JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTradewinds Capital Management, LLC
Latest Disclosed Ownership1,865 shares
Latest Disclosed Value $ 548,609
Tradewinds Capital Management, LLC reports 0.43% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Tradewinds Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,865 shares of JPMorgan Chase & Co. (MX:JPM) valued at $548,609 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 1,857 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.43% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 1,865 8 0.43 549 -8.36 0.1089
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,857 -35 -1.85 598 0.34 0.1262
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,892 868 84.77 597 101.35 0.1341
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,024 -53 -4.92 297 12.12 0.0746
2025-04-25 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,077 0 0.00 264 2.33 0.0708
2025-02-04 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,077 0 0.00 258 13.66 0.0681
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,077 8 0.75 227 5.09 0.0608
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,069 0 0.00 216 0.93 0.0638
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,069 -3 -0.28 214 17.58 0.0592
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,072 0 0.00 182 17.42 0.0726
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,072 3 0.28 155 0.00 0.0532
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,069 0 0.00 155 11.51 0.0484
2023-04-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,069 -138 -11.43 139 -13.66 0.0438
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,207 139 13.01 162 43.75 0.0754
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,068 10 0.95 112 -5.88 0.0459
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,058 -707 -40.06 119 -50.62 0.0445
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,765 -90 -4.85 241 -18.03 0.0391
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,855 60 3.34 294 0.00 0.0451
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,795 0 0.00 294 5.38 0.0499
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,795 -20 -1.10 279 1.09 0.0511
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,815 20 1.11 276 21.05 0.0549
2021-02-10 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,795 0 0.00 228 31.79 0.0493
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,795 -200 -10.03 173 -7.98 0.0415
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,995 -12 -0.60 188 3.87 0.0485
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 2,007 -570 -22.12 181 -49.58 0.0567
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,577 -50 -1.90 359 16.18 0.1126
2019-10-17 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,627 199 8.20 309 14.02 0.1225
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,428 1 0.04 271 10.16 0.1107
2019-04-23 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,427 -46 -1.86 246 2.07 0.0902
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,427 -46 246 0.0902
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,473 286 13.08 241 -2.43 0.1185
2018-10-31 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,187 0 0.00 247 8.33 0.0947
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,187 -349 -13.76 228 -18.28 0.0956
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,536 0 0.00 279 2.95 0.1251
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,536 1 0.04 271 11.98 0.1322
2017-11-03 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,535 1 0.04 242 4.31 0.1235
2017-08-01 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,534 -185 -6.80 232 -2.93 0.1221
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,719 717 35.81 239 38.15 0.1506
2017-02-03 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,002 -171 -7.87 173 19.31 0.1141
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 2,173 501 29.96 145 39.42 0.1017
2016-07-29 2016-06-30 13F JPMORGAN CHASE COM 46625H100 1,672 -62 -3.58 104 0.97 0.0745
2016-05-04 2016-03-31 13F JPMORGAN CHASE COM 46625H100 1,734 -59 -3.29 103 -12.71 0.0702
2016-01-27 2015-12-31 13F JPMORGAN CHASE COM 46625H100 1,793 -136 -7.05 118 0.00 0.0852
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 1,929 -14 -0.72 118 -10.61 0.0923
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 1,943 1,042 115.65 132 140.00 0.0926
2015-05-04 2015-03-31 13F JPMORGAN CHASE COM 46625H100 901 901 0.00 55 0.0407
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,634 -100.00 0 -100.00
2014-11-05 2014-09-30 13F JPMORGAN CHASE COM 46625H100 1,634 0 0.00 98 4.26 0.0743
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 1,634 -374 -18.63 94 -22.95 0.0715
2014-09-09 2014-03-31 13F JPMORGAN CHASE COM 46625H100 2,008 -64 -3.09 122 0.83 0.0999
2014-09-10 2013-12-31 13F JPMORGAN CHASE COM 46625H100 2,072 2,072 121 0.0988
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.