 -3.99 1,280 -1.77 0.2458
2025-03-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,437 432 8.63 1,303 23.51 0.2509
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,005 -341 -6.38 1,055 -2.41 0.2021
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,346 -303 -5.36 1,081 -4.42 0.2240
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,649 -5 -0.09 1,132 17.69 0.2340
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,654 -1,022 -15.31 962 -0.72 0.2095
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,676 -200 -2.91 968 -3.20 0.2232
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,876 -37 -0.54 1,000 7.87 0.2184
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,913 0 0.00 927 28.39 0.2100
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,913 27 0.39 722 -6.84 0.1792
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,886 -31 -0.45 775 -17.82 0.1795
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,917 -674 -8.88 943 -21.55 0.1946
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,591 -339 -4.27 1,202 -7.40 0.2378
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,930 -158 -1.95 1,298 3.18 0.2682
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,088 8 0.10 1,258 2.28 0.2649
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,080 -208 -2.51 1,230 54.14 0.2747
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,288 -30 -0.36 798 2.05 0.2258
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,318 -30 -0.36 782 3.99 0.2423
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,348 -194 -2.27 752 -36.86 0.2763
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,542 -354 -3.98 1,191 13.75 0.3599
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,896 70 0.79 1,047 6.08 0.3398
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,826 -23 -0.26 987 10.16 0.3277
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,849 -32 -0.36 896 3.34 0.3081
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,881 -40 -0.45 867 -13.90 0.3217
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 8,921 -17 -0.19 1,007 8.16 0.3270
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,938 -40 -0.45 931 -5.67 0.3274
2018-04-16 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,978 -199 -2.17 987 0.61 0.3418
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,177 -497 -5.14 981 6.17 0.3430
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 9,674 -23 -0.24 924 4.29 0.3438
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 9,697 -370 -3.68 886 0.23 0.3344
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 10,067 822 8.89 884 10.78 0.3427
2017-02-02 2016-12-31 13F JPMORGAN CHASE COM 46625H100 9,245 -30 -0.32 798 29.13 0.3356
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 9,275 -123 -1.31 618 5.82 0.2666
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 9,398 9,398 584 0.2616
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.