JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionClear Creek Financial Management, LLC
Latest Disclosed Ownership18,478 shares
Latest Disclosed Value $ 5,435,376
Clear Creek Financial Management, LLC reports 18.80% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Clear Creek Financial Management, LLC filed a 13F-HR form disclosing ownership of 18,478 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,435,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 15,554 shares of JPMorgan Chase & Co.. This represents a change in shares of 18.80% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,478 2,924 18.80 5,435 8.46 0.4166
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,554 -80 -0.51 5,012 1.62 0.4089
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,634 -57 -0.36 4,932 8.40 0.4272
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,691 300 1.95 4,549 20.50 0.4329
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,391 2,292 17.50 3,776 20.26 0.3914
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,099 -1,598 -10.87 3,140 1.29 0.3394
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,697 -3,216 -17.95 3,099 -14.46 0.3508
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 17,913 -2,187 -10.88 3,623 -9.99 0.4390
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,100 -3,042 -13.14 4,026 2.26 0.5152
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 23,142 270 1.18 3,937 18.70 0.6251
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 22,872 552 2.47 3,317 2.16 0.5818
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 22,320 18 0.08 3,246 11.70 0.5623
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,302 1 0.00 2,906 -2.81 0.5519
2023-01-24 2022-12-31 13F JPMORGAN CHASE COM 46625H100 22,301 1,209 5.73 2,991 35.66 0.6572
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 21,092 -5,646 -21.12 2,204 -26.80 0.4858
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 26,738 872 3.37 3,011 -14.61 0.6305
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,866 5,766 28.69 3,526 10.78 0.5530
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,100 -467 -2.27 3,183 -5.46 0.4787
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,567 972 4.96 3,367 10.47 0.5409
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 19,595 17,659 912.14 3,048 926.26 0.4718
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,936 -22,310 -92.02 297 -90.36 0.5959
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 24,246 24,246 3,080 0.5939
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 0 -22,225 -100.00 0 -100.00
2020-07-16 2020-06-30 13F JPMORGAN CHASE COM 46625H100 22,225 13,162 145.23 2,090 151.81 0.5414
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,063 6,302 228.25 830 117.85 0.3154
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,761 99 3.72 381 11.08 0.1497
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,662 -5,353 -66.79 343 -61.72 0.1661
2019-08-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,015 8,015 896 0.3837
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.