JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGrandview Asset Management LLC
Latest Disclosed Ownership17,298 shares
Latest Disclosed Value $ 5,098,584
Grandview Asset Management LLC reports 4.89% increase in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Grandview Asset Management LLC filed a 13F-HR form disclosing ownership of 17,298 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,098,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 16,491 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.89% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,298 807 4.89 5,099 -4.05 1.4923
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,491 1,164 7.59 5,314 9.91 1.4574
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,327 520 3.51 4,835 120,750.00 1.3600
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 14,807 -73 -0.49 4 33.33 1.3746
2025-04-21 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,880 1,007 7.26 4 0.00 1.3866
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 13,873 -357 -2.51 3 0.00 1.2205
2024-10-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,230 -673 -4.52 3 0.00 1.7195
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,903 -80 -0.53 3 0.00 1.7642
2024-04-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,983 202 1.37 3 50.00 1.3625
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,781 -128 -0.86 3 0.00 1.3203
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,909 -4,928 -24.84 2 0.00 1.2407
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 19,837 4,982 33.54 3 100.00 2.8108
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,855 24 0.16 2 0.00 1.1373
2023-01-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,831 -424 -2.78 2 -99.94 1.2383
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,255 -582 -3.67 1,594 -10.60 1.0142
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,837 -603 -3.67 1,783 -20.44 0.9976
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 16,440 2,911 21.52 2,241 4.62 0.9480
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 13,529 3,300 32.26 2,142 27.96 0.8615
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,229 2,076 25.46 1,674 32.02 1.7204
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 8,153 1,263 18.33 1,268 20.88 0.6963
2021-05-06 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,890 2,258 48.75 1,049 78.10 0.5587
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10 -4,622 5 0.0549
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,632 4,632 589 0.3850
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -12,832 -100.00 0 -100.00
2020-01-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,832 -1,527 -10.63 1,811 9.16 1.7157
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 14,359 -1,883 -11.59 1,659 -8.65 1.5029
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 16,242 -2,962 -15.42 1,816 -6.58 1.6805
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 19,204 -1,591 -7.65 1,944 -4.24 1.7914
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 20,795 20,795 2,030 2.1537
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.