JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPapp L Roy & Associates
Latest Disclosed Ownership30,799 shares
Latest Disclosed Value $ 9,059,834
Papp L Roy & Associates reports 16.67% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Papp L Roy & Associates filed a 13F-HR form disclosing ownership of 30,799 shares of JPMorgan Chase & Co. (MX:JPM) valued at $9,059,834 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 26,399 shares of JPMorgan Chase & Co.. This represents a change in shares of 16.67% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,799 4,400 16.67 9,060 6.50 1.0445
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 26,399 680 2.64 8,506 4.86 0.9404
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 25,719 0 0.00 8,113 8.80 0.9119
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 25,719 0 0.00 7,456 18.20 0.8857
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 25,719 77 0.30 6,309 2.64 0.7739
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,642 -10 -0.04 6,147 13.65 0.7176
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 25,652 -98 -0.38 5,409 3.84 0.6547
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 25,750 -75 -0.29 5,208 0.70 0.6311
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 25,825 98 0.38 5,173 18.19 0.6158
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,727 -73 -0.28 4,376 16.97 0.5432
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 25,800 635 2.52 3,742 2.24 0.5070
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 25,165 270 1.08 3,660 12.79 0.4703
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 24,895 0 0.00 3,244 -2.82 0.4383
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,895 -16 -0.06 3,338 28.24 0.4685
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,911 -100 -0.40 2,603 -7.56 0.3936
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,011 -156 -0.62 2,816 -17.92 0.4083
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,167 31 0.12 3,431 -13.79 0.4283
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 25,136 6 0.02 3,980 -3.26 0.4556
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 25,130 0 0.00 4,114 5.24 0.5228
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,130 0 0.00 3,909 2.17 0.4936
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 25,130 -226 -0.89 3,826 18.75 0.5491
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 25,356 -8,368 -24.81 3,222 -0.77 0.3710
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 33,724 -3,650 -9.77 3,247 -7.62 0.4171
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 37,374 -327 -0.87 3,515 3.57 0.4982
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 37,701 -59 -0.16 3,394 -35.52 0.6197
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 37,760 70 0.19 5,264 18.67 0.7581
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 37,690 -39 -0.10 4,436 5.17 0.6953
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 37,729 400 1.07 4,218 11.62 0.6618
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 37,329 98 0.26 3,779 3.99 0.6799
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 37,231 0 0.00 3,634 -13.50 0.7597
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 37,231 0 0.00 4,201 8.30 0.7495
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 37,231 0 0.00 3,879 -5.25 0.7331
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 37,231 0 0.00 4,094 2.84 0.7831
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 37,231 -500 -1.33 3,981 10.46 0.7871
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 37,731 -50 -0.13 3,604 4.37 0.7792
2017-07-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 37,781 -810 -2.10 3,453 1.86 0.7461
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 38,591 810 2.14 3,390 3.99 0.7725
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 37,781 0 0.00 3,260 29.57 0.7467
2016-10-21 2016-09-30 13F JPMORGAN CHASE COM 46625H100 37,781 500 1.34 2,516 8.59 0.5836
2016-07-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 37,281 -298 -0.79 2,317 4.13 0.5470
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 37,579 184 0.49 2,225 -9.88 0.5275
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 37,395 -200 -0.53 2,469 7.72 0.6046
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 37,595 -21 -0.06 2,292 -10.08 0.5667
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 37,616 21 0.06 2,549 11.90 0.5797
2015-05-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 37,595 37,595 2,278 0.4993
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.