JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGreat Diamond Partners, LLC
Latest Disclosed Ownership11,554 shares
Latest Disclosed Value $ 3,398,725
Great Diamond Partners, LLC reports 29.53% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Great Diamond Partners, LLC filed a 13F-HR form disclosing ownership of 11,554 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,398,725 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,920 shares of JPMorgan Chase & Co.. This represents a change in shares of 29.53% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,554 2,634 29.53 3,399 18.23 0.6542
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 8,920 52 0.59 2,874 2.75 0.5531
2025-10-20 2025-09-30 13F JPMORGAN CHASE COM 46625H100 8,868 -36 -0.40 2,797 8.37 0.5425
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 8,904 5,512 162.50 2,581 210.22 0.5452
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,392 37 1.10 832 3.48 0.2274
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,355 142 4.42 804 18.76 0.2080
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,213 -1,831 -36.30 677 -33.63 0.1721
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,044 -338 -6.28 1,020 -5.38 0.2397
2024-05-08 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,382 -62 -1.14 1,078 16.41 0.2475
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,444 53 0.98 926 18.57 0.2282
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,391 469 9.53 782 9.23 0.2117
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,922 59 1.21 716 12.95 0.1890
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,863 425 9.58 634 6.39 0.1835
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,438 -456 -9.32 595 16.44 0.1832
2022-10-24 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,894 -835 -14.57 511 -20.78 0.1746
2022-07-26 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 5,729 -14,034 -71.01 645 -76.06 0.2144
2022-05-05 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 19,763 -1,846 -8.54 2,694 -21.25 0.7499
2022-01-26 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 21,609 526 2.49 3,421 -0.87 0.8809
2021-10-21 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 21,083 1,363 6.91 3,451 12.52 0.9460
2021-07-26 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 19,720 362 1.87 3,067 4.11 0.8674
2021-05-04 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 19,358 -959 -4.72 2,946 14.27 0.9065
2021-01-26 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 20,317 -144 -0.70 2,578 30.93 0.8218
2020-10-19 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 20,461 755 3.83 1,969 6.26 0.7225
2020-08-04 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 19,706 -8,295 -29.62 1,853 -26.47 0.7671
2020-05-01 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 28,001 1,436 5.41 2,520 -31.95 1.2972
2020-02-07 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 26,565 26,565 3,703 1.4081
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.