JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGranite Harbor Advisors, Inc.
Latest Disclosed Ownership6,417 shares
Latest Disclosed Value $ 1,887,585
Granite Harbor Advisors, Inc. reports 1.20% increase in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Granite Harbor Advisors, Inc. filed a 13F-HR form disclosing ownership of 6,417 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,887,585 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 6,341 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.20% 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 6,417 76 1.20 1,888 -7.64 0.8240
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,341 182 2.96 2,043 5.20 0.8630
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,159 180 3.01 1,943 12.06 0.8168
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,979 86 1.46 1,733 19.93 0.8139
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,893 342 6.16 1,446 8.65 0.7674
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,551 -240 -4.14 1,331 8.93 0.7359
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,791 192 3.43 1,221 7.86 0.7067
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,599 861 18.17 1,132 19.41 0.7183
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,738 -6 -0.13 949 17.62 0.6470
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,744 392 9.01 807 27.73 0.6059
2023-11-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,352 100 2.35 631 2.10 0.5070
2023-11-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,252 108 2.61 618 14.44 0.4805
2023-11-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,144 401 10.71 540 7.78 0.4927
2023-11-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,743 3,743 502 0.5112
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.