JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionBcm Advisors, Llc
Latest Disclosed Ownership4,779 shares
Latest Disclosed Value $ 1,470,271
Bcm Advisors, Llc reports 19.65% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Bcm Advisors, Llc filed a 13F-HR form disclosing ownership of 4,779 shares of JPMorgan Chase & Co. (CL:JPM) valued at $1,470,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 3,994 shares of JPMorgan Chase & Co.. This represents a change in shares of 19.65% 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)
2026-05-05 2026-03-31 13F J.P. Morgan Chase Equities 46625H100 4,779 785 19.65 1,470 23.74 0.2901
2026-01-26 2025-12-31 13F J.P. Morgan Chase Equities 46625H100 3,994 -299 -6.96 1,189 -9.38 0.2278
2025-10-29 2025-09-30 13F J.P. Morgan Chase Equities 46625H100 4,293 0 0.00 1,311 2.82 0.2638
2025-07-30 2025-06-30 13F J.P. Morgan Chase Equities 46625H100 4,293 -1,806 -29.61 1,275 -17.21 0.2716
2025-05-06 2025-03-31 13F J.P. Morgan Chase Equities 46625H100 6,099 0 0.00 1,540 -6.61 0.3493
2025-02-06 2024-12-31 13F J.P. Morgan Chase Equities 46625H100 6,099 0 0.00 1,649 23.06 0.3684
2024-11-06 2024-09-30 13F J.P. Morgan Chase Equities 46625H100 6,099 4,834 382.13 1,340 409.51 0.3077
2024-08-02 2024-06-30 13F J.P. Morgan Chase Equities 46625H100 1,265 30 2.43 263 10.50 0.0624
2024-04-25 2024-03-31 13F J.P. Morgan Chase Equities 46625H100 1,235 1,235 238 0.0604
2021-04-28 2021-03-31 13F J.P. Morgan Chase COM 46625H100 0 -2,708 -100.00 0 -100.00
2021-02-10 2020-12-31 13F J.P. Morgan Chase COM 46625H100 2,708 0 0.00 344 31.80 0.1130
2020-11-04 2020-09-30 13F J.P. Morgan Chase COM 46625H100 2,708 0 0.00 261 2.35 0.0962
2020-08-05 2020-06-30 13F J.P. Morgan Chase COM 46625H100 2,708 2,708 255 0.1069
2020-04-23 2020-03-31 13F J.P. Morgan Chase COM 46625H100 0 -1,908 -100.00 0 -100.00
2020-01-08 2019-12-31 13F J.P. Morgan Chase COM 46625H100 1,908 -30 -1.55 266 16.67 0.0967
2019-10-23 2019-09-30 13F J.P. Morgan Chase COM 46625H100 1,938 36 1.89 228 6.05 0.0982
2018-10-18 2018-09-30 13F/A-1 J.P. Morgan Chase COM 46625H100 1,902 1,902 215 0.1127
2017-05-12 2017-03-31 13F J.P. Morgan Chase COM 46625H100 0 -1,680 -100.00 0 -100.00
2017-02-13 2016-12-31 13F J.P. Morgan Chase COM 46625H100 1,680 1,680 145 0.0957
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.