Community Financial Services Group, LLC reports 4.61% increase in ownership of JPM / JPMorgan Chase & Co.

JPMorgan Chase & Co.

MX ˙ BMV ˙ US46625H1005

Security	MX:JPM / JPMorgan Chase & Co.
Institution	Community Financial Services Group, LLC
Latest Disclosed Ownership	46,007 shares
Latest Disclosed Value	$ 13,589,548

On April 8, 2026 - Community Financial Services Group, LLC filed a 13F-HR form disclosing ownership of 46,007 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,589,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 43,979 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.61% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-08	2026-03-31	13F	JPMORGAN CHASE	COM	46625H100	46,007	2,028	4.61	13,590	-4.10	2.2605
2026-01-15	2025-12-31	13F	JPMORGAN	COMMON STOCK	46625H100	43,979	-2,026	-4.40	14,171	-2.35	2.6021
2025-10-21	2025-09-30	13F	JPMORGAN	COMMON STOCK	46625H100	46,005	-927	-1.98	14,511	6.65	2.6591
2025-07-18	2025-06-30	13F	JPMORGAN	COMMON STOCK	46625H100	46,932	348	0.75	13,606	19.07	2.7063
2025-04-23	2025-03-31	13F	JPMORGAN	COMMON STOCK	46625H100	46,584	-759	-1.60	11,427	0.70	2.4773
2025-01-29	2024-12-31	13F	JPMORGAN	COMMON STOCK	46625H100	47,343	1,533	3.35	11,349	17.49	2.2492
2024-10-21	2024-09-30	13F	JPMORGAN	COMMON STOCK	46625H100	45,810	580	1.28	9,660	5.59	1.9764
2024-07-25	2024-06-30	13F	JPMORGAN	COMMON STOCK	46625H100	45,230	1,518	3.47	9,148	4.49	1.9701
2024-04-23	2024-03-31	13F	JPMORGAN	COMMON STOCK	46625H100	43,712	34,378	368.31	8,756	547.08	1.9945
2023-11-07	2023-09-30	13F	JPMORGAN	COMMON STOCK	46625H100	9,334	6,573	238.07	1,354	209.61	0.3414
2022-03-10	2021-12-31	13F	JPMORGAN	COMMON STOCK	46625H100	2,761	0	0.00	437	-3.32	0.1095
2021-11-09	2021-09-30	13F	JPMORGAN	COMMON STOCK	46625H100	2,761	178	6.89	452	12.44	0.1230
2021-07-23	2021-06-30	13F	JPMORGAN	COMMON STOCK	46625H100	2,583	340	15.16	402	17.89	0.1122
2021-05-14	2021-03-31	13F	JPMORGAN	COMMON STOCK	46625H100	2,243	0	0.00	341	19.65	0.1010
2021-02-04	2020-12-31	13F	JPMORGAN	COMMON STOCK	46625H100	2,243	-176	-7.28	285	22.32	0.0897
2020-10-29	2020-09-30	13F	JPMORGAN	COMMON STOCK	46625H100	2,419	0	0.00	233	2.19	0.0860
2020-07-24	2020-06-30	13F	JPMORGAN	COMMON STOCK	46625H100	2,419	-1,108	-31.41	228	-28.30	0.0867
2020-04-10	2020-03-31	13F	JPMORGAN	COMMON STOCK	46625H100	3,527	-52	-1.45	318	-36.27	0.1084
2020-02-06	2019-12-31	13F	JPMORGAN	COMMON STOCK	46625H100	3,579	942	35.72	499	60.45	0.1296
2019-10-24	2019-09-30	13F	JPMORGAN	COMMON STOCK	46625H100	2,637	2,637		311		0.0900
2019-07-24	2019-06-30	13F	JPMORGAN	COMMON STOCK	46625H100	0	-2,418	-100.00	0	-100.00
2019-04-22	2019-03-31	13F	JPMORGAN	COMMON STOCK	46625H100	2,418	0	0.00	245	3.81	0.0834
2019-02-04	2018-12-31	13F	JPMORGAN	COMMON STOCK	46625H100	2,418	0	0.00	236	-13.55	0.0895
2018-10-11	2018-09-30	13F	JPMORGAN	COMMON STOCK	46625H100	2,418	0	0.00	273	8.33	0.0931
2018-07-27	2018-06-30	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	2,418	2,418		252		0.0901
2016-04-27	2016-03-31	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	0	0		0		0.0000
2016-02-08	2015-12-31	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	0	-2,161	-100.00	0	-100.00
2015-10-26	2015-09-30	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	2,161	0	0.00	132	-9.59	0.0655
2015-07-23	2015-06-30	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	2,161	1,000	86.13	146	108.57	0.0696
2015-05-01	2015-03-31	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	1,161	1,161		70		0.0329
2015-01-27	2014-12-31	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	0	-1,332	-100.00	0	-100.00
2014-10-16	2014-09-30	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	1,332	735	123.12	80	135.29	0.0396
2014-07-29	2014-06-30	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	597	-60	-9.13	34	-15.00	0.0169
2014-04-17	2014-03-31	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	657	-2,784	-80.91	40	-80.10	0.0197
2014-01-22	2013-12-31	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	3,441	-110	-3.10	201	9.24	0.1088
2013-10-15	2013-09-30	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	3,551	607	20.62	184	18.71	0.1026
2013-08-12	2013-06-30	13F	JPMORGAN CHASE	COMMON STOCK	46625H100	2,944	2,944		155		0.0922

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.