JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCongress Park Capital LLC
Latest Disclosed Ownership14,212 shares
Latest Disclosed Value $ 4,180,602
Congress Park Capital LLC reports 0.92% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Congress Park Capital LLC filed a 13F-HR form disclosing ownership of 14,212 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,180,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,082 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.92% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,212 130 0.92 4,181 -7.87 1.2835
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,082 -99 -0.70 4,538 1.43 1.3548
2025-10-08 2025-09-30 13F JPMORGAN CHASE COM 46625H100 14,181 323 2.33 4,473 11.35 1.3903
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,858 -450 -3.15 4,018 14.48 1.3170
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,308 -2,525 -15.00 3,510 -13.04 1.3293
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,833 -1,145 -6.37 4,035 6.46 1.4652
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,978 -350 -1.91 3,791 2.24 1.4052
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,328 -304 -1.63 3,707 -0.64 1.4888
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 18,632 -1,300 -6.52 3,732 10.06 1.6517
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 19,932 -215 -1.07 3,390 16.06 1.6570
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,147 -8,620 -29.96 2,922 -30.17 1.5203
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 28,767 -1,411 -4.68 4,184 6.38 2.0890
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 30,178 -111 -0.37 3,932 -3.18 2.0435
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,289 27 0.09 4,062 28.43 2.3825
2022-10-19 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,262 -415 -1.35 3,162 -8.48 1.8305
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,677 532 1.76 3,455 -15.92 2.0987
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 30,145 392 1.32 4,109 -12.78 2.0607
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 29,753 -114 -0.38 4,711 -3.64 2.3207
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 29,867 -478 -1.58 4,889 3.58 2.5009
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 30,345 -387 -1.26 4,720 0.90 2.3646
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 30,732 -404 -1.30 4,678 18.25 2.6139
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 31,136 -1,006 -3.13 3,956 27.86 2.3421
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 32,142 -2,062 -6.03 3,094 -3.82 1.9155
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 34,204 791 2.37 3,217 6.95 2.4698
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,413 5,156 18.25 3,008 -23.64 2.7128
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 28,257 -395 -1.38 3,939 16.81 2.9060
2019-10-24 2019-09-30 13F JPMORGAN CHASE COM 46625H100 28,652 4 0.01 3,372 1.29 2.8301
2019-08-02 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,648 74 0.26 3,329 15.07 2.6330
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 28,574 532 1.90 2,893 5.66 2.5003
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 28,042 2,551 10.01 2,738 -4.80 3.0154
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 25,491 101 0.40 2,876 8.69 2.5813
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 25,390 1 0.00 2,646 -5.23 2.5379
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 25,389 1,046 4.30 2,792 7.26 2.8684
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 24,343 24,343 2,603 2.6225
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.