JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMCF Advisors LLC
Latest Disclosed Ownership26,791 shares
Latest Disclosed Value $ 7,880,835
MCF Advisors LLC reports 24.27% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 26,791 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,880,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 21,559 shares of JPMorgan Chase & Co.. This represents a change in shares of 24.27% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 26,791 5,232 24.27 7,881 13.45 0.3452
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,559 8,617 66.58 6,947 70.16 0.3839
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,942 -84 -0.64 4,082 8.10 0.2502
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 13,026 7 0.05 3,776 18.26 0.2497
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 13,019 -270 -2.03 3,194 0.25 0.2297
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,289 442 3.44 3,186 17.61 0.2236
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,847 61 0.48 2,709 4.72 0.1900
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,786 587 4.81 2,586 5.85 0.1958
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,199 -9,417 -43.56 2,443 -33.54 0.1893
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,616 388 1.83 3,677 19.43 0.3004
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 21,228 406 1.95 3,078 1.65 0.2777
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,822 256 1.24 3,028 13.03 0.2733
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 20,566 -661 -3.11 2,680 -5.87 0.2501
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,227 99 0.47 2,847 28.89 0.2906
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 21,128 -192 -0.90 2,208 -8.04 0.2456
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,320 7,587 55.25 2,401 28.26 0.2534
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 13,733 13,733 1,872 0.1758
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 0 -13,398 -100.00 0 -100.00
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 13,398 875 6.99 2,193 12.58 0.2220
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 12,523 15 0.12 1,948 2.31 0.2014
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 12,508 652 5.50 1,904 26.43 0.2146
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 11,856 -65 -0.55 1,506 31.18 0.1798
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 11,921 794 7.14 1,148 9.65 0.1516
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,127 -2,513 -18.42 1,047 -14.74 0.1460
2020-04-24 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,640 3,433 33.63 1,228 -13.70 0.2054
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 10,207 103 1.02 1,423 19.68 0.2167
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 10,104 4 0.04 1,189 5.31 0.1935
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 10,100 1,804 21.75 1,129 34.40 0.1867
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,296 4 0.05 840 3.83 0.1453
2019-01-25 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,292 -78 -0.93 809 -14.30 0.1546
2018-10-24 2018-09-30 13F JPMORGAN CHASE COM 46625H100 8,370 -73 -0.86 944 7.27 0.1650
2018-07-20 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,443 -808 -8.73 880 -13.47 0.1693
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,251 38 0.41 1,017 3.25 0.2000
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,213 -741 -7.44 985 3.58 0.1826
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 9,954 938 10.40 951 15.41 0.1865
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 9,016 681 8.17 824 12.57 0.1638
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,335 -1,164 -12.25 732 -10.73 0.1535
2017-01-20 2016-12-31 13F JPMORGAN CHASE COM 46625H100 9,499 -52 -0.54 820 28.93 0.1794
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 9,551 -42 -0.44 636 6.71 0.1506
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 9,593 117 1.23 596 6.24 0.1459
2016-05-04 2016-03-31 13F JPMORGAN CHASE COM 46625H100 9,476 -398 -4.03 561 -13.96 0.1465
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 9,874 -875 -8.14 652 -0.46 0.1753
2015-11-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 10,749 211 2.00 655 -8.26 0.1678
2015-07-24 2015-06-30 13F JPMORGAN CHASE COM 46625H100 10,538 101 0.97 714 12.97 0.1796
2015-04-29 2015-03-31 13F JPMORGAN CHASE COM 46625H100 10,437 10,437 632 0.1577
2015-02-04 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -10,533 -100.00 0 -100.00
2014-10-24 2014-09-30 13F JPMORGAN CHASE COM 46625H100 10,533 132 1.27 639 1.27 0.1883
2014-07-29 2014-06-30 13F JPMORGAN CHASE COM 46625H100 10,401 -991 -8.70 631 -8.82 0.1989
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 11,392 6,706 143.11 692 143.66 0.2326
2014-10-28 2013-12-31 13F JPMORGAN CHASE COM 46625H100 4,686 -4,132 -46.86 284 -46.92 0.1005
2014-10-27 2013-09-30 13F JPMORGAN CHASE COM 46625H100 8,818 896 11.31 535 11.23 0.2950
2014-10-27 2013-06-30 13F JPMORGAN CHASE COM 46625H100 7,922 -2,106 -21.00 481 -21.02 0.2895
2014-10-27 2013-03-31 13F JPMORGAN CHASE COM 46625H100 10,028 26 0.26 609 0.33 0.3506
2014-11-03 2012-12-31 13F JPMORGAN CHASE COM 46625H100 10,002 -570 -5.39 607 -5.45 0.3684
2014-11-03 2012-09-30 13F JPMORGAN CHASE COM 46625H100 10,572 34 0.32 642 0.31 0.4182
2014-10-31 2012-06-30 13F JPMORGAN CHASE COM 46625H100 10,538 -452 -4.11 640 -4.05 0.3875
2014-10-31 2012-03-31 13F JPMORGAN CHASE COM 46625H100 10,990 -174 -1.56 667 -1.62 0.4098
2014-11-03 2011-12-31 13F JPMORGAN CHASE COM 46625H100 11,164 11,164 678 0.4600
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.