JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOxbow Advisors, LLC
Latest Disclosed Ownership1,002 shares
Latest Disclosed Value $ 294,787
Oxbow Advisors, LLC reports 29.29% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Oxbow Advisors, LLC filed a 13F-HR form disclosing ownership of 1,002 shares of JPMorgan Chase & Co. (MX:JPM) valued at $294,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,417 shares of JPMorgan Chase & Co.. This represents a change in shares of -29.29% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,002 -415 -29.29 295 -35.53 0.0251
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,417 -14 -0.98 457 1.11 0.0402
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,431 -254 -15.07 451 -7.58 0.0419
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,685 -293 -14.81 489 0.62 0.0534
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,978 -27 -1.35 485 1.04 0.0513
2025-02-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,005 -144 -6.70 481 5.96 0.0566
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,149 70 3.37 453 7.86 0.0450
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,079 100 5.05 420 6.06 0.0493
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,979 679 52.23 396 79.19 0.0544
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,300 1,300 221 0.0336
2022-05-09 2022-03-31 13F JPMorgan Chase COM 46625H100 0 -3,564 -100.00 0 -100.00
2022-02-09 2021-12-31 13F JPMorgan Chase COM 46625H100 3,564 -120 -3.26 564 -6.47 0.0540
2021-11-10 2021-09-30 13F JPMorgan Chase COM 46625H100 3,684 1,102 42.68 603 50.00 0.0613
2021-08-04 2021-06-30 13F JPMorgan Chase COM 46625H100 2,582 39 1.53 402 3.88 0.0418
2021-05-11 2021-03-31 13F JPMorgan Chase COM 46625H100 2,543 491 23.93 387 48.28 0.0471
2021-02-02 2020-12-31 13F JPMorgan Chase COM 46625H100 2,052 -1,030 -33.42 261 -12.12 0.0334
2020-11-06 2020-09-30 13F JPMorgan Chase COM 46625H100 3,082 -2,682 -46.53 297 -45.20 0.0377
2020-08-12 2020-06-30 13F JPMorgan Chase COM 46625H100 5,764 -1,783 -23.63 542 -20.18 0.0789
2020-05-06 2020-03-31 13F JPMorgan Chase COM 46625H100 7,547 -5,859 -43.70 679 -63.67 0.1142
2020-02-06 2019-12-31 13F JPMorgan Chase COM 46625H100 13,406 1,385 11.52 1,869 32.08 0.2160
2019-10-31 2019-09-30 13F JPMorgan Chase COM 46625H100 12,021 -13,945 -53.70 1,415 -51.26 0.1880
2019-08-07 2019-06-30 13F JPMorgan Chase COM 46625H100 25,966 760 3.02 2,903 13.75 0.3496
2019-05-01 2019-03-31 13F JPMorgan Chase COM 46625H100 25,206 -4,114 -14.03 2,552 -10.83 0.3104
2019-02-12 2018-12-31 13F JPMorgan Chase COM 46625H100 29,320 -10,997 -27.28 2,862 -37.09 0.3825
2018-11-06 2018-09-30 13F JPMorgan Chase COM 46625H100 40,317 -7 -0.02 4,549 8.26 0.5485
2018-08-09 2018-06-30 13F JPMorgan Chase COM 46625H100 40,324 1,855 4.82 4,202 -0.66 0.5348
2018-04-30 2018-03-31 13F JPMorgan Chase COM 46625H100 38,469 1,194 3.20 4,230 6.12 0.8622
2018-01-30 2017-12-31 13F JPMorgan Chase COM 46625H100 37,275 197 0.53 3,986 12.57 0.7464
2017-10-23 2017-09-30 13F JPMORGAN CHASE & CO FORMERLY J COM 46625H100 37,078 -1,847 -4.75 3,541 -0.48 0.6741
2017-07-21 2017-06-30 13F JPMORGAN CHASE & CO FORMERLY J COM 46625H100 38,925 -240 -0.61 3,558 3.43 0.6287
2017-04-28 2017-03-31 13F JPMORGAN CHASE & CO FORMERLY J COM 46625H100 39,165 -27,160 -40.95 3,440 17.09 0.5588
2017-01-26 2016-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 66,325 -72,160 -52.11 2,938 -13.97 0.3670
2016-10-31 2016-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 138,485 -3,000 -2.12 3,415 19.53 0.4688
2016-08-02 2016-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 141,485 -2,200 -1.53 2,857 12.39 0.4092
2016-05-02 2016-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 143,685 -390 -0.27 2,542 -25.43 0.3600
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 78,388 -4,087 4,644 0.6576
2016-02-01 2015-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 144,075 -1,370 -0.94 3,409 17.39 0.4258
2016-02-01 2015-12-31 13F JPMORGAN CHASE COM 46625H100 82,475 2,775 5,445 0.6801
2015-11-03 2015-09-30 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 145,445 26,120 21.89 2,904 -1.59 0.4780
2015-11-03 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 79,700 4,185 4,860 0.7999
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 77,096 4,701
2015-08-11 2015-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 119,325 119,325 2,951 0.3814
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 75,515 75,515 5,116 0.6611
2015-04-23 2015-03-31 13F JPMORGAN CHASE & CO FORMERLY J COM 46625H100 0 -3,381 -100.00 0 -100.00
2015-01-21 2014-12-31 13F JPMORGAN CHASE & CO FORMERLY J COM 46625H100 3,381 -15,069 -81.67 212 -40.78 0.0296
2014-01-21 2013-12-31 13F JPMORGAN CHASE & CO WTS EXP 1 WT 46634E114 18,450 18,450 358 0.0505
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.