JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlesco Advisors Llc
Latest Disclosed Ownership10,794 shares
Latest Disclosed Value $ 3,175,183
Alesco Advisors Llc reports 7.70% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Alesco Advisors Llc filed a 13F-HR form disclosing ownership of 10,794 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,175,183 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 10,022 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.70% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,794 772 7.70 3,175 -1.67 0.0810
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 10,022 -296 -2.87 3,229 -0.77 0.0835
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,318 2,144 26.23 3,255 37.36 0.0882
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,174 81 1.00 2,370 19.35 0.0682
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,093 53 0.66 1,985 3.01 0.0623
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 8,040 751 10.30 1,927 25.46 0.0606
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,289 0 0.00 1,537 4.21 0.0475
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 7,289 -167 -2.24 1,474 -1.27 0.0483
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,456 93 1.26 1,493 19.25 0.0491
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,363 -446 -5.71 1,252 10.60 0.0439
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,809 -1 -0.01 1,132 -0.26 0.0438
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,810 0 0.00 1,136 11.60 0.0408
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,810 197 2.59 1,018 -0.29 0.0375
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 7,613 -505 -6.22 1,021 20.28 0.0395
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 8,118 0 0.00 848 -7.22 0.0352
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 8,118 1,542 23.45 914 2.01 0.0353
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,576 -24 -0.36 896 -14.26 0.0304
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,600 -605 -8.40 1,045 -11.37 0.0350
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,205 0 0.00 1,179 5.17 0.0417
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,205 0 0.00 1,121 2.19 0.0405
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,205 -102 -1.40 1,097 18.08 0.0415
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,307 -789 -9.75 929 19.26 0.0375
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,096 -354 -4.19 779 -2.01 0.0350
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,450 0 0.00 795 4.47 0.0386
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,450 225 2.74 761 -33.65 0.0465
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,225 -633 -7.15 1,147 10.08 0.0594
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,858 -70 -0.78 1,042 4.41 0.0578
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,928 0 0.00 998 10.40 0.0537
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 8,928 116 1.32 904 5.12 0.0488
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,812 -1,287 -12.74 860 -24.56 0.0510
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 10,099 503 5.24 1,140 14.00 0.0620
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 9,596 0 0.00 1,000 -5.21 0.0564
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,596 12 0.13 1,055 2.93 0.0607
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 9,584 -943 -8.96 1,025 1.99 0.0599
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 10,527 18 0.17 1,005 4.58 0.0616
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 10,509 0 0.00 961 4.12 0.0608
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 10,509 -1,056 -9.13 923 -7.52 0.0650
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,565 -2,122 -15.50 998 9.55 0.0753
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 13,687 0 0.00 911 7.05 0.0721
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 13,687 0 0.00 851 4.93 0.0709
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 13,687 -574 -4.02 811 -13.91 0.0718
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 14,261 902 6.75 942 15.72 0.0816
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 13,359 0 0.00 814 -10.06 0.0743
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 13,359 0 0.00 905 11.87 0.0801
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 13,359 -28 -0.21 809 -3.46 0.0749
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 13,387 -120 -0.89 838 2.95 0.0791
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 13,507 0 0.00 814 4.63 0.0808
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 13,507 -6 -0.04 778 -5.12 0.0772
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 13,513 -58 -0.43 820 3.27 0.0842
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 13,571 -950 -6.54 794 5.73 0.0838
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 14,521 1,939 15.41 751 13.10 0.0881
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 12,582 12,582 664 0.0823
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.