JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionStokes Capital Advisors, LLC
Latest Disclosed Ownership46,088 shares
Latest Disclosed Value $ 13,557,247
Stokes Capital Advisors, LLC reports 0.25% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Stokes Capital Advisors, LLC filed a 13F-HR/A form disclosing ownership of 46,088 shares of JPMorgan Chase & Co. (CL:JPM) valued at $13,557,247 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 45,971 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.25% 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)
2026-04-23 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 46,088 117 0.25 13,557 -8.47 3.0397
2026-04-21 2026-03-31 13F JPMORGAN CHASE COM 46625H100 46,088 117 13,557 2.1981
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 45,971 -1,000 -2.13 14,813 -0.03 3.3830
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 46,971 -341 -0.72 14,816 8.02 3.4471
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 47,312 1,223 2.65 13,716 21.33 3.3583
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 46,089 398 0.87 11,306 3.22 2.8744
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 45,691 -182 -0.40 10,953 13.23 2.8290
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 45,873 1,574 3.55 9,673 7.96 2.4786
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,299 -920 -2.03 8,960 -1.08 2.4922
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,219 -378 -0.83 9,057 16.77 2.6342
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 45,597 -442 -0.96 7,756 16.18 2.4548
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 46,039 544 1.20 6,677 0.91 2.3293
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 45,495 37 0.08 6,617 11.70 2.2287
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 45,458 236 0.52 5,924 -2.33 2.0116
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 45,222 95 0.21 6,064 28.58 2.0884
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 45,127 2,883 6.82 4,716 -0.86 1.7540
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 42,244 417 1.00 4,757 -16.57 1.6633
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 41,827 4,009 10.60 5,702 -4.78 1.6617
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 37,818 596 1.60 5,988 -1.72 1.7819
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 37,222 1,642 4.61 6,093 10.10 1.9663
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 35,580 8,284 30.35 5,534 33.19 1.8143
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 27,296 893 3.38 4,155 23.85 1.7037
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 26,403 610 2.36 3,355 35.12 1.4605
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 25,793 22,028 585.07 2,483 601.41 1.1938
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,765 3,765 354 0.1874
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.