JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHgk Asset Management Inc
Latest Disclosed Ownership27,888 shares
Latest Disclosed Value $ 8,203,534
Hgk Asset Management Inc reports 1.91% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Hgk Asset Management Inc filed a 13F-HR form disclosing ownership of 27,888 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,203,534 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 28,430 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.91% 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)
2026-04-27 2026-03-31 13F JPMorgan Chase COM 46625H100 27,888 -542 -1.91 8,204 -10.45 1.1989
2026-01-27 2025-12-31 13F JPMorgan Chase COM 46625H100 28,430 -2,059 -6.75 9,161 -4.75 1.3573
2025-10-30 2025-09-30 13F JPMorgan Chase COM 46625H100 30,489 -3 -0.01 9,617 8.80 1.5567
2025-07-21 2025-06-30 13F JPMorgan Chase COM 46625H100 30,492 685 2.30 8,840 20.90 1.5126
2025-04-28 2025-03-31 13F JPMorgan Chase COM 46625H100 29,807 -13,609 -31.35 7,312 -29.75 1.4866
2025-02-03 2024-12-31 13F JPMorgan Chase COM 46625H100 43,416 595 1.39 10,407 15.26 1.9189
2024-10-31 2024-09-30 13F JPMorgan Chase COM 46625H100 42,821 -7,840 -15.48 9,029 -11.88 1.6739
2024-08-06 2024-06-30 13F JPMorgan Chase COM 46625H100 50,661 -1,625 -3.11 10,247 -2.16 1.9795
2024-05-13 2024-03-31 13F JPMorgan Chase COM 46625H100 52,286 840 1.63 10,473 19.68 2.0446
2024-02-13 2023-12-31 13F JPMorgan Chase COM 46625H100 51,446 -1,148 -2.18 8,751 124,900.00 2.0323
2023-10-20 2023-09-30 13F JPMorgan Chase Common Stock 46625H100 52,594 -4,357 -7.65 8 -12.50 2.4917
2023-08-02 2023-06-30 13F JPMorgan Chase Common Stock 46625H100 56,951 -4,316 -7.04 8 14.29 2.6343
2023-04-28 2023-03-31 13F JPMorgan Chase Common Stock 46625H100 61,267 8,333 15.74 8 0.00 2.4797
2023-02-14 2022-12-31 13F JPMorgan Chase Common Stock 46625H100 52,934 225 0.43 7 -99.87 2.4225
2022-10-18 2022-09-30 13F JPMorgan Chase Common Stock 46625H100 52,709 4,516 9.37 5,508 1.49 2.0502
2022-07-29 2022-06-30 13F JPMorgan Chase Common Stock 46625H100 48,193 -1,360 -2.74 5,427 -19.66 1.9781
2022-05-04 2022-03-31 13F JPMorgan Chase Common Stock 46625H100 49,553 3,570 7.76 6,755 -7.22 2.1274
2022-02-01 2021-12-31 13F JPMorgan Chase Common Stock 46625H100 45,983 184 0.40 7,281 -2.88 2.2554
2021-10-28 2021-09-30 13F JPMorgan Chase Common Stock 46625H100 45,799 259 0.57 7,497 5.84 2.4608
2021-07-30 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 45,540 -1,165 -2.49 7,083 -0.38 2.2552
2021-04-15 2021-03-31 13F JPMorgan Chase Common Stock 46625H100 46,705 -7,628 -14.04 7,110 2.98 2.3506
2021-01-08 2020-12-31 13F JPMorgan Chase Common Stock 46625H100 54,333 0 0.00 6,904 31.98 2.4606
2020-11-05 2020-09-30 13F JPMorgan Chase Common Stock 46625H100 54,333 -16,602 -23.40 5,231 -21.60 2.1001
2020-08-10 2020-06-30 13F JPMorgan Chase Common Stock 46625H100 70,935 8,153 12.99 6,672 18.05 2.1507
2020-04-28 2020-03-31 13F JPMorgan Chase Common Stock 46625H100 62,782 2,384 3.95 5,652 -32.87 2.1462
