JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital Planning Advisors, LLC
Latest Disclosed Ownership11,040 shares
Latest Disclosed Value $ 3,247,526
Capital Planning Advisors, LLC reports 9.03% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Capital Planning Advisors, LLC filed a 13F-HR form disclosing ownership of 11,040 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,247,526 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,136 shares of JPMorgan Chase & Co.. This represents a change in shares of -9.03% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,040 -1,096 -9.03 3,248 -16.96 0.4696
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 12,136 1,300 12.00 3,910 14.43 0.5230
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,836 4,778 78.87 3,418 94.59 0.4694
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,058 -14 -0.23 1,756 17.93 0.2576
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 6,072 -11 -0.18 1,489 2.13 0.2299
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 6,083 59 0.98 1,458 14.80 0.2252
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,024 216 3.72 1,270 8.18 0.1918
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,808 -1,257 -17.79 1,175 -17.03 0.2010
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 7,065 -7 -0.10 1,415 17.72 0.2485
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,072 27 0.38 1,203 17.73 0.2274
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,045 311 4.62 1,022 4.29 0.2132
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,734 972 16.87 979 30.53 0.1986
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,762 -1,103 -16.07 751 -18.48 0.1596
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,865 -12,961 -65.37 921 -55.60 0.2188
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,826 -3,658 -15.58 2,072 -21.66 0.5565
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 23,484 -2,967 -11.22 2,645 -26.65 0.7002
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,451 282 1.08 3,606 -12.98 0.7712
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 26,169 809 3.19 4,144 -0.17 0.7891
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 25,360 -117 -0.46 4,151 4.74 0.8611
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,477 -1,073 -4.04 3,963 -1.95 0.8130
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 26,550 5,000 23.20 4,042 47.63 0.9062
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,550 424 2.01 2,738 34.61 0.6728
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 21,126 33 0.16 2,034 2.52 0.5574
2020-08-06 2020-06-30 13F JPMORGAN CHASE COM 46625H100 21,093 -123 -0.58 1,984 3.87 0.5908
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 21,216 -1,405 -6.21 1,910 -39.42 0.7127
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 22,621 268 1.20 3,153 19.84 0.8249
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 22,353 -750 -3.25 2,631 1.86 0.7657
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 23,103 165 0.72 2,583 11.24 0.7587
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 22,938 4,100 21.76 2,322 26.26 0.7090
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 18,838 -3,680 -16.34 1,839 -27.63 0.6696
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 22,518 7,567 50.61 2,541 63.09 0.8120
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 14,951 2,349 18.64 1,558 12.41 0.7044
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 12,602 799 6.77 1,386 9.83 0.4920
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 11,803 1,879 18.93 1,262 33.12 0.4433
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 9,924 1,745 21.34 948 26.74 0.3714
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,179 4,722 136.59 748 146.05 0.3310
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,457 3,457 304 0.1501
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.