JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSt Germain D J Co Inc
Latest Disclosed Ownership184,189 shares
Latest Disclosed Value $ 54,181,036
St Germain D J Co Inc reports 2.36% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - St Germain D J Co Inc filed a 13F-HR form disclosing ownership of 184,189 shares of JPMorgan Chase & Co. (MX:JPM) valued at $54,181,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 188,641 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.36% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE Stock 46625H100 184,189 -4,452 -2.36 54,181 -10.86 2.1444
2026-01-29 2025-12-31 13F JPMORGAN CHASE Stock 46625H100 188,641 -1,638 -0.86 60,784 1.27 2.3607
2025-10-07 2025-09-30 13F JPMORGAN CHASE Stock 46625H100 190,279 -1,597 -0.83 60,020 7.90 2.4011
2025-07-16 2025-06-30 13F JPMORGAN CHASE Stock 46625H100 191,876 8,026 4.37 55,627 23.34 2.3986
2025-04-09 2025-03-31 13F JPMORGAN CHASE Stock 46625H100 183,850 -8,594 -4.47 45,098 -2.24 2.1196
2025-01-10 2024-12-31 13F JPMORGAN CHASE Stock 46625H100 192,444 1,282 0.67 46,131 14.44 2.0967
2024-10-18 2024-09-30 13F JPMORGAN CHASE Stock 46625H100 191,162 -2,374 -1.23 40,308 2.97 1.8523
2024-07-08 2024-06-30 13F JPMORGAN CHASE Stock 46625H100 193,536 -8,380 -4.15 39,145 -3.21 1.8941
2024-04-02 2024-03-31 13F JPMORGAN CHASE Stock 46625H100 201,916 -3,015 -1.47 40,444 16.02 1.9765
2024-01-02 2023-12-31 13F JPMORGAN CHASE Stock 46625H100 204,931 2,339 1.15 34,859 18.65 1.8158
2023-10-23 2023-09-30 13F JPMORGAN CHASE Stock 46625H100 202,592 -6,034 -2.89 29,380 -3.17 1.6510
2023-09-07 2023-06-30 13F JPMORGAN CHASE Stock 46625H100 208,626 -51,968 -19.94 30,343 300.87 1.6024
2023-02-27 2022-12-31 13F JPMORGAN CHASE Stock 46625H100 260,594 60,326 30.12 7,569 -66.44 2.5438
2022-11-21 2022-09-30 13F JP Morgan Chase COM 46625H100 200,268 0 0.00 22,552 0.00 1.4894
2022-08-15 2022-06-30 13F/A-1 JP Morgan Chase COM 46625H100 200,268 -2,150 -1.06 22,552 -18.27 1.4894
2022-08-12 2022-06-30 13F JP Morgan Chase COM 46625H100 202,418 0 27,594 1.5520
2022-05-12 2022-03-31 13F JP Morgan Chase COM 46625H100 202,418 1,527 0.76 27,594 -13.26 1.5520
2022-02-11 2021-12-31 13F JP Morgan Chase COM 46625H100 200,891 -4,114 -2.01 31,811 -5.20 1.7491
2021-11-03 2021-09-30 13F JP Morgan Chase COM 46625H100 205,005 -5,370 -2.55 33,557 2.55 2.0664
2021-07-28 2021-06-30 13F JP Morgan Chase COM 46625H100 210,375 -3,625 -1.69 32,722 0.45 2.0533
2021-05-13 2021-03-31 13F JP Morgan Chase COM 46625H100 214,000 -1,496 -0.69 32,577 18.97 2.2021
2021-02-04 2020-12-31 13F JP Morgan Chase COM 46625H100 215,496 2,137 1.00 27,383 33.32 1.9545
2020-11-10 2020-09-30 13F JP Morgan Chase COM 46625H100 213,359 4,185 2.00 20,540 4.40 1.6665
2020-08-13 2020-06-30 13F JP Morgan Chase COM 46625H100 209,174 256 0.12 19,675 4.60 1.7225
