JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCitizens Business Bank
Latest Disclosed Ownership24,919 shares
Latest Disclosed Value $ 7,330,162
Citizens Business Bank reports 23.80% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Citizens Business Bank filed a 13F-HR form disclosing ownership of 24,919 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,330,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 32,700 shares of JPMorgan Chase & Co.. This represents a change in shares of -23.80% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 24,919 -7,781 -23.80 7,330 -30.43 0.7992
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 32,700 825 2.59 10,537 4.79 1.7407
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 31,875 881 2.84 10,054 11.90 1.6781
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 30,994 902 3.00 8,985 21.73 1.7463
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 30,092 -10,452 -25.78 7,382 4.13 1.6012
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 40,544 12,211 43.10 7,089 18.65 1.3253
2024-11-19 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 28,333 -664 -2.29 5,974 1.88 1.2056
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 29,021 24 5,870 0.8621
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,997 -4,624 -13.75 5,865 -12.92 1.2402
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 33,621 -545 -1.60 6,734 15.88 1.4035
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 34,166 -1,550 -4.34 5,812 12.20 1.2809
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 35,716 -16,643 -31.79 5,180 -31.99 1.2172
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 52,359 -6,427 -10.93 7,615 -0.59 1.6985
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 58,786 -1,306 -2.17 7,660 -4.94 1.7643
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 60,092 -166 -0.28 8,058 27.97 1.8439
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 60,258 -32,394 -34.96 6,297 -39.66 1.5354
2022-11-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 92,652 -534 -0.57 10,435 -17.85 1.4830
2022-11-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 93,186 4,698 5.31 12,703 -9.34 1.5341
2022-11-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 88,488 1,131 1.29 14,012 -2.01 1.7166
2022-11-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 87,357 -8,810 -9.16 14,299 -4.41 1.9022
2022-11-18 2021-06-30 13F JPMORGAN CHASE COM 46625H100 96,167 -1,704 -1.74 14,959 0.41 1.9670
2022-11-18 2021-03-31 13F JPMORGAN CHASE COM 46625H100 97,871 -5,145 -4.99 14,898 13.81 2.0890
2022-11-18 2020-12-31 13F JPMORGAN CHASE COM 46625H100 103,016 -4,107 -3.83 13,090 26.93 1.9288
2022-11-18 2020-09-30 13F JPMORGAN CHASE COM 46625H100 107,123 8 0.01 10,313 2.35 1.7542
2022-11-18 2020-06-30 13F JPMORGAN CHASE COM 46625H100 107,115 -5,186 -4.62 10,076 -0.35 1.7775
2022-11-18 2020-03-31 13F JPMORGAN CHASE COM 46625H100 112,301 -15,143 -11.88 10,111 -43.09 2.0837
2022-11-18 2019-12-31 13F JPMORGAN CHASE COM 46625H100 127,444 -1,950 -1.51 17,766 16.67 2.9284
2022-11-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 129,394 -4,095 -3.07 15,228 2.04 2.5112
2022-11-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 133,489 -697 -0.52 14,924 9.86 2.4702
2022-11-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 134,186 -329 -0.24 13,584 3.45 2.3422
2022-11-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 134,515 -1,056 -0.78 13,131 -14.16 2.5266
2022-11-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 135,571 -764 -0.56 15,297 7.68 2.5666
2022-11-18 2018-06-30 13F JPMORGAN CHASE COM 46625H100 136,335 -2,306 -1.66 14,206 -6.82 2.4609
2022-11-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 138,641 -4,500 -3.14 15,246 -0.41 2.6733
2022-11-18 2017-12-31 13F JPMORGAN CHASE COM 46625H100 143,141 -530 -0.37 15,308 11.56 2.4957
2022-11-18 2017-09-30 13F JPMORGAN CHASE COM 46625H100 143,671 -1,275 -0.88 13,722 3.57 2.2917
2022-11-18 2017-06-30 13F JPMORGAN CHASE COM 46625H100 144,946 -3,174 -2.14 13,249 1.83 2.1959
2022-11-18 2017-03-31 13F JPMORGAN CHASE COM 46625H100 148,120 -6,701 -4.33 13,011 -2.61 2.1768
2022-11-18 2016-12-31 13F JPMORGAN CHASE COM 46625H100 154,821 -7,384 -4.55 13,360 23.68 2.3776
2022-11-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 162,205 -363 -0.22 10,802 6.93 2.0083
2022-11-18 2016-06-30 13F JPMORGAN CHASE COM 46625H100 162,568 168 0.10 10,102 5.04 1.8964
2022-11-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 162,400 -2,031 -1.24 9,617 -11.43 1.8042
2022-11-18 2015-12-31 13F JPMORGAN CHASE COM 46625H100 164,431 -6,409 -3.75 10,858 4.24 2.1081
2022-11-18 2015-09-30 13F JPMORGAN CHASE COM 46625H100 170,840 -27 -0.02 10,416 -10.04 1.9616
2022-11-18 2015-06-30 13F JPMORGAN CHASE COM 46625H100 170,867 -1,356 -0.79 11,578 10.97 2.0217
2022-11-18 2015-03-31 13F JPMORGAN CHASE COM 46625H100 172,223 8,061 4.91 10,433 1.56 1.8344
2022-11-18 2014-12-31 13F JPMORGAN CHASE COM 46625H100 164,162 2,228 1.38 10,273 5.32 1.8623
2022-11-18 2014-09-30 13F JPMORGAN CHASE COM 46625H100 161,934 2,212 1.38 9,754 5.99 1.8780
2022-11-18 2014-06-30 13F JPMORGAN CHASE COM 46625H100 159,722 -3,046 -1.87 9,203 -6.87 1.7642
2022-11-18 2014-03-31 13F JPMORGAN CHASE COM 46625H100 162,768 -38,499 -19.13 9,882 -16.04 1.9100
2022-11-18 2013-12-31 13F JPMORGAN CHASE COM 46625H100 201,267 858 0.43 11,770 13.62 2.3720
2022-11-18 2013-09-30 13F JPMORGAN CHASE COM 46625H100 200,409 -5,445 -2.65 10,359 -4.67 2.2220
2022-11-18 2013-06-30 13F JPMORGAN CHASE COM 46625H100 205,854 -13,387 -6.11 10,867 4.44 2.4200
2022-11-18 2013-03-31 13F JPMORGAN CHASE COM 46625H100 219,241 516 0.24 10,405 8.19 2.3123
2022-11-18 2012-12-31 13F JPMORGAN CHASE COM 46625H100 218,725 218,725 9,617 2.4445
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.