JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBLB&B Advisors, LLC
Latest Disclosed Ownership119,678 shares
Latest Disclosed Value $ 35,204,547
BLB&B Advisors, LLC reports 5.10% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - BLB&B Advisors, LLC filed a 13F-HR form disclosing ownership of 119,678 shares of JPMorgan Chase & Co. (MX:JPM) valued at $35,204,547 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 126,105 shares of JPMorgan Chase & Co.. This represents a change in shares of -5.10% 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 JPMORGAN CHASE COM 46625H100 119,678 -6,427 -5.10 35,205 -13.36 1.2327
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 126,105 -4,205 -3.23 40,633 -1.14 1.6986
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 130,310 174 0.13 41,104 8.95 1.7743
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 130,136 -382 -0.29 37,728 17.84 1.7627
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 130,518 -3,085 -2.31 32,016 -0.03 1.6293
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 133,603 2,820 2.16 32,026 16.13 1.6338
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 130,783 3,534 2.78 27,577 7.15 1.4088
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 127,249 -677 -0.53 25,737 0.44 1.4101
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 127,926 375 0.29 25,623 18.10 1.4449
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 127,551 62 0.05 21,696 17.35 1.3684
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 127,489 -1,409 -1.09 18,488 -1.38 1.3198
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 128,898 -5,904 -4.38 18,747 6.72 1.3104
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 134,802 -3,064 -2.22 17,566 -4.98 1.3088
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 137,866 -3,134 -2.22 18,488 25.46 1.4327
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 141,000 755 0.54 14,735 -6.70 1.2253
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 140,245 3,024 2.20 15,793 -15.57 1.2503
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 137,221 3,570 2.67 18,706 -11.61 1.2576
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 133,651 -12,490 -8.55 21,164 -11.53 1.3756
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 146,141 8,668 6.31 23,922 11.88 1.5976
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 137,473 994 0.73 21,382 2.92 1.5462
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 136,479 -12,511 -8.40 20,776 9.74 1.6334
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 148,990 12,184 8.91 18,932 43.75 1.5334
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 136,806 959 0.71 13,170 3.07 1.3236
2020-07-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 135,847 4,323 3.29 12,778 7.91 1.3849
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 131,524 -2,031 -1.52 11,841 -36.40 1.5464
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 133,555 258 0.19 18,618 18.68 1.9360
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 133,297 948 0.72 15,688 6.02 1.7681
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 132,349 208 0.16 14,797 10.62 1.6988
2019-04-19 2019-03-31 13F JPMORGAN CHASE COM 46625H100 132,141 -3,310 -2.44 13,377 1.16 1.5732
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 135,451 3,754 2.85 13,223 -11.02 1.8153
2018-10-12 2018-09-30 13F JPMORGAN CHASE COM 46625H100 131,697 -360 -0.27 14,861 8.00 1.8492
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 132,057 2,530 1.95 13,760 -3.40 1.8680
2018-04-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 129,527 2,627 2.07 14,244 4.96 1.9033
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 126,900 -247 -0.19 13,571 11.75 1.9395
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 127,147 1,782 1.42 12,144 5.99 1.8705
2017-08-04 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 125,365 1,446 1.17 11,458 5.26 1.9009
2017-07-20 2017-06-30 13F JPMORGAN CHASE COM 46625H100 123,919 0 10,885
2017-04-14 2017-03-31 13F JPMORGAN CHASE COM 46625H100 123,919 -1,799 -1.43 10,885 0.34 1.8488
2017-02-03 2016-12-31 13F JPMORGAN CHASE COM 46625H100 125,718 -588 -0.47 10,848 28.97 1.8897
2016-10-17 2016-09-30 13F JPMORGAN CHASE COM 46625H100 126,306 7,319 6.15 8,411 13.94 1.5305
2016-07-19 2016-06-30 13F JPMORGAN CHASE COM 46625H100 118,987 1,421 1.21 7,382 6.03 1.3928
2016-04-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 117,566 5,669 5.07 6,962 -5.78 1.4006
2016-01-15 2015-12-31 13F JPMORGAN CHASE COM 46625H100 111,897 7,970 7.67 7,389 16.62 1.5621
2015-10-20 2015-09-30 13F JPMORGAN CHASE COM 46625H100 103,927 2,954 2.93 6,336 -7.40 1.4038
2015-07-16 2015-06-30 13F JPMORGAN CHASE COM 46625H100 100,973 611 0.61 6,842 12.53 1.4214
2015-04-17 2015-03-31 13F JPMORGAN CHASE COM 46625H100 100,362 5,805 6.14 6,080 2.75 1.2665
2015-01-22 2014-12-31 13F JPMORGAN CHASE COM 46625H100 94,557 1,321 1.42 5,917 5.34 1.2511
2014-10-21 2014-09-30 13F JPMORGAN CHASE COM 46625H100 93,236 947 1.03 5,617 5.62 1.2148
2014-07-17 2014-06-30 13F JPMORGAN CHASE COM 46625H100 92,289 -295 -0.32 5,318 -5.39 1.1363
2014-04-11 2014-03-31 13F JPMORGAN CHASE COM 46625H100 92,584 1,015 1.11 5,621 4.97 1.2383
2014-01-17 2013-12-31 13F JPMORGAN CHASE COM 46625H100 91,569 -1,982 -2.12 5,355 10.73 1.2820
2013-10-16 2013-09-30 13F JPMORGAN CHASE COM 46625H100 93,551 -1,629 -1.71 4,836 -3.76 1.2742
2013-07-11 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 95,180 95,180 5,025 1.3978
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.