JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSandy Cove Advisors, LLC
Latest Disclosed Ownership9,768 shares
Latest Disclosed Value $ 2,873,357
Sandy Cove Advisors, LLC reports 0.33% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Sandy Cove Advisors, LLC filed a 13F-HR form disclosing ownership of 9,768 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,873,357 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 9,736 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.33% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 9,768 32 0.33 2,873 -8.42 0.8601
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 9,736 -499 -4.88 3,137 -2.82 0.9292
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 10,235 98 0.97 3,228 9.87 1.0319
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 10,137 1,186 13.25 2,939 33.85 1.0616
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 8,951 -657 -6.84 2,196 -4.69 0.8821
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 9,608 299 3.21 2,303 17.38 0.9046
2024-10-17 2024-09-30 13F JPMORGAN CHASE COM 46625H100 9,309 -142 -1.50 1,963 2.67 0.8005
2024-07-23 2024-06-30 13F JPMORGAN CHASE COM 46625H100 9,451 18 0.19 1,912 1.16 0.8509
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 9,433 1,590 20.27 1,889 41.60 0.8707
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 7,843 740 10.42 1,334 29.51 0.6833
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 7,103 32 0.45 1,030 0.19 0.5965
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 7,071 2,074 41.50 1,028 57.91 0.5853
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,997 0 0.00 651 -2.84 0.4716
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,997 619 14.14 670 46.29 0.5399
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,378 238 5.75 458 -1.72 0.4120
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,140 3 0.07 466 -17.38 0.4234
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,137 324 8.50 564 -6.62 0.4688
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,813 3,813 604 0.5084
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.