JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCambridge Advisors Inc.
Latest Disclosed Ownership4,776 shares
Latest Disclosed Value $ 1,404,908
Cambridge Advisors Inc. reports 3.24% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Cambridge Advisors Inc. filed a 13F-HR form disclosing ownership of 4,776 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,404,908 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 4,936 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.24% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,776 -160 -3.24 1,405 -11.70 0.2726
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,936 10 0.20 1,590 2.38 0.3028
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,926 -100 -1.99 1,554 6.59 0.3036
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,026 -500 -9.05 1,457 7.53 0.3046
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,526 0 0.00 1,356 2.34 0.2969
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,526 20 0.36 1,325 14.14 0.2957
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,506 33 0.60 1,161 4.88 0.2537
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,473 9 0.16 1,107 1.10 0.2572
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,464 30 0.55 1,094 18.40 0.2581
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,434 1 0.02 924 17.41 0.2322
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,433 0 0.00 788 -0.38 0.2116
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,433 -4,038 -42.64 790 -35.98 0.2022
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,471 41 0.43 1,234 -2.37 0.3159
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,430 131 1.41 1,265 30.04 0.3394
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,299 2,489 36.55 972 26.73 0.2785
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,810 -256 -3.62 767 -20.35 0.2096
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,066 434 6.54 963 -8.29 0.2295
2022-01-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,632 29 0.44 1,050 -2.87 0.2372
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 6,603 23 0.35 1,081 5.67 0.2634
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 6,580 0 0.00 1,023 2.10 0.2474
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,580 1 0.02 1,002 19.86 0.2561
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,579 -106 -1.59 836 29.81 0.2250
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,685 1 0.01 644 2.38 0.1897
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,684 -2,300 -25.60 629 -22.25 0.1970
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,984 896 11.08 809 -28.22 0.2947
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,088 26 0.32 1,127 18.76 0.3438
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,062 25 0.31 949 5.56 0.3130
2019-07-26 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,037 -1,392 -14.76 899 -5.77 0.2967
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 9,429 -222 -2.30 954 1.27 0.3249
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 9,651 2,754 39.93 942 21.08 0.3505
2018-10-24 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,897 -2,449 -26.20 778 -20.12 0.2627
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 9,346 24 0.26 974 -4.98 0.3443
2018-04-18 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,322 -47 -0.50 1,025 2.30 0.3675
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,369 1,176 14.35 1,002 27.97 0.3616
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,193 25 0.31 783 4.82 0.3011
2017-07-24 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,168 176 2.20 747 6.41 0.3019
2017-04-20 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,992 -514 -6.04 702 -4.36 0.2895
2017-01-24 2016-12-31 13F JPMORGAN CHASE COM 46625H100 8,506 1,242 17.10 734 51.65 0.3244
2016-10-21 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,264 45 0.62 484 7.80 0.2142
2016-07-26 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,219 42 0.59 449 5.65 0.2052
2016-04-25 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,177 46 0.65 425 -9.77 0.1972
2016-01-28 2015-12-31 13F J P Morgan Chase Common Stock 46625H100 7,131 39 0.55 471 9.03 0.2670
2015-10-23 2015-09-30 13F J P Morgan Chase Common Stock 46625H100 7,092 38 0.54 432 -9.62 0.2552
2015-07-28 2015-06-30 13F J P Morgan Chase Common Stock 46625H100 7,054 -17,422 -71.18 478 -80.58 0.2693
2015-05-06 2015-03-31 13F Johnson & Johnson Common Stock 46625H100 24,476 18,299 296.24 2,462 536.18 1.4296
2015-02-17 2014-12-31 13F J P Morgan Chase Common Stock 46625H100 6,177 6,177 387 0.2367
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.