JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNorth Point Portfolio Managers Corp/oh
Latest Disclosed Ownership3,211 shares
Latest Disclosed Value $ 944,548
North Point Portfolio Managers Corp/oh reports 4.76% increase in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - North Point Portfolio Managers Corp/oh filed a 13F-HR form disclosing ownership of 3,211 shares of JPMorgan Chase & Co. (MX:JPM) valued at $944,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,065 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.76% 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)
2026-04-24 2026-03-31 13F MORGAN COM 46625H100 3,211 146 4.76 945 -4.36 0.1682
2026-01-28 2025-12-31 13F MORGAN COM 46625H100 3,065 0 0.00 988 2.17 0.1672
2025-10-23 2025-09-30 13F MORGAN COM 46625H100 3,065 -4 -0.13 967 8.66 0.1599
2025-07-30 2025-06-30 13F MORGAN COM 46625H100 3,069 0 0.00 890 18.22 0.1526
2025-04-22 2025-03-31 13F MORGAN COM 46625H100 3,069 0 0.00 753 2.31 0.1320
2025-01-22 2024-12-31 13F MORGAN COM 46625H100 3,069 0 0.00 736 13.60 0.1280
2024-10-24 2024-09-30 13F MORGAN COM 46625H100 3,069 0 0.00 647 4.35 0.1037
2024-07-29 2024-06-30 13F MORGAN COM 46625H100 3,069 132 4.49 621 5.44 0.1093
2024-04-23 2024-03-31 13F MORGAN COM 46625H100 2,937 0 0.00 588 17.84 0.0995
2024-01-23 2023-12-31 13F MORGAN COM 46625H100 2,937 313 11.93 500 31.32 0.0910
2023-10-26 2023-09-30 13F MORGAN COM 46625H100 2,624 23 0.88 381 0.53 0.0778
2023-07-24 2023-06-30 13F MORGAN COM 46625H100 2,601 0 0.00 378 11.83 0.0749
2023-04-25 2023-03-31 13F MORGAN COM 46625H100 2,601 0 0.00 339 -2.87 0.0539
2023-01-24 2022-12-31 13F MORGAN COM 46625H100 2,601 -319 -10.92 349 14.10 0.0586
2022-10-25 2022-09-30 13F MORGAN COM 46625H100 2,920 -100 -3.31 305 -10.29 0.0569
2022-07-27 2022-06-30 13F MORGAN COM 46625H100 3,020 0 0.00 340 -17.48 0.0595
2022-04-26 2022-03-31 13F MORGAN COM 46625H100 3,020 0 0.00 412 -13.81 0.0606
2022-01-26 2021-12-31 13F MORGAN COM 46625H100 3,020 -30 -0.98 478 -4.21 0.0626
2021-10-20 2021-09-30 13F MORGAN COM 46625H100 3,050 50 1.67 499 6.85 0.0700
2021-07-28 2021-06-30 13F MORGAN COM 46625H100 3,000 0 0.00 467 2.19 0.0644
2021-04-26 2021-03-31 13F MORGAN COM 46625H100 3,000 93 3.20 457 23.85 0.0662
2021-01-28 2020-12-31 13F MORGAN COM 46625H100 2,907 300 11.51 369 47.01 0.0556
2020-10-27 2020-09-30 13F MORGAN COM 46625H100 2,607 -25 -0.95 251 1.21 0.0427
2020-07-28 2020-06-30 13F MORGAN COM 46625H100 2,632 0 0.00 248 4.64 0.0448
2020-04-28 2020-03-31 13F MORGAN COM 46625H100 2,632 0 0.00 237 -35.42 0.0514
2020-02-20 2019-12-31 13F MORGAN COM 46625H100 2,632 -103 -3.77 367 13.98 0.0625
2019-10-31 2019-09-30 13F MORGAN COM 46625H100 2,735 0 0.00 322 5.23 0.0588
2019-08-02 2019-06-30 13F MORGAN COM 46625H100 2,735 -13 -0.47 306 10.07 0.0561
2019-04-24 2019-03-31 13F MORGAN COM 46625H100 2,748 0 0.00 278 3.73 0.0528
2019-01-24 2018-12-31 13F MORGAN COM 46625H100 2,748 0 0.00 268 -13.55 0.0592
2018-10-26 2018-09-30 13F MORGAN COM 46625H100 2,748 -88 -3.10 310 4.73 0.0527
2018-07-26 2018-06-30 13F MORGAN COM 46625H100 2,836 -188 -6.22 296 -11.11 0.0511
2018-04-25 2018-03-31 13F MORGAN COM 46625H100 3,024 198 7.01 333 10.26 0.0571
2018-01-24 2017-12-31 13F MORGAN COM 46625H100 2,826 -10 -0.35 302 11.44 0.0511
2017-10-30 2017-09-30 13F MORGAN COM 46625H100 2,836 0 0.00 271 4.63 0.0457
2017-07-26 2017-06-30 13F MORGAN COM 46625H100 2,836 0 0.00 259 4.02 0.0452
2017-04-25 2017-03-31 13F MORGAN COM 46625H100 2,836 200 7.59 249 9.69 0.0448
2017-02-03 2016-12-31 13F MORGAN COM 46625H100 2,636 2,636 0.00 227 0.0429
2016-11-04 2016-09-30 13F MORGAN COM 46625H100 0 -3,368 -100.00 0 -100.00
2016-07-26 2016-06-30 13F MORGAN COM 46625H100 3,368 3,368 0.00 209 0.0411
2016-04-25 2016-03-31 13F MORGAN COM 46625H100 0 -3,368 -100.00 0 -100.00
2016-01-25 2015-12-31 13F MORGAN COM 46625H100 3,368 0 0.00 222 8.29 0.0428
2015-10-27 2015-09-30 13F MORGAN COM 46625H100 3,368 0 0.00 205 -10.09 0.0409
2015-07-27 2015-06-30 13F MORGAN COM 46625H100 3,368 -150 -4.26 228 7.04 0.0415
2015-04-29 2015-03-31 13F MORGAN COM 46625H100 3,518 3,518 0.00 213 0.0395
2015-01-29 2014-12-31 13F MORGAN COM 46625H100 0 -3,518 -100.00 0 -100.00
2014-10-29 2014-09-30 13F MORGAN COM 46625H100 3,518 0 0.00 212 4.43 0.0425
2014-07-30 2014-06-30 13F MORGAN COM 46625H100 3,518 0 0.00 203 -5.14 0.0408
2014-04-28 2014-03-31 13F MORGAN COM 46625H100 3,518 -200 -5.38 214 -1.38 0.0454
2014-01-28 2013-12-31 13F MORGAN COM 46625H100 3,718 -471 -11.24 217 0.00 0.0463
2013-10-25 2013-09-30 13F MORGAN COM 46625H100 4,189 0 0.00 217 -1.81 0.0512
2013-07-29 2013-06-30 13F MORGAN COM 46625H100 4,189 4,189 221 0.0555
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.