JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDempze Nancy E
Latest Disclosed Ownership5,228 shares
Latest Disclosed Value $ 1,537,868
Dempze Nancy E ownership in JPM / JPMorgan Chase & Co.

On May 14, 2026 - Dempze Nancy E filed a 13F-HR form disclosing ownership of 5,228 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,537,868 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 5,228 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,228 0 0.00 1,538 -8.73 0.1650
2026-02-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,228 460 9.65 1,685 12.04 0.8776
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,768 0 0.00 1,504 8.76 0.8260
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,768 -230 -4.60 1,382 12.72 0.7972
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,998 -20 -0.40 1,226 2.00 0.7361
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,018 -70 -1.38 1,203 12.13 0.6947
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,088 0 0.00 1,073 4.18 0.5986
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,088 1,530 43.00 1,029 44.52 0.7063
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,558 -95 -2.60 713 14.65 0.5427
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,653 -90 -2.40 621 14.58 0.5198
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,743 -35 -0.93 543 -1.28 0.4875
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,778 -30 -0.79 549 10.69 0.4710
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,808 0 0.00 496 -2.75 0.4514
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,808 75 2.01 511 30.77 0.4981
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,733 0 0.00 390 -7.14 0.4152
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,733 -92 -2.41 420 -19.54 0.4219
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,825 -25 -0.65 522 -14.43 0.3813
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,850 0 0.00 610 -3.17 0.4117
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,850 0 0.00 630 5.18 0.4942
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,850 435 12.74 599 15.19 0.5051
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,415 0 0.00 520 19.82 0.4597
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,415 0 0.00 434 31.91 0.3987
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,415 0 0.00 329 2.49 0.3339
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,415 -3,000 -46.77 321 -44.37 0.3585
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,415 -280 -4.18 577 -38.22 0.7759
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 6,695 -50 -0.74 934 17.63 1.0339
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 6,745 0 0.00 794 5.31 0.9611
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,745 0 0.00 754 10.40 0.8651
2019-05-01 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,745 0 0.00 683 3.80 0.8056
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,745 0 0.00 658 -13.53 0.9144
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,745 0 0.00 761 8.25 0.8526
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,745 0 0.00 703 -5.13 0.8597
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,745 -100 -1.46 741 1.23 0.9140
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,845 -100 -1.44 732 10.41 0.8835
2017-10-26 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,945 0 0.00 663 4.41 0.9340
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,945 0 0.00 635 4.10 0.9108
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,945 2,845 69.39 610 72.32 0.9337
2017-02-14 2016-12-31 13F JPMORGAN CHASE Common Stock 46625H100 4,100 0 0.00 354 29.67 0.6202
2016-11-15 2016-09-30 13F JPMORGAN CHASE Common Stock 46625H100 4,100 0 0.00 273 7.06 0.4781
2016-08-08 2016-06-30 13F JPMORGAN CHASE Common Stock 46625H100 4,100 0 0.00 255 4.94 0.4540
2016-05-27 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 4,100 0 0.00 243 -10.33 0.4262
2016-02-12 2015-12-31 13F JPMORGAN CHASE Common Stock 46625H100 4,100 4,100 271 0.5215
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.