JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCsenge Advisory Group
Latest Disclosed Ownership40,925 shares
Latest Disclosed Value $ 12,038,613
Csenge Advisory Group reports 0.01% increase in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Csenge Advisory Group filed a 13F-HR form disclosing ownership of 40,925 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,038,613 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 40,922 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.01% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 40,925 3 0.01 12,039 -8.71 0.5510
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 40,922 1,371 3.47 13,186 5.70 0.5965
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 39,551 -810 -2.01 12,476 17.08 0.5957
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 40,361 -1,340 -3.21 10,655 10.16 0.5606
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 41,701 6,988 20.13 9,673 16.24 0.5486
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 34,713 2,604 8.11 8,321 16.59 0.4517
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 32,109 -1,782 -5.26 7,137 4.13 0.3722
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 33,891 1,682 5.22 6,855 6.25 0.3890
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 32,209 45 0.14 6,451 17.91 0.3612
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 32,164 2,066 6.86 5,471 25.37 0.3409
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 30,098 414 1.39 4,365 1.09 0.2973
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,684 694 2.39 4,317 14.30 0.2895
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 28,990 972 3.47 3,778 0.53 0.2727
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 28,018 2,614 10.29 3,757 187,750.00 0.2911
2022-10-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 25,404 352 1.41 3 0.00 0.2203
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,052 1,067 4.45 3 -33.33 0.2363
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 23,985 694 2.98 3 0.00 0.2588
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 23,291 -956 -3.94 4 -25.00 0.3254
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,247 956 4.10 4 33.33 0.3412
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 23,291 3,314 16.59 4 0.00 0.3250
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 19,977 36 0.18 3 50.00 0.3199
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 19,941 250 1.27 3 100.00 0.3025
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 19,691 -6,727 -25.46 2 -99.96 0.2645
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 26,418 7,968 43.19 2,485 49.61 0.3568
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 18,450 4,066 28.27 1,661 -17.16 0.4364
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 14,384 989 7.38 2,005 27.22 0.5092
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 13,395 -277 -2.03 1,576 3.14 0.4320
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 13,672 -1,054 -7.16 1,528 2.55 0.5201
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 14,726 -4,397 -22.99 1,490 -20.15 0.5107
2019-02-07 2018-12-31 13F JPMORGAN CHASE COM 46625H100 19,123 2,837 17.42 1,866 6.81 0.6845
2018-11-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 16,286 -1,063 -6.13 1,747 -3.80 0.6786
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 17,349 -1,798 -9.39 1,816 -13.77 0.6671
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 19,147 -762 -3.83 2,106 -1.08 0.7309
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 19,909 2,440 13.97 2,129 27.64 0.7612
2017-10-31 2017-09-30 13F JPMORGAN CHASE Common Stock 46625H100 17,469 17,469 1,668 0.6596
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.