JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionE&G Advisors, LP
Latest Disclosed Ownership29,401 shares
Latest Disclosed Value $ 8,630,146
E&G Advisors, LP reports 2.90% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 21, 2026 - E&G Advisors, LP filed a 13F-HR form disclosing ownership of 29,401 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,630,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 30,280 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.90% 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)
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 29,401 -879 -2.90 8,630 -11.34 1.9211
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 30,280 -893 -2.86 9,735 -0.78 2.1770
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 31,173 157 0.51 9,812 9.34 2.2837
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,016 -797 -2.51 8,974 15.17 2.3267
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 31,813 -385 -1.20 7,791 1.10 2.1986
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 32,198 -240 -0.74 7,707 12.81 2.0918
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,438 100 0.31 6,832 4.56 1.8909
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 32,338 376 1.18 6,534 2.16 1.9212
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 31,962 614 1.96 6,395 20.00 2.0071
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,348 -1,049 -3.24 5,329 13.43 1.8887
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 32,397 -130 -0.40 4,698 -0.68 1.7180
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,527 -500 -1.51 4,731 9.92 1.6545
2023-07-20 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 33,027 -299 -0.90 4,304 -3.71 1.5947
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 32,727 -599 4,265 1.5537
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,326 -650 -1.91 4,469 25.89 1.6797
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 33,976 -676 -1.95 3,550 -9.02 1.3096
2022-07-06 2022-06-30 13F JPMORGAN CHASE COM 46625H100 34,652 350 1.02 3,902 -16.55 1.3201
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 34,302 -700 -2.00 4,676 -15.64 1.2770
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 35,002 -150 -0.43 5,543 -3.67 1.3825
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 35,152 35,152 5,754 5.66 1.5601
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 0 -35,312 -100.00 5,446 1.30 1.4779
2021-04-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 35,312 249 0.71 5,376 20.67 1.5754
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 35,063 -350 -0.99 4,455 30.68 1.3768
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 35,413 503 1.44 3,409 3.81 1.1744
2020-07-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 34,910 1,545 4.63 3,284 9.32 1.2692
2020-04-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,365 -6,190 -15.65 3,004 -45.52 1.4829
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 39,555 -1,400 -3.42 5,514 14.40 2.0484
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 40,955 -2,598 -5.97 4,820 -1.01 1.9317
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 43,553 1 0.00 4,869 10.43 2.0775
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 43,552 -1,723 -3.81 4,409 -0.25 1.9377
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 45,275 1,475 3.37 4,420 -10.56 1.9987
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 43,800 1,627 3.86 4,942 12.47 1.8777
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 42,173 1,401 3.44 4,394 -2.01 1.8365
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 40,772 -3,199 -7.28 4,484 -4.64 1.9291
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 43,971 -5,475 -11.07 4,702 -0.44 1.9818
2017-10-20 2017-09-30 13F JPMORGAN CHASE COM 46625H100 49,446 -89 -0.18 4,723 4.33 2.1328
2017-07-24 2017-06-30 13F JPMORGAN CHASE COM 46625H100 49,535 -1,000 -1.98 4,527 1.98 2.1773
2017-04-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 50,535 2,800 5.87 4,439 7.77 2.2788
2017-01-19 2016-12-31 13F JPMORGAN CHASE COM 46625H100 47,735 -7,725 -13.93 4,119 11.54 2.4398
2016-10-11 2016-09-30 13F JPMORGAN CHASE COM 46625H100 55,460 -1,200 -2.12 3,693 4.88 2.1683
2016-07-25 2016-06-30 13F JPMORGAN CHASE COM 46625H100 56,660 1,051 1.89 3,521 6.92 2.1364
2016-04-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 55,609 481 0.87 3,293 -9.53 2.1475
2016-01-26 2015-12-31 13F JPMORGAN CHASE COM 46625H100 55,128 4,550 9.00 3,640 18.03 2.1826
2015-10-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 50,578 7,675 17.89 3,084 6.09 1.9613
2015-07-21 2015-06-30 13F JPMORGAN CHASE COM 46625H100 42,903 5,800 15.63 2,907 29.31 1.6991
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 37,103 1,900 5.40 2,248 2.04 1.3265
2015-01-26 2014-12-31 13F JPMORGAN CHASE COM 46625H100 35,203 -5,200 -12.87 2,203 -9.49 1.4303
2014-10-22 2014-09-30 13F JPMORGAN CHASE COM 46625H100 40,403 125 0.31 2,434 4.87 1.5639
2014-07-30 2014-06-30 13F JPMORGAN CHASE COM 46625H100 40,278 3,000 8.05 2,321 2.56 1.4998
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 37,278 9,197 32.75 2,263 37.82 1.7840
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 28,081 28,081 1,642 1.5382
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.