JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital Advisors Inc/ok
Latest Disclosed Ownership566,978 shares
Latest Disclosed Value $ 166,782,390
Capital Advisors Inc/ok reports 0.05% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Capital Advisors Inc/ok filed a 13F-HR form disclosing ownership of 566,978 shares of JPMorgan Chase & Co. (MX:JPM) valued at $166,782,390 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 567,263 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.05% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 566,978 -285 -0.05 166,782 -8.75 2.3052
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 567,263 6,479 1.16 182,784 3.33 2.9433
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 560,784 24,965 4.66 176,888 13.87 2.9574
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 535,819 28,779 5.68 155,339 24.89 2.7880
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 507,040 17,257 3.52 124,377 5.94 2.4758
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 489,783 4,533 0.93 117,406 14.74 2.3394
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 485,250 -76,389 -13.60 102,320 -9.93 2.0495
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 561,639 10,033 1.82 113,597 2.82 2.3469
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 551,606 -57,251 -9.40 110,487 6.68 2.3705
2024-01-29 2023-12-31 13F JPMORGAN CHASE COM 46625H100 608,857 74,464 13.93 103,567 33.64 2.3183
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 534,393 21,044 4.10 77,498 3.80 2.0299
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 513,349 54,704 11.93 74,661 24.92 1.8976
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 458,645 9,470 2.11 59,766 -0.78 1.6055
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 449,175 62,839 16.27 60,234 40.22 1.7093
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 386,336 74,197 23.77 42,957 22.21 1.3319
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 312,139 20,533 7.04 35,150 -11.58 1.0540
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 291,606 4,788 1.67 39,752 -12.48 1.0897
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 286,818 8,482 3.05 45,418 -0.31 1.2164
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 278,336 5,978 2.19 45,561 7.55 1.3542
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 272,358 13,979 5.41 42,363 7.70 1.2691
2021-05-25 2021-03-31 13F JPMORGAN CHASE COM 46625H100 258,379 -11,728 -4.34 39,333 14.60 1.2880
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 270,107 12,218 4.74 34,322 38.24 1.2241
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 257,889 3,949 1.56 24,827 0.54 1.0052
2020-09-02 2020-06-30 13F JPMORGAN CHASE COM 46625H100 253,940 50,968 25.11 24,693 35.13 1.0270
2020-05-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 202,972 41,840 25.97 18,274 -18.64 0.9913
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 161,132 26,954 20.09 22,462 49.74 0.9736
2019-11-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 134,178 0 0.00 15,001 0.00 0.7418
2019-08-07 2019-06-30 13F JPMORGAN CHASE COM 46625H100 134,178 57,977 76.08 15,001 94.46 0.7418
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 76,201 60,864 396.84 7,714 445.93 0.8252
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 15,337 5,368 53.85 1,413 25.60 0.0918
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,969 -317 -3.08 1,125 4.94 0.0670
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 10,286 -170 -1.63 1,072 -6.78 0.0645
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 10,456 -29,508 -73.84 1,150 -73.09 0.0690
2018-01-29 2017-12-31 13F JPMORGAN CHASE COM 46625H100 39,964 922 2.36 4,274 14.62 0.2504
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 39,042 -3,017 -7.17 3,729 -2.99 0.2283
2017-08-09 2017-06-30 13F JPMORGAN CHASE COM 46625H100 42,059 29,947 247.25 3,844 261.28 0.2395
2017-04-27 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,112 -973 -7.44 1,064 -5.76 0.0696
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 13,085 6,326 93.59 1,129 150.89 0.0786
2016-11-02 2016-09-30 13F J P MORGAN CHASE COMMON 46625H100 6,759 -578 -7.88 450 -1.10 0.0673
2016-08-09 2016-06-30 13F J P MORGAN CHASE COMMON 46625H100 7,337 477 6.95 456 12.07 0.0706
2016-05-03 2016-03-31 13F J P MORGAN CHASE COMMON 46625H100 6,860 -975 -12.44 406 -21.47 0.0665
2016-02-19 2015-12-31 13F J P MORGAN CHASE COMMON 46625H100 7,835 824 11.75 517 21.08 0.0907
2015-11-04 2015-09-30 13F J P MORGAN CHASE COMMON 46625H100 7,011 -281 -3.85 427 -13.56 0.0770
2015-08-10 2015-06-30 13F J P MORGAN CHASE COMMON 46625H100 7,292 -3,630 -33.24 494 -25.26 0.0848
2015-05-11 2015-03-31 13F J P MORGAN CHASE COMMON 46625H100 10,922 4,098 60.05 662 54.80 0.0814
2015-02-11 2014-12-31 13F J P MORGAN CHASE COMMON 46625H100 6,824 1,908 38.81 427 44.26 0.0791
2014-10-27 2014-09-30 13F J P MORGAN CHASE COMMON 46625H100 4,916 133 2.78 296 7.64 0.0606
2014-08-06 2014-06-30 13F J P MORGAN CHASE COMMON 46625H100 4,783 -4,128 -46.32 276 -49.07 0.0534
2014-05-12 2014-03-31 13F J P MORGAN CHASE COMMON 46625H100 8,911 -490 -5.21 541 -1.64 0.1175
2014-02-07 2013-12-31 13F J P MORGAN CHASE COMMON 46625H100 9,401 185 2.01 550 15.34 0.1210
2013-11-06 2013-09-30 13F J P MORGAN CHASE COMMON 46625H100 9,216 -4,640 -33.49 476 -34.88 0.1141
2013-07-16 2013-06-30 13F J P MORGAN CHASE COMMON 46625H100 13,856 13,856 731 0.1972
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.