JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSunburst Financial Group, LLC
Latest Disclosed Ownership6,442 shares
Latest Disclosed Value $ 1,894,927
Sunburst Financial Group, LLC reports 1.32% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Sunburst Financial Group, LLC filed a 13F-HR/A form disclosing ownership of 6,442 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,894,927 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 6,358 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.32% 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)
2026-04-13 2026-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 6,442 84 1.32 1,895 -7.52 0.3490
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 6,442 84 1,895 0.3490
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 6,358 205 3.33 2,049 5.57 0.4145
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,153 123 2.04 1,941 10.98 0.4087
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,030 324 5.68 1,748 24.95 0.3916
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,706 -59 -1.02 1,400 1.30 0.3436
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,765 69 1.21 1,382 14.99 0.3417
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,696 45 0.80 1,201 5.17 0.3045
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,651 268 4.98 1,143 6.73 0.3100
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,383 52 0.98 1,071 18.10 0.3029
2024-01-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,331 864 19.34 907 40.03 0.2807
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,467 154 3.57 648 3.19 0.2285
2023-07-12 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,313 272 6.73 627 19.20 0.2189
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,041 -153 -3.65 527 -6.41 0.1942
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,194 3 0.07 562 28.31 0.2239
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 4,191 119 2.92 438 -4.58 0.2121
2022-07-29 2022-06-30 13F JPMORGAN CHASE COM 46625H100 4,072 23 0.57 459 -16.85 0.2201
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,049 388 10.60 552 -4.83 0.2724
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 3,661 503 15.93 580 12.19 0.2943
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 3,158 1 0.03 517 5.30 0.3204
2021-07-23 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,157 -397 -11.17 491 -9.24 0.3127
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 3,554 381 12.01 541 34.24 0.3769
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 3,173 -634 -16.65 403 9.81 0.3036
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 3,807 -111 -2.83 367 -0.54 0.3106
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 3,918 334 9.32 369 14.24 0.3343
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 3,584 51 1.44 323 -34.48 0.3413
2020-01-30 2019-12-31 13F JPMORGAN CHASE COM 46625H100 3,533 3,533 493 0.4306
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.