JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGradient Investments LLC
Latest Disclosed Ownership193,602 shares
Latest Disclosed Value $ 56,949,886
Gradient Investments LLC reports 0.08% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 193,602 shares of JPMorgan Chase & Co. (MX:JPM) valued at $56,949,886 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 193,446 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.08% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 193,602 156 0.08 56,950 -8.64 0.8823
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 193,446 5,055 2.68 62,332 4.89 0.9894
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 188,391 960 0.51 59,424 9.36 0.9921
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 187,431 9 0.00 54,338 18.19 0.9934
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 187,422 14,129 8.15 45,975 10.68 0.9274
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 173,293 -699 -0.40 41,540 13.22 0.8412
2024-10-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 173,992 -22,483 -11.44 36,688 -7.68 0.7645
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 196,475 -7,523 -3.69 39,739 -2.74 0.8924
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 203,998 -9,976 -4.66 40,861 12.27 0.9476
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 213,974 -32,320 -13.12 36,397 1.90 0.8801
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 246,294 5,608 2.33 35,718 2.03 0.9428
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 240,686 3,450 1.45 35,005 13.23 0.9014
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 237,236 8,752 3.83 30,914 0.90 0.8429
2023-01-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 228,484 -38,241 -14.34 30,640 9.92 0.9658
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 266,725 -1,217 -0.45 27,873 -7.62 0.8526
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 267,942 41,095 18.12 30,173 -2.43 0.8809
2022-05-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 226,847 -1,904 -0.83 30,924 -14.63 0.7944
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 228,751 9,720 4.44 36,223 1.03 0.9183
2021-10-18 2021-09-30 13F JPMORGAN CHASE COM 46625H100 219,031 28,747 15.11 35,853 21.14 1.0045
2021-07-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 190,284 12,480 7.02 29,597 9.35 0.8660
2021-04-21 2021-03-31 13F JPMORGAN CHASE COM 46625H100 177,804 -16,280 -8.39 27,067 44.87 0.8801
2021-01-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 194,084 -1,807 -0.92 18,684 -0.92 0.7929
2020-10-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 195,891 16,430 9.16 18,858 11.72 0.7920
2020-07-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 179,461 55,443 44.71 16,880 51.19 0.7697
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 124,018 18,067 17.05 11,165 -24.41 0.6016
2020-01-15 2019-12-31 13F JPMORGAN CHASE COM 46625H100 105,951 -2,742 -2.52 14,770 15.46 0.6578
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 108,693 5,359 5.19 12,792 10.72 0.6266
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 103,334 26,288 34.12 11,553 48.13 0.5931
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 77,046 -7,856 -9.25 7,799 -5.90 0.5043
2019-01-18 2018-12-31 13F JPMORGAN CHASE COM 46625H100 84,902 309 0.37 8,288 -13.17 0.4973
2018-10-11 2018-09-30 13F JPMORGAN CHASE COM 46625H100 84,593 4,160 5.17 9,545 13.89 0.4895
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 80,433 3,385 4.39 8,381 -1.09 0.4476
2018-04-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 77,048 -4,399 -5.40 8,473 -2.72 0.4587
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 81,447 2,945 3.75 8,710 16.16 0.5032
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 78,502 2,573 3.39 7,498 8.04 0.4791
2017-07-19 2017-06-30 13F JPMORGAN CHASE COM 46625H100 75,929 6,365 9.15 6,940 13.57 0.4869
2017-04-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 69,564 -7,429 -9.65 6,111 -8.02 0.4675
2017-01-17 2016-12-31 13F JPMORGAN CHASE COM 46625H100 76,993 3,680 5.02 6,644 36.09 0.5822
2016-10-11 2016-09-30 13F JPMORGAN CHASE COM 46625H100 73,313 5,329 7.84 4,882 15.55 0.4797
2016-07-14 2016-06-30 13F JPMORGAN CHASE COM 46625H100 67,984 6,869 11.24 4,225 16.74 0.4574
2016-04-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 61,115 59,581 3,884.03 3,619 3,483.17 0.4467
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 1,534 371 31.90 101 42.25 0.0135
2015-10-14 2015-09-30 13F JPMORGAN CHASE COM 46625H100 1,163 -165 -12.42 71 -21.11 0.0101
2015-08-25 2015-06-30 13F JPMORGAN CHASE COM 46625H100 1,328 479 56.42 90 76.47 0.0123
2015-04-10 2015-03-31 13F JPMORGAN CHASE COM 46625H100 849 312 58.10 51 50.00 0.0076
2015-01-15 2014-12-31 13F JPMORGAN CHASE COM 46625H100 537 -48,634 -98.91 34 -98.85 0.0056
2014-10-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 49,171 4,828 10.89 2,962 15.93 0.5355
2014-07-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 44,343 9,805 28.39 2,555 21.84 1.2305
2014-04-11 2014-03-31 13F JPMORGAN CHASE COM 46625H100 34,538 33,826 4,750.84 2,097 4,892.86 0.4853
2014-01-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 712 -355 -33.27 42 -23.64 0.0112
2013-10-15 2013-09-30 13F JPMORGAN CHASE COM 46625H100 1,067 -22,799 -95.53 55 -95.63 0.0173
2013-07-19 2013-06-30 13F JPMORGAN CHASE COM 46625H100 23,866 23,866 1,260 0.4731
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.