JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPrinceton Global Asset Management LLC
Latest Disclosed Ownership64,425 shares
Latest Disclosed Value $ 18,951,345
Princeton Global Asset Management LLC reports 0.18% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Princeton Global Asset Management LLC filed a 13F-HR form disclosing ownership of 64,425 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,951,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 64,540 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.18% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 64,425 -115 -0.18 18,951 -8.87 3.0919
2026-01-20 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 64,540 384 0.60 20,796 2.77 3.3678
2025-10-09 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 64,156 -455 -0.70 20,237 8.03 3.3591
2025-07-30 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 64,611 -182 -0.28 18,732 17.86 3.3994
2025-04-11 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 64,793 382 0.59 15,894 2.94 3.1553
2025-01-24 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 64,411 617 0.97 15,440 14.78 2.8872
2024-10-29 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 63,794 2,258 3.67 13,452 8.07 2.6160
2024-08-12 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 61,536 3,151 5.40 12,446 6.43 2.7467
2024-04-29 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,385 -2,128 -3.52 11,694 13.61 2.7821
2024-01-22 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 60,513 535 0.89 10,293 18.35 2.5880
2023-10-27 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 59,978 2,396 4.16 8,698 3.86 2.4686
2023-08-04 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 57,582 -6,015 -9.46 8,375 1.05 2.4474
2023-04-20 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 63,597 6,401 11.19 8,287 118,285.71 2.3852
2023-02-06 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 57,196 -484 -0.84 8 -99.88 2.4834
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 57,680 -223 -0.39 6,028 -7.55 2.1016
2022-08-04 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 57,903 321 0.56 6,520 -16.94 2.1068
2022-05-06 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 57,582 1,556 2.78 7,850 -11.52 2.1802
2022-02-02 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 56,026 144 0.26 8,872 -3.01 2.4841
2021-11-08 2021-09-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 55,882 767 1.39 9,147 6.70 2.7878
2021-11-03 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 9,147 -45,968 9,147 2.7878
2021-08-04 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 55,115 -133 -0.24 8,573 1.94 2.6114
2021-05-11 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 55,248 1,604 2.99 8,410 23.37 2.7204
2021-02-09 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 53,644 440 0.83 6,817 33.09 2.3861
2020-10-27 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 53,204 -8,510 -13.79 5,122 -11.75 2.0670
2020-08-11 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 61,714 10,131 19.64 5,804 24.98 1.8111
2020-04-28 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 51,583 2,351 4.78 4,644 -32.33 2.0566
2020-02-10 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 49,232 11,511 30.52 6,863 57.44 2.7749
2019-12-03 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 37,721 1,809 5.04 4,359 8.57 2.4851
2019-09-06 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 35,912 1,157 3.33 4,015 14.13 2.4107
2019-05-23 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,755 2,667 8.31 3,518 12.29 2.4093
2019-02-26 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 32,088 32,088 3,133 2.7628
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.