JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNorthstar Group, Inc.
Latest Disclosed Ownership7,940 shares
Latest Disclosed Value $ 2,335,706
Northstar Group, Inc. reports 0.25% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Northstar Group, Inc. filed a 13F-HR form disclosing ownership of 7,940 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,335,706 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,920 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.25% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 7,940 20 0.25 2,336 -8.50 0.3302
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 7,920 2,400 43.48 2,552 46.58 0.3476
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,520 -18 -0.33 1,741 8.47 0.2536
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,538 136 2.52 1,606 21.13 0.2480
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,402 34 0.63 1,325 3.03 0.2149
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,368 2,242 71.72 1,287 95.14 0.2155
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,126 -408 -11.54 659 -7.70 0.1148
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,534 -250 -6.61 715 -5.68 0.1351
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,784 333 9.65 758 28.96 0.1489
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,451 -55 -1.57 587 15.55 0.1275
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,506 0 0.00 508 -0.20 0.1205
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,506 -599 -14.59 510 -4.86 0.1196
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,105 -1 -0.02 535 -2.73 0.1372
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,106 0 0.00 551 27.91 0.1561
2022-10-26 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,106 70 1.73 430 -5.29 0.1289
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,036 0 0.00 454 -17.30 0.1313
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,036 -34 -0.84 549 -14.75 0.1319
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,070 105 2.65 644 -0.77 0.1536
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,965 0 0.00 649 5.36 0.1687
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,965 50 1.28 616 3.36 0.1613
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,915 303 8.39 596 29.85 0.1681
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,612 -471 -11.54 459 16.79 0.1409
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,083 9 0.22 393 2.61 0.1354
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,074 518 14.57 383 19.69 0.1544
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,556 -12 -0.34 320 -35.61 0.1461
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,568 7 0.20 497 18.62 0.1898
2019-11-01 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,561 6 0.17 419 5.54 0.1740
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,555 256 7.76 397 18.86 0.1679
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,299 7 0.21 334 4.05 0.1492
2019-01-22 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,292 7 0.21 321 -13.48 0.1633
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 3,285 259 8.56 371 17.78 0.1696
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 3,026 4 0.13 315 -5.12 0.1604
2018-04-13 2018-03-31 13F JPMORGAN CHASE COM 46625H100 3,022 4 0.13 332 2.79 0.1725
2018-01-31 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,018 -27 -0.89 323 11.00 0.1702
2018-01-23 2017-12-31 13F JPMORGAN CHASE COM 46625H100 3,018 -27 323
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 3,045 5 0.16 291 4.68 0.1679
2017-07-12 2017-06-30 13F JPMORGAN CHASE COM 46625H100 3,040 5 0.16 278 4.51 0.1716
2017-04-06 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,035 -296 -8.89 266 -7.32 0.1762
2017-01-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,331 6 0.18 287 29.86 0.1979
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 3,325 3,325 221 0.1588
2016-04-15 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -3,252 -100.00 0 -100.00
2016-01-26 2015-12-31 13F JPMORGAN CHASE COM 46625H100 3,252 3,252 0.00 215 0.1706
2015-10-19 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,237 -100.00 0 -100.00
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,237 3,237 219 0.1672
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.