JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEmerald Advisors, LLC
Latest Disclosed Ownership4,094 shares
Latest Disclosed Value $ 1,204,346
Emerald Advisors, LLC reports 1.82% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Emerald Advisors, LLC filed a 13F-HR form disclosing ownership of 4,094 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,204,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 4,021 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.82% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,094 73 1.82 1,204 -7.03 0.1491
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,021 -10 -0.25 1,296 1.89 0.1763
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,031 118 3.02 1,272 12.08 0.1687
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,913 120 3.16 1,134 21.94 0.1454
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,793 582 18.13 930 20.94 0.1237
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,211 16 0.50 770 6.95 0.1061
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,195 62 1.98 720 13.59 0.1042
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,133 -479 -13.26 634 -12.45 0.0962
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,612 450 14.23 724 34.64 0.1288
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,162 52 1.67 538 19.33 0.1025
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,110 5 0.16 451 -0.22 0.1046
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,105 103 3.43 452 15.35 0.1085
2023-04-07 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,002 -110 -3.53 391 -6.24 0.1009
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,112 -563 -15.32 417 8.59 0.1156
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,675 20 0.55 384 -6.80 0.1115
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,655 -420 -10.31 412 -25.90 0.1151
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,075 106 2.67 556 -11.61 0.1306
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,969 -134 -3.27 629 -6.40 0.1517
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 4,103 128 3.22 672 8.74 0.1917
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,975 -1,990 -33.36 618 -31.94 0.1930
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,965 63 1.07 908 21.07 0.3286
2021-02-05 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,902 709 13.65 750 50.00 0.2583
2020-11-10 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,193 128 2.53 500 5.04 0.1913
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,065 -916 -15.32 476 -14.08 0.2101
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,981 2,600 76.90 554 24.22 0.2504
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,381 3,381 446 0.4249
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.