JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRoble, Belko & Company, Inc
Latest Disclosed Ownership2,664 shares
Latest Disclosed Value $ 784
Roble, Belko & Company, Inc reports 7.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Roble, Belko & Company, Inc filed a 13F-HR form disclosing ownership of 2,664 shares of JPMorgan Chase & Co. (MX:JPM) valued at $784 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,889 shares of JPMorgan Chase & Co..

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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,664 -225 -7.79 1 0.0997
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,889 470 19.43 1 0.1220
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,419 -71 -2.85 1 0.1035
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,490 158 6.78 1 0.1051
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,332 46 2.01 1 0.0913
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,286 500 28.00 1 0.0871
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,786 0 0.00 0 0.0594
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,786 0 0.00 0 0.0604
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,786 -556 -23.74 0 0.0614
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,342 838 55.72 0 0.0748
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,504 0 0.00 0 0.0446
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,504 0 0.00 0 0.0434
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,504 0 0.00 0 0.0401
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,504 0 0.00 0 -100.00 0.0430
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,504 0 0.00 157 -7.10 0.0381
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,504 -335 -18.22 169 -32.67 0.0384
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,839 135 7.92 251 -7.04 0.0477
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,704 200 13.30 270 9.76 0.0507
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,504 0 0.00 246 5.13 0.0506
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,504 0 0.00 234 2.18 0.0529
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,504 1,173 354.38 229 445.24 0.0552
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 331 0 0.00 42 31.25 0.0109
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 331 27 8.88 32 10.34 0.0094
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 29 7.41 0.0087
2020-05-05 2020-03-31 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 27 -35.71 0.0087
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 42 16.67 0.0116
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 36 5.88 0.0106
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 34 9.68 0.0105
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 31 3.33 0.0106
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 30 -11.76 0.0115
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 34 6.25 0.0124
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 32 -3.03 0.0122
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 304 0 0.00 33 0.00 0.0128
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 304 -32 -9.52 33 3.13 0.0135
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 336 0 0.00 32 3.23 0.0142
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 336 0 0.00 31 3.33 0.0149
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 336 0 0.00 30 3.45 0.0148
2017-01-18 2016-12-31 13F JPMORGAN CHASE COM 46625H100 336 -21 -5.88 29 20.83 0.0152
2016-11-01 2016-09-30 13F JPMORGAN CHASE COM 46625H100 357 296 485.25 24 500.00 0.0128
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 61 -139 -69.50 4 0.00 0.0022
2016-05-09 2016-03-31 13F JPMORGAN CHASE & CO*W EXP 10 WARRANT 46634E114 200 139 227.87 4 0.00 0.0023
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 61 0 4 0.0023
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 61 0 0.00 4 0.00 0.0024
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 61 0 0.00 4 0.00 0.0025
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 61 0 0.00 4 0.00 0.0023
2015-06-04 2015-03-31 13F/A-1 JPMORGAN CHASE CS 46625H100 61 61 4 0.0023
2015-05-14 2015-03-31 13F JPMORGAN CHASE CS 46625H100 61 4
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.