JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLansing Street Advisors
Latest Disclosed Ownership2,350 shares
Latest Disclosed Value $ 691,205
Lansing Street Advisors reports 9.02% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Lansing Street Advisors filed a 13F-HR form disclosing ownership of 2,350 shares of JPMorgan Chase & Co. (MX:JPM) valued at $691,205 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,583 shares of JPMorgan Chase & Co.. This represents a change in shares of -9.02% 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 COM 46625H100 2,350 -233 -9.02 691 -16.95 0.1741
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,583 7 0.27 832 2.46 0.2125
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,576 250 10.75 812 20.47 0.2156
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,326 30 1.31 674 19.72 0.2008
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,296 14 0.61 563 3.11 0.1885
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,282 86 3.92 547 17.93 0.1906
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,196 84 3.98 463 8.43 0.1705
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,112 142 7.21 427 8.38 0.1780
2024-04-30 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,970 1,970 395 0.1773
2024-02-13 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 0 -681 -100.00 0 -100.00
2023-08-11 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 681 4 0.59 99 12.50 0.0575
2023-04-28 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 677 -1,698 -71.49 88 -72.33 0.0552
2023-02-07 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,375 -577 -19.55 318 3.25 0.2182
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,952 461 18.51 308 10.00 0.2381
2022-08-08 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,491 -745 -23.02 280 -35.19 0.2178
2022-05-09 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,236 3,236 432 0.2750
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.