JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGolden State Equity Partners
Latest Disclosed Ownership47,620 shares
Latest Disclosed Value $ 14,008,482
Golden State Equity Partners reports 49.27% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Golden State Equity Partners filed a 13F-HR form disclosing ownership of 47,620 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,008,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 31,901 shares of JPMorgan Chase & Co.. This represents a change in shares of 49.27% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 47,620 15,719 49.27 14,008 36.28 1.0594
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,901 697 2.23 10,279 4.44 1.6584
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 31,204 -1,094 -3.39 9,843 5.12 1.6597
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 32,298 214 0.67 9,363 18.97 1.7336
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 32,084 -561 -1.72 7,870 0.58 1.5578
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 32,645 30,469 1,400.23 7,825 1,608.52 1.4952
2024-10-29 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,176 -29,940 -93.22 459 -92.95 0.2415
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 31,919 -197 6,731 1.4938
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 32,116 -974 -2.94 6,496 15.41 1.3529
2024-02-02 2023-12-31 13F JPMORGAN CHASE COM 46625H100 33,090 492 1.51 5,629 19.06 1.3668
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 32,598 1,814 5.89 4,727 5.58 1.3175
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 30,784 5,564 22.06 4,477 36.24 1.2588
2023-06-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 25,220 296 1.19 3,286 -3.30 1.7784
2022-05-18 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 24,924 5,613 29.07 3,398 11.12 1.7102
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 16,990 -2,321 2,586 1.4760
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 19,311 81 0.42 3,058 -2.86 1.5446
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 19,230 1,104 6.09 3,148 11.67 1.2826
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,126 1,136 6.69 2,819 9.01 1.0874
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 16,990 -236 -1.37 2,586 18.19 1.4760
2021-02-08 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 17,226 17,226 2,188 1.5057
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.