JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTectonic Advisors Llc
Latest Disclosed Ownership4,981 shares
Latest Disclosed Value $ 1,465,108
Tectonic Advisors Llc reports 3.79% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Tectonic Advisors Llc filed a 13F-HR form disclosing ownership of 4,981 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,465,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,799 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.79% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,981 182 3.79 1,465 -5.24 0.0575
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,799 37 0.78 1,546 3.00 0.0815
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,762 -625 -11.60 1,502 -3.84 0.0820
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 5,387 88 1.66 1,562 20.17 0.0908
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,299 102 1.96 1,300 4.34 0.0813
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,197 218 4.38 1,246 18.68 0.0811
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,979 -663 -11.75 1,050 -8.06 0.0686
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,642 130 2.36 1,141 3.35 0.0822
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,512 306 5.88 1,104 24.75 0.0842
2024-01-17 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,206 334 6.86 885 25.35 0.0741
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,872 -85 -1.71 707 -1.94 0.0662
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,957 1,030 26.23 721 40.90 0.0888
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,927 627 19.00 512 15.61 0.0700
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,300 309 10.33 443 41.21 0.0686
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,991 684 29.65 313 20.38 0.0577
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,307 383 19.91 260 -0.76 0.0475
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,924 379 24.53 262 6.94 0.0451
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,545 220 16.60 245 12.90 0.0439
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,325 205 18.30 217 24.71 0.0426
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,120 239 27.13 174 29.85 0.0359
2021-05-18 2021-03-31 13F JPMORGAN CHASE COM 46625H100 881 -180 -16.97 134 0.00 0.0333
2021-05-17 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,061 1,061 134 0.0366
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.