JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGreatmark Investment Partners, Inc.
Latest Disclosed Ownership8,577 shares
Latest Disclosed Value $ 2,523,010
Greatmark Investment Partners, Inc. reports 50.82% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Greatmark Investment Partners, Inc. filed a 13F-HR form disclosing ownership of 8,577 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,523,010 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,687 shares of JPMorgan Chase & Co.. This represents a change in shares of 50.82% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,577 2,890 50.82 2,523 37.72 0.2956
2026-01-27 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,687 -230 -3.89 1,832 -1.82 0.2167
2025-10-31 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,917 -25 -0.42 1,866 8.36 0.2238
2025-07-30 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,942 0 0.00 1,723 18.19 0.2163
2025-05-01 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 5,942 -225 -3.65 1,458 -1.42 0.1987
2025-02-10 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 6,167 -110 -1.75 1,478 11.72 0.2013
2024-10-31 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 6,277 0 0.00 1,324 4.26 0.1795
2024-08-08 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 6,277 -85 -1.34 1,270 -0.39 0.1852
2024-05-09 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,362 17 0.27 1,274 18.07 0.1811
2024-02-05 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,345 98 1.57 1,079 19.23 0.1691
2023-11-08 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,247 0 0.00 906 -0.33 0.1602
2023-08-02 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,247 -100 -1.58 909 9.79 0.1529
2023-04-28 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,347 0 0.00 827 -2.82 0.1475
2023-01-30 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,347 470 8.00 851 38.60 0.1556
2022-11-08 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,877 115 2.00 614 -5.39 0.1185
2022-07-28 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,762 252 4.57 649 -13.58 0.1246
2022-04-27 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,510 210 3.96 751 -10.49 0.1235
2022-02-03 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,300 25 0.47 839 -2.78 0.1409
2021-11-02 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,275 0 0.00 863 5.24 0.1616
2021-08-23 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,275 -164 -3.02 820 -0.97 0.1483
2021-05-04 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,439 -1,200 -18.08 828 -1.90 0.1618
2021-02-08 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,639 489 7.95 844 42.57 0.1826
2020-10-28 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,150 -70 -1.13 592 1.20 0.1488
2020-08-04 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,220 1,075 20.89 585 26.35 0.1541
2020-04-29 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,145 500 10.76 463 -28.55 0.1488
2020-01-31 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,645 230 5.21 648 24.62 0.1600
2019-10-30 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 4,415 2,405 119.65 520 131.11 0.1424
2019-08-05 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,010 0 0.00 225 10.84 0.0672
2019-05-07 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,010 2,010 203 0.0640
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.