JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSpirepoint Private Client, Llc
Latest Disclosed Ownership29,193 shares
Latest Disclosed Value $ 8,587,474
Spirepoint Private Client, Llc reports 1.25% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Spirepoint Private Client, Llc filed a 13F-HR form disclosing ownership of 29,193 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,587,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 29,562 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.25% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 29,193 -369 -1.25 8,587 -9.85 0.8168
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 29,562 3,449 13.21 9,525 15.65 0.9104
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 26,113 7,289 38.72 8,237 50.93 0.8660
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,824 -439 -2.28 5,457 15.49 0.6163
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,263 -133 -0.69 4,725 1.63 0.6173
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,396 2,262 13.20 4,649 28.71 0.5827
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,134 -104 -0.60 3,613 3.61 0.4784
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 17,238 3,952 29.75 3,487 31.00 0.4942
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 13,286 13,286 2,661 0.4053
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.