JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMonte Financial Group, LLC
Latest Disclosed Ownership8,396 shares
Latest Disclosed Value $ 2,469,767
Monte Financial Group, LLC ownership in JPM / JPMorgan Chase & Co.

On May 14, 2026 - Monte Financial Group, LLC filed a 13F-HR form disclosing ownership of 8,396 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,469,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 8,396 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 8,396 0 0.00 2,470 -8.72 0.8771
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,396 -159 -1.86 2,705 0.26 1.0082
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,555 -77 -0.89 2,699 7.83 0.9924
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,632 77 0.90 2,503 26.11 0.9727
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,555 357 4.35 1,984 0.97 0.8686
2025-01-21 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,198 0 0.00 1,965 13.72 0.8413
2024-10-22 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,198 0 0.00 1,729 4.22 0.7167
2024-07-22 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 8,198 0 0.00 1,658 0.97 0.7321
2024-04-29 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,198 0 0.00 1,642 17.79 0.7194
2024-01-22 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,198 0 0.00 1,394 17.34 0.6508
2023-10-24 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,198 0 0.00 1,189 -0.34 0.6016
2023-07-25 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,198 -1,938 -19.12 1,192 -9.70 0.5813
2023-04-26 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,136 0 0.00 1,321 -2.87 0.6980
2023-01-23 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,136 -32 -0.31 1,359 27.85 0.6993
2022-10-24 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,168 32 0.32 1,063 -6.84 0.6514
2022-07-20 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,136 0 0.00 1,141 -17.44 0.6662
2022-04-22 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,136 -1,275 -11.17 1,382 -23.52 0.7356
2022-01-26 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,411 -100 -0.87 1,807 -4.09 0.9508
2021-10-25 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,511 0 0.00 1,884 5.25 1.0808
2021-10-25 2021-06-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 11,511 -4,040 -25.98 1,790 -24.38 1.0208
2021-07-26 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,511 -4,040 1,790 0.9674
2021-04-30 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 15,551 -233 -1.48 2,367 18.00 1.4520
2021-02-03 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 15,784 108 0.69 2,006 32.94 1.3642
2020-11-03 2020-09-30 13F JPMorgan Chase COM 46625H100 15,676 -3,294 -17.36 1,509 -15.41 1.1404
2020-08-03 2020-06-30 13F JPMorgan Chase COM 46625H100 18,970 1,278 7.22 1,784 11.99 1.4106
2020-04-28 2020-03-31 13F JPMorgan Chase COM 46625H100 17,692 0 0.00 1,593 -35.40 1.5428
2020-02-04 2019-12-31 13F JPMorgan Chase COM 46625H100 17,692 0 0.00 2,466 18.44 1.8169
2019-11-06 2019-09-30 13F JPMorgan Chase COM 46625H100 17,692 -97 -0.55 2,082 4.68 1.6799
2019-08-07 2019-06-30 13F JPMorgan Chase COM 46625H100 17,789 289 1.65 1,989 12.25 1.6868
2019-04-23 2019-03-31 13F JPMorgan Chase COM 46625H100 17,500 -169 -0.96 1,772 2.72 1.5525
2019-01-31 2018-12-31 13F JPMorgan Chase COMMON 46625H100 17,669 -138 -0.77 1,725 -14.14 1.8254
2018-10-16 2018-09-30 13F JPMorgan Chase COMMON 46625H100 17,807 -2,017 -10.17 2,009 -2.76 1.8795
2018-10-16 2018-06-30 13F JPMorgan Chase COMMON 46625H100 19,824 -2,908 -12.79 2,066 -17.36 2.1032
2018-10-16 2018-03-31 13F JPMorgan Chase COMMON 46625H100 22,732 -207 -0.90 2,500 1.92 2.6083
2018-10-16 2017-12-31 13F JPMorgan Chase common 46625H100 22,939 22,939 2,453 2.4901
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.