JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLake Street Financial Llc
Latest Disclosed Ownership30,461 shares
Latest Disclosed Value $ 8,960,432
Lake Street Financial Llc reports 2.74% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Lake Street Financial Llc filed a 13F-HR form disclosing ownership of 30,461 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,960,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 31,320 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.74% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 30,461 -859 -2.74 8,960 -11.21 1.1408
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 31,320 -675 -2.11 10,092 -0.01 1.2345
2025-11-10 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 31,995 -427 -1.32 10,092 7.37 1.3010
2025-08-11 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 32,422 -272 -0.83 9,400 17.21 1.3376
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 32,694 982 3.10 8,020 5.50 1.3062
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 31,712 -3,935 -11.04 7,602 1.13 1.2145
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 35,647 -10,319 -22.45 7,516 -19.15 1.2047
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 45,966 -19 -0.04 9,297 0.93 1.2036
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,985 5,779 14.37 9,211 34.67 1.2715
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 40,206 -2,924 -6.78 6,839 7.45 1.0769
2023-10-20 2023-09-30 13F JPMORGAN CHASE COM 46625H100 43,130 10,311 31.42 6,366 33.35 1.1448
2023-07-18 2023-06-30 13F JPMORGAN CHASE COM 46625H100 32,819 -1,094 -3.23 4,773 8.01 0.8386
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,913 1,002 3.04 4,419 0.16 0.8244
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 32,911 -20,730 -38.65 4,413 -26.97 0.9124
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 53,641 767 1.45 6,041 -16.19 1.2726
2022-05-09 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 52,874 2,136 4.21 7,208 -10.28 1.2945
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 13,164 -37,574 1,795 1.1537
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 50,738 6,378 14.38 8,034 10.65 1.4096
2021-10-07 2021-09-30 13F JPMORGAN CHASE COM 46625H100 44,360 775 1.78 7,261 6.06 1.7631
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 43,585 -638 -1.44 6,846 1.69 1.7424
2021-04-16 2021-03-31 13F JPMORGAN CHASE COM 46625H100 44,223 -645 -1.44 6,732 18.08 1.8604
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 44,868 -787 -1.72 5,701 29.72 1.6463
2020-10-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 45,655 -628 -1.36 4,395 0.96 1.4763
2020-07-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 46,283 2,375 5.41 4,353 10.12 1.6129
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 43,908 -6,859 -13.51 3,953 -44.14 1.8001
2020-01-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 50,767 5,113 11.20 7,077 31.71 2.7106
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 45,654 -923 -1.98 5,373 3.19 2.4450
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 46,577 3,492 8.10 5,207 19.40 3.0675
2019-04-11 2019-03-31 13F JPMORGAN CHASE COM 46625H100 43,085 43,085 4,361 2.9979
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.