JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionArgent Advisors, Inc.
Latest Disclosed Ownership27,780 shares
Latest Disclosed Value $ 8,171,765
Argent Advisors, Inc. reports 0.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Argent Advisors, Inc. filed a 13F-HR form disclosing ownership of 27,780 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,171,765 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 27,923 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)
2026-04-24 2026-03-31 13F JP MORGAN COM 46625H100 27,780 -143 -0.51 8,172 -9.18 2.2315
2026-02-11 2025-12-31 13F JP MORGAN COM 46625H100 27,923 -273 -0.97 8,997 1.17 2.5120
2025-11-03 2025-09-30 13F JP MORGAN COM 46625H100 28,196 812 2.97 8,894 12.03 2.6227
2025-08-07 2025-06-30 13F JP MORGAN COM 46625H100 27,384 -1,994 -6.79 7,939 10.16 2.4540
2025-04-25 2025-03-31 13F JP MORGAN COM 46625H100 29,378 572 1.99 7,206 4.36 2.4114
2025-02-10 2024-12-31 13F JP MORGAN COM 46625H100 28,806 -1,092 -3.65 6,905 9.55 2.5591
2024-11-13 2024-09-30 13F JP MORGAN COM 46625H100 29,898 -103 -0.34 6,304 3.89 2.3427
2024-07-29 2024-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 30,001 -792 -2.57 6,068 -1.62 2.4107
2024-05-01 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 30,793 -463 -1.48 6,168 16.01 2.4396
2024-02-09 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 31,256 -726 -2.27 5,317 14.59 2.3304
2023-11-09 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 31,982 -3,319 -9.40 4,640 -9.64 2.1215
2023-08-04 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 35,301 373 1.07 5,134 12.81 2.3544
2023-04-24 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,928 260 0.75 4,551 -2.09 2.1732
2023-02-02 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 34,668 218 0.63 4,649 28.93 2.4049
2022-11-08 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 34,450 3,144 10.04 3,605 2.27 2.1036
2022-08-08 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 31,306 7,994 34.29 3,525 10.92 1.9823
2022-04-26 2022-03-31 13F JPMorgan Chase COM 46625H100 23,312 3,353 16.80 3,178 0.54 1.7030
2022-02-02 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 19,959 -38 -0.19 3,161 -3.42 1.7040
2021-11-05 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 19,997 408 2.08 3,273 7.42 1.8758
2021-08-02 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 19,589 1,351 7.41 3,047 9.76 1.8513
2021-04-27 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 18,238 -12,713 -41.07 2,776 -29.42 1.7864
2021-02-11 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 30,951 -11,904 -27.78 3,933 -4.68 2.4075
2020-10-29 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 42,855 -3,621 -7.79 4,126 -5.61 2.8258
2020-08-11 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 46,476 32,116 223.65 4,371 238.05 3.3429
2020-04-23 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 14,360 1,043 7.83 1,293 -29.31 1.2951
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 13,317 13,317 1,829 1.3681
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.