JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlphaStar Capital Management, LLC
Latest Disclosed Ownership34,279 shares
Latest Disclosed Value $ 10,083,508
AlphaStar Capital Management, LLC reports 15.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - AlphaStar Capital Management, LLC filed a 13F-HR form disclosing ownership of 34,279 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,083,508 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 40,650 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.67% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 34,279 -6,371 -15.67 10,084 -23.02 0.7435
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 40,650 15,393 60.95 13,098 64.42 0.9612
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 25,257 1,815 7.74 7,967 17.22 0.6867
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 23,442 589 2.58 6,796 21.25 0.4777
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 22,853 1,694 8.01 5,606 10.51 0.5641
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 21,159 1,982 10.34 5,072 25.45 0.5302
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,177 2,689 16.31 4,044 21.27 0.3207
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 16,488 1,794 12.21 3,335 13.29 0.3079
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,694 3,830 35.25 2,943 59.25 0.3019
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,864 3,159 41.00 1,848 65.44 0.1687
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,705 337 4.57 1,117 4.30 0.1398
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,368 206 2.88 1,072 14.79 0.1209
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 7,162 263 3.81 933 2.19 0.0793
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,899 -232 -3.25 913 22.55 0.0939
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 7,131 425 6.34 745 -1.32 0.0800
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,706 202 3.11 755 -14.88 0.0698
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,504 676 11.60 887 -3.59 0.0716
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,828 1,584 37.32 920 27.96 0.0733
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,244 2,004 89.46 719 106.61 0.0490
2021-07-30 2021-06-30 13F JPMorgan Chase COM 46625H100 2,240 593 36.00 348 38.65 0.0446
2021-05-03 2021-03-31 13F JPMorgan Chase COM 46625H100 1,647 51 3.20 251 12.05 0.0390
2021-01-27 2020-12-31 13F JPMorgan Chase COM 46625H100 1,596 1,596 224 0.0380
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.