JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMonarch Capital Management Inc/
Latest Disclosed Ownership20,550 shares
Latest Disclosed Value $ 6,044,988
Monarch Capital Management Inc/ reports 1.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Monarch Capital Management Inc/ filed a 13F-HR form disclosing ownership of 20,550 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,044,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 20,940 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.86% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,550 -390 -1.86 6,045 -10.42 1.4794
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,940 -168 -0.80 6,747 1.34 1.6584
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,108 -892 -4.05 6,658 4.39 1.6323
2025-08-20 2025-06-30 13F JPMORGAN CHASE COM 46625H100 22,000 -550 -2.44 6,378 15.31 1.7123
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,550 -4,257 -15.88 5,532 -13.91 1.5374
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,807 -1,585 -5.58 6,426 7.33 1.7598
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 28,392 421 1.51 5,987 5.82 1.6118
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 27,971 -765 -2.66 5,657 -1.70 1.6624
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,736 -262 -0.90 5,756 16.69 1.6244
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 28,998 -1,312 -4.33 4,933 12.22 1.4940
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 30,310 -20 -0.07 4,396 -0.36 1.4123
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 30,330 -326 -1.06 4,411 10.44 1.3377
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 30,656 -1,515 -4.71 3,995 -7.42 1.2263
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 32,171 -1,057 -3.18 4,314 24.25 1.3231
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 33,228 -87 -0.26 3,472 -7.46 1.1317
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 33,315 -1 -0.00 3,752 -17.39 1.1182
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 33,316 880 2.71 4,542 -11.57 1.2014
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 32,436 471 1.47 5,136 -1.83 1.3170
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 31,965 2,137 7.16 5,232 12.78 1.4548
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 29,828 6,325 26.91 4,639 29.65 1.3256
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 23,503 -1,260 -5.09 3,578 13.70 1.0610
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 24,763 -250 -1.00 3,147 30.69 0.9902
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,013 -215 -0.85 2,408 1.47 0.8366
2020-07-23 2020-06-30 13F JPMORGAN CHASE COM 46625H100 25,228 -971 -3.71 2,373 0.59 0.8671
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 26,199 2,659 11.30 2,359 -28.10 0.9629
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 23,540 295 1.27 3,281 19.92 1.0706
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 23,245 50 0.22 2,736 5.51 0.9563
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 23,195 -570 -2.40 2,593 7.77 0.9262
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 23,765 709 3.08 2,406 6.89 0.8723
2019-01-23 2018-12-31 13F JPMORGAN CHASE COM 46625H100 23,056 880 3.97 2,251 -10.03 0.9114
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 22,176 -930 -4.02 2,502 3.90 0.9054
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 23,106 0 0.00 2,408 -5.23 0.9232
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 23,106 -650 -2.74 2,541 0.04 0.9775
2018-01-31 2017-12-31 13F JPMORGAN CHASE COM 46625H100 23,756 -190 -0.79 2,540 11.06 0.9448
2017-10-18 2017-09-30 13F JPMORGAN CHASE COM 46625H100 23,946 -1,240 -4.92 2,287 -0.65 0.8526
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 25,186 -1,800 -6.67 2,302 -2.87 0.8714
2017-04-21 2017-03-31 13F JPMORGAN CHASE COM 46625H100 26,986 -716 -2.58 2,370 -0.84 0.8673
2017-01-24 2016-12-31 13F JPMORGAN CHASE COM 46625H100 27,702 -250 -0.89 2,390 28.43 0.8923
2016-10-05 2016-09-30 13F JPMORGAN CHASE COM 46625H100 27,952 435 1.58 1,861 8.83 0.7049
2016-07-29 2016-06-30 13F JPMORGAN CHASE COM 46625H100 27,517 -500 -1.78 1,710 3.07 0.6367
2016-06-21 2016-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 28,017 588 2.14 1,659 -8.39 0.5979
2016-06-21 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 27,429 -588 1,672 0.6811
2016-04-19 2016-03-31 13F JPMORGAN CHASE COM 46625H100 14,729 872
2016-01-25 2015-12-31 13F JPMORGAN CHASE COM 46625H100 27,429 0 0.00 1,811 8.31 0.6953
2015-10-28 2015-09-30 13F JPMORGAN CHASE COM 46625H100 27,429 0 0.00 1,672 -10.06 0.6811
2015-07-24 2015-06-30 13F JPMORGAN CHASE COM 46625H100 27,429 -10 -0.04 1,859 11.85 0.7101
2015-04-09 2015-03-31 13F JPMORGAN CHASE COM 46625H100 27,439 660 2.46 1,662 -0.84 0.6281
2015-01-07 2014-12-31 13F JPMORGAN CHASE COM 46625H100 26,779 0 0.00 1,676 3.91 0.6347
2014-10-09 2014-09-30 13F JPMORGAN CHASE COM 46625H100 26,779 -3,100 -10.38 1,613 -6.33 0.6440
2014-07-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 29,879 350 1.19 1,722 -3.96 0.6652
2014-04-16 2014-03-31 13F JPMORGAN CHASE COM 46625H100 29,529 0 0.00 1,793 3.82 0.7089
2014-01-16 2013-12-31 13F JPMORGAN CHASE COM 46625H100 29,529 0 0.00 1,727 13.17 0.6772
2013-10-22 2013-09-30 13F JPMORGAN CHASE COM 46625H100 29,529 -307 -1.03 1,526 -3.11 0.6399
2013-07-11 2013-06-30 13F JPMORGAN CHASE COM 46625H100 29,836 29,836 1,575 0.6786
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.