JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSilver Lake Advisory, LLC
Latest Disclosed Ownership3,268 shares
Latest Disclosed Value $ 961,403
Silver Lake Advisory, LLC reports 0.43% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Silver Lake Advisory, LLC filed a 13F-HR form disclosing ownership of 3,268 shares of JPMorgan Chase & Co. (MX:JPM) valued at $961,403 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 3,254 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.43% 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 3,268 14 0.43 961 -8.30 0.3815
2026-01-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,254 13 0.40 1,049 2.54 0.4067
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 3,241 13 0.40 1,022 9.30 0.4072
2025-07-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,228 131 4.23 936 23.19 0.3985
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 3,097 13 0.42 760 2.71 0.3315
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 3,084 15 0.49 739 14.22 0.3251
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,069 15 0.49 647 4.86 0.2651
2024-08-15 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,054 16 0.53 618 1.48 0.2784
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,495 3,457 1,314 0.2369
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,038 3,038 608 0.2712
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,017 -100.00 0 -100.00
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,017 310 11.45 439 24.43 0.2346
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,707 2,707 353 0.1958
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 0 -2,667 -100.00 0 -100.00
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,667 23 0.87 279 -6.38 0.1632
2022-07-28 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,644 54 2.08 298 -15.58 0.1626
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,590 0 353 0.1676
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,590 -997 -27.79 353 -37.85 0.1676
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,587 15 0.42 568 -2.91 0.2629
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,572 0 0.00 585 7.14 0.2881
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,572 -40 -1.11 546 -0.73 0.2613
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,612 18 0.50 550 20.35 0.2799
2021-02-04 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,594 22 0.62 457 32.85 0.2502
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 127 -3,445 457 250,199.8314
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,572 23 0.65 344 2.99 0.2117
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,549 21 0.60 334 5.03 0.2137
2020-04-22 2020-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 3,528 -8 -0.23 318 -35.50 0.2336
2020-04-21 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 13,000 9,472 327 0.2415
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,536 0 493 297,434.1030
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,536 37 1.06 493 19.66 0.2974
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,499 1,690 93.42 412 101.96 0.2661
2018-10-16 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,809 1,809 204 0.1240
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.