JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNorthside Capital Management, LLC
Latest Disclosed Ownership41,149 shares
Latest Disclosed Value $ 12,104,527
Northside Capital Management, LLC reports 20.74% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 10, 2026 - Northside Capital Management, LLC filed a 13F-HR form disclosing ownership of 41,149 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,104,527 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 51,917 shares of JPMorgan Chase & Co.. This represents a change in shares of -20.74% 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)
2026-04-10 2026-03-31 13F JPMORGAN CHASE COM 46625H100 41,149 -10,768 -20.74 12,105 -27.64 1.0629
2026-01-07 2025-12-31 13F JPMORGAN CHASE COM 46625H100 51,917 -9,435 -15.38 16,729 -13.56 1.4536
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 61,352 200 0.33 19,352 9.16 1.7668
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 61,152 53,970 751.46 17,729 906.70 1.3513
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,182 182 2.60 1,762 4.95 0.2861
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,000 250 3.70 1,678 17.92 0.4461
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,750 0 0.00 1,423 4.25 0.2224
2024-07-10 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,750 50 0.75 1,365 1.71 0.2347
2024-04-04 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,700 0 0.00 1,342 17.82 0.2393
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,700 0 0.00 1,140 17.30 0.3569
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 6,700 0 0.00 972 -0.31 0.2241
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 6,700 -150 -2.19 974 9.19 0.3374
2023-04-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 6,850 0 0.00 893 -2.83 0.2403
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,850 127 1.89 919 30.58 0.2758
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,723 95 1.43 703 -5.76 0.2284
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 6,628 0 0.00 746 -17.48 0.2357
2022-04-14 2022-03-31 13F JPMORGAN CHASE COM 46625H100 6,628 0 0.00 904 -13.90 0.2406
2022-01-24 2021-12-31 13F JPMORGAN CHASE COM 46625H100 6,628 -393 -5.60 1,050 -8.62 0.2775
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 7,021 0 0.00 1,149 5.22 0.3151
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,021 -1,325 -15.88 1,092 -14.08 0.2742
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 8,346 -5,707 -40.61 1,271 -28.84 0.3490
2021-01-22 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,053 -2,305 -14.09 1,786 13.40 0.5289
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 16,358 -1,320 -7.47 1,575 -5.29 0.5115
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,678 4,180 30.97 1,663 36.87 0.5744
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,498 1,102 8.89 1,215 -29.69 0.5944
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,396 0 0.00 1,728 18.44 0.5868
2019-10-11 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,396 5,894 90.65 1,459 100.69 0.5162
2019-07-16 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,502 0 0.00 727 10.49 0.2854
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 6,502 0 0.00 658 3.62 0.2614
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,502 0 0.00 635 -13.49 0.2811
2018-10-11 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,502 0 0.00 734 8.26 0.2628
2018-07-11 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,502 -105 -1.59 678 -6.74 0.2388
2018-04-13 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,607 215 3.36 727 6.29 0.2385
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,392 0 0.00 684 12.13 0.1950
2017-10-20 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,392 0 0.00 610 4.45 0.2561
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,392 -22,460 -77.85 584 -76.95 0.2529
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 28,852 22,460 351.38 2,534 359.06 0.6928
2017-01-26 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,392 0 0.00 552 29.58 0.1968
2016-10-18 2016-09-30 13F JPMORGAN CHASE COM 46625H100 6,392 0 0.00 426 7.30 0.1644
2016-07-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 6,392 327 5.39 397 10.58 0.1884
2016-04-19 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,065 6,065 359 0.2263
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.