JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArcher Investment Corp
Latest Disclosed Ownership15,018 shares
Latest Disclosed Value $ 4,417,802
Archer Investment Corp reports 1.17% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Archer Investment Corp filed a 13F-HR form disclosing ownership of 15,018 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,417,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 14,845 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.17% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE &CO. COM COM 46625H100 15,018 173 1.17 4,418 -7.65 0.9416
2026-01-30 2025-12-31 13F JPMorgan Chase COM 46625H100 14,845 -2,818 -15.95 4,783 -14.14 1.0790
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,663 -455 -2.51 5,571 6.07 1.2575
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,118 45 0.25 5,253 18.48 1.2521
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 18,073 -110 -0.60 4,433 1.72 1.1484
2025-01-28 2024-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 18,183 1 0.01 4,359 13.70 1.1621
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,182 -2,245 -10.99 3,834 -7.21 1.0281
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,427 -116 -0.56 4,132 0.41 1.2062
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,543 -317 -1.52 4,115 15.95 1.2371
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,860 357 1.74 3,548 19.34 1.1437
2023-11-08 2023-09-30 13F J P MORGAN CHASE & CO COM Stock 46625H100 20,503 127 0.62 2,973 0.34 1.0456
2023-08-08 2023-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 20,376 460 2.31 2,963 14.18 1.0554
2023-05-09 2023-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 19,916 -195 -0.97 2,596 -3.75 0.9588
2023-02-13 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,111 205 1.03 2,697 29.62 1.0471
2023-02-03 2022-12-31 13F JPMORGAN CHASE COM 46625H100 20,111 205 2,697 1.0471
2022-11-09 2022-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 19,906 189 0.96 2,080 -6.31 0.8772
2022-08-05 2022-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 19,717 0 0.00 2,220 -17.26 0.8990
2022-05-12 2022-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 19,717 339 1.75 2,683 -12.55 0.9508
2022-02-09 2021-12-31 13F JPMorgan Chase COM 46625H100 19,378 225 1.17 3,069 -2.14 1.0418
2021-10-29 2021-09-30 13F JPMorgan Chase COM 46625H100 19,153 -1,061 -5.25 3,135 -0.29 1.1729
2021-08-05 2021-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 20,214 0 0.00 3,144 2.18 1.2401
2021-05-14 2021-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 20,214 -260 -1.27 3,077 18.30 1.2690
2021-02-11 2020-12-31 13F JP Morgan Chase COM 46625H100 20,474 32 0.16 2,602 32.23 1.2359
2020-11-13 2020-09-30 13F JPMorgan Chase COM 46625H100 20,442 20,442 1,968 1.0231
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 0 -15,223 -100.00 0 -100.00
2020-05-07 2020-03-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 15,223 401 2.71 1,371 -33.61 0.9209
2020-02-20 2019-12-31 13F JP Morgan Chase COM 46625H100 14,822 1,122 8.19 2,065 28.66 1.0903
2020-04-01 2019-09-30 13F JP Morgan Chase COM 46625H100 13,700 -1,272 -8.50 1,605 -2.73 0.9707
2020-05-19 2019-06-30 13F JP Morgan Chase COM 46625H100 14,972 250 1.70 1,650 11.19 1.0509
2020-04-09 2019-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 14,722 -387 -2.56 1,484 0.61 1.0024
2020-04-06 2018-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 15,109 15,109 1,475 1.2911
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.