JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPark Avenue Securities Llc
Latest Disclosed Ownership159,990 shares
Latest Disclosed Value $ 47,063
Park Avenue Securities Llc reports 0.81% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Park Avenue Securities Llc filed a 13F-HR form disclosing ownership of 159,990 shares of JPMorgan Chase & Co. (MX:JPM) valued at $47,063 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 158,702 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.81% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 159,990 1,288 0.81 47 -7.84 0.3676
2026-01-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 158,702 2,811 1.80 51 4.08 0.4333
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 155,891 -1,698 -1.08 49 8.89 0.3838
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 157,589 157,589 46 0.4202
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 0 -139,906 -100.00 0 -100.00
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 139,906 22,345 19.01 34 37.50 0.3450
2024-10-03 2024-09-30 13F JPMORGAN CHASE COM 46625H100 117,561 -5,768 -4.68 25 0.00 0.2785
2024-07-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 123,329 1,173 0.96 25 0.00 0.3049
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 122,156 1,809 1.50 24 20.00 0.3161
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 120,347 1,586 1.34 20 17.65 0.2827
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 118,761 2,754 2.37 17 6.25 0.2670
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 116,007 6,358 5.80 17 14.29 0.2672
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 109,649 54 0.05 14 -99.90 0.2457
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 109,595 6,444 6.25 14,697 36.35 0.2610
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 103,151 8,547 9.03 10,779 1.18 0.2149
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 94,604 6,846 7.80 10,653 -10.95 0.2064
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 87,758 5,039 6.09 11,963 -8.67 0.2099
2022-04-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 82,719 7,104 9.39 13,099 5.83 0.2314
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 75,615 4,059 5.67 12,377 11.20 0.2485
2021-08-05 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 71,556 3,799 5.61 11,130 7.90 0.2362
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 67,757 0 10,315 0.2502
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 67,757 1,127 1.69 10,315 21.83 0.2502
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 66,630 6,205 10.27 8,467 45.56 0.2351
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 60,425 9,850 19.48 5,817 22.28 0.1948
2020-07-30 2020-06-30 13F JP MORGAN CHASE COM 46625H100 50,575 5,668 12.62 4,757 17.66 0.1801
2020-04-28 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 44,907 3,714 9.02 4,043 -29.59 0.3436
2020-02-04 2019-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 41,193 2,981 7.80 5,742 27.69 0.2373
2019-10-18 2019-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 38,212 3,366 9.66 4,497 15.43 0.2125
2019-07-26 2019-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 34,846 683 2.00 3,896 8.98 0.4356
2019-05-02 2019-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 34,163 2,466 7.78 3,575 12.88 0.1962
2019-01-29 2018-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 31,697 2,208 7.49 3,167 -5.38 0.4860
2018-11-05 2018-09-30 13F JP MORGAN CHASE & CO COM ISIN US46625H1005 COM 46625H100 29,489 7,438 33.73 3,347 44.45 0.5373
2018-07-30 2018-06-30 13F JP MORGAN CHASE & CO COM ISIN US46625H1005 COM 46625H100 22,051 4,190 23.46 2,317 20.30 0.4078
2018-04-30 2018-03-31 13F JP MORGAN CHASE & CO ISINUS46625H1005 COM 46625H100 17,861 702 4.09 1,926 4.00 0.4269
2018-02-07 2017-12-31 13F JP MORGAN CHASE & CO ISIN US46625H1005 COM 46625H100 17,159 950 5.86 1,852 17.96 0.4796
2017-11-08 2017-09-30 13F JP MORGAN CHASE & CO COM ISIN US46625H1005 COM 46625H100 16,209 6,501 66.97 1,570 77.80 0.4849
2017-07-26 2017-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 9,708 9,708 883 0.0964
2017-04-25 2017-03-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 0 -5,467 -100.00 0 -100.00
2017-01-24 2016-12-31 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 COM 46625H100 5,467 346 6.76 477 39.88 0.2359
2016-10-26 2016-09-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Equity 46625H100 5,121 725 16.49 341 26.77 0.2002
2016-07-27 2016-06-30 13F JP MORGAN CHASE & CO COM ISIN#US46625H1005 Com 46625H100 4,396 -2,363 -34.96 269 -33.58 0.0460
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,759 2,983 79.00 405 62.65 0.0765
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,776 3,776 0.00 249 0.0528
2015-10-29 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 0 0 0.0000
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.