JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDuncker Streett & Co Inc
Latest Disclosed Ownership49,420 shares
Latest Disclosed Value $ 14,537,476
Duncker Streett & Co Inc reports 0.55% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Duncker Streett & Co Inc filed a 13F-HR form disclosing ownership of 49,420 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,537,476 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 49,694 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.55% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 49,420 -274 -0.55 14,537 -9.21 2.7631
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 49,694 3,656 7.94 16,012 10.27 2.8456
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 46,038 310 0.68 14,522 9.53 2.5299
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 45,728 744 1.65 13,257 20.15 2.4192
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 44,984 466 1.05 11,034 3.40 2.1864
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 44,518 -98 -0.22 10,671 13.44 1.9813
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 44,616 -101 -0.23 9,408 4.01 1.7168
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,717 14 0.03 9,044 1.02 1.7388
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 44,703 -115 -0.26 8,954 17.45 1.7678
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 44,818 -12 -0.03 7,623 17.26 1.6095
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,830 -386 -0.85 6,501 -1.14 1.5131
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 45,216 -308 -0.68 6,576 10.86 1.4707
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 45,524 -413 -0.90 5,932 -3.70 1.4129
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 45,937 10,010 27.86 6,160 64.09 1.4874
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 35,927 -314 -0.87 3,754 -8.01 0.9736
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 36,241 -192 -0.53 4,081 -17.84 0.9780
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 36,433 -16,269 -30.87 4,967 -40.48 0.9879
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 52,702 470 0.90 8,345 -2.40 1.4367
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 52,232 -1,868 -3.45 8,550 1.60 1.6190
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 54,100 -3,704 -6.41 8,415 -4.37 1.5515
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 57,804 4,798 9.05 8,800 30.66 1.6781
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 53,006 2,357 4.65 6,735 38.13 1.3031
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 50,649 305 0.61 4,876 2.98 1.0644
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 50,344 -3,488 -6.48 4,735 -2.29 1.1266
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 53,832 -1,548 -2.80 4,846 -37.22 1.2939
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 55,380 -347 -0.62 7,719 17.69 1.6192
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 55,727 1,138 2.08 6,559 7.47 1.5250
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 54,589 -581 -1.05 6,103 9.27 1.3696
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 55,170 3,322 6.41 5,585 10.35 1.2868
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 51,848 -1,405 -2.64 5,061 -15.78 1.3548
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 53,253 696 1.32 6,009 9.71 1.3648
2018-07-23 2018-06-30 13F JPMORGAN CHASE COM 46625H100 52,557 1,539 3.02 5,477 -2.37 1.3584
2018-04-26 2018-03-31 13F JPMORGAN CHASE COM 46625H100 51,018 4,906 10.64 5,610 13.77 1.4200
2018-01-23 2017-12-31 13F JPMORGAN CHASE COM 46625H100 46,112 2,848 6.58 4,931 19.34 1.2676
2017-10-25 2017-09-30 13F JPMORGAN CHASE COM 46625H100 43,264 -84 -0.19 4,132 4.29 1.2508
2017-07-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 43,348 1,079 2.55 3,962 6.71 1.2355
2017-04-25 2017-03-31 13F JPMORGAN CHASE COM 46625H100 42,269 861 2.08 3,713 3.92 1.1640
2017-01-26 2016-12-31 13F JPMORGAN CHASE COM 46625H100 41,408 855 2.11 3,573 32.33 1.1883
2016-10-20 2016-09-30 13F JPMORGAN CHASE COM 46625H100 40,553 1,305 3.33 2,700 10.70 0.9353
2016-07-20 2016-06-30 13F JPMORGAN CHASE COM 46625H100 39,248 686 1.78 2,439 6.79 0.8674
2016-04-25 2016-03-31 13F JPMORGAN CHASE COM 46625H100 38,562 513 1.35 2,284 -9.08 0.8455
2016-01-20 2015-12-31 13F JPMORGAN CHASE COM 46625H100 38,049 -788 -2.03 2,512 6.08 0.9414
2015-10-27 2015-09-30 13F JPMORGAN CHASE COM 46625H100 38,837 -740 -1.87 2,368 -11.71 0.9207
2015-07-20 2015-06-30 13F JPMORGAN CHASE COM 46625H100 39,577 -1,289 -3.15 2,682 8.32 0.9347
2015-04-28 2015-03-31 13F JPMORGAN CHASE COM 46625H100 40,866 51 0.12 2,476 -3.05 0.8103
2015-01-22 2014-12-31 13F JPMORGAN CHASE COM 46625H100 40,815 161 0.40 2,554 4.29 0.8373
2014-10-23 2014-09-30 13F JPMORGAN CHASE COM 46625H100 40,654 111 0.27 2,449 4.84 0.8349
2014-07-23 2014-06-30 13F JPMORGAN CHASE COM 46625H100 40,543 -590 -1.43 2,336 -6.45 0.7557
2014-04-23 2014-03-31 13F JPMORGAN CHASE COM 46625H100 41,133 211 0.52 2,497 4.35 0.8836
2014-01-22 2013-12-31 13F JPMORGAN CHASE COM 46625H100 40,922 12 0.03 2,393 13.20 0.8613
2013-10-23 2013-09-30 13F JPMORGAN CHASE COM 46625H100 40,910 -3,873 -8.65 2,114 -10.58 0.8559
2013-07-26 2013-06-30 13F JPMORGAN CHASE COM 46625H100 44,783 44,783 2,364 0.9053
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.