JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGreat Point Wealth Advisors, LLC
Latest Disclosed Ownership4,980 shares
Latest Disclosed Value $ 1,465,059
Great Point Wealth Advisors, LLC reports 0.38% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Great Point Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 4,980 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,465,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 4,961 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.38% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,980 19 0.38 1,465 -8.32 0.2705
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,961 -76 -1.51 1,599 0.63 0.2918
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,037 -628 -11.09 1,589 14.33 0.2986
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,665 -147 -2.53 1,390 -0.29 0.3007
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,812 0 0.00 1,393 13.71 0.3046
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,812 122 2.14 1,225 6.52 0.2618
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,690 48 0.85 1,151 1.77 0.2631
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,642 0 0.00 1,130 17.83 0.2635
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,642 0 0.00 960 17.24 0.2496
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,642 -18 -0.32 818 -0.61 0.2454
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,660 109 1.96 823 13.83 0.2473
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,551 0 0.00 723 -2.82 0.2292
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,551 -100 -1.77 744 26.10 0.2496
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,651 -200 -3.42 590 -10.47 0.2200
2022-08-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,851 710 13.81 659 -5.99 0.2334
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 701 -13.88 0.2184
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 814 -3.21 0.2494
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 841 5.13 0.2890
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 800 2.17 0.2791
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 783 19.91 0.2995
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 653 35.20 0.2803
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 483 0.00 0.2492
2020-07-24 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,141 -47 -0.91 483 3.43 0.2492
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,188 47 0.91 467 -34.78 0.3903
2020-02-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 716 18.35 0.4428
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,141 -250 -4.64 605 0.50 0.4122
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 5,391 250 4.86 602 15.77 0.4862
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 5,141 0 0.00 520 3.79 0.4416
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,141 5,141 501 0.4740
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.