摩根大通公司
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership1,948 shares
Latest Disclosed Value $ 572,943
Toth Financial Advisory Corp reports 6.45% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 1,948 shares of JPMorgan Chase & Co. (MX:JPM) valued at $572,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,830 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.45% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,948 118 6.45 573 -2.89 0.0629
2026-01-20 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,830 40 2.23 590 4.43 0.0640
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,790 3 0.17 565 9.09 0.0609
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,787 72 4.20 518 23.10 0.0604
2025-04-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,715 0 0.00 421 2.19 0.0506
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,715 0 0.00 411 13.85 0.0483
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,715 -53 -3.00 362 1.12 0.0427
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,768 149 9.20 358 10.19 0.0454
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,619 52 3.32 324 21.80 0.0406
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,567 0 0.00 266 17.18 0.0361
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,567 57 3.77 227 3.65 0.0346
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,510 -44 -2.83 220 8.42 0.0318
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,554 113 7.84 202 4.66 0.0316
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,441 -173 -10.72 193 14.20 0.0313
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,614 207 14.71 169 6.96 0.0306
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,407 21 1.52 158 -16.40 0.0275
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,386 1 0.07 189 -13.70 0.0282
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,385 0 0.00 219 -3.52 0.0299
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,385 34 2.52 227 8.10 0.0345
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,351 1 0.07 210 1.94 0.0321
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,350 108 8.70 206 30.38 0.0329
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,242 1 0.08 158 32.77 0.0271
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,241 -32 -2.51 119 -0.83 0.0229
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,273 -286 -18.35 120 -14.29 0.0260
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,559 1 0.06 140 -35.48 0.0404
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,558 -467 -23.06 217 -8.82 0.0440
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,025 -85 -4.03 238 0.85 0.0521
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,110 9 0.43 236 10.80 0.0528
2019-04-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,101 10 0.48 213 4.41 0.0499
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,091 10 0.48 204 -13.19 0.0558
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,081 -54 -2.53 235 5.86 0.0522
2018-07-23 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,135 -293 -12.07 222 -16.85 0.0521
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,428 7 0.29 267 3.09 0.0649
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,421 327 15.62 259 29.50 0.0614
2017-10-11 2017-09-30 13F J.P. Morgan Chase COM 46625H100 2,094 2,094 200 0.0505
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.