JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionParkside Investments, LLC
Latest Disclosed Ownership3,336 shares
Latest Disclosed Value $ 981,366
Parkside Investments, LLC reports 47.81% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Parkside Investments, LLC filed a 13F-HR form disclosing ownership of 3,336 shares of JPMorgan Chase & Co. (MX:JPM) valued at $981,366 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,257 shares of JPMorgan Chase & Co.. This represents a change in shares of 47.81% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,336 1,079 47.81 981 34.94 0.1192
2026-02-09 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,257 9 0.40 727 2.54 0.0916
2025-11-10 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,248 -95 -4.05 709 4.42 0.0886
2025-07-18 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,343 -215 -8.41 679 8.29 0.0923
2025-04-16 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,558 -241 -8.61 627 -6.42 0.0923
2025-01-22 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,799 261 10.28 671 25.23 0.1006
2024-10-16 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,538 -406 -13.79 535 -10.08 0.0808
2024-07-11 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,944 170 6.13 596 7.21 0.0940
2024-04-12 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,774 10 0.36 556 18.09 0.0881
2024-01-11 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,764 13 0.47 470 18.09 0.0795
2023-10-10 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,751 10 0.36 399 0.00 0.0733
2023-07-07 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,741 -852 -23.71 399 -14.96 0.0744
2023-04-18 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,593 326 9.98 468 6.85 0.0882
2023-01-11 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,267 13 0.40 438 28.82 0.0874
2022-10-20 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,254 14 0.43 340 -6.59 0.0730
2022-07-13 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,240 12 0.37 364 -17.27 0.0766
2022-05-02 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,228 11 0.34 440 -13.56 0.0861
2022-01-18 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,217 9 0.28 509 -3.05 0.0979
2021-10-21 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,208 9 0.28 525 5.63 0.1099
2021-07-29 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,199 9 0.28 497 2.47 0.0956
2021-04-14 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 3,190 -26,425 -89.23 485 -87.11 0.1009
2021-01-13 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,615 796 2.76 3,763 35.65 0.8350
2020-10-28 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,819 -10,345 -26.41 2,774 -24.68 0.7294
2020-07-23 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 39,164 10,649 37.35 3,683 43.47 0.9741
2020-04-21 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,515 -3,993 -12.28 2,567 -43.35 0.8480
2020-01-27 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 32,508 -735 -2.21 4,531 15.82 1.1005
2019-11-06 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 33,243 -37 -0.11 3,912 5.13 1.0471
2019-08-02 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 33,280 -707 -2.08 3,721 8.17 0.9682
2019-05-10 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 33,987 11,207 49.20 3,440 54.75 0.9380
2019-02-04 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,780 10,828 90.60 2,223 64.91 0.9647
2018-10-17 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 11,952 -150 -1.24 1,348 -3.99 0.6369
2018-08-09 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,102 -5,357 -30.68 1,404 -26.87 0.6876
2018-05-11 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 17,459 -3,181 -15.41 1,920 -13.00 0.9989
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 20,640 -5,577 -21.27 2,207 -11.86 1.0755
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 26,217 1,171 4.68 2,504 9.39 1.4438
2017-08-03 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 25,046 97 0.39 2,289 4.43 1.4252
2017-05-10 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,949 24,949 2,192 1.5471
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.