JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAtlas Capital Advisors Llc
Latest Disclosed Ownership12,400 shares
Latest Disclosed Value $ 3,647,583
Atlas Capital Advisors Llc reports 1.63% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Atlas Capital Advisors Llc filed a 13F-HR form disclosing ownership of 12,400 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,647,583 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,201 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.63% 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)
2026-05-11 2026-03-31 13F JP Morgan Chase Equity 46625H100 12,400 199 1.63 3,648 -7.22 0.4034
2026-02-13 2025-12-31 13F JP Morgan Chase Equity 46625H100 12,201 5,383 78.95 3,931 98.94 0.4378
2025-08-12 2025-06-30 13F JP Morgan Chase Equity 46625H100 6,818 -36 -0.53 1,977 17.55 0.2414
2025-05-12 2025-03-31 13F JP Morgan Chase Equity 46625H100 6,854 -800 -10.45 1,681 -8.34 0.2100
2025-02-12 2024-12-31 13F JP Morgan Chase Equity 46625H100 7,654 299 4.07 1,835 18.32 0.2329
2024-11-05 2024-09-30 13F JP Morgan Chase Equity 46625H100 7,355 8 0.11 1,551 4.31 0.2364
2024-11-05 2024-09-30 13F JP Morgan Chase Equity 46625H100 7,355 8 1,551 0.2359
2024-07-30 2024-06-30 13F JP Morgan Chase Equity 46625H100 7,347 0 0.00 1,486 1.02 0.1930
2024-04-15 2024-03-31 13F JP Morgan Chase Equity 46625H100 7,347 245 3.45 1,472 21.77 0.2298
2024-02-15 2023-12-31 13F JP Morgan Chase Equity 46625H100 7,102 0 0.00 1,208 17.40 0.1749
2023-11-14 2023-09-30 13F JP Morgan Chase Equity 46625H100 7,102 0 0.00 1,030 -0.29 0.1696
2023-08-15 2023-06-30 13F JP Morgan Chase Equity 46625H100 7,102 860 13.78 1,033 26.94 0.1565
2023-05-16 2023-03-31 13F Jpmorgan Chase Equity 46625H100 6,242 185 3.05 813 0.12 0.1280
2023-02-15 2022-12-31 13F Jpmorgan Chase US Large Cap 46625H100 6,057 0 0.00 812 28.48 0.1365
2022-11-08 2022-09-30 13F Jpmorgan Chase US Large Cap 46625H100 6,057 -825 -11.99 633 -18.35 0.1152
2022-08-16 2022-06-30 13F Jpmorgan Chase US Large Cap 46625H100 6,882 -235 -3.30 775 -20.21 0.1313
2022-05-11 2022-03-31 13F Jpmorgan Chase US Large Cap 46625H100 7,117 -200 -2.73 970 -16.23 0.1506
2022-02-01 2021-12-31 13F Jpmorgan Chase US Large Cap 46625H100 7,317 0 0.00 1,159 -3.26 0.1726
2021-10-28 2021-09-30 13F Jpmorgan Chase and US Large Cap 46625H100 7,317 0 0.00 1,198 5.18 0.1921
2021-07-30 2021-06-30 13F Jpmorgan Chase US Large Cap 46625H100 7,317 113 1.57 1,138 3.83 0.1906
2021-05-10 2021-03-31 13F Jpmorgan Chase US Large Cap 46625H100 7,204 488 7.27 1,097 28.49 0.2132
2021-02-16 2020-12-31 13F Jpmorgan Chase US Large Cap 46625H100 6,716 4,676 229.22 853 346.60 0.1794
2020-07-28 2020-06-30 13F Jpmorgan Chase US Large Cap 46625H100 2,040 -4,094 -66.74 192 -65.40 0.0450
2020-05-04 2020-03-31 13F Jpmorgan Chase US Large Cap 46625H100 6,134 1,119 22.31 552 -21.03 0.1643
2020-01-28 2019-12-31 13F Jpmorgan Chase US Large Cap 46625H100 5,015 -51 -1.01 699 17.28 0.1742
2019-10-31 2019-09-30 13F Jpmorgan Chase US Large Cap 46625H100 5,066 -444 -8.06 596 -3.25 0.1792
2019-07-25 2019-06-30 13F Jpmorgan Chase US Large Cap 46625H100 5,510 403 7.89 616 19.38 0.2024
2019-04-29 2019-03-31 13F Jpmorgan Chase US Large Cap 46625H100 5,107 -1,242 -19.56 517 -16.64 0.1865
2019-01-29 2018-12-31 13F Jpmorgan Chase US Large Cap 46625H100 6,349 -944 -12.94 620 -26.13 0.2483
2018-11-09 2018-09-30 13F Jpmorgan Chase US Large Cap 46625H100 7,293 0 0.00 839 4.10 0.2800
2018-07-30 2018-06-30 13F Jpmorgan Chase US Large Cap 46625H100 7,293 -873 -10.69 806 -10.36 0.2861
2018-04-17 2018-03-31 13F Jpmorgan Chase US Large Cap 46625H100 8,166 8,166 898 0.2755
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.