JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGodsey & Gibb Associates
Latest Disclosed Ownership1,602 shares
Latest Disclosed Value $ 471,245
Godsey & Gibb Associates reports 32.46% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Godsey & Gibb Associates filed a 13F-HR form disclosing ownership of 1,602 shares of JPMorgan Chase & Co. (MX:JPM) valued at $471,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,372 shares of JPMorgan Chase & Co.. This represents a change in shares of -32.46% 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 1,602 -770 -32.46 471 -38.35 0.0410
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,372 51 2.20 764 4.37 0.0687
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,321 -18 -0.77 732 7.96 0.0646
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,339 -94 -3.86 678 13.76 0.0634
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,433 -136 -5.29 597 -3.09 0.0586
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,569 -170 -6.21 616 6.59 0.0615
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,739 -31 -1.12 578 3.04 0.0552
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,770 -23 -0.82 560 0.18 0.0579
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,793 350 14.33 559 34.70 0.0589
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,443 -245 -9.11 416 6.68 0.0471
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,688 -236 -8.07 390 -8.47 0.0478
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,924 105 3.72 425 15.80 0.0483
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,819 2,819 367 0.0430
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -2,655 -100.00 0 -100.00
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,655 2,655 277 0.2203
2021-08-05 2021-06-30 13F JPMORGAN CHASE COM 46625H100 0 -2,408 -100.00 0 -100.00
2021-05-14 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,408 -323 -11.83 367 5.76 0.0452
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,731 2,731 347 0.0467
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -2,661 -100.00 0 -100.00
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 2,661 -159 -5.64 250 -1.57 0.0400
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,820 -314 -10.02 254 -41.88 0.0484
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,134 251 8.71 437 28.91 0.0613
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,883 -30 -1.03 339 3.99 0.0516
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,913 -299 -9.31 326 0.31 0.0470
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,212 3,212 325 0.0493
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 0 -102 -100.00 0 -100.00
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 102 102 11 0.0019
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.