JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership461,949 shares
Latest Disclosed Value $ 135,886,999
Beacon Pointe Advisors, LLC reports 34.42% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 461,949 shares of JPMorgan Chase & Co. (MX:JPM) valued at $135,886,999 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 343,656 shares of JPMorgan Chase & Co.. This represents a change in shares of 34.42% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 461,949 118,293 34.42 135,887 22.72 0.7185
2026-02-18 2025-12-31 13F JPMORGAN CHASE COM 46625H100 343,656 25,379 7.97 110,733 10.30 0.7764
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 318,277 -60,112 -15.89 100,394 -8.48 0.8503
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 378,389 968 0.26 109,699 18.49 1.1449
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 377,421 -13,085 -3.35 92,581 -1.10 1.0396
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 390,506 306 0.08 93,608 13.77 1.0371
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 390,200 -4,768 -1.21 82,278 2.99 0.9486
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 394,968 -9,996 -2.47 79,886 -1.51 0.9447
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 404,964 -46,226 -10.25 81,114 5.69 0.9020
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 451,190 14,992 3.44 76,748 21.33 0.9172
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 436,198 131,595 43.20 63,258 42.79 0.7883
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 304,603 -18,654 -5.77 44,302 5.17 0.7235
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 323,257 -20,654 -6.01 42,124 -8.66 0.7180
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 343,911 23,937 7.48 46,118 37.93 0.8946
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 319,974 18,781 6.24 33,437 -1.50 0.7482
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 301,193 -117,241 -28.02 33,946 -40.49 0.7165
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 418,434 233,620 126.41 57,041 94.91 0.7820
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 184,814 -61,374 -24.93 29,265 -27.38 0.7625
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 246,188 136,485 124.41 40,299 136.18 0.9939
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 109,703 64,850 144.58 17,063 149.82 0.6046
2021-05-18 2021-03-31 13F JPMORGAN CHASE COM 46625H100 44,853 -2,330 -4.94 6,830 13.91 0.4197
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 47,183 11,237 31.26 5,996 73.14 0.4102
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 35,946 -8,485 -19.10 3,463 -17.11 0.3348
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 44,431 17,937 67.70 4,178 74.59 0.4184
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 26,494 5,462 25.97 2,393 -18.38 0.3812
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 21,032 1,167 5.87 2,932 25.41 0.9088
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 19,865 -1,416 -6.65 2,338 -1.60 1.0099
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,281 -538 -2.47 2,376 7.85 0.8670
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,819 199 0.92 2,203 4.26 0.8266
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 21,620 21,620 2,113 1.2834
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.