JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionCapital Advisors, Ltd. LLC
Latest Disclosed Ownership10,173 shares
Latest Disclosed Value $ 2,993
Capital Advisors, Ltd. LLC ownership in JPM / JPMorgan Chase & Co.

On April 16, 2026 - Capital Advisors, Ltd. LLC filed a 13F-HR form disclosing ownership of 10,173 shares of JPMorgan Chase & Co. (CL:JPM) valued at $2,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 10,173 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.

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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,173 0 0.00 3 -33.33 0.3402
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,173 -366 -3.47 3 0.00 0.3697
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,539 0 0.00 3 0.00 0.3754
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,539 49 0.47 3 50.00 0.3769
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 10,490 72 0.69 3 0.00 0.3389
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 10,418 30 0.29 2 0.00 0.3148
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 10,388 71 0.69 2 0.00 0.2716
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 10,317 -167 -1.59 2 0.00 0.2709
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 10,484 159 1.54 2 100.00 0.2738
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,325 -72 -0.69 2 0.00 0.2465
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 10,397 0 0.00 2 0.00 0.2310
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,397 1,328 14.64 2 0.00 0.2259
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,069 -1,138 -11.15 1 0.00 0.1943
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,207 17 0.17 1 -99.91 0.2071
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,190 -746 -6.82 1,065 -13.56 0.2073
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,936 124 1.15 1,232 -16.42 0.2308
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,812 -1,068 -8.99 1,474 -21.64 0.2451
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,880 1,113 10.34 1,881 6.75 0.3035
2021-11-12 2021-09-30 13F JP MORGAN CHASE COM 46625H100 10,767 1,154 12.00 1,762 17.86 0.3145
2021-08-10 2021-06-30 13F JP MORGAN CHASE COM 46625H100 9,613 749 8.45 1,495 10.82 0.2683
2021-05-13 2021-03-31 13F JP MORGAN CHASE COM 46625H100 8,864 0 0.00 1,349 19.80 0.2475
2021-02-10 2020-12-31 13F JP MORGAN CHASE COM 46625H100 8,864 -200 -2.21 1,126 28.98 0.2486
2020-11-03 2020-09-30 13F JP MORGAN CHASE COM 46625H100 9,064 0 0.00 873 2.34 0.2178
2020-08-06 2020-06-30 13F JP MORGAN CHASE COM 46625H100 9,064 0 0.00 853 4.53 0.2252
2020-05-08 2020-03-31 13F JP MORGAN CHASE COM 46625H100 9,064 4,188 85.89 816 20.00 0.2558
2020-02-03 2019-12-31 13F JP MORGAN CHASE COM 46625H100 4,876 310 6.79 680 26.63 0.1734
2019-10-23 2019-09-30 13F JP MORGAN CHASE COM 46625H100 4,566 -93 -2.00 537 3.07 0.1486
2019-07-31 2019-06-30 13F JP MORGAN CHASE COM 46625H100 4,659 1,369 41.61 521 56.46 0.1472
2019-05-01 2019-03-31 13F JP MORGAN CHASE COM 46625H100 3,290 0 0.00 333 3.74 0.0901
2019-01-29 2018-12-31 13F JP MORGAN CHASE ALERIAN ML ETN 46625H100 3,290 0 0.00 321 -13.48 0.0947
2018-10-24 2018-09-30 13F JP MORGAN CHASE COM 46625H100 3,290 1,355 70.03 371 83.66 0.1047
2018-07-20 2018-06-30 13F JP MORGAN CHASE COM 46625H100 1,935 0 0.00 202 -5.16 0.0631
2018-04-23 2018-03-31 13F JP MORGAN CHASE COM 46625H100 1,935 0 0.00 213 2.90 0.0689
2018-01-16 2017-12-31 13F JP MORGAN CHASE COM 46625H100 1,935 0 0.00 207 11.89 0.0683
2017-10-25 2017-09-30 13F JP MORGAN CHASE COM 46625H100 1,935 0 0.00 185 4.52 0.0649
2017-07-26 2017-06-30 13F JP MORGAN CHASE COM 46625H100 1,935 670 52.96 177 59.46 0.0651
2017-04-19 2017-03-31 13F JP MORGAN CHASE COM 46625H100 1,265 -116 -8.40 111 -6.72 0.0428
2017-01-20 2016-12-31 13F JP MORGAN CHASE COM 46625H100 1,381 87 6.72 119 38.37 0.0491
2016-10-14 2016-09-30 13F JP MORGAN CHASE COM 46625H100 1,294 0 0.00 86 7.50 0.0378
2016-07-13 2016-06-30 13F JP MORGAN CHASE COM 46625H100 1,294 -85 -6.16 80 -2.44 0.0376
2016-04-15 2016-03-31 13F JP MORGAN CHASE COM 46625H100 1,379 0 0.00 82 -9.89 0.0408
2016-01-25 2015-12-31 13F JP MORGAN CHASE COM 46625H100 1,379 -87 -5.93 91 2.25 0.0474
2015-10-20 2015-09-30 13F JP MORGAN CHASE COM 46625H100 1,466 -530 -26.55 89 -34.07 0.0491
2015-07-14 2015-06-30 13F JP MORGAN CHASE COM 46625H100 1,996 617 44.74 135 60.71 0.0699
2015-04-22 2015-03-31 13F JP MORGAN CHASE COM 46625H100 1,379 1,379 0.00 84 0.0436
2015-01-29 2014-12-31 13F JP MORGAN CHASE COM 46625H100 0 -1,300 -100.00 0 -100.00
2014-10-29 2014-09-30 13F JP MORGAN CHASE COM 46625H100 1,300 -379 -22.57 5 -94.85 0.0028
2014-07-25 2014-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 1,679 0 0.00 97 -4.90 0.0544
2014-07-23 2014-06-30 13F JP MORGAN CHASE COM 46625H100 1,679 0 967 54,225.9816
2014-04-09 2014-03-31 13F JP MORGAN CHASE &CO COM 46625H100 1,679 0 0.00 102 4.08 0.0600
2014-01-24 2013-12-31 13F JP MORGAN CHASE &CO COM 46625H100 1,679 1,679 98 0.0651
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.