JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSage Mountain Advisors LLC
Latest Disclosed Ownership29,725 shares
Latest Disclosed Value $ 8,744,026
Sage Mountain Advisors LLC reports 42.72% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Sage Mountain Advisors LLC filed a 13F-HR form disclosing ownership of 29,725 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,744,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 51,893 shares of JPMorgan Chase & Co.. This represents a change in shares of -42.72% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 29,725 -22,168 -42.72 8,744 -47.70 0.6119
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 51,893 -1,487 -2.79 16,721 -0.69 0.8867
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 53,380 2,484 4.88 16,838 14.11 0.9648
2025-07-31 2025-06-30 13F JPMORGAN CHASE COM 46625H100 50,896 1,916 3.91 14,755 22.82 0.9602
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 48,980 369 0.76 12,015 3.11 0.8857
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 48,611 1,420 3.01 11,652 17.11 0.8514
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 47,191 869 1.88 9,951 6.21 0.8482
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 46,322 3,328 7.74 9,369 8.79 0.8663
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 42,994 806 1.91 8,612 20.00 0.8950
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 42,188 -211 -0.50 7,176 16.72 0.8326
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 42,399 470 1.12 6,149 0.82 0.8457
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 41,929 561 1.36 6,098 13.14 0.8692
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 41,368 30,739 289.20 5,391 278.25 0.8693
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,629 492 4.85 1,425 34.56 0.3242
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,137 105 1.05 1,059 -6.28 0.2817
2022-08-25 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 10,032 -560 -5.29 1,130 -21.75 0.2000
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,034 3,442 1,580 0.2599
2022-08-25 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,592 -11,403 -51.84 1,444 -58.54 0.2257
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 22,678 683 3,091 0.3316
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 21,995 2,415 12.33 3,483 8.67 0.4178
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 19,580 1,223 6.66 3,205 12.26 0.4615
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,357 1,231 7.19 2,855 9.51 0.4719
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,126 8,870 107.44 2,607 148.52 0.5538
2021-03-01 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,256 8,256 1,049 0.3434
2021-01-21 2020-12-31 13F JPMORGAN CHASE COM 46625H100 8,256 8,256 1,049
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.