JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAllegheny Financial Group LTD
Latest Disclosed Ownership10,002 shares
Latest Disclosed Value $ 2,942,284
Allegheny Financial Group LTD reports 0.16% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Allegheny Financial Group LTD filed a 13F-HR form disclosing ownership of 10,002 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,942,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 9,986 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.16% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,002 16 0.16 2,942 -8.55 0.3966
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,986 48 0.48 3,218 2.65 0.4763
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 9,938 24 0.24 3,135 9.05 0.5857
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 9,914 131 1.34 2,874 19.80 0.6383
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 9,783 1,443 17.30 2,400 20.01 0.6153
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,340 -233 -2.72 1,999 10.63 0.5149
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,573 3 0.04 1,808 4.27 0.4463
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,570 2,157 33.63 1,733 34.97 0.4973
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,413 -821 -11.35 1,285 4.39 0.3964
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,234 72 1.01 1,231 18.50 0.3952
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,162 -972 -11.95 1,039 -12.26 0.3891
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,134 -291 -3.45 1,183 7.84 0.5598
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,425 426 5.33 1,098 2.33 0.4434
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,999 211 2.71 1,073 31.86 0.4484
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,788 597 8.30 813 0.37 0.3825
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,191 1,027 16.66 810 -3.57 0.3775
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,164 50 0.82 840 -13.22 0.3555
2022-05-11 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,114 9 0.15 968 -3.10 0.3863
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,114 9 968,200 0.3567
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,105 -67 -1.09 999 4.06 0.4580
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,172 156 2.59 960 4.80 0.4344
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,016 -96 -1.57 916 17.89 0.6702
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,112 6,112 777 0.4173
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.