JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGame Plan Financial Advisors, LLC
Latest Disclosed Ownership17,223 shares
Latest Disclosed Value $ 5,066,318
Game Plan Financial Advisors, LLC reports 0.61% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Game Plan Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 17,223 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,066,318 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 17,328 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.61% 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.

Upgrade to unlock premium data and export to Excel .

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 17,223 -105 -0.61 5,066 -9.26 2.2798
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,328 -112 -0.64 5,583 1.49 2.2450
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,440 135 0.78 5,501 9.67 2.2791
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,305 524 3.12 5,017 21.87 2.1920
2025-05-19 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,781 0 0.00 4,116 2.26 1.9985
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,781 10 0.06 4,025 13.83 1.9088
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 16,771 -72 -0.43 3,536 3.82 1.7105
2024-08-01 2024-06-30 13F J P MORGAN CHASE COM 46625H100 16,843 -900 -5.07 3,407 -4.14 1.6787
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,743 650 3.80 3,554 22.22 1.7985
2024-04-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 17,093 1,069 6.67 2,908 35.34 1.6656
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 16,024 0 0.00 2,149 28.24 1.7696
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,024 25 0.16 1,675 -6.48 1.4126
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,999 -220 -1.36 1,791 -19.00 1.4385
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 16,219 0 0.00 2,211 -13.90 1.3199
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,219 500 3.18 2,568 -0.19 1.3736
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,719 0 0.00 2,573 5.24 1.5336
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,719 75 0.48 2,445 2.34 1.4551
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,644 0 0.00 2,389 20.53 1.5403
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,644 457 3.01 1,982 35.57 1.4088
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 15,187 428 2.90 1,462 5.33 1.4656
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 14,759 -50 -0.34 1,388 3.66 1.9887
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 14,809 2,000 15.61 1,339 -25.03 1.5757
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,809 12,809 1,786 1.6725
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.