2020-05-13 2020-03-31 13F JP Morgan Chase COM 46625H100 208,918 -378 -0.18 18,809 -35.53 1.8490
2020-02-14 2019-12-31 13F JP Morgan Chase COM 46625H100 209,296 26,066 14.23 29,176 35.30 2.4493
2019-10-17 2019-09-30 13F JP Morgan Chase COM 46625H100 183,230 -1,730 -0.94 21,564 4.28 2.3195
2019-07-24 2019-06-30 13F JP Morgan Chase COM 46625H100 184,960 -3,988 -2.11 20,679 8.11 2.2538
2019-05-02 2019-03-31 13F JP Morgan Chase COM 46625H100 188,948 159 0.08 19,127 3.78 2.0831
2019-02-05 2018-12-31 13F JP Morgan Chase COM 46625H100 188,789 2,371 1.27 18,430 -12.38 2.1870
2018-10-23 2018-09-30 13F JP Morgan Chase COM 46625H100 186,418 1,640 0.89 21,035 9.25 2.3548
2018-08-07 2018-06-30 13F JP Morgan Chase COM 46625H100 184,778 -1,897 -1.02 19,254 -6.21 2.2914
2018-04-20 2018-03-31 13F JP Morgan Chase COM 46625H100 186,675 -17,403 -8.53 20,529 -5.93 2.5916
2018-02-13 2017-12-31 13F JP Morgan Chase COM 46625H100 204,078 -44,860 -18.02 21,824 -8.21 2.6065
2017-10-31 2017-09-30 13F JP Morgan Chase COM 46625H100 248,938 -2,202 -0.88 23,776 3.58 2.9795
2017-07-28 2017-06-30 13F JP Morgan Chase COM 46625H100 251,140 -1,402 -0.56 22,954 3.48 3.0719
2017-04-25 2017-03-31 13F JP Morgan Chase COM 46625H100 252,542 -65,097 -20.49 22,183 -19.07 3.0891
2017-02-02 2016-12-31 13F JP Morgan Chase COM 46625H100 317,639 -8,185 -2.51 27,409 26.33 3.7080
2016-10-27 2016-09-30 13F JP Morgan Chase COM 46625H100 325,824 -4,349 -1.32 21,697 5.75 3.0294
2016-08-22 2016-06-30 13F JP Morgan Chase COM 46625H100 330,173 -455 -0.14 20,517 4.79 2.8666
2016-04-21 2016-03-31 13F JP Morgan Chase COM 46625H100 330,628 -513 -0.15 19,580 -10.45 2.7987
2016-01-19 2015-12-31 13F JP Morgan Chase COM 46625H100 331,141 -1,165 -0.35 21,865 7.92 3.2901
2015-10-23 2015-09-30 13F JP Morgan Chase COM 46625H100 332,306 -3,539 -1.05 20,261 -10.97 3.3957
2015-07-23 2015-06-30 13F JP Morgan Chase COM 46625H100 335,845 -3,461 -1.02 22,757 10.71 3.4376
2015-04-15 2015-03-31 13F JP Morgan Chase COM 46625H100 339,306 2,378 0.71 20,555 -2.51 2.9720
2015-01-22 2014-12-31 13F JP Morgan Chase COM 46625H100 336,928 -600 -0.18 21,085 3.70 3.0683
2014-10-10 2014-09-30 13F JP Morgan Chase COM 46625H100 337,528 -1,118 -0.33 20,333 4.20 3.0672
2014-07-17 2014-06-30 13F JP Morgan Chase COM 46625H100 338,646 -4,456 -1.30 19,513 -6.32 2.8686
2014-04-10 2014-03-31 13F JP Morgan Chase COM 46625H100 343,102 -16,257 -4.52 20,830 -0.88 3.1875
2014-01-21 2013-12-31 13F JP Morgan Chase COM 46625H100 359,359 -5,143 -1.41 21,015 11.54 3.0796
2013-10-17 2013-09-30 13F JP Morgan Chase COM 46625H100 364,502 7,550 2.12 18,841 -0.01 3.0330
2013-07-25 2013-06-30 13F JP Morgan Chase COM 46625H100 356,952 356,952 18,843 3.1203
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.