2020-01-27 2019-12-31 13F JPMorgan Chase Common Stock 46625H100 60,398 -3,660 -5.71 8,419 11.67 2.2144
2019-11-13 2019-09-30 13F/A-1 JPMorgan Chase Common Stock 46625H100 64,058 -460 -0.71 7,539 4.52 2.1162
2019-10-24 2019-09-30 13F JPMorgan Chase Common Stock 46625H100 12,047 -52,471 1,359 385,594.2663
2019-07-23 2019-06-30 13F JPMorgan Chase Common Stock 46625H100 64,518 -1,142 -1.74 7,213 8.52 2.0962
2019-05-07 2019-03-31 13F JPMorgan Chase Common Stock 46625H100 65,660 -2,477 -3.64 6,647 -0.08 2.0029
2019-01-31 2018-12-31 13F JPMorgan Chase Common Stock 46625H100 68,137 56,032 462.88 6,652 386.97 2.0590
2018-10-29 2018-09-30 13F JPMorgan Chase Common Stock 46625H100 12,105 -20 -0.16 1,366 8.16 0.2430
2018-08-08 2018-06-30 13F JPMorgan Chase Common Stock 46625H100 12,125 -117 -0.96 1,263 -6.17 0.2355
2018-05-08 2018-03-31 13F JPMorgan Chase Common Stock 46625H100 12,242 -163 -1.31 1,346 1.43 0.2039
2018-02-08 2017-12-31 13F JPMorgan Chase Common Stock 46625H100 12,405 -390 -3.05 1,327 8.59 0.1831
2017-11-13 2017-09-30 13F JPMorgan Chase Common Stock 46625H100 12,795 -50 -0.39 1,222 4.09 0.1736
2017-08-10 2017-06-30 13F JPMorgan Chase Common Stock 46625H100 12,845 0 0.00 1,174 4.08 0.1649
2017-05-04 2017-03-31 13F JPMorgan Chase Common Stock 46625H100 12,845 570 4.64 1,128 6.52 0.1501
2017-02-14 2016-12-31 13F JPMorgan Chase Common Stock 46625H100 12,275 -142,043 -92.05 1,059 -89.69 0.1445
2016-11-08 2016-09-30 13F JPMorgan Chase Common Stock 46625H100 154,318 -31,199 -16.82 10,276 -10.86 1.5363
2016-08-04 2016-06-30 13F JPMorgan Chase Common Stock 46625H100 185,517 -14,100 -7.06 11,528 -2.48 1.7205
2016-04-29 2016-03-31 13F JPMorgan Chase COM 46625H100 199,617 -55,283 -21.69 11,821 -29.77 1.1691
2016-02-01 2015-12-31 13F JPMorgan Chase Common Stock 46625H100 254,900 -346,520 -57.62 16,831 -54.10 1.6299
2015-11-10 2015-09-30 13F JPMorgan Chase Common Stock 46625H100 601,420 -81,802 -11.97 36,669 -20.79 1.9757
2015-08-05 2015-06-30 13F JPMorgan Chase Common Stock 46625H100 683,222 -354,365 -34.15 46,295 -26.35 1.9467
2015-04-27 2015-03-31 13F JPMorgan Chase Common Stock 46625H100 1,037,587 1,037,587 0.00 62,857 2.5914
2015-02-02 2014-12-31 13F JPMorgan Chase Common Stock 46625H100 0 -1,145,563 -100.00 0 -100.00
2014-11-04 2014-09-30 13F JPMorgan Chase Common Stock 46625H100 1,145,563 -59,688 -4.95 69,009 -0.63 2.5342
2014-08-08 2014-06-30 13F JPMorgan Chase Common Stock 46625H100 1,205,251 -6,505 -0.54 69,447 -5.60 2.4646
2014-05-01 2014-03-31 13F JPMorgan Chase Common Stock 46625H100 1,211,756 72,825 6.39 73,566 10.45 2.7878
2014-01-29 2013-12-31 13F JPMorgan Chase COM 46625H100 1,138,931 58,742 5.44 66,605 19.29 2.5607
2013-10-31 2013-09-30 13F JPMorgan Chase COM 46625H100 1,080,189 -124,553 -10.34 55,835 -12.21 2.3142
2013-08-07 2013-06-30 13F JPMORGAN CHASE COM 46625H100 1,204,742 1,204,742 63,598 2.5144
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.