JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNadler Financial Group, Inc.
Latest Disclosed Ownership5,727 shares
Latest Disclosed Value $ 1,684,663
Nadler Financial Group, Inc. reports 5.68% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Nadler Financial Group, Inc. filed a 13F-HR form disclosing ownership of 5,727 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,684,663 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 6,072 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.68% 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)
2026-05-04 2026-03-31 13F JPMorgan Chase Stock 46625H100 5,727 -345 -5.68 1,685 -13.91 0.1624
2026-01-28 2025-12-31 13F JPMorgan Chase Stock 46625H100 6,072 0 0.00 1,956 2.14 0.1820
2025-10-30 2025-09-30 13F JPMorgan Chase Stock 46625H100 6,072 276 4.76 1,915 13.99 0.1826
2025-07-28 2025-06-30 13F JPMorgan Chase Stock 46625H100 5,796 -64 -1.09 1,680 16.91 0.1721
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,860 140 2.45 1,438 4.81 0.1592
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,720 730 14.63 1,371 30.32 0.1444
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,990 -18 -0.36 1,052 3.95 0.1160
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,008 403 8.75 1,013 9.76 0.1190
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,605 362 8.53 922 27.88 0.1137
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,243 37 0.88 722 18.39 0.0972
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,206 -183 -4.17 610 -4.55 0.0924
2023-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,389 1 0.02 638 11.73 0.0933
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,388 -243 -5.25 572 -8.05 0.0910
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,631 -481 -9.41 621 16.29 0.1084
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,112 -385 -7.00 534 -13.73 0.1016
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,497 470 9.35 619 -9.64 0.1139
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,027 -1,055 -17.35 685 -28.87 0.1073
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,082 -76 -1.23 963 -4.46 0.1423
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,158 98 1.62 1,008 6.89 0.1645
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,060 11 0.18 943 2.39 0.1544
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,049 392 6.93 921 28.09 0.1646
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,657 -361 -6.00 719 24.18 0.1374
2020-10-07 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,018 -115 -1.88 579 0.35 0.1283
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,133 322 5.54 577 10.33 0.1442
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,811 699 13.67 523 -26.65 0.1608
2020-01-08 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,112 -123 -2.35 713 15.75 0.1761
2019-10-02 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,235 40 0.77 616 6.02 0.1715
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,195 7 0.13 581 10.67 0.1681
2019-04-04 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,188 -75 -1.43 525 2.14 0.1673
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,263 -23 -0.44 514 -13.76 0.1686
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,286 95 1.83 596 10.17 0.1612
2018-07-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,191 515 11.01 541 5.25 0.1531
2018-04-05 2018-03-31 13F JPMORGAN CHASE COM 46625H100 4,676 -491 -9.50 514 -7.05 0.1583
2018-01-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,167 1,452 39.08 553 55.77 0.1688
2017-10-11 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,715 5 0.13 355 4.72 0.1170
2017-07-13 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,710 -894 -19.42 339 -16.09 0.1154
2017-04-07 2017-03-31 13F JPMORGAN CHASE COM 46625H100 4,604 -49 -1.05 404 0.50 0.1409
2017-01-18 2016-12-31 13F JPMORGAN CHASE COM 46625H100 4,653 -647 -12.21 402 13.88 0.1491
2016-10-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 5,300 158 3.07 353 10.31 0.1390
2016-07-07 2016-06-30 13F JPMORGAN CHASE COM 46625H100 5,142 14 0.27 320 5.26 0.1350
2016-04-05 2016-03-31 13F JPMORGAN CHASE COM 46625H100 5,128 -26 -0.50 304 -10.59 0.1330
2016-01-20 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,154 53 1.04 340 9.32 0.1534
2015-10-08 2015-09-30 13F JPMORGAN CHASE COM 46625H100 5,101 805 18.74 311 6.87 0.1555
2015-07-08 2015-06-30 13F JPMORGAN CHASE COM 46625H100 4,296 6 0.14 291 11.92 0.1375
2015-04-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 4,290 4,290 0.00 260 0.1250
2015-02-03 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -3,734 -100.00 0 -100.00
2014-10-31 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,734 6 0.16 225 4.65 0.1348
2014-07-31 2014-06-30 13F JPMORGAN CHASE COM 46625H100 3,728 -411 -9.93 215 -14.34 0.1352
2014-04-03 2014-03-31 13F JPMORGAN CHASE COM 46625H100 4,139 -257 -5.85 251 -2.33 0.1672
2014-02-06 2013-12-31 13F JPMORGAN CHASE COM 46625H100 4,396 -315 -6.69 257 5.76 0.1663
2013-10-31 2013-09-30 13F JPMORGAN CHASE COM 46625H100 4,711 -4,679 -49.83 243 -51.01 0.1766
2013-08-15 2013-06-30 13F JPMORGAN CHASE COM 46625H100 9,390 9,390 496 0.3496
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.