JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPFS Partners, LLC
Latest Disclosed Ownership1,006 shares
Latest Disclosed Value $ 295,797
PFS Partners, LLC reports 3.73% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 9, 2026 - PFS Partners, LLC filed a 13F-HR form disclosing ownership of 1,006 shares of JPMorgan Chase & Co. (MX:JPM) valued at $295,797 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 1,045 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.73% 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 1,006 -39 -3.73 296 -12.20 0.1356
2026-01-16 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,045 56 5.66 337 8.04 0.1541
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 989 -61 -5.81 312 2.30 0.1484
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,050 95 9.95 304 29.91 0.1533
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 955 1 0.10 234 2.63 0.1239
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 954 -21 -2.15 229 11.22 0.1224
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 975 -49 -4.79 206 -0.97 0.1163
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,024 -78 -7.08 207 -5.91 0.1290
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,102 2 0.18 221 17.65 0.1464
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,100 2 0.18 187 17.61 0.1280
2023-12-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,098 -155 -12.37 159 -12.64 0.1404
2023-12-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,253 -17 -1.34 182 10.30 0.1525
2023-12-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,270 270 27.00 166 23.13 0.1617
2023-12-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,000 -498 -33.24 134 -14.10 0.1412
2023-12-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,498 501 50.25 157 39.29 0.1693
2023-12-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 997 2 0.20 112 -17.04 0.1092
2023-12-01 2022-03-31 13F JPMORGAN CHASE COM 46625H100 995 1 0.10 136 -14.01 0.1173
2023-12-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 994 994 157 0.1167
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.