JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSantori & Peters, Inc.
Latest Disclosed Ownership3,710 shares
Latest Disclosed Value $ 1,091,360
Santori & Peters, Inc. reports 0.24% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Santori & Peters, Inc. filed a 13F-HR form disclosing ownership of 3,710 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,091,360 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 3,701 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.24% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,710 9 0.24 1,091 -8.47 0.3397
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,701 8 0.22 1,193 2.41 0.4070
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,693 9 0.24 1,165 8.99 0.4161
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,684 10 0.27 1,068 18.53 0.3864
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,674 9 0.25 901 2.62 0.3634
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,665 9 0.25 879 14.03 0.3365
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,656 -71 -1.91 771 2.26 0.3058
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,727 -70 -1.84 754 -0.92 0.3221
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,797 11 0.29 761 18.01 0.3286
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,786 14 0.37 644 17.73 0.3061
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,772 11 0.29 547 0.18 0.2940
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,761 13 0.35 547 11.89 0.2743
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,748 13 0.35 488 -2.40 0.2628
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,735 -319 -7.87 501 18.20 0.2935
2022-10-14 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,054 16 0.40 423 -6.83 0.2843
2022-07-13 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,038 -781 -16.21 454 -30.79 0.2932
2022-04-28 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,819 -381 -7.33 656 -20.29 0.3707
2022-01-14 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,200 19 0.37 823 -2.95 0.4339
2021-10-22 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,181 18 0.35 848 5.60 0.4820
2021-07-21 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,163 -38 -0.73 803 1.52 0.4539
2021-04-28 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,201 -70 -1.33 791 10.47 0.4712
2021-01-13 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,271 34 0.65 716 42.06 0.4019
2020-11-04 2020-09-30 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 5,237 36 0.69 504 3.07 0.3338
2020-07-07 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,201 -156 -2.91 489 1.45 0.3763
2020-04-27 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,357 -124 -2.26 482 -36.91 0.4175
2020-01-09 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,481 26 0.48 764 19.00 0.5022
2019-10-15 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,455 68 1.26 642 6.64 0.4654
2019-07-30 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,387 1,027 23.56 602 36.51 0.4389
2019-04-30 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,360 -1,045 -19.33 441 -16.32 0.3677
2019-02-06 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,405 1,058 24.34 527 7.55 0.4693
2018-10-10 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,347 290 7.15 490 16.11 0.3797
2018-07-25 2018-06-30 13F JP Morgan Chas COM 46625H100 4,057 0 0.00 422 -5.38 0.3712
2018-04-16 2018-03-31 13F JP Morgan Chas COM 46625H100 4,057 0 0.00 446 0.00 0.4073
2018-02-12 2017-12-31 13F JP Morgan Chas COM 46625H100 4,057 4,057 446 0.4026
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.