JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLatitude Advisors, LLC
Latest Disclosed Ownership5,193 shares
Latest Disclosed Value $ 1,527,629
Latitude Advisors, LLC reports 1.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Latitude Advisors, LLC filed a 13F-HR form disclosing ownership of 5,193 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,527,629 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 5,281 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.67% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,193 -88 -1.67 1,528 -10.23 0.6999
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,281 2 0.04 1,702 2.16 0.7487
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,279 131 2.54 1,665 11.60 0.7599
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,148 -50 -0.96 1,492 17.02 0.7507
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,198 -14 -0.27 1,275 2.08 0.7412
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,212 -46 -0.87 1,249 12.73 0.7040
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,258 110 2.14 1,109 6.44 0.6273
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,148 143 2.86 1,041 3.89 0.6359
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,005 361 7.77 1,002 26.84 0.6268
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,644 -102 -2.15 790 14.83 0.5548
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,746 -3 -0.06 688 -0.29 0.4929
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,749 -1,526 -24.32 691 -15.54 0.4797
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,275 -236 -3.62 818 -6.41 0.5902
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,511 -104 -1.57 873 26.34 0.6546
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,615 408 6.57 691 -1.14 0.5708
2022-07-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,207 -8,821 -58.70 699 -65.89 0.6422
2022-04-29 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,028 3,423 29.50 2,049 11.48 0.4614
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 11,605 450 4.03 1,838 0.66 0.5134
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 11,155 5,557 99.27 1,826 109.64 0.5781
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,598 37 0.67 871 2.83 0.6457
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 5,561 -1,486 -21.09 847 -5.47 0.6939
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,047 7,047 896 0.7937
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.