JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSteigerwald, Gordon & Koch Inc.
Latest Disclosed Ownership119,877 shares
Latest Disclosed Value $ 35,263,162
Steigerwald, Gordon & Koch Inc. reports 0.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Steigerwald, Gordon & Koch Inc. filed a 13F-HR form disclosing ownership of 119,877 shares of JPMorgan Chase & Co. (MX:JPM) valued at $35,263,162 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 120,488 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.51% 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)
2026-04-28 2026-03-31 13F JP Morgan Chase COMMON 46625H100 119,877 -611 -0.51 35,263 -9.17 3.6199
2026-01-23 2025-12-31 13F JP Morgan Chase COM 46625H100 120,488 -3,037 -2.46 38,824 -0.36 3.7265
2025-10-23 2025-09-30 13F JP Morgan Chase COMMON 46625H100 123,525 -2,496 -1.98 38,964 6.65 3.7393
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 126,021 -804 -0.63 36,535 17.43 3.8530
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 126,825 -2,970 -2.29 31,110 -0.01 3.4712
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 129,795 -3,216 -2.42 31,113 10.94 3.5152
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 133,011 1,777 1.35 28,047 5.66 3.0580
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 131,234 1,042 0.80 26,543 1.79 3.2108
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 130,192 290 0.22 26,077 18.02 3.2447
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 129,902 699 0.54 22,096 17.93 2.9896
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 129,203 627 0.49 18,737 0.20 2.8578
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 128,576 892 0.70 18,700 12.39 2.7436
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 127,684 1,935 1.54 16,638 -1.33 2.4867
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 125,749 2,137 1.73 16,863 30.54 2.6810
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 123,612 5,460 4.62 12,917 -2.92 2.3660
2022-07-14 2022-06-30 13F JPMORGAN CHASE COM 46625H100 118,152 2,515 2.17 13,305 -15.60 2.3185
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 115,637 312 0.27 15,764 -13.68 2.4068
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 115,325 1,377 1.21 18,262 -2.09 2.7460
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 113,948 -787 -0.69 18,652 4.52 3.0498
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 114,735 2,252 2.00 17,846 4.22 2.9528
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 112,483 487 0.43 17,123 20.32 3.1823
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 111,996 3,001 2.75 14,231 35.62 2.8886
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 108,995 4,004 3.81 10,493 6.26 2.4831
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 104,991 2,493 2.43 9,875 7.01 2.6173
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 102,498 -5,205 -4.83 9,228 -38.54 3.1311
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 107,703 171 0.16 15,014 18.64 3.5269
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 107,532 -917 -0.85 12,655 4.37 3.2268
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 108,449 -613 -0.56 12,125 9.83 3.1382
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 109,062 838 0.77 11,040 4.50 2.9152
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 108,224 2,062 1.94 10,565 -11.80 3.1474
2018-10-11 2018-09-30 13F JPMORGAN CHASE COM 46625H100 106,162 -969 -0.90 11,979 7.39 3.0077
2018-09-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 107,131 829 0.78 11,155 -4.51 2.9578
2018-09-13 2018-03-31 13F JPMORGAN CHASE COM 46625H100 106,302 -4,804 -4.32 11,682 -0.87 3.2694
2018-09-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 111,106 968 0.88 11,785 12.98 3.2480
2018-09-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 110,138 2,379 2.21 10,431 7.07 2.8767
2018-09-13 2017-06-30 13F JPMORGAN CHASE COM 46625H100 107,759 3,875 3.73 9,742 8.24 2.7457
2018-09-13 2017-03-31 13F JPMORGAN CHASE COM 46625H100 103,884 -8,949 -7.93 9,000 -6.15 2.6647
2018-09-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 112,833 3,754 3.44 9,590 34.13 3.0577
2018-09-13 2016-09-30 13F JPMORGAN CHASE COM 46625H100 109,079 5,080 4.88 7,150 12.26 2.4881
2018-09-13 2016-06-30 13F JPMORGAN CHASE COM 46625H100 103,999 24,263 30.43 6,369 37.92 2.2813
2018-09-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 79,736 76,576 2,423.29 4,618 2,109.57 1.7626
2018-09-13 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,160 3,160 209 0.0853
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.