JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionMayfair Advisory Group, LLC
Latest Disclosed Ownership3,737 shares
Latest Disclosed Value $ 1,099,172
Mayfair Advisory Group, LLC reports 3.83% increase in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - Mayfair Advisory Group, LLC filed a 13F-HR form disclosing ownership of 3,737 shares of JPMorgan Chase & Co. (CL:JPM) valued at $1,099,172 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,599 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.83% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,737 138 3.83 1,099 -6.15 0.3838
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,599 -156 -4.15 1,171 -1.10 0.4550
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,755 37 1.00 1,184 10.34 0.5080
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,718 -21 -0.56 1,074 17.01 0.5060
2025-04-18 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,739 -18 -0.48 917 1.89 0.5290
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,757 210 5.92 901 20.16 0.5304
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,547 0 0.00 749 3.17 0.4725
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,547 384 12.14 727 14.69 0.4923
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,163 168 5.61 634 22.91 0.4598
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,995 1 0.03 515 18.12 0.4389
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,994 -120 -3.85 436 -2.90 0.4207
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,114 36 1.17 450 5.40 0.4489
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,078 -50 -1.60 427 -0.70 0.4632
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,128 -164 -4.98 430 20.85 0.5472
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,292 3 0.09 355 -6.33 0.5016
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,289 87 2.72 379 -12.47 0.4992
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,202 60 1.91 433 -15.92 0.5550
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,142 2 0.06 515 -1.72 0.6825
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,140 268 9.33 524 17.23 0.8033
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,872 80 2.87 447 4.20 0.7083
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,792 -148 -5.03 429 14.71 0.7669
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,940 69 2.40 374 35.51 0.7319
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,871 453 18.73 276 21.59 0.7117
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,418 2,418 227 0.7327
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.