JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCentral Bank & Trust Co
Latest Disclosed Ownership17,516 shares
Latest Disclosed Value $ 5,152,507
Central Bank & Trust Co reports 8.57% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Central Bank & Trust Co filed a 13F-HR form disclosing ownership of 17,516 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,152,507 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 16,134 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.57% 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)
2026-04-07 2026-03-31 13F J P MORGAN CHASE Equities 46625H100 17,516 1,382 8.57 5,153 -0.88 0.8096
2026-01-09 2025-12-31 13F J P MORGAN CHASE Equities 46625H100 16,134 -369 -2.24 5,199 -0.13 0.8038
2025-10-09 2025-09-30 13F J P MORGAN CHASE Equities 46625H100 16,503 -256 -1.53 5,206 7.14 0.8205
2025-07-09 2025-06-30 13F J P MORGAN CHASE Equities 46625H100 16,759 -494 -2.86 4,859 14.79 0.7944
2025-04-14 2025-03-31 13F J P MORGAN CHASE Equities 46625H100 17,253 273 1.61 4,232 3.98 0.7070
2025-01-16 2024-12-31 13F J P MORGAN CHASE Equities 46625H100 16,980 -1,586 -8.54 4,070 3.99 0.6161
2024-10-30 2024-09-30 13F J P MORGAN CHASE Equities 46625H100 18,566 -48 -0.26 3,915 3.99 0.5397
2024-07-19 2024-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 18,614 1,246 7.17 3,765 8.22 0.5235
2024-04-11 2024-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 17,368 535 3.18 3,479 21.48 0.4959
2024-01-09 2023-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 16,833 5,184 44.50 2,863 69.51 0.4438
2023-10-10 2023-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 11,649 1,298 12.54 1,689 12.23 0.2937
2023-07-13 2023-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 10,351 473 4.79 1,505 16.94 0.2551
2023-04-13 2023-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,878 429 4.54 1,287 1.58 0.2290
2023-01-18 2022-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,449 657 7.47 1,267 37.87 0.2391
2022-10-20 2022-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,792 -82 -0.92 919 -8.01 0.1976
2022-07-22 2022-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,874 36 0.41 999 -17.10 0.2037
2022-04-18 2022-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,838 -445 -4.79 1,205 -18.03 0.1923
2022-01-18 2021-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,283 55 0.60 1,470 -2.71 0.2269
2021-10-19 2021-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,228 124 1.36 1,511 6.71 0.2483
2021-07-16 2021-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,104 71 0.79 1,416 2.98 0.2286
2021-04-20 2021-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 9,033 3,552 64.81 1,375 97.56 0.2346
2021-01-12 2020-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,481 -225 -3.94 696 26.78 0.1202
2020-10-08 2020-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,706 7 0.12 549 2.43 0.1028
2020-07-15 2020-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,699 0 0.00 536 4.48 0.1058
2020-04-14 2020-03-31 13F/A-1 J P MORGAN CHASE COMMON STOCK 46625H100 5,699 -1,335 -18.98 513 -47.71 0.1235
2020-04-14 2020-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,240 -1,794 586 96,433.4436
2020-01-13 2019-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 7,034 2,530 56.17 981 85.09 0.1938
2019-10-23 2019-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 4,504 -736 -14.05 530 -9.56 0.1140
2019-07-16 2019-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,240 -105 -1.96 586 8.32 0.1320
2019-04-22 2019-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,345 -727 -11.97 541 -8.77 0.1214
2019-01-17 2018-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 6,072 -477 -7.28 593 -19.76 0.1496
2018-11-23 2018-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 6,549 -130 -1.95 739 6.18 0.1709
2018-07-17 2018-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 6,679 -502 -6.99 696 -11.90 0.1732
2018-04-27 2018-03-31 13F J P MORGAN CHASE LARGE CAP - STOCKS 46625H100 7,181 209 3.00 790 5.90 0.1972
2018-01-16 2017-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 6,972 -308 -4.23 746 7.34 0.1799
2017-10-13 2017-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 7,280 -324 -4.26 695 0.00 0.1728
2017-07-11 2017-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 7,604 -694 -8.36 695 -4.66 0.1804
2017-04-28 2017-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,298 -637 -7.13 729 -5.45 0.1887
2017-01-20 2016-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 8,935 1,786 24.98 771 61.97 0.2061
2016-10-07 2016-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 7,149 205 2.95 476 10.44 0.1337
2016-07-11 2016-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 6,944 1,346 24.04 431 29.82 0.1239
2016-04-11 2016-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,598 61 1.10 332 -9.29 0.0927
2016-01-12 2015-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,537 200 3.75 366 12.62 0.1058
2015-10-13 2015-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,337 875 19.61 325 7.62 0.1072
2015-07-30 2015-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 4,462 -1,875 -29.59 302 -21.35 0.0960
2015-04-21 2015-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 6,337 6,337 384 0.1278
2015-01-27 2014-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 0 -3,704 -100.00 0 -100.00
2014-10-16 2014-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 3,704 -1,345 -26.64 223 -24.41 0.0843
2014-09-11 2014-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,049 191 3.93 295 0.34 0.1141
2014-04-07 2014-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 4,858 -191 -3.78 294 -0.34 0.1148
2014-03-13 2013-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,049 -125 -2.42 295 10.49 0.1141
2013-10-30 2013-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 5,174 300 6.16 267 -99.90 0.1195
2013-07-09 2013-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 4,874 4,874 258,296 0.1228
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.