JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionContravisory Investment Management, Inc.
Latest Disclosed Ownership38,935 shares
Latest Disclosed Value $ 11,453,120
Contravisory Investment Management, Inc. reports 0.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Contravisory Investment Management, Inc. filed a 13F-HR form disclosing ownership of 38,935 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,453,120 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 39,196 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.67% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 38,935 -261 -0.67 11,453 -9.31 2.3466
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 39,196 -1,750 -4.27 12,630 -2.21 2.5021
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 40,946 -1,994 -4.64 12,916 3.75 2.5009
2025-07-10 2025-06-30 13F JPMORGAN CHASE COM 46625H100 42,940 93 0.22 12,449 18.44 2.4491
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 42,847 4,814 12.66 10,510 15.29 2.2139
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 38,033 -98 -0.26 9,117 13.38 1.9494
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 38,131 35,609 1,411.93 8,040 1,476.47 1.7196
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,522 -78 -3.00 510 -1.92 0.1130
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,600 -57 -2.15 521 15.30 0.1154
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,657 -29 -1.08 452 15.94 0.1108
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,686 2,686 390 0.1103
2022-04-08 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -35,659 -100.00 0 -100.00
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 35,659 1,033 2.98 5,647 -0.37 1.5240
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 34,626 -686 -1.94 5,668 3.20 1.7215
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 35,312 35,312 5,492 1.6201
2019-07-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 0 -349 -100.00 0 -100.00
2019-04-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 349 -193 -35.61 35 -33.96 0.0136
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 542 354 188.30 53 152.38 0.0229
2018-10-11 2018-09-30 13F JPMORGAN CHASE COM 46625H100 188 -6,921 -97.36 21 -97.17 0.0075
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,109 6,463 1,000.46 741 943.66 0.2704
2018-04-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 646 191 41.98 71 44.90 0.0262
2018-01-18 2017-12-31 13F JPMORGAN CHASE COM 46625H100 455 -54 -10.61 49 0.00 0.0178
2017-10-12 2017-09-30 13F JPMORGAN CHASE COM 46625H100 509 509 11.87 49 0.00 0.0175
2017-07-25 2017-06-30 13F J.P. Morgan Chase com 46625H100 0 -45 -100.00 0 -100.00
2017-04-07 2017-03-31 13F J.P. Morgan Chase com 46625H100 45 0 0.00 4 0.00 0.0014
2017-01-12 2016-12-31 13F J.P. Morgan Chase com 46625H100 45 10 28.57 4 100.00 0.0014
2016-10-11 2016-09-30 13F J.P. Morgan Chase com 46625H100 35 35 -22.22 2 -50.00 0.0006
2016-07-13 2016-06-30 13F J.P. Morgan Chase com 46625H100 0 -32 -100.00 0 -100.00
2016-04-11 2016-03-31 13F J.P. Morgan Chase com 46625H100 32 0 0.00 2 0.00 0.0006
2016-01-12 2015-12-31 13F J.P. Morgan Chase com 46625H100 32 32 2 0.0005
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.