JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTrue North Advisors, LLC
Latest Disclosed Ownership19,356 shares
Latest Disclosed Value $ 5,693,701
True North Advisors, LLC reports 4.73% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - True North Advisors, LLC filed a 13F-HR form disclosing ownership of 19,356 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,693,701 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 20,318 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.73% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 19,356 -962 -4.73 5,694 -13.03 0.6490
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 20,318 159 0.79 6,547 2.96 0.8464
2025-10-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 20,159 2,255 12.59 6,359 22.50 1.0094
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,904 -2,755 -13.34 5,191 2.43 0.9948
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,659 -2,344 -10.19 5,068 -8.11 0.8984
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 23,003 16,234 239.83 5,514 286.41 1.2999
2024-10-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 6,769 405 6.36 1,427 10.88 0.3734
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 6,364 32 0.51 1,287 1.50 0.3439
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 6,332 191 3.11 1,268 21.46 0.3501
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 6,141 -7,508 -55.01 1,045 -47.25 0.2682
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,649 -4,378 -24.29 1,979 -24.49 0.6097
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,027 3,187 21.48 2,622 35.59 0.7434
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 14,840 -133 -0.89 1,934 -3.69 0.5688
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 14,973 699 4.90 2,008 34.61 0.6847
2022-11-14 2022-09-30 13F JPMorgan Chase COM 46625H100 14,274 -3,611 -20.19 1,491 -25.97 0.4891
2022-07-28 2022-06-30 13F JPMorgan Chase COM 46625H100 17,885 3,331 22.89 2,014 1.51 0.6273
2022-05-12 2022-03-31 13F JPMorgan Chase COM 46625H100 14,554 -3,149 -17.79 1,984 -29.22 0.5336
2022-02-11 2021-12-31 13F JPMorgan Chase COM 46625H100 17,703 2,455 16.10 2,803 12.30 0.4735
2022-06-07 2021-09-30 13F JPMorgan Chase COM 46625H100 15,248 1,539 11.23 2,496 17.07 0.4914
2022-06-07 2021-06-30 13F JPMorgan Chase COM 46625H100 13,709 102 0.75 2,132 2.95 0.4442
2022-06-07 2021-03-31 13F JPMorgan Chase COM 46625H100 13,607 0 0.00 2,071 19.78 0.4914
2022-05-20 2020-12-31 13F JPMorgan Chase COM 46625H100 13,607 2,073 17.97 1,729 55.77 0.4440
2022-05-20 2020-09-30 13F JPMorgan Chase COM 46625H100 11,534 -25,825 -69.13 1,110 -68.41 0.3238
2022-05-20 2020-06-30 13F JPMorgan Chase COM 46625H100 37,359 8,720 30.45 3,514 36.31 0.8450
2022-05-12 2020-03-31 13F JPMorgan Chase COM 46625H100 28,639 4,774 20.00 2,578 -22.49 0.8795
2022-05-12 2019-12-31 13F JPMorgan Chase COM 46625H100 23,865 23,865 3,326 0.9357
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.