JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJanney Montgomery Scott LLC
Latest Disclosed Ownership1,778,198 shares
Latest Disclosed Value $ 523,075
Janney Montgomery Scott LLC reports 4.80% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of 1,778,198 shares of JPMorgan Chase & Co. (MX:JPM) valued at $523,075 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,696,703 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.80% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,778,198 81,495 4.80 523 -4.21 1.2948
2026-02-11 2025-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,696,703 -5,672 -0.33 547 1.87 1.2541
2025-10-27 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,702,375 -12,619 -0.74 537 7.85 1.2727
2025-07-17 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,714,994 -19,933 -1.15 497 16.94 1.2994
2025-04-17 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,734,927 -60,300 -3.36 426 -1.16 1.2064
2025-01-17 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,795,227 1,960 0.11 430 13.76 1.1926
2024-10-29 2024-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,793,267 14,224 0.80 378 5.29 1.0556
2024-07-25 2024-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,779,043 9,937 0.56 360 1.41 1.0970
2024-05-01 2024-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,769,106 5,389 0.31 354 18.00 1.0537
2024-02-08 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,763,717 12,070 0.69 300 18.11 0.9735
2023-11-08 2023-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,751,647 20,485 1.18 254 1.20 0.9468
2023-07-26 2023-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,731,162 7,740 0.45 252 12.05 0.8783
2023-04-28 2023-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,723,422 26,285 1.55 225 -1.32 0.9168
2023-02-01 2022-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,697,137 39,498 2.38 228 -99.87 0.8863
2022-10-25 2022-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,657,639 66,274 4.16 173,223 -5.49 0.7422
2022-08-03 2022-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,591,365 11,395 0.72 183,291 -14.90 0.8279
2022-05-04 2022-03-31 13F BLKRCK SHRT MTY MUN ETF Common Stock 46625H100 1,579,970 54,050 3.54 215,382 -10.86 0.9210
2022-01-27 2021-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,525,920 48,585 3.29 241,629 -0.08 0.9373
2021-10-29 2021-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,477,335 25,818 1.78 241,826 7.11 1.0341
2021-07-26 2021-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,451,517 18,877 1.32 225,769 3.52 0.9955
2021-04-27 2021-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,432,640 42,411 3.05 218,091 23.45 1.0598
2021-01-25 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,390,229 8,814 0.64 176,657 32.84 0.8534
2020-11-06 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,381,415 62,440 4.73 132,989 7.19 0.7583
2020-07-23 2020-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,318,975 83,470 6.76 124,063 11.53 0.7840
2020-04-30 2020-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,235,505 34,991 2.91 111,233 -33.53 0.8801
2020-01-21 2019-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,200,514 32,370 2.77 167,352 21.73 1.0986
2019-10-29 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,168,144 59,584 5.37 137,479 10.93 1.0005
2019-07-29 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,108,560 28,989 2.69 123,937 13.41 0.9517
2019-04-30 2019-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 1,079,571 34,492 3.30 109,285 7.12 0.8990
2019-04-30 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 1,045,079 0 102,021
2019-02-01 2018-12-31 13F JPMORGAN CHASE Common Stock 46625H100 1,045,079 21,153 2.07 102,021 -11.70 0.9832
2018-11-05 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 1,023,926 11,879 1.17 115,540 9.56 0.9949
2018-07-24 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 1,012,047 35,469 3.63 105,455 -1.81 1.0140
2018-04-19 2018-03-31 13F JPMORGAN CHASE Common Stock 46625H100 976,578 26,637 2.80 107,394 5.72 1.0808
2018-02-14 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 949,941 37,711 4.13 101,587 16.60 1.0551
2017-11-15 2017-09-30 13F JPMORGAN CHASE Common Stock 46625H100 912,230 907,030 17,442.88 87,127 33,154.58 0.9929
2017-07-27 2017-06-30 13F JPMORGAN CHASE WTS Warrant/Right 46634E114 5,200 -2,500 -32.47 262 -26.61 0.0033
2017-07-27 2017-06-30 13F JPMORGAN CHASE Common Stock 46625H100 845,776 19,800 77,304 0.9653
2017-04-26 2017-03-31 13F JPMORGAN CHASE WTS Warrant/Right 46634E114 7,700 -746,090 -98.98 357 -99.45 0.0048
2017-04-26 2017-03-31 13F JPMORGAN CHASE Common Stock 46625H100 825,976 742,828 72,554 0.9660
2017-02-13 2016-12-31 13F JPMORGAN CHASE &#x002B Common Stock 46625H100 753,790 39,348 5.51 65,045 36.72 0.9809
2016-11-14 2016-09-30 13F JPMORGAN CHASE + Common Stock 46625H100 714,442 199,252 38.68 47,575 39.85 0.8379
2016-08-05 2016-06-30 13F JPMORGAN CHASE + Common Stock 46625H100 515,190 -35,948 -6.52 34,018 4.23 0.5377
2016-05-10 2016-03-31 13F JPMORGAN CHASE + Common Stock 46625H100 551,138 35,948 6.98 32,638 -4.06 0.8549
2016-02-19 2015-12-31 13F JPMORGAN CHASE + Common Stock 46625H100 515,190 29,947 6.17 34,018 14.98 0.8786
2015-11-16 2015-09-30 13F JPMORGAN CHASE + Common Stock 46625H100 485,243 31,353 6.91 29,585 -3.80 0.8351
2015-08-04 2015-06-30 13F JPMORGAN CHASE + Common Stock 46625H100 453,890 46,987 11.55 30,756 24.77 0.6439
2015-05-12 2015-03-31 13F/A-1 JPMORGAN CHASE + Common Stock 46625H100 406,903 2,020 0.50 24,650 -2.71 0.4592
2015-04-30 2015-03-31 13F JPMORGAN CHASE + Common Stock 46625H100 406,903 24,650
2015-02-10 2014-12-31 13F JPMORGAN CHASE + Common Stock 46625H100 404,883 8,541 2.15 25,338 6.12 0.5070
2014-11-14 2014-09-30 13F JPMORGAN CHASE + Common Stock 46625H100 396,342 2,618 0.66 23,876 5.24 0.4968
2014-08-13 2014-06-30 13F JPMORGAN CHASE + Common Stock 46625H100 393,724 12,627 3.31 22,686 -1.95 0.4943
2014-05-14 2014-03-31 13F JPMORGAN CHASE + Common Stock 46625H100 381,097 48,997 14.75 23,136 19.13 0.5599
2014-02-19 2013-12-31 13F JPMORGAN CHASE + Common Stock 46625H100 332,100 6,261 1.92 19,421 -99.88 0.5130
2013-11-14 2013-09-30 13F JPMORGAN CHASE + Common Stock 46625H100 325,839 218,707 204.15 16,842,637 197.81 0.5059
2013-08-13 2013-06-30 13F J.P. MORGAN CHASE & C COMMON 46625H100 107,132 107,132 5,655,480 0.5911
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.