JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionCapstone Financial Advisors, Inc.
Latest Disclosed Ownership66,013 shares
Latest Disclosed Value $ 19,418,458
Capstone Financial Advisors, Inc. reports 19.36% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Capstone Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 66,013 shares of JPMorgan Chase & Co. (CH:JPM) valued at $19,418,458 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 55,306 shares of JPMorgan Chase & Co.. This represents a change in shares of 19.36% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 66,013 10,707 19.36 19,418 8.97 1.0455
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,306 -321 -0.58 17,821 1.56 0.9488
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 55,627 418 0.76 17,546 9.63 0.9510
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 55,209 233 0.42 16,006 18.69 0.9278
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 54,976 19 0.03 13,486 2.37 0.8462
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 54,957 729 1.34 13,174 15.21 0.8133
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 54,228 1,035 1.95 11,435 6.28 0.7034
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 53,193 234 0.44 10,759 1.42 0.7102
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 52,959 100 0.19 10,608 17.97 0.7127
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 52,859 -2,317 -4.20 8,991 12.37 0.6439
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 55,176 191 0.35 8,002 0.06 0.6313
2023-08-15 2023-06-30 13F JPMORGAN CHASE COM 46625H100 54,985 563 1.03 7,997 12.76 0.6010
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 54,422 277 0.51 7,092 -2.33 0.5606
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 54,145 300 0.56 7,261 29.02 0.6142
2022-11-15 2022-09-30 13F JPMORGAN CHASE COM 46625H100 53,845 738 1.39 5,627 -5.90 0.5190
2022-09-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 53,107 310 0.59 5,980 -16.91 0.5090
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 52,797 93 0.18 7,197 -13.77 0.5224
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 52,704 841 1.62 8,346 -1.70 0.6038
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 51,863 405 0.79 8,490 6.07 0.6651
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 51,458 876 1.73 8,004 3.95 0.6321
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 50,582 323 0.64 7,700 20.58 0.6828
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 50,259 -243 -0.48 6,386 31.35 0.6062
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 50,502 1 0.00 4,862 2.36 0.5141
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 50,501 -260 -0.51 4,750 3.94 0.5433
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 50,761 -855 -1.66 4,570 -36.48 0.5966
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 51,616 93 0.18 7,195 18.65 1.0123
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 51,523 -2,215 -4.12 6,064 0.93 0.9273
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 53,738 404 0.76 6,008 11.28 0.9720
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 53,334 605 1.15 5,399 4.90 0.9228
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 52,729 -4,864 -8.45 5,147 -20.80 1.0333
2018-11-19 2018-09-30 13F JPMORGAN CHASE COM 46625H100 57,593 5 0.01 6,499 8.30 1.6147
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 57,588 4 0.01 6,001 -5.24 1.8011
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 57,584 -661 -1.13 6,333 1.67 2.0893
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 58,245 -1,378 -2.31 6,229 9.38 2.3245
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 59,623 -55 -0.09 5,695 4.40 2.5319
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 59,678 927 1.58 5,455 5.70 2.6369
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 58,751 500 0.86 5,161 2.69 2.6172
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 58,251 34 0.06 5,026 29.64 2.2933
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 58,217 1 0.00 3,877 7.16 2.0581
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 58,216 -1,361 -2.28 3,618 2.55 1.9546
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 59,577 -1,353 -2.22 3,528 -12.30 1.3967
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 60,930 -999 -1.61 4,023 6.54 1.4295
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 61,929 -10 -0.02 3,776 -10.03 1.6736
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 61,939 -1,727 -2.71 4,197 8.82 1.6371
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 63,666 594 0.94 3,857 -2.28 1.4818
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 63,072 -1,086 -1.69 3,947 2.12 1.2266
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 64,158 99 0.15 3,865 4.71 2.3524
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 64,059 -850 -1.31 3,691 -6.34 2.5674
2014-05-14 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 64,909 -1,630 -2.45 3,941 1.29 2.4118
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 66,539 3,891
2014-02-11 2013-12-31 13F JPMORGAN CHASE COM 46625H100 66,539 66,539 3,891 2.5079
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.