JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGreenwood Gearhart Inc
Latest Disclosed Ownership70,670 shares
Latest Disclosed Value $ 20,788,153
Greenwood Gearhart Inc reports 4.79% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Greenwood Gearhart Inc filed a 13F-HR form disclosing ownership of 70,670 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,788,153 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 67,442 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.79% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 70,670 3,228 4.79 20,788 -4.34 1.1242
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 67,442 -1,167 -1.70 21,731 0.42 1.1956
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 68,609 486 0.71 21,641 9.58 1.2475
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 68,123 1,451 2.18 19,749 20.76 1.2331
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 66,672 -1,426 -2.09 16,355 0.19 1.1315
2025-02-13 2024-12-31 13F JPMorgan Chase Stock 46625H100 68,098 3,251 5.01 16,324 19.38 1.1256
2024-11-15 2024-09-30 13F JPMorgan Chase Stock 46625H100 64,847 -16,116 -19.91 13,674 -16.50 1.1367
2024-08-07 2024-06-30 13F JPMorgan Chase Stock 46625H100 80,963 -554 -0.68 16,376 0.29 1.5449
2024-05-15 2024-03-31 13F JPMorgan Chase Stock 46625H100 81,517 -11,892 -12.73 16,328 2.76 1.5926
2024-02-13 2023-12-31 13F JPMorgan Chase Stock 46625H100 93,409 -1,142 -1.21 15,889 15.87 1.6946
2023-11-15 2023-09-30 13F JPMorgan Chase Stock 46625H100 94,551 1,315 1.41 13,712 1.12 1.6227
2023-08-14 2023-06-30 13F JPMorgan Chase Stock 46625H100 93,236 3,591 4.01 13,560 16.09 1.5788
2023-05-15 2023-03-31 13F JPMorgan Chase Stock 46625H100 89,645 3,301 3.82 11,682 0.89 1.4869
2023-02-15 2022-12-31 13F JPMorgan Chase Stock 46625H100 86,344 3,593 4.34 11,578 33.88 1.6405
2022-11-16 2022-09-30 13F JPMorgan Chase Stock 46625H100 82,751 5,210 6.72 8,648 -0.96 1.3727
2022-08-16 2022-06-30 13F JPMorgan Chase Stock 46625H100 77,541 4,701 6.45 8,732 -12.06 1.3879
2022-05-16 2022-03-31 13F JPMorgan Chase Stock 46625H100 72,840 4,058 5.90 9,930 -8.83 1.3634
2022-02-15 2021-12-31 13F JPMorgan Chase Stock 46625H100 68,782 5,137 8.07 10,892 4.55 1.5014
2021-11-15 2021-09-30 13F JPMorgan Chase Stock 46625H100 63,645 3,125 5.16 10,418 10.68 1.6145
2021-08-13 2021-06-30 13F JPMorgan Chase Stock 46625H100 60,520 2,652 4.58 9,413 6.86 1.5178
2021-05-13 2021-03-31 13F JPMorgan Chase Stock 46625H100 57,868 292 0.51 8,809 20.41 1.5684
2021-02-16 2020-12-31 13F JPMorgan Chase Stock 46625H100 57,576 4,751 8.99 7,316 43.87 1.4245
2020-11-13 2020-09-30 13F JPMorgan Chase Stock 46625H100 52,825 769 1.48 5,085 3.86 1.1783
2020-08-07 2020-06-30 13F JPMorgan Chase Stock 46625H100 52,056 52,056 4,896 1.2889
2020-05-14 2020-03-31 13F JPMorgan Chase Stock 46625H100 0 -1,830 -100.00 0 -100.00
2020-01-31 2019-12-31 13F JPMorgan Chase Stock 46625H100 1,830 -40 -2.14 255 15.91 0.0658
2019-11-14 2019-09-30 13F JPMorgan Chase Stock 46625H100 1,870 -1,600 -46.11 220 -43.30 0.0607
2019-08-07 2019-06-30 13F JPMorgan Chase Stock 46625H100 3,470 3,470 -95.05 388 -89.52 0.1039
2013-11-18 2013-09-30 13F JP Morgan Chase COM 46625H100 0 -70,109 -100.00 0 -100.00
2013-08-15 2013-06-30 13F JP Morgan Chase COM 46625H100 70,109 70,109 3,701 2.2720
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.