JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPFG Advisors
Latest Disclosed Ownership36,795 shares
Latest Disclosed Value $ 10,823,543
PFG Advisors reports 2.16% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 36,795 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,823,543 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 36,018 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.16% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 36,795 777 2.16 10,824 -6.74 0.5270
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 36,018 -16,644 -31.61 11,606 -30.14 0.5634
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 52,662 2,935 5.90 16,611 15.23 0.6804
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 49,727 8,097 19.45 14,416 41.18 0.6659
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 41,630 8,115 24.21 10,212 27.11 0.5707
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 33,515 -1,156 -3.33 8,034 9.89 0.4919
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 34,671 -2,823 -7.53 7,311 -3.60 0.4611
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 37,494 623 1.69 7,584 2.68 0.5126
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 36,871 -666 -1.77 7,385 15.66 0.5397
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 37,537 1,759 4.92 6,385 23.07 0.5156
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 35,778 -17,922 -33.37 5,189 -33.57 0.4659
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 53,700 198 0.37 7,810 12.04 0.5948
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 53,502 872 1.66 6,972 -1.22 0.5833
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 52,630 5,289 11.17 7,058 42.65 0.6913
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 47,341 3,840 8.83 4,947 0.98 0.5653
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 43,501 2,628 6.43 4,899 -12.08 0.5542
2022-04-19 2022-03-31 13F JPMORGAN CHASE COM 46625H100 40,873 3,235 8.60 5,572 -6.51 0.5562
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,638 421 1.13 5,960 -2.17 0.5868
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,217 934 2.57 6,092 7.96 0.6737
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 36,283 456 1.27 5,643 3.47 0.6453
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 35,827 14,820 70.55 5,454 104.27 0.6990
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,007 -83 -0.39 2,670 26.90 0.4521
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,090 1,070 5.34 2,104 9.19 0.4041
2020-07-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 20,020 687 3.55 1,927 8.69 0.4342
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 19,333 -402 -2.04 1,773 -34.38 0.4772
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 19,735 2,226 12.71 2,702 37.02 0.6629
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,509 724 4.31 1,972 1.13 0.5441
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 16,785 2,077 14.12 1,950 14.24 0.5296
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 14,708 -946 -6.04 1,707 6.29 0.5199
2019-02-19 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 15,654 15,654 1,606 0.5036
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 11,832 11,832 1,188 0.4285
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.