JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionIFG Advisors, LLC
Latest Disclosed Ownership8,789 shares
Latest Disclosed Value $ 2,585,473
IFG Advisors, LLC reports 0.18% increase in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - IFG Advisors, LLC filed a 13F-HR form disclosing ownership of 8,789 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,585,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 8,773 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.18% 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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 8,789 16 0.18 2,585 -8.53 0.4234
2026-01-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,773 -19 -0.22 2,827 1.91 0.4705
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,792 267 3.13 2,773 12.22 0.4525
2025-07-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,525 49 0.58 2,472 18.86 0.4152
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,476 9 0.11 2,079 2.46 0.4005
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,467 393 4.87 2,030 19.21 0.4034
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 8,074 266 3.41 1,702 7.79 0.3639
2024-07-22 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,808 179 2.35 1,579 3.34 0.3732
2024-04-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,629 -27 -0.35 1,528 17.36 0.3955
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,656 54 0.71 1,302 18.15 0.3820
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,602 -3 -0.04 1,102 -0.36 0.3917
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,605 13 0.17 1,106 11.83 0.3923
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,592 13 0.17 989 -2.66 0.3895
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,579 -61 -0.80 1,016 27.32 0.4439
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,640 128 1.70 798 -5.67 0.4040
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,512 14 0.19 846 -17.22 0.4279
2022-05-18 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,498 112 1.52 1,022 -12.65 0.4515
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,386 -12 -0.16 1,170 -3.39 0.4957
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,398 66 0.90 1,211 6.23 0.5553
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,332 127 1.76 1,140 3.92 0.5431
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,205 31 0.43 1,097 20.29 0.6002
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,174 39 0.55 912 32.94 0.5648
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 7,135 141 2.02 686 4.26 0.4851
2020-07-23 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,994 55 0.79 658 5.28 0.5198
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 6,939 4,094 143.90 625 57.43 0.6176
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,845 0 0.00 397 18.51 0.3278
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,845 2,845 335 0.3119
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.