JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWhite Pine Capital Llc
Latest Disclosed Ownership19,275 shares
Latest Disclosed Value $ 5,669,787
White Pine Capital Llc reports 0.06% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - White Pine Capital Llc filed a 13F-HR form disclosing ownership of 19,275 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,669,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 19,287 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.06% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 19,275 -12 -0.06 5,670 -8.77 1.5961
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,287 -45 -0.23 6,214 1.92 1.7099
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,332 -28 -0.14 6,098 8.64 1.7461
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,360 175 0.91 5,613 19.25 1.7814
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,185 275 1.45 4,706 3.84 1.6304
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,910 -4 -0.02 4,533 13.64 1.5272
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,914 453 2.45 3,988 6.83 1.3625
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,461 204 1.12 3,734 6.66 1.4151
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 18,257 546 3.08 3,501 16.20 1.3313
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 17,711 -2,179 -10.96 3,013 4.44 1.1610
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 19,890 925 4.88 2,884 4.57 1.1576
2023-08-08 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,965 -2 -0.01 2,758 11.61 1.0291
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,967 243 1.30 2,472 -1.55 0.9602
2023-02-16 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 18,724 553 3.04 2,511 32.17 0.9799
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,724 553 2,511 0.9799
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 18,171 -45 -0.25 1,899 -7.41 0.7904
2022-08-16 2022-06-30 13F JPMORGAN CHASE COM 46625H100 18,216 995 5.78 2,051 -12.65 0.8035
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,221 2,752 19.02 2,348 2.49 0.7273
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,469 241 1.69 2,291 -1.63 0.6769
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 14,228 -140 -0.97 2,329 6.79 0.7153
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,368 565 4.09 2,181 3.81 0.6495
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,803 300 2.22 2,101 22.44 0.6673
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 13,503 754 5.91 1,716 39.85 0.6069
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 12,749 650 5.37 1,227 7.82 0.4993
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 12,099 559 4.84 1,138 9.53 0.4825
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 11,540 135 1.18 1,039 -34.65 0.5274
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 11,405 -400 -3.39 1,590 14.47 0.6206
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 11,805 100 0.85 1,389 6.11 0.5193
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 11,705 0 0.00 1,309 10.46 0.4885
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 11,705 -1,500 -11.36 1,185 -8.07 0.4362
2019-05-10 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 13,205 -90 -0.68 1,289 -14.07 0.5305
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 13,205 -90 1,289
2019-05-10 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 13,295 0 0.00 1,500 8.30 0.5293
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 13,295 0 1,500
2019-05-10 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 13,295 -22 -0.17 1,385 -5.40 0.4944
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 13,295 -22 1,385
2019-05-10 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 13,317 0 0.00 1,464 2.81 0.5392
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 13,317 0 1,464
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 13,317 0 0.00 1,424 11.95 0.5203
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 13,317 -310 -2.27 1,272 2.09 0.0032
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 13,627 -300 -2.15 1,246 1.88 0.4915
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 13,927 -125 -0.89 1,223 0.82 0.4973
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 14,052 0 0.00 1,213 29.59 0.5142
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 14,052 -50 -0.35 936 6.85 0.3990
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 14,102 100 0.71 876 5.67 0.3687
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 14,002 300 2.19 829 -8.40 0.3547
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 13,702 0 0.00 905 8.38 0.4007
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 13,702 0 0.00 835 -10.02 0.3875
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 13,702 -2,400 -14.90 928 -4.82 0.3975
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 16,102 -3,400 -17.43 975 -20.08 0.3953
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 19,502 -450 -2.26 1,220 1.50 0.4109
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 19,952 -50 -0.25 1,202 4.25 0.4097
2014-09-17 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 20,002 -625 -3.03 1,153 -7.91 0.3981
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 20,002 1,153
2014-09-17 2014-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,627 0 0.00 1,252 3.81 0.4283
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 20,627 1,252
2014-09-17 2013-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 20,627 -3,500 -14.51 1,206 -3.29 0.4235
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 20,627 1,206
2014-09-17 2013-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,127 -4,050 -14.37 1,247 -16.14 0.4294
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 24,127 1,247
2013-08-16 2013-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 28,177 0 1,487 0.5676
2014-09-17 2013-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 28,177 28,177 1,487 0.5161
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 28,177 1,487 0.5687
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.