JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCurtis Advisory Group, LLC
Latest Disclosed Ownership8,500 shares
Latest Disclosed Value $ 2,500,360
Curtis Advisory Group, LLC reports 19.72% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Curtis Advisory Group, LLC filed a 13F-HR form disclosing ownership of 8,500 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,500,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 7,100 shares of JPMorgan Chase & Co.. This represents a change in shares of 19.72% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,500 1,400 19.72 2,500 9.31 0.5389
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,100 3,300 86.84 2,288 90.90 0.4799
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,800 0 0.00 1,199 8.81 0.2717
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,800 2,000 111.11 1,102 149.66 0.2768
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,800 0 0.00 442 2.32 0.1297
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,800 300 20.00 431 36.39 0.1141
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,500 0 0.00 316 4.29 0.0898
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,500 0 0.00 303 1.00 0.1070
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,500 0 0.00 300 17.65 0.1163
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,500 0 0.00 255 17.51 0.1164
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,500 -125 -7.69 218 -8.05 0.0723
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,625 0 0.00 236 11.85 0.0756
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,625 -204 -11.15 212 -13.88 0.0773
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,829 1,829 245 0.0981
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,029 -100.00 0 -100.00
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,029 29 1.45 228 -16.48 0.0905
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,000 -21 -1.04 273 -14.69 0.0922
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,021 -41 -1.99 320 -5.33 0.1051
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,062 -438 -17.52 338 -13.11 0.1228
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,500 0 0.00 389 2.10 0.1687
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,500 -200 -7.41 381 11.08 0.1689
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,700 0 0.00 343 31.92 0.1670
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 2,700 0 0.00 260 2.36 0.1533
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,700 0 0.00 254 4.53 0.1822
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,700 0 0.00 243 -35.37 0.1604
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,700 2,700 376 0.2163
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.