JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBull Street Advisors, LLC
Latest Disclosed Ownership16,491 shares
Latest Disclosed Value $ 4,851
Bull Street Advisors, LLC reports 1.08% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Bull Street Advisors, LLC filed a 13F-HR form disclosing ownership of 16,491 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,851 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 16,671 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.08% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-24 2026-03-31 13F JPMorgan Chase COM 46625H100 16,491 -180 -1.08 5 -20.00 2.4023
2026-01-28 2025-12-31 13F JPMorgan Chase COM 46625H100 16,671 -155 -0.92 5 0.00 2.4972
2025-10-28 2025-09-30 13F JPMorgan Chase COM 46625H100 16,826 0 0.00 5 25.00 2.4773
2025-07-25 2025-06-30 13F JPMorgan Chase COM 46625H100 16,826 -120 -0.71 5 0.00 2.3454
2025-04-24 2025-03-31 13F JPMorgan Chase COM 46625H100 16,946 -75 -0.44 4 0.00 1.9915
2025-01-30 2024-12-31 13F JPMorgan Chase COM 46625H100 17,021 -87 -0.51 4 33.33 1.9671
2024-11-04 2024-09-30 13F JPMorgan Chase COM 46625H100 17,108 -445 -2.54 4 0.00 1.6741
2024-07-26 2024-06-30 13F JPMorgan Chase COM 46625H100 17,553 -15 -0.09 4 0.00 1.7127
2024-04-29 2024-03-31 13F JPMorgan Chase COM 46625H100 17,568 -17 -0.10 4 50.00 1.6844
2024-01-29 2023-12-31 13F JPMorgan Chase COM 46625H100 17,585 70 0.40 3 0.00 1.5140
2023-10-30 2023-09-30 13F JPMorgan Chase COM 46625H100 17,515 481 2.82 3 0.00 1.3441
2023-07-28 2023-06-30 13F JPMorgan Chase COM 46625H100 17,034 -71 -0.42 2 0.00 1.2705
2023-04-26 2023-03-31 13F JPMorgan Chase COM 46625H100 17,105 22 0.13 2 0.00 1.1561
2023-02-28 2022-12-31 13F JPMorgan Chase COM 46625H100 17,083 1,158 7.27 2 -99.88 1.1885
2022-11-08 2022-09-30 13F JPMorgan Chase COM 46625H100 15,925 29 0.18 1,664 -7.04 0.9360
2022-08-03 2022-06-30 13F JPMorgan Chase COM 46625H100 15,896 0 0.00 1,790 -17.40 0.9571
2022-05-10 2022-03-31 13F JPMorgan Chase COM 46625H100 15,896 200 1.27 2,167 -12.80 1.0534
2022-02-03 2021-12-31 13F JPMorgan Chase COM 46625H100 15,696 -257 -1.61 2,485 -4.83 1.1846
2021-11-05 2021-09-30 13F JPMorgan Chase COM 46625H100 15,953 218 1.39 2,611 6.70 1.3461
2021-07-29 2021-06-30 13F JPMorgan Chase COM 46625H100 15,735 80 0.51 2,447 2.69 1.3067
2021-05-11 2021-03-31 13F JPMorgan Chase COM 46625H100 15,655 133 0.86 2,383 20.84 1.3448
2021-01-28 2020-12-31 13F JPMorgan Chase COM 46625H100 15,522 30 0.19 1,972 32.26 1.1891
2020-11-06 2020-09-30 13F JPMorgan Chase COM 46625H100 15,492 3,090 24.92 1,491 27.76 1.0178
2020-08-06 2020-06-30 13F JPMorgan Chase COM 46625H100 12,402 665 5.67 1,167 10.41 0.8983
2020-05-01 2020-03-31 13F JPMorgan Chase COM 46625H100 11,737 115 0.99 1,057 -34.75 0.9466
2020-01-29 2019-12-31 13F JPMorgan Chase COM 46625H100 11,622 85 0.74 1,620 19.29 1.4198
2019-11-08 2019-09-30 13F JPMorgan Chase COM 46625H100 11,537 11,537 1,358 1.2657
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.