JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionGreat Valley Advisor Group, Inc.
Latest Disclosed Ownership101,729 shares
Latest Disclosed Value $ 29,924,040
Great Valley Advisor Group, Inc. reports 3.62% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Great Valley Advisor Group, Inc. filed a 13F-HR form disclosing ownership of 101,729 shares of JPMorgan Chase & Co. (CH:JPM) valued at $29,924,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 98,177 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.62% 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.

Upgrade to unlock premium data and export to Excel .

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 101,729 3,552 3.62 29,924 -5.41 0.5438
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 98,177 -4,897 -4.75 31,634 -2.70 0.6079
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 103,074 1,902 1.88 32,512 10.85 0.6520
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 101,172 -20,796 -17.05 29,331 -1.97 0.6497
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 121,968 -26,221 -17.69 29,919 -15.77 0.6440
2025-02-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 148,189 1,128 0.77 35,523 14.56 0.7953
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 147,061 10,209 7.46 31,009 12.03 0.7621
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 136,852 6,710 5.16 27,679 6.18 0.7744
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 130,142 -1,725 -1.31 26,068 16.21 0.7915
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 131,867 3,962 3.10 22,431 20.93 0.7871
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 127,905 8,625 7.23 18,549 6.92 0.7689
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 119,280 6,145 5.43 17,348 17.68 0.7271
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 113,135 14,436 14.63 14,742 11.39 0.6875
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 98,699 -23,196 -19.03 13,235 3.90 0.6763
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 121,895 2,593 2.17 12,738 -5.19 0.7133
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 119,302 49,891 71.88 13,435 35.94 0.7384
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 69,411 -10,930 -13.60 9,883 -22.89 0.5763
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 80,341 18,393 29.69 12,816 26.38 0.7920
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 61,948 2,399 4.03 10,141 10.14 0.6989
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 59,549 2,218 3.87 9,207 5.50 0.6808
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 57,331 6,827 13.52 8,727 35.98 0.8398
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 50,504 4,911 10.77 6,418 46.23 0.6640
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 45,593 92 0.20 4,389 2.55 0.5387
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 45,501 10,586 30.32 4,280 36.18 0.7005
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 34,915 4,991 16.68 3,143 -24.65 0.8325
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 29,924 4,603 18.18 4,171 39.92 0.9288
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,321 -17 -0.07 2,981 5.26 0.7195
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 25,338 25,338 2,832 0.7116
2019-04-26 2019-03-31 13F JPMORGAN CHASE COM 46625H100 0 -12,467 -100.00 0 -100.00
2019-04-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,467 12,467 1,199 0.4478
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.