JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership20,746 shares
Latest Disclosed Value $ 6,102,643
Alps Advisors Inc reports 7.49% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 20,746 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,102,643 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 22,426 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.49% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 20,746 -1,680 -7.49 6,103 -15.55 0.0264
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 22,426 187 0.84 7,226 3.02 0.0421
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 22,239 2,172 10.82 7,015 20.58 0.0391
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 20,067 -612 -2.96 5,818 14.69 0.0336
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,679 -917 -4.25 5,073 -2.01 0.0294
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 21,596 -683 -3.07 5,177 10.20 0.0327
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 22,279 -151,996 -87.22 4,698 -86.67 0.0314
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 174,275 -1,386 -0.79 35,249 0.18 0.2420
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 175,661 1,210 0.69 35,185 18.57 0.2491
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 174,451 923 0.53 29,674 17.92 0.2333
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 173,528 165,309 2,011.30 25,165 2,005.86 0.2088
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,219 3,560 76.41 1,195 96.87 0.0104
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 4,659 -4,661 -50.01 607 -51.40 0.0054
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,320 218 2.40 1,250 31.34 0.0111
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,102 -11,011 -54.75 951 -58.01 0.0090
2022-08-15 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 20,113 11,593 136.07 2,265 95.09 0.0220
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 20,113 11,593 2,265 0.0217
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 8,520 -2,420 -22.12 1,161 -33.01 0.0126
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,940 -1,022,895 -98.94 1,733 -98.98 0.0195
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,033,835 655 0.06 169,228 5.31 1.6306
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,033,180 1,900 0.18 160,701 2.36 1.4212
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,031,280 10 0.00 156,991 19.80 1.5333
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,031,270 3,270 0.32 131,044 32.41 1.4758
2020-11-05 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,028,000 -2,158 -0.21 98,966 2.14 1.4569
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,028,000 -2,158 98,966 1,268,367.8546
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,030,158 -240 -0.02 96,897 4.45 1.2991
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,030,398 -42,257 -3.94 92,767 -37.96 1.4352
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,072,655 -2,307 -0.21 149,528 18.19 1.1655
2019-11-04 2019-09-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,074,962 -5,536 -0.51 126,512 4.73 0.9850
2019-08-07 2019-06-30 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,080,498 8,976 0.84 120,799 11.37 0.8941
2019-05-01 2019-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,071,522 -20,719 -1.90 108,470 1.73 0.7680
2019-02-04 2018-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 1,092,241 9,866 0.91 106,624 -12.70 0.8274
2018-10-25 2018-09-30 13F JPMORGAN CHASE MUTUAL FUND 46625H100 1,082,375 8,383 0.78 122,136 9.14 0.8013
2018-08-02 2018-06-30 13F/A-2 JPMorgan Chase COMMON STOCK 46625H100 1,073,992 1,033,965 2,583.17 111,910 2,442.25 0.7299
2018-07-31 2018-06-30 13F/A-1 JPMorgan Chase COMMON STOCK 46625H100 1,053,403 -20,589 112,651 0.7203
2018-07-25 2018-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 1,053,403 1,013,376 112,651
2018-05-01 2018-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 40,027 14,624 57.57 4,402 62.02 0.0350
2018-02-20 2017-12-31 13F/A-1 JPMorgan Chase COMMON STOCK 46625H100 25,403 11,147 78.19 2,717 99.49 0.0188
2018-02-05 2017-12-31 13F JPMorgan Chase COMMON STOCK 46625H100 25,403 11,147 2,717
2017-11-03 2017-09-30 13F JPMorgan Chase COMMON STOCK 46625H100 14,256 1,398 10.87 1,362 15.91 0.0097
2017-08-03 2017-06-30 13F JPMorgan Chase COMMON STOCK 46625H100 12,858 1,025 8.66 1,175 13.09 0.0082
2017-05-12 2017-03-31 13F JPMorgan Chase COMMON STOCK 46625H100 11,833 7,598 179.41 1,039 184.66 0.0072
2017-01-24 2016-12-31 13F JPMorgan Chase Common Stock 46625H100 4,235 4,235 0.00 365 0.0027
2016-05-10 2016-03-31 13F JPMORGAN CHASE Common Stock 46625H100 0 -8,457 -100.00 0 -100.00
2016-02-05 2015-12-31 13F JPMorgan Chase Common Stock 46625H100 8,457 -319,266 -97.42 558 -99.72 0.0054
2015-11-13 2015-09-30 13F JPMorgan Chase Common Stock 46625H100 327,723 -39,222 -10.69 199,813 703.62 0.2105
2015-08-12 2015-06-30 13F JPMORGAN CHASE Common Stock 46625H100 366,945 -20,493 -5.29 24,864 5.93 0.2122
2015-05-15 2015-03-31 13F JPMORGAN CHASE Common Stock 46625H100 387,438 39,757 11.43 23,471 7.87 0.1922
2015-02-13 2014-12-31 13F JPMORGAN CHASE Common Stock 46625H100 347,681 338,461 3,670.94 21,758 4,166.27 0.1712
2014-02-11 2013-12-31 13F JPMORGAN CHASE Common Stock 46625H100 9,220 4,480 94.51 510 108.16 0.0052
2013-11-13 2013-09-30 13F JPMORGAN CHASE Common Stock 46625H100 4,740 4,740 245 0.0027
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.