JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNorthstar Asset Management Llc
Latest Disclosed Ownership13,325 shares
Latest Disclosed Value $ 3,919,682
Northstar Asset Management Llc ownership in JPM / JPMorgan Chase & Co.

On April 23, 2026 - Northstar Asset Management Llc filed a 13F-HR form disclosing ownership of 13,325 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,919,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 13,325 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-04-23 2026-03-31 13F J.P. MORGAN CHASE COM 46625H100 13,325 0 0.00 3,920 -8.71 0.8808
2026-01-27 2025-12-31 13F J.P. MORGAN CHASE COM 46625H100 13,325 0 0.00 4,294 2.14 0.9109
2025-10-22 2025-09-30 13F J.P. MORGAN CHASE COM 46625H100 13,325 0 0.00 4,203 8.80 0.9017
2025-07-31 2025-06-30 13F J.P. MORGAN CHASE COM 46625H100 13,325 -240 -1.77 3,863 16.11 0.8887
2025-04-29 2025-03-31 13F J.P. MORGAN CHASE COM 46625H100 13,565 0 0.00 3,327 2.34 0.8038
2025-01-29 2024-12-31 13F J.P. MORGAN CHASE COM 46625H100 13,565 0 0.00 3,252 13.67 0.7453
2024-10-30 2024-09-30 13F J.P. MORGAN CHASE COM 46625H100 13,565 -6,976 -33.96 2,860 -31.15 0.6555
2024-07-18 2024-06-30 13F J.P. MORGAN CHASE COM 46625H100 20,541 -200 -0.96 4,155 0.00 1.0051
2024-04-26 2024-03-31 13F J.P. MORGAN CHASE COM 46625H100 20,741 125 0.61 4,154 18.48 1.0240
2024-01-29 2023-12-31 13F J.P. MORGAN CHASE COM 46625H100 20,616 -125 -0.60 3,507 16.59 0.9243
2023-10-25 2023-09-30 13F J.P. MORGAN CHASE COM 46625H100 20,741 208 1.01 3,008 0.70 0.8661
2023-07-28 2023-06-30 13F J.P. MORGAN CHASE COM 46625H100 20,533 -70 -0.34 2,986 11.25 0.8212
2023-04-24 2023-03-31 13F J.P. MORGAN CHASE COM 46625H100 20,603 -390 -1.86 2,685 -4.65 0.7892
2023-01-27 2022-12-31 13F J.P. MORGAN CHASE COM 46625H100 20,993 150 0.72 2,815 29.25 0.8880
2022-10-19 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 20,843 0 0.00 2,178 -7.20 0.7259
2022-07-20 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 20,843 -90 -0.43 2,347 -17.76 0.7329
2022-04-26 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 20,933 -325 -1.53 2,854 -15.21 0.7302
2022-02-03 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 21,258 200 0.95 3,366 -2.35 0.7907
2021-10-29 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 21,058 250 1.20 3,447 6.52 0.9039
2021-08-11 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 20,808 -250 -1.19 3,236 0.94 0.8507
2021-04-21 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 21,058 -160 -0.75 3,206 18.92 0.9122
2021-01-21 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 21,218 273 1.30 2,696 33.73 0.7662
2020-10-19 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 20,945 600 2.95 2,016 5.33 0.6437
2020-08-03 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 20,345 -750 -3.56 1,914 0.79 0.6859
2020-04-20 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 21,095 9,580 83.20 1,899 18.32 0.8699
2020-01-16 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 11,515 -1,741 -13.13 1,605 2.88 0.6044
2019-10-18 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 13,256 0 0.00 1,560 5.26 0.6069
2019-07-16 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 13,256 375 2.91 1,482 13.65 0.5843
2019-05-01 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 12,881 8,800 215.63 1,304 227.64 0.5311
2019-02-04 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 4,081 500 13.96 398 -1.49 0.1862
2018-11-02 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 3,581 1,574 78.43 404 93.30 0.1570
2018-08-22 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 2,007 0 0.00 209 -5.43 0.0865
2018-05-02 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 2,007 0 0.00 221 2.79 0.0928
2018-01-26 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 2,007 2,007 215 0.0889
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.