JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionHighPoint Advisor Group LLC
Latest Disclosed Ownership36,523 shares
Latest Disclosed Value $ 10,743,600
HighPoint Advisor Group LLC reports 0.68% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - HighPoint Advisor Group LLC filed a 13F-HR form disclosing ownership of 36,523 shares of JPMorgan Chase & Co. (US:JPM) valued at $10,743,606 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 14, 2026 disclosing 36,773 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.68% during the quarter. The current value of the position is $10,987,945 USD.

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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE Common Stock 46625H100 36,523 -250 -0.68 10,744 -9.33 0.4502
2026-05-14 2025-12-31 13F/A-2 JPMORGAN CHASE Common Stock 46625H100 36,773 -156,289 -80.95 11,849 -80.54 0.4950
2026-02-04 2025-12-31 13F JPMORGAN CHASE Common Stock 46625H100 189,922 -3,140 61,197 2.8384
2025-11-05 2025-09-30 13F JPMORGAN CHASE Common Stock 46625H100 193,062 -4,521 -2.29 60,897 6.31 2.9012
2025-08-07 2025-06-30 13F JPMORGAN CHASE Common Stock 46625H100 197,583 -1,135 -0.57 57,281 17.84 3.0435
2025-05-05 2025-03-31 13F JPMORGAN CHASE Common Stock 46625H100 198,718 412 0.21 48,610 -10.07 2.8298
2025-02-12 2024-12-31 13F JPMORGAN CHASE Common Stock 46625H100 198,306 -463 -0.23 54,053 28.97 2.9365
2024-11-04 2024-09-30 13F JPMORGAN CHASE Common Stock 46625H100 198,769 -15,574 -7.27 41,912 91,013.04 2.4432
2024-08-08 2024-06-30 13F JPMORGAN CHASE Common Stock 46625H100 214,343 28,041 15.05 46 24.32 2.7540
2024-05-14 2024-03-31 13F JPMORGAN CHASE Common Stock 46625H100 186,302 -188 -0.10 37 -99.90 2.6151
2024-03-26 2023-12-31 13F JPMORGAN CHASE Common Stock 46625H100 186,490 20,860 12.59 36,332 96.05 2.6016
2022-08-15 2022-06-30 13F JPMORGAN CHASE Common Stock 46625H100 165,630 6,085 3.81 18,532 -29.04 2.0269
2021-11-15 2021-09-30 13F JPMORGAN CHASE Common Stock 46625H100 159,545 2,347 1.49 26,116 6.81 2.5586
2021-07-29 2021-06-30 13F JPMORGAN CHASE Common Stock 46625H100 157,198 28,519 22.16 24,451 21.74 2.4619
2021-04-12 2021-03-31 13F JPMORGAN CHASE Common Stock 46625H100 128,679 582 0.45 20,084 12.33 2.3241
2021-02-10 2020-12-31 13F JPMORGAN CHASE Common Stock 46625H100 128,097 41,840 48.51 17,880 98.64 2.1773
2020-11-06 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 86,257 1,132 1.33 9,001 13.38 1.6283
2020-08-13 2020-06-30 13F JPMORGAN CHASE Common Stock 46625H100 85,125 474 0.56 7,939 3.40 1.6971
2020-05-01 2020-03-31 13F/A-2 JPMORGAN CHASE Common Stock 46625H100 84,651 -3,139 -3.58 7,678 -36.22 1.8282
2020-04-27 2020-03-31 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 7,678 -76,973 85 1.3349
2020-04-27 2020-03-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 87,790 0 12,038 2,471,690.9462
2020-02-13 2019-12-31 13F JP MORGAN CHASE & CO COM Common Stock 46625H100 87,790 1,517 1.76 12,038 7.02 2.4800
2019-11-12 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 86,273 133 0.15 11,248 14.27 2.4858
2019-08-15 2019-06-30 13F/A-1 JPMORGAN CHASE Common Stock 46625H100 86,140 -689 -0.79 9,843 0.14 2.3047
2019-08-15 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 86,829 0 9,829
2019-05-08 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 86,829 462 0.53 9,829 8.11 2.4064
2019-02-20 2018-12-31 13F JPMORGAN CHASE Common Stock 46625H100 86,367 12,309 16.62 9,092 15.42 2.4082
2018-10-23 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 74,058 435 0.59 7,877 -6.78 2.1569
2018-08-20 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 73,623 -12,104 -14.12 8,450 -11.29 2.2809
2018-06-11 2018-03-31 13F JPMORGAN CHASE Common Stock 46625H100 85,727 802 0.94 9,525 -0.24 2.6150
2018-02-15 2017-12-31 13F JPMORGAN CHASE Common Stock 46625H100 84,925 775 0.92 9,548 11.69 2.7353
2017-11-06 2017-09-30 13F JPMORGAN CHASE Common Stock 46625H100 84,150 1,113 1.34 8,549 9.93 2.6513
2017-08-15 2017-06-30 13F JPMORGAN CHASE Common Stock 46625H100 83,037 0 0.00 7,777 0.00 2.5026
2017-08-07 2017-03-31 13F JPMORGAN CHASE Common Stock 46625H100 83,037 72 0.09 7,777 0.15 2.5026
2017-03-02 2016-12-31 13F JPMORGAN CHASE Common Stock 46625H100 82,965 -2,037 -2.40 7,765 17.08 2.5010
2016-11-21 2016-09-30 13F JPMORGAN CHASE Common Stock 46625H100 85,002 3,871 4.77 6,632 24.10 2.3349
2016-08-10 2016-06-30 13F JPMORGAN CHASE Common Stock 46625H100 81,131 29,128 56.01 5,344 60.67 1.8740
2016-04-26 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 52,003 9,681 22.87 3,326 38.01 2.0365
2016-01-26 2015-12-31 13F JPMORGAN CHASE COM 46625H100 42,322 30,338 253.15 2,410 229.69 1.5851
2015-10-29 2015-09-30 13F JPMORGAN CHASE COM 46625H100 11,984 11,984 731 0.8105
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.