JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWestover Capital Advisors, LLC
Latest Disclosed Ownership42,322 shares
Latest Disclosed Value $ 12,449,659
Westover Capital Advisors, LLC reports 1.93% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Westover Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 42,322 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,449,659 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 43,153 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.93% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 42,322 -831 -1.93 12,450 -10.47 2.2910
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 43,153 -1,882 -4.18 13,905 -2.11 2.5310
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 45,035 -365 -0.80 14,206 7.92 2.6271
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 45,400 -144 -0.32 13,162 17.82 2.6306
2025-05-06 2025-03-31 13F JPMORGAN CHASE COM 46625H100 45,544 -680 -1.47 11,172 0.82 2.4813
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 46,224 40 0.09 11,080 13.78 2.4385
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 46,184 3,022 7.00 9,738 11.56 1.8715
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 43,162 4,631 12.02 8,730 13.11 2.2491
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 38,531 -693 -1.77 7,718 15.68 2.2589
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 39,224 2,720 7.45 6,672 26.03 2.1714
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36,504 4,664 14.65 5,294 14.32 1.9178
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 31,840 978 3.17 4,631 15.15 1.6089
2023-05-22 2023-03-31 13F JPMORGAN CHASE COM 46625H100 30,862 -67 -0.22 4,022 -3.04 1.4900
2023-05-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 30,929 -1,607 -4.94 4,148 21.97 1.6392
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 32,536 -86 -0.26 3,400 -7.46 1.2996
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 32,622 1,076 3.41 3,674 -14.56 1.3550
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 31,546 -1,230 -3.75 4,300 -17.15 1.3411
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 32,776 -1,186 -3.49 5,190 -6.64 1.5105
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 33,962 1,230 3.76 5,559 9.19 1.7398
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 32,732 -133 -0.40 5,091 1.76 1.6332
2021-05-18 2021-03-31 13F JPMORGAN CHASE COM 46625H100 32,865 -379 -1.14 5,003 18.44 1.7217
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 33,244 -8,695 -20.73 4,224 4.63 1.5214
2020-11-19 2020-09-30 13F JPMORGAN CHASE COM 46625H100 41,939 -486 -1.15 4,037 1.18 1.6568
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 42,425 182 0.43 3,990 4.92 1.8706
2020-05-18 2020-03-31 13F JPMORGAN CHASE COM 46625H100 42,243 -370 -0.87 3,803 -35.98 2.0583
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 42,613 -2,131 -4.76 5,940 12.80 2.6567
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 44,744 -296 -0.66 5,266 4.59 2.4868
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 45,040 312 0.70 5,035 11.20 2.4854
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 44,728 2,872 6.86 4,528 10.82 2.3519
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 41,856 197 0.47 4,086 -13.08 2.5569
2018-11-14 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 41,659 2,927 7.56 4,701 16.48 2.3800
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 38,732 -1,306 -3.26 4,036 -8.34 2.1748
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 40,038 14,138 54.59 4,403 58.95 2.3967
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 25,900 1,405 5.74 2,770 18.38 1.5216
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 24,495 5,261 27.35 2,340 33.11 1.3772
2017-08-15 2017-06-30 13F JPMORGAN CHASE COM 46625H100 19,234 -198 -1.02 1,758 2.99 1.1571
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 19,432 -5,591 -22.34 1,707 -20.94 1.1379
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 25,023 -917 -3.54 2,159 25.01 1.5450
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 25,940 -1,798 -6.48 1,727 0.17 1.2828
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 27,738 -3,550 -11.35 1,724 -6.96 1.4131
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 31,288 -701 -2.19 1,853 -12.26 1.5634
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 31,989 -134 -0.42 2,112 7.81 1.7598
2015-10-29 2015-09-30 13F JPMORGAN CHASE COM 46625H100 32,123 -44 -0.14 1,959 -10.14 1.6870
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 32,167 1,448 4.71 2,180 17.14 1.7327
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 30,719 -13,523 -30.57 1,861 -32.79 1.5036
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 44,242 -3,864 -8.03 2,769 -4.45 2.3724
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 48,106 -1,302 -2.64 2,898 1.79 2.3627
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 49,408 -405 -0.81 2,847 -5.85 2.4021
2014-05-08 2014-03-31 13F JPMORGAN CHASE COM 46625H100 49,813 -216 -0.43 3,024 3.35 2.8203
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 50,029 -1,382 -2.69 2,926 10.12 2.7908
2013-11-13 2013-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 51,411 -7,306 -12.44 2,657 -14.29 2.7520
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 51,411 2,714
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 58,717 58,717 3,100 3.0431
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.