JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCrescent Grove Advisors, LLC
Latest Disclosed Ownership6,939 shares
Latest Disclosed Value $ 2,041,164
Crescent Grove Advisors, LLC reports 8.32% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Crescent Grove Advisors, LLC filed a 13F-HR form disclosing ownership of 6,939 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,041,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,569 shares of JPMorgan Chase & Co.. This represents a change in shares of -8.32% 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)
2026-05-06 2026-03-31 13F JP Morgan Chase COMM 46625H100 6,939 -630 -8.32 2,041 -16.28 0.1964
2026-02-10 2025-12-31 13F JP Morgan Chase COMM 46625H100 7,569 -1,706 -18.39 2,439 -16.65 0.2263
2025-11-13 2025-09-30 13F JP Morgan Chase COMM 46625H100 9,275 -193 -2.04 2,926 6.60 0.2776
2025-08-13 2025-06-30 13F JP Morgan Chase COMM 46625H100 9,468 -1,351 -12.49 2,745 3.43 0.2660
2025-04-24 2025-03-31 13F JP Morgan Chase COMM 46625H100 10,819 241 2.28 2,654 4.65 0.2765
2025-01-21 2024-12-31 13F JP Morgan Chase COMM 46625H100 10,578 1,791 20.38 2,536 36.88 0.2514
2024-10-30 2024-09-30 13F JP Morgan Chase COMM 46625H100 8,787 -90 -1.01 1,853 3.18 0.1890
2024-07-22 2024-06-30 13F JP Morgan Chase COMM 46625H100 8,877 -995 -10.08 1,795 -9.21 0.1967
2024-04-29 2024-03-31 13F JP Morgan Chase COMM 46625H100 9,872 -132 -1.32 1,977 16.23 0.2062
2024-01-30 2023-12-31 13F JP Morgan Chase COMM 46625H100 10,004 -123 -1.21 1,702 15.87 0.1897
2023-10-25 2023-09-30 13F JP Morgan Chase COMM 46625H100 10,127 263 2.67 1,469 2.37 0.1830
2023-07-13 2023-06-30 13F JP Morgan Chase COMM 46625H100 9,864 -2,397 -19.55 1,435 -10.21 0.1540
2023-05-03 2023-03-31 13F JP Morgan Chase COMM 46625H100 12,261 1,669 15.76 1,598 12.46 0.1854
2023-01-12 2022-12-31 13F JP Morgan Chase COMM 46625H100 10,592 1,100 11.59 1,420 43.15 0.1477
2022-11-08 2022-09-30 13F JP Morgan Chase COMM 46625H100 9,492 -250 -2.57 992 -9.57 0.1146
2022-07-20 2022-06-30 13F JP Morgan Chase COMM 46625H100 9,742 -520 -5.07 1,097 -21.59 0.1155
2022-05-04 2022-03-31 13F JP Morgan Chase COMM 46625H100 10,262 -1,530 -12.97 1,399 -25.07 0.1370
2022-01-24 2021-12-31 13F JP Morgan Chase COMM 46625H100 11,792 722 6.52 1,867 3.04 0.1751
2021-10-26 2021-09-30 13F JP Morgan Chase COMM 46625H100 11,070 -269 -2.37 1,812 2.72 0.1925
2021-07-26 2021-06-30 13F JP Morgan Chase COMM 46625H100 11,339 -616 -5.15 1,764 -3.08 0.1855
2021-05-07 2021-03-31 13F JP Morgan Chase COMM 46625H100 11,955 196 1.67 1,820 21.82 0.2132
2021-02-01 2020-12-31 13F JP Morgan Chase COMM 46625H100 11,759 -199 -1.66 1,494 29.80 0.1952
2020-11-06 2020-09-30 13F JP Morgan Chase COMM 46625H100 11,958 658 5.82 1,151 8.28 0.2294
2020-08-03 2020-06-30 13F JP Morgan Chase COMM 46625H100 11,300 1,341 13.47 1,063 18.51 0.2247
2020-04-27 2020-03-31 13F JP Morgan Chase COMM 46625H100 9,959 345 3.59 897 -33.06 0.1994
2020-02-03 2019-12-31 13F JP Morgan Chase COMM 46625H100 9,614 -379 -3.79 1,340 13.95 0.2325
2019-10-31 2019-09-30 13F JP Morgan Chase COMM 46625H100 9,993 -1,965 -16.43 1,176 -12.04 0.2256
2019-08-06 2019-06-30 13F JP Morgan Chase COMM 46625H100 11,958 400 3.46 1,337 14.27 0.2519
2019-05-13 2019-03-31 13F JP Morgan Chase COMM 46625H100 11,558 -1,892 -14.07 1,170 -10.89 0.2399
2019-01-29 2018-12-31 13F JP Morgan Chase COMM 46625H100 13,450 3,217 31.44 1,313 13.68 0.2799
2018-11-05 2018-09-30 13F JP Morgan Chase COMM 46625H100 10,233 300 3.02 1,155 11.59 0.2496
2018-07-16 2018-06-30 13F JP Morgan Chase COMM 46625H100 9,933 -134 -1.33 1,035 -6.50 0.2567
2018-05-03 2018-03-31 13F JP Morgan Chase COMM 46625H100 10,067 205 2.08 1,107 4.93 0.2714
2018-02-06 2017-12-31 13F JP Morgan Chase COMM 46625H100 9,862 0 0.00 1,055 12.00 0.2651
2017-11-06 2017-09-30 13F JP Morgan Chase COMM 46625H100 9,862 0 0.00 942 4.55 0.2416
2017-08-02 2017-06-30 13F JP Morgan Chase COMM 46625H100 9,862 9,862 901 0.2598
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.