JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCommunity Trust & Investment Co
Latest Disclosed Ownership138,084 shares
Latest Disclosed Value $ 40,618,796
Community Trust & Investment Co reports 2.37% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Community Trust & Investment Co filed a 13F-HR form disclosing ownership of 138,084 shares of JPMorgan Chase & Co. (MX:JPM) valued at $40,618,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 134,884 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.37% 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)
2026-04-13 2026-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 138,084 3,200 2.37 40,619 -6.54 0.8233
2026-01-09 2025-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 134,884 -1,807 -1.32 43,462 0.80 2.2985
2025-10-22 2025-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 136,691 -29,719 -17.86 43,116 -10.63 2.3219
2025-07-10 2025-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 166,410 -2,546 -1.51 48,244 16.41 2.7902
2025-04-17 2025-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 168,956 -1,707 -1.00 41,445 1.31 2.6502
2025-01-14 2024-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 170,663 -1,191 -0.69 40,910 12.89 2.5313
2024-10-22 2024-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 171,854 3,847 2.29 36,237 6.64 2.2988
2024-07-17 2024-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 168,007 -3,999 -2.32 33,981 -1.37 2.3196
2024-05-23 2024-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 172,006 -6,373 -3.57 34,453 13.55 2.4241
2024-01-11 2023-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 178,379 461 0.26 30,342 17.60 2.3253
2023-10-16 2023-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 177,918 -508 -0.28 25,802 -0.57 2.1560
2023-07-12 2023-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 178,426 -2,298 -1.27 25,950 10.19 2.0805
2023-04-18 2023-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 180,724 -15,428 -7.87 23,550 -10.47 2.0266
2023-01-27 2022-12-31 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 196,152 -2,631 -1.32 26,304 26.63 2.3933
2023-01-11 2022-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 196,265 -2,518 26 1.2596
2022-10-17 2022-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 198,783 2,372 1.21 20,773 -6.08 1.9843
2022-07-12 2022-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 196,411 7,990 4.24 22,118 -13.89 2.0410
2022-04-25 2022-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 188,421 4,772 2.60 25,686 -11.67 2.2673
2022-01-21 2021-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 183,649 1,461 0.80 29,081 -2.48 2.2446
2021-10-26 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 182,188 14,715 8.79 29,822 14.48 2.4929
2021-08-13 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 167,473 -1,310 -0.78 26,049 1.38 2.3809
2021-04-14 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 168,783 -21,107 -11.12 25,694 6.49 2.5072
2021-01-26 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 189,890 -34,695 -15.45 24,129 11.60 2.4504
2020-11-04 2020-09-30 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 224,585 -29,650 -11.66 21,621 -9.58 2.4737
2020-10-21 2020-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 224,585 -29,650 21,621 1,311,340.3863
2020-07-21 2020-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 254,235 1,043 0.41 23,913 4.90 2.8783
2020-04-17 2020-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 253,192 -22,681 -8.22 22,795 -40.73 3.2164
2020-01-10 2019-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 275,873 -51,854 -15.82 38,457 -0.29 4.3908
2019-10-11 2019-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 327,727 -9,501 -2.82 38,570 2.30 4.6290
2019-07-17 2019-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 337,228 -1,963 -0.58 37,702 9.80 4.6424
2019-04-12 2019-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 339,191 -4,096 -1.19 34,336 2.46 4.2336
2019-01-16 2018-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 343,287 -9,928 -2.81 33,511 -15.92 5.0189
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 353,215 -3,220 -0.90 39,857 7.32 4.5730
2018-07-26 2018-06-30 13F JPMORGAN CHASE COM 46625H100 356,435 1,057 0.30 37,140 -4.97 4.3222
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 355,378 -34,881 -8.94 39,081 -6.36 4.7256
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 390,259 -8,338 -2.09 41,734 9.62 5.2126
2017-11-03 2017-09-30 13F JP MORGAN CHASE COM 46625H100 398,597 2,356 0.59 38,070 5.12 4.0873
2017-07-10 2017-06-30 13F JP MORGAN CHASE COM 46625H100 396,241 -834 -0.21 36,216 3.83 4.0448
2017-05-19 2017-03-31 13F JP MORGAN CHASE COM 46625H100 397,075 2,538 0.64 34,880 2.46 4.0389
2017-01-10 2016-12-31 13F JP MORGAN CHASE COM 46625H100 394,537 -49,758 -11.20 34,044 15.07 4.0525
2016-10-11 2016-09-30 13F JP MORGAN CHASE COM 46625H100 444,295 7,253 1.66 29,585 8.94 3.7772
2016-07-11 2016-06-30 13F JP MORGAN CHASE COM 46625H100 437,042 6,623 1.54 27,158 6.55 3.4519
2016-04-07 2016-03-31 13F JP MORGAN CHASE COM 46625H100 430,419 12,032 2.88 25,489 -7.74 3.2675
2016-01-08 2015-12-31 13F JP MORGAN CHASE COM 46625H100 418,387 3,089 0.74 27,626 9.10 3.6133
2015-10-09 2015-09-30 13F JP MORGAN CHASE COM 46625H100 415,298 5,034 1.23 25,321 -8.91 3.4199
2015-07-08 2015-06-30 13F JP MORGAN CHASE COM 46625H100 410,264 -5,248 -1.26 27,799 10.44 3.6372
2015-04-07 2015-03-31 13F JP MORGAN CHASE COM 46625H100 415,512 15,910 3.98 25,172 0.66 3.3864
2015-01-13 2014-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 399,602 172 0.04 25,007 3.93 3.4415
2015-01-07 2014-12-31 13F JP MORGAN CHASE COM 46625H100 399,430 24,061
2014-10-15 2014-09-30 13F JP MORGAN CHASE COM 46625H100 399,430 8,560 2.19 24,061 6.83 3.5125
2014-07-14 2014-06-30 13F JP MORGAN CHASE COM 46625H100 390,870 8,639 2.26 22,522 -2.94 3.4098
2014-04-18 2014-03-31 13F JP MORGAN CHASE COM 46625H100 382,231 24,764 6.93 23,205 11.00 3.9197
2014-01-23 2013-12-31 13F JP MORGAN CHASE COM 46625H100 357,467 5,307 1.51 20,905 14.84 3.8463
2013-11-07 2013-09-30 13F JP MORGAN CHASE COM 46625H100 352,160 12,308 3.62 18,204 1.47 3.7284
2013-08-13 2013-06-30 13F JP MORGAN CHASE COM 46625H100 339,852 339,852 17,941 3.8047
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.