JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFinancial Enhancement Group LLC
Latest Disclosed Ownership2,938 shares
Latest Disclosed Value $ 911,632
Financial Enhancement Group LLC reports 2.37% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Financial Enhancement Group LLC filed a 13F-HR form disclosing ownership of 2,938 shares of JPMorgan Chase & Co. (MX:JPM) valued at $911,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,870 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,938 68 2.37 912 5.20 0.1129
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,870 22 0.77 867 0.12 0.1128
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,848 547 23.77 866 31.06 0.1162
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,301 -22 -0.95 660 20.66 0.0944
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,323 26 1.13 547 -2.32 0.0854
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,297 2,297 561 0.0858
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,387 -100.00 0 -100.00
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,387 -78 -3.16 496 10.22 0.0800
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,465 52 2.15 451 11.66 0.0740
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,413 2,413 403 0.0710
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -896 -100.00 0 -100.00
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 896 0 0.00 94 -6.93 0.0217
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 896 -10 -1.10 101 -18.55 0.0218
2022-05-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 906 -58 -6.02 124 -18.95 0.0230
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 964 -55 -5.40 153 -8.38 0.0269
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,019 -43 -4.05 167 1.21 0.0316
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,062 -66 -5.85 165 -4.07 0.0339
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,128 -324 -22.31 172 -7.03 0.0351
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,452 939 183.04 185 277.55 0.0393
2020-11-18 2020-09-30 13F JPMORGAN CHASE COM 46625H100 513 30 6.21 49 8.89 0.0114
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 483 -207 -30.00 45 -27.42 0.0113
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 690 -5,613 -89.05 62 -92.95 0.0184
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,303 4,983 377.50 879 467.10 0.2213
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,320 437 49.49 155 56.57 0.0418
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 883 -50 -5.36 99 5.32 0.0290
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 933 -759 -44.86 94 -50.79 0.0286
2019-01-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,692 0 0.00 191 0.00 0.0600
2018-11-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,692 -126 -6.93 191 1.06 0.0601
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,818 -163 -8.23 189 -13.30 0.0651
2018-04-30 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,981 0 0.00 218 2.83 0.0769
2018-02-07 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,981 1,981 212 0.0788
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.