JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNorth Star Asset Management Inc
Latest Disclosed Ownership83,929 shares
Latest Disclosed Value $ 24,688,596
North Star Asset Management Inc reports 3.49% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - North Star Asset Management Inc filed a 13F-HR form disclosing ownership of 83,929 shares of JPMorgan Chase & Co. (MX:JPM) valued at $24,688,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 81,102 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.49% 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)
2026-05-06 2026-03-31 13F JP MORGAN CHASE COM 46625H100 83,929 2,827 3.49 24,689 -5.53 0.6425
2026-02-09 2025-12-31 13F JP MORGAN CHASE COM 46625H100 81,102 2,816 3.60 26,133 5.83 1.0544
2025-11-10 2025-09-30 13F JP MORGAN CHASE COM 46625H100 78,286 1,143 1.48 24,694 10.41 1.0017
2025-08-12 2025-06-30 13F JP MORGAN CHASE COM 46625H100 77,143 1,425 1.88 22,364 20.41 0.9458
2025-05-08 2025-03-31 13F JP MORGAN CHASE COM 46625H100 75,718 473 0.63 18,574 2.97 0.8474
2025-02-19 2024-12-31 13F JP MORGAN CHASE COM 46625H100 75,245 -1,269 -1.66 18,037 11.80 0.7984
2024-11-14 2024-09-30 13F JP MORGAN CHASE COM 46625H100 76,514 100 0.13 16,134 4.39 0.7241
2024-08-05 2024-06-30 13F JP MORGAN CHASE COM 46625H100 76,414 73 0.10 15,455 1.07 0.7336
2024-05-08 2024-03-31 13F JP MORGAN CHASE COM 46625H100 76,341 -15 -0.02 15,291 17.73 0.7220
2024-02-01 2023-12-31 13F JP MORGAN CHASE COM 46625H100 76,356 453 0.60 12,988 18.00 0.6644
2023-10-26 2023-09-30 13F JP MORGAN CHASE COM 46625H100 75,903 -84 -0.11 11,007 -0.40 0.6319
2023-08-09 2023-06-30 13F JP MORGAN CHASE COM 46625H100 75,987 1,754 2.36 11,052 14.25 0.6096
2023-05-10 2023-03-31 13F JP MORGAN CHASE COM 46625H100 74,233 12,601 20.45 9,673 17.05 0.5689
2023-03-06 2022-12-31 13F JP MORGAN CHASE COM 46625H100 61,632 3,838 6.64 8,265 36.82 0.5136
2022-11-08 2022-09-30 13F JP MORGAN CHASE COM 46625H100 57,794 1,895 3.39 6,040 -4.05 0.4132
2022-07-28 2022-06-30 13F JP MORGAN CHASE COM 46625H100 55,899 2,020 3.75 6,295 -14.28 0.4149
2022-04-29 2022-03-31 13F JP MORGAN CHASE COM 46625H100 53,879 4,139 8.32 7,344 -6.77 0.3857
2022-02-07 2021-12-31 13F JP MORGAN CHASE COM 46625H100 49,740 5,351 12.05 7,877 8.41 0.3963
2021-10-20 2021-09-30 13F JP MORGAN CHASE COM 46625H100 44,389 750 1.72 7,266 7.04 0.3989
2021-07-30 2021-06-30 13F JP MORGAN CHASE COM 46625H100 43,639 8,089 22.75 6,788 25.42 0.3765
2021-04-29 2021-03-31 13F JP MORGAN CHASE COM 46625H100 35,550 3,928 12.42 5,412 34.69 0.3244
2021-02-16 2020-12-31 13F JP MORGAN CHASE COM 46625H100 31,622 3,922 14.16 4,018 50.71 0.2537
2020-11-02 2020-09-30 13F JP MORGAN CHASE COM 46625H100 27,700 14,347 107.44 2,666 112.26 0.1966
2020-07-28 2020-06-30 13F JP MORGAN CHASE COM 46625H100 13,353 467 3.62 1,256 8.28 0.0997
