JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCenterpoint Advisors, LLC
Latest Disclosed Ownership4,699 shares
Latest Disclosed Value $ 1,382
Centerpoint Advisors, LLC reports 10.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Centerpoint Advisors, LLC filed a 13F-HR form disclosing ownership of 4,699 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,251 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.51% 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 &CO COM 46625H100 4,699 -552 -10.51 1 0.00 0.4497
2026-02-13 2025-12-31 13F JPMORGAN CHASE &CO. COM 46625H100 5,251 -32 -0.61 2 0.00 0.5205
2025-11-06 2025-09-30 13F JPMORGAN CHASE &CO. COM 46625H100 5,283 105 2.03 2 0.00 0.5169
2025-08-01 2025-06-30 13F JPMORGAN CHASE &CO. COM 46625H100 5,178 32 0.62 2 0.00 0.5091
2025-05-13 2025-03-31 13F JPMORGAN CHASE &CO. COM 46625H100 5,146 0 0.00 1 0.00 0.4662
2025-01-31 2024-12-31 13F JPMORGAN CHASE &CO. COM 46625H100 5,146 -423 -7.60 1 0.00 0.4321
2024-10-15 2024-09-30 13F JPMORGAN CHASE &CO. COM 46625H100 5,569 -1,012 -15.38 1 0.00 0.4082
2024-07-30 2024-06-30 13F JPMORGAN CHASE &CO. COM 46625H100 6,581 -37 -0.56 1 0.00 0.4796
2024-05-02 2024-03-31 13F JPMORGAN CHASE &CO COM 46625H100 6,618 403 6.48 1 0.00 0.4964
2024-01-16 2023-12-31 13F JPMORGAN CHASE &CO COM 46625H100 6,215 215 3.58 1 0.4154
2023-11-01 2023-09-30 13F JPMORGAN CHASE &CO COM 46625H100 6,000 1 0.02 1 0.3691
2023-07-17 2023-06-30 13F JPMORGAN CHASE &CO COM 46625H100 5,999 -13 -0.22 1 0.3538
2023-05-03 2023-03-31 13F JPMORGAN CHASE &CO COM 46625H100 6,012 123 2.09 1 0.3408
2023-01-24 2022-12-31 13F JPMORGAN CHASE &CO COM 46625H100 5,889 188 3.30 1 -100.00 0.3704
2022-10-13 2022-09-30 13F JPMORGAN CHASE &CO COM 46625H100 5,701 720 14.45 596 6.24 0.3167
2022-07-18 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 4,981 20 0.40 561 -17.01 0.2861
2022-04-27 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 4,961 -46 -0.92 676 -14.75 0.3094
2022-01-14 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 5,007 1,183 30.94 793 26.68 0.3482
2021-10-25 2021-09-30 13F JPMORGAN CHASE &CO COM 46625H100 3,824 40 1.06 626 6.28 0.2986
2021-07-26 2021-06-30 13F JPMORGAN CHASE &CO COM 46625H100 3,784 2,713 253.31 589 261.35 0.2773
2021-04-23 2021-03-31 13F JPMORGAN CHASE &CO COM 46625H100 1,071 0 0.00 163 19.85 0.0958
2021-01-22 2020-12-31 13F JPMORGAN CHASE &CO COM 46625H100 1,071 0 0.00 136 32.04 0.0884
2020-10-13 2020-09-30 13F JPMORGAN CHASE &CO COM 46625H100 1,071 -17 -1.56 103 0.98 0.0775
2020-07-31 2020-06-30 13F JPMORGAN CHASE &CO COM 46625H100 1,088 55 5.32 102 9.68 0.0825
2020-04-23 2020-03-31 13F JPMORGAN CHASE &CO COM 46625H100 1,033 160 18.33 93 -23.77 0.0925
2020-01-14 2019-12-31 13F JPMORGAN CHASE &CO COM 46625H100 873 0 0.00 122 18.45 0.0899
2019-10-21 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 873 0 0.00 103 5.10 0.0819
2019-07-17 2019-06-30 13F JPMORGAN CHASE &CO COM 46625H100 873 0 0.00 98 11.36 0.0783
2019-04-25 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 873 0 0.00 88 3.53 0.0747
2019-02-05 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 873 0 0.00 85 -14.14 0.0806
2018-11-08 2018-09-30 13F JPMORGAN CHASE &CO COM 46625H100 873 0 0.00 99 8.79 0.0784
2018-08-13 2018-06-30 13F JPMORGAN CHASE &CO COM 46625H100 873 50 6.08 91 0.00 0.0762
2018-05-09 2018-03-31 13F JPMORGAN CHASE &CO COM 46625H100 823 0 0.00 91 3.41 0.0793
2018-03-14 2017-12-31 13F JPMORGAN CHASE &CO COM 46625H100 823 823 88 0.0778
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.