JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGoelzer Investment Management, Inc.
Latest Disclosed Ownership68,246 shares
Latest Disclosed Value $ 20,075,317
Goelzer Investment Management, Inc. reports 3.31% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - Goelzer Investment Management, Inc. filed a 13F-HR form disclosing ownership of 68,246 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,075,317 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 66,060 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.31% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 68,246 2,186 3.31 20,075 -5.68 0.9709
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 66,060 976 1.50 21,286 3.68 0.9873
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 65,084 -542 -0.83 20,529 7.91 1.0879
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 65,626 13,981 27.07 19,026 50.18 1.0424
2025-04-29 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 51,645 -540 -1.03 12,669 1.27 0.7337
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 51,820 -365 12,422 0.7308
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 52,185 -281 -0.54 12,509 13.07 0.7259
2024-10-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 52,466 -124 -0.24 11,063 4.01 0.6062
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 52,590 -936 -1.75 10,637 -0.79 0.5951
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 53,526 2,209 4.30 10,721 22.82 0.6072
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 51,317 1,640 3.30 8,729 21.17 0.5615
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 49,677 -1,011 -1.99 7,204 -2.28 0.5071
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 50,688 35 0.07 7,372 11.70 0.6240
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 50,653 1,777 3.64 6,601 0.70 0.5737
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 48,876 -442 -0.90 6,554 27.16 0.5616
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 49,318 -12,714 -20.50 5,154 -26.21 0.5149
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 62,032 -9,975 -13.85 6,985 -28.84 0.6740
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 72,007 16,607 29.98 9,816 11.89 0.8485
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 55,400 26,783 93.59 8,773 87.30 0.7149
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 28,617 -967 -3.27 4,684 1.80 0.4106
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 29,584 2,631 9.76 4,601 12.14 0.3821
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 26,953 -15,213 -36.08 4,103 -23.42 0.3615
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 42,166 -6,837 -13.95 5,358 13.57 0.4934
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 49,003 -608 -1.23 4,718 1.11 0.4364
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 49,611 -184 -0.37 4,666 4.08 0.4494
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 49,795 -334 -0.67 4,483 -35.85 0.5112
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 50,129 -342 -0.68 6,988 17.64 0.5993
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 50,471 -301 -0.59 5,940 4.65 0.5439
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 50,772 1,592 3.24 5,676 14.02 0.5229
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 49,180 10,336 26.61 4,978 31.28 0.4716
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 38,844 247 0.64 3,792 -12.93 0.4856
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 38,597 -592 -1.51 4,355 6.66 0.4857
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 39,189 -3,349 -7.87 4,083 -12.72 0.4755
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 42,538 646 1.54 4,678 4.42 0.5603
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 41,892 -840 -1.97 4,480 9.78 0.5036
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 42,732 -430 -1.00 4,081 3.45 0.4810
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 43,162 -170 -0.39 3,945 3.65 0.4837
2017-05-04 2017-03-31 13F JPMORGAN CHASE COM 46625H100 43,332 -2,601 -5.66 3,806 -3.99 0.4745
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 45,933 -3,491 -7.06 3,964 20.45 0.5148
2016-11-02 2016-09-30 13F JPMORGAN CHASE COM 46625H100 49,424 26,849 118.93 3,291 134.57 0.4439
2016-07-22 2016-06-30 13F JPMORGAN CHASE COM 46625H100 22,575 319 1.43 1,403 6.45 0.1934
2016-05-06 2016-03-31 13F JPMORGAN CHASE COM 46625H100 22,256 -644 -2.81 1,318 -12.83 0.1882
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 22,900 -206 -0.89 1,512 7.31 0.2205
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 23,106 32 0.14 1,409 -9.85 0.2236
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 23,074 -100 -0.43 1,563 11.32 0.2363
2015-04-20 2015-03-31 13F JPMORGAN CHASE COM 46625H100 23,174 -1,624 -6.55 1,404 -9.54 0.2120
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 24,798 -1,350 -5.16 1,552 -1.46 0.2345
2014-10-16 2014-09-30 13F JPMORGAN CHASE COM 46625H100 26,148 -25 -0.10 1,575 4.44 0.2615
2014-07-25 2014-06-30 13F JPMORGAN CHASE COM 46625H100 26,173 -1,960 -6.97 1,508 -11.71 0.2504
2014-04-25 2014-03-31 13F JPMORGAN CHASE COM 46625H100 28,133 1,195 4.44 1,708 8.44 0.3046
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 26,938 386 1.45 1,575 14.80 0.2853
2013-10-28 2013-09-30 13F JPMORGAN CHASE COM 46625H100 26,552 -27,152 -50.56 1,372 -51.60 0.2800
2013-08-13 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 53,704 16,764 45.38 2,835 61.72 0.3021
2013-05-29 2013-03-31 13F/A-1 JPMORGAN CHASE & COM 46625H100 36,940 36,940 1,753 0.3803
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.