JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHarbor Advisory Corp /ma/
Latest Disclosed Ownership23,086 shares
Latest Disclosed Value $ 6,790,978
Harbor Advisory Corp /ma/ reports 10.73% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Harbor Advisory Corp /ma/ filed a 13F-HR form disclosing ownership of 23,086 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,790,978 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,861 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.73% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 23,086 -2,775 -10.73 6,791 -18.51 2.0407
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 25,861 -3,429 -11.71 8,333 -9.81 2.5208
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 29,290 -2,038 -6.51 9,239 1.72 2.7322
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 31,328 -2,332 -6.93 9,082 10.00 2.8939
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 33,660 -168 -0.50 8,257 1.83 2.7715
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 33,828 -934 -2.69 8,109 10.63 2.6636
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 34,762 -204 -0.58 7,330 3.63 2.3925
2024-07-25 2024-06-30 13F JPMORGAN CHASE COM 46625H100 34,966 -2,076 -5.60 7,072 -4.68 2.4425
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 37,042 -200 -0.54 7,420 17.13 2.5256
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 37,242 -1,262 -3.28 6,335 13.45 2.2682
2023-10-27 2023-09-30 13F JPMORGAN CHASE COM 46625H100 38,504 -195 -0.50 5,584 -0.80 2.0236
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 38,699 -80 -0.21 5,628 11.38 1.9871
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 38,779 1,114 2.96 5,053 0.06 1.9294
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 37,665 -5,113 -11.95 5,051 12.98 2.0634
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 42,778 -1,802 -4.04 4,470 -10.96 2.0585
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 44,580 12,264 37.95 5,020 13.96 2.1999
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 32,316 9,468 41.44 4,405 21.75 1.7678
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 22,848 200 0.88 3,618 -2.40 1.4675
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 22,648 85 0.38 3,707 5.64 1.6083
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 22,563 1,401 6.62 3,509 8.94 1.5819
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,162 -250 -1.17 3,221 18.38 1.2804
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,412 2,381 12.51 2,721 48.53 1.4402
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 19,031 6,500 51.87 1,832 55.39 1.7963
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 12,531 -450 -3.47 1,179 0.86 1.1945
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 12,981 1,125 9.49 1,169 -29.28 1.2536
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 11,856 -100 -0.84 1,653 17.48 1.3752
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 11,956 100 0.84 1,407 6.11 1.2281
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 11,856 -170 -1.41 1,326 8.96 1.1706
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,026 600 5.25 1,217 9.15 1.0879
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 11,426 0 0.00 1,115 -13.50 1.1034
2018-10-17 2018-09-30 13F JPMORGAN CHASE COM 46625H100 11,426 -25 -0.22 1,289 8.05 1.1161
2018-07-23 2018-06-30 13F JPMORGAN CHASE COM 46625H100 11,451 -875 -7.10 1,193 -11.96 1.0708
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 12,326 -257 -2.04 1,355 0.67 1.2415
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 12,583 12,583 1,346 1.2863
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.