JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCitizens & Northern Corp
Latest Disclosed Ownership20,197 shares
Latest Disclosed Value $ 5,941,150
Citizens & Northern Corp reports 0.53% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Citizens & Northern Corp filed a 13F-HR form disclosing ownership of 20,197 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,941,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 20,091 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.53% 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)
2026-04-27 2026-03-31 13F JPMorgan Chase COM 46625H100 20,197 106 0.53 5,941 -8.22 1.4816
2026-01-28 2025-12-31 13F JPMorgan Chase COM 46625H100 20,091 -4,583 -18.57 6,474 -16.82 1.6042
2025-10-24 2025-09-30 13F JPMorgan Chase COM 46625H100 24,674 -227 -0.91 7,783 7.80 1.9287
2025-07-30 2025-06-30 13F JPMorgan Chase COM 46625H100 24,901 -1,140 -4.38 7,219 13.03 1.9320
2025-04-21 2025-03-31 13F JPMorgan Chase COM 46625H100 26,041 319 1.24 6,388 3.60 1.8010
2025-01-31 2024-12-31 13F JPMorgan Chase COM 46625H100 25,722 913 3.68 6,166 17.86 1.6890
2024-11-04 2024-09-30 13F JPMorgan Chase COM 46625H100 24,809 1,845 8.03 5,231 12.64 1.5706
2024-07-30 2024-06-30 13F JPMorgan Chase COM 46625H100 22,964 -1,172 -4.86 4,645 -3.93 1.4527
2024-05-13 2024-03-31 13F JPMorgan Chase COM 46625H100 24,136 -1,232 -4.86 4,834 12.03 1.6348
2024-02-09 2023-12-31 13F JPMorgan Chase COM 46625H100 25,368 -654 -2.51 4,315 14.37 1.5404
2023-11-13 2023-09-30 13F JPMorgan Chase COM 46625H100 26,022 -548 -2.06 3,774 -2.36 1.5154
2023-08-11 2023-06-30 13F JPMorgan Chase COM 46625H100 26,570 -3,957 -12.96 3,864 -2.84 1.4603
2023-05-05 2023-03-31 13F JPMorgan Chase COM 46625H100 30,527 106 0.35 3,978 -2.50 1.5520
2023-02-14 2022-12-31 13F JPMorgan Chase COM 46625H100 30,421 789 2.66 4,079 31.71 1.6851
2022-11-09 2022-09-30 13F JPMorgan Chase COM 46625H100 29,632 67 0.23 3,097 -6.97 1.4512
2022-08-04 2022-06-30 13F JPMorgan Chase COM 46625H100 29,565 -1,010 -3.30 3,329 -20.13 1.4507
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 30,575 -835 -2.66 4,168 -16.20 1.5401
2022-01-24 2021-12-31 13F JPMorgan Chase COM 46625H100 31,410 -407 -1.28 4,974 -4.49 1.7831
2021-11-04 2021-09-30 13F JPMorgan Chase COM 46625H100 31,817 -1,589 -4.76 5,208 0.23 1.9985
2021-08-02 2021-06-30 13F JPMorgan Chase COM 46625H100 33,406 -1,965 -5.56 5,196 -3.51 1.9488
2021-05-11 2021-03-31 13F JPMorgan Chase COM 46625H100 35,371 -703 -1.95 5,385 17.47 2.1312
2021-02-09 2020-12-31 13F JPMorgan Chase COM 46625H100 36,074 322 0.90 4,584 33.18 2.0179
2020-11-13 2020-09-30 13F JPMorgan Chase COM 46625H100 35,752 -1,130 -3.06 3,442 -0.78 1.8325
2020-08-07 2020-06-30 13F JPMorgan Chase COM 46625H100 36,882 -2,484 -6.31 3,469 -2.12 1.6942
2020-05-08 2020-03-31 13F JPMorgan Chase COM 46625H100 39,366 1,682 4.46 3,544 -32.53 2.2296
2020-02-11 2019-12-31 13F JPMorgan Chase COM 46625H100 37,684 -1,570 -4.00 5,253 13.70 2.6288
2019-11-12 2019-09-30 13F JPMorgan Chase COM 46625H100 39,254 -593 -1.49 4,620 3.70 2.5210
2019-08-14 2019-06-30 13F JPMorgan Chase COM 46625H100 39,847 -2,107 -5.02 4,455 4.90 2.4766
2019-05-13 2019-03-31 13F JPMorgan Chase COM 46625H100 41,954 958 2.34 4,247 6.12 2.3689
2019-02-14 2018-12-31 13F JPMorgan Chase COM 46625H100 40,996 211 0.52 4,002 -13.04 2.7913
2018-11-14 2018-09-30 13F JPMorgan Chase COM 46625H100 40,785 -2,308 -5.36 4,602 2.49 3.1290
2018-08-03 2018-06-30 13F JPMorgan Chase COM 46625H100 43,093 -2,318 -5.10 4,490 -10.09 3.1908
2018-05-14 2018-03-31 13F JPMorgan Chase COM 46625H100 45,411 -1,493 -3.18 4,994 -0.44 3.7133
2018-02-13 2017-12-31 13F JPMorgan Chase COM 46625H100 46,904 991 2.16 5,016 14.39 3.5672
2017-11-13 2017-09-30 13F JPMorgan Chase COM 46625H100 45,913 -249 -0.54 4,385 3.93 3.3387
2017-08-11 2017-06-30 13F JPMorgan Chase COM 46625H100 46,162 -2,222 -4.59 4,219 -0.73 3.3186
2017-05-11 2017-03-31 13F JPMorgan Chase COM 46625H100 48,384 -924 -1.87 4,250 -0.12 3.4263
2017-02-13 2016-12-31 13F JPMorgan Chase COM 46625H100 49,308 -1,981 -3.86 4,255 24.60 3.2157
2016-11-10 2016-09-30 13F JPMorgan Chase COM 46625H100 51,289 1,646 3.32 3,415 10.70 2.6768
2016-08-10 2016-06-30 13F JPMorgan Chase COM 46625H100 49,643 362 0.73 3,085 5.72 2.4074
2016-05-13 2016-03-31 13F JPMorgan Chase COM 46625H100 49,281 3,335 7.26 2,918 -3.82 2.3030
2016-02-16 2015-12-31 13F JPMorgan Chase COM 46625H100 45,946 -476 -1.03 3,034 7.21 2.4739
2015-11-13 2015-09-30 13F JPMorgan Chase COM 46625H100 46,422 669 1.46 2,830 -8.71 2.2124
2015-08-13 2015-06-30 13F JPMorgan Chase COM 46625H100 45,753 -1,467 -3.11 3,100 8.35 2.4006
2015-05-15 2015-03-31 13F JPMorgan Chase COM 46625H100 47,220 1,204 2.62 2,861 -0.66 2.1667
2015-02-12 2014-12-31 13F JPMorgan Chase COM 46625H100 46,016 10,055 27.96 2,880 32.96 2.1755
2014-11-12 2014-09-30 13F JPMorgan Chase COM 46625H100 35,961 1,729 5.05 2,166 9.84 1.7537
2014-08-13 2014-06-30 13F JPMorgan Chase COM 46625H100 34,232 18,728 120.79 1,972 109.56 1.5869
2014-05-15 2014-03-31 13F JPMorgan Chase COM 46625H100 15,504 15,504 941 0.7349
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.