2020-04-24 2020-03-31 13F JP MORGAN CHASE COM 46625H100 12,886 -671 -4.95 1,160 -38.62 0.1119
2020-02-06 2019-12-31 13F JP MORGAN CHASE COM 46625H100 13,557 -350 -2.52 1,890 15.46 0.1358
2019-10-25 2019-09-30 13F JP MORGAN CHASE COM 46625H100 13,907 -15 -0.11 1,637 5.21 0.1283
2019-08-12 2019-06-30 13F JP MORGAN CHASE COM 46625H100 13,922 -841 -5.70 1,556 4.15 0.1215
2019-04-26 2019-03-31 13F JP MORGAN CHASE COM 46625H100 14,763 -95 -0.64 1,494 3.03 0.1209
2019-01-29 2018-12-31 13F JP MORGAN CHASE COM 46625H100 14,858 -200 -1.33 1,450 -14.66 0.1373
2018-10-29 2018-09-30 13F JP MORGAN CHASE COM 46625H100 15,058 900 6.36 1,699 15.19 0.1364
2018-08-10 2018-06-30 13F JP MORGAN CHASE COM 46625H100 14,158 -269 -1.86 1,475 -7.06 0.1265
2018-04-27 2018-03-31 13F JP MORGAN CHASE COM 46625H100 14,427 -180 -1.23 1,587 1.60 0.1427
2018-02-01 2017-12-31 13F JP MORGAN CHASE COM 46625H100 14,607 -4,518 -23.62 1,562 -14.50 0.1401
2017-10-25 2017-09-30 13F/A-1 JP MORGAN CHASE COM 46625H100 19,125 -57 -0.30 1,827 4.22 0.1816
2017-10-25 2017-09-30 13F JP MORGAN CHASE COM 46625H100 19,275 93 1,693
2017-08-16 2017-06-30 13F JP MORGAN CHASE COM 46625H100 19,182 -93 -0.48 1,753 3.54 0.1784
2017-05-18 2017-03-31 13F JP MORGAN CHASE COM 46625H100 19,275 123 0.64 1,693 2.42 0.1788
2017-01-10 2016-12-31 13F JP MORGAN CHASE COM 46625H100 19,152 -75 -0.39 1,653 29.14 0.1821
2016-10-05 2016-09-30 13F JP MORGAN CHASE COM 46625H100 19,227 -150 -0.77 1,280 6.31 0.1443
2016-07-29 2016-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 19,377 -295 -1.50 1,204 3.35 0.1403
2016-07-28 2016-06-30 13F JP MORGAN CHASE COM 46625H100 19,672 1,165
2016-05-05 2016-03-31 13F JP MORGAN CHASE COM 46625H100 19,672 670 3.53 1,165 -7.17 0.1363
2016-01-28 2015-12-31 13F JP MORGAN CHASE COM 46625H100 19,002 -425 -2.19 1,255 6.00 0.1508
2015-10-28 2015-09-30 13F JP MORGAN CHASE COM 46625H100 19,427 -275 -1.40 1,184 -11.31 0.1475
2015-07-30 2015-06-30 13F JP MORGAN CHASE COM 46625H100 19,702 0 0.00 1,335 11.81 0.1517
2015-05-15 2015-03-31 13F JP MORGAN CHASE COM 46625H100 19,702 -525 -2.60 1,194 -5.69 0.1352
2015-01-16 2014-12-31 13F JP MORGAN CHASE COM 46625H100 20,227 0 0.00 1,266 3.94 0.1447
2014-10-28 2014-09-30 13F JP MORGAN CHASE COM 46625H100 20,227 -249 -1.22 1,218 3.22 0.1452
2014-07-30 2014-06-30 13F JP MORGAN CHASE COM 46625H100 20,476 0 0.00 1,180 -5.07 0.1375
2014-04-24 2014-03-31 13F JP MORGAN CHASE COM 46625H100 20,476 927 4.74 1,243 8.75 0.1489
2014-02-07 2013-12-31 13F JP MORGAN CHASE COM 46625H100 19,549 1,240 6.77 1,143 20.82 0.1385
2013-10-22 2013-09-30 13F JP MORGAN CHASE COM 46625H100 18,309 232 1.28 946 -0.84 0.1236
2013-08-06 2013-06-30 13F JP MORGAN CHASE COM 46625H100 18,077 18,077 954 0.1332
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.