JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGryphon Financial Partners LLC
Latest Disclosed Ownership36,503 shares
Latest Disclosed Value $ 10,737,857
Gryphon Financial Partners LLC reports 5.33% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Gryphon Financial Partners LLC filed a 13F-HR form disclosing ownership of 36,503 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,737,857 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 34,656 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.33% 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 36,503 1,847 5.33 10,738 -3.84 0.8548
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 34,656 4,873 16.36 11,167 18.86 1.1947
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 29,783 -1,447 -4.63 9,395 3.77 1.0711
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,230 3,383 12.15 9,054 32.55 1.1823
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 27,847 -1,276 -4.38 6,831 -2.16 0.9849
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 29,123 -946 -3.15 6,981 10.11 0.9973
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 30,069 1,597 5.61 6,340 10.11 0.8569
2024-08-07 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,472 1,674 6.25 5,759 7.29 0.8622
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 26,798 1,794 7.17 5,368 26.64 0.8921
2024-02-13 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 25,004 10,025 66.93 4,238 95.12 0.7488
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,004 10,025 4,238 0.2957
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 14,979 408 2.80 2,172 2.50 0.5040
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,571 -496 -3.29 2,119 7.95 0.4587
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,067 -255 -1.66 1,963 -4.43 0.4467
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,322 -1,711 -10.05 2,055 15.39 0.4890
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,033 704 4.31 1,780 -3.21 0.4486
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,329 1,425 9.56 1,839 -9.50 0.4464
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,904 -336 -2.20 2,032 -15.82 0.4138
2022-02-01 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 15,240 1,935 14.54 2,414 10.89 0.4575
2021-11-12 2021-09-30 13F JPMORGAN CHASE &CO COM 46625H100 13,305 -54 -0.40 2,177 13.03 0.4834
2021-08-13 2021-06-30 13F JPMORGAN CHASE &CO COM 46625H100 13,359 404 3.12 1,926 -2.33 0.4332
2021-05-05 2021-03-31 13F JPMORGAN CHASE &CO COM 46625H100 12,955 -364 -2.73 1,972 16.48 0.4480
2021-02-10 2020-12-31 13F JPMORGAN CHASE &CO COM 46625H100 13,319 -58 -0.43 1,693 31.34 0.4361
2020-11-16 2020-09-30 13F JPMORGAN CHASE &CO COM 46625H100 13,377 326 2.50 1,289 4.97 0.3809
2020-08-13 2020-06-30 13F JPMORGAN CHASE &CO COM 46625H100 13,051 -1,550 -10.62 1,228 -6.62 0.3806
2020-05-05 2020-03-31 13F JPMORGAN CHASE &CO COM 46625H100 14,601 446 3.15 1,315 -33.38 0.4843
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 14,155 90 0.64 1,974 19.27 0.5122
2019-11-07 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 14,065 5,347 61.33 1,655 69.92 0.4775
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,718 -2,403 -21.61 974 -13.50 0.2804
2019-05-07 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 11,121 -15,402 -58.07 1,126 -58.37 0.3321
2019-02-11 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 26,523 15,517 140.99 2,705 117.79 0.6878
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 11,006 3,142 39.95 1,242 51.65 0.3707
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,864 -1,191 -13.15 819 -17.77 0.3697
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 9,055 294 3.36 996 6.30 0.5102
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 8,761 8,761 937 0.5329
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.