JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCoastline Trust Co
Latest Disclosed Ownership28,903 shares
Latest Disclosed Value $ 8,502,106
Coastline Trust Co reports 3.92% increase in ownership of JPM / JPMorgan Chase & Co.

On April 3, 2026 - Coastline Trust Co filed a 13F-HR form disclosing ownership of 28,903 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,502,106 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 27,813 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.92% 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)
2026-04-03 2026-03-31 13F JPMORGAN CHASE COM 46625H100 28,903 1,090 3.92 8,502 -5.12 0.8435
2026-01-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 27,813 6,447 30.17 8,962 32.97 0.8428
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,366 141 0.66 6,739 9.52 0.7233
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 21,225 -256 -1.19 6,153 16.78 0.7048
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 21,481 479 2.28 5,269 4.67 0.6550
2025-02-13 2024-12-31 13F JPMorgan Chase COM 46625H100 21,002 228 1.10 5,034 14.93 0.5894
2024-11-06 2024-09-30 13F JPMorgan Chase COM 46625H100 20,774 -5,395 -20.62 4,380 -17.23 0.5147
2024-07-15 2024-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 26,169 -5,375 -17.04 5,293 -16.24 0.6197
2024-04-26 2024-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 31,544 8,517 36.99 6,318 61.34 0.7635
2024-01-23 2023-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 23,027 2,595 12.70 3,917 32.16 0.5208
2023-10-18 2023-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,432 -533 -2.54 2,963 -2.82 0.4368
2023-08-07 2023-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 20,965 -794 -3.65 3,049 7.55 0.4270
2023-05-31 2023-03-31 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 21,759 167 0.77 2,835 -2.07 0.4199
2023-04-12 2023-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 21,592 0 2,895 0.2366
2023-02-09 2022-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 21,592 3,919 22.18 2,895 56.74 0.4314
2022-11-03 2022-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 17,673 -574 -3.15 1,847 -10.12 0.2955
2022-07-22 2022-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 18,247 -1,274 -6.53 2,055 -22.77 0.3040
2022-05-04 2022-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,521 170 0.88 2,661 -13.15 0.3232
2022-02-10 2021-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,351 30 0.16 3,064 -3.13 0.3495
2021-11-09 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,321 -40 -0.21 3,163 5.05 0.3935
2021-08-10 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,361 -52 -0.27 3,011 1.86 0.3727
2021-05-10 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,413 -44 -0.23 2,956 19.58 0.3811
2021-02-12 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,457 -80 -0.41 2,472 31.42 0.3294
2020-10-15 2020-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,537 -115 -0.59 1,881 1.73 0.2827
2020-08-07 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,652 160 0.82 1,849 5.36 0.2919
2020-06-10 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,492 -445 -2.23 1,755 -36.85 0.3169
2020-01-15 2019-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,937 2,128 11.95 2,779 32.59 0.3852
2019-10-18 2019-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 17,809 -16,108 -47.49 2,096 -44.73 0.3084
2019-07-18 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 33,917 0 0.00 3,792 10.43 0.5512
2019-04-25 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 33,917 17 0.05 3,434 3.78 0.5128
2019-01-15 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 33,900 3,776 12.53 3,309 -2.68 0.5705
2018-10-17 2018-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 30,124 5,500 22.34 3,400 32.55 0.4873
2018-07-27 2018-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 24,624 230 0.94 2,565 -4.40 0.3868
2018-04-16 2018-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 24,394 1,515 6.62 2,683 9.64 0.4122
2018-01-17 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 22,879 3,540 18.30 2,447 32.49 0.3681
2017-11-17 2017-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 19,339 842 4.55 1,847 9.29 0.3221
2017-08-10 2017-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 18,497 809 4.57 1,690 8.75 0.3063
2017-04-19 2017-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 17,688 3,801 27.37 1,554 29.72 0.2901
2017-01-17 2016-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 13,887 -870 -5.90 1,198 21.87 0.2353
2016-10-20 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 14,757 5,640 61.86 983 73.37 0.1923
2016-07-18 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,117 50 0.55 567 5.59 0.1145
2016-04-15 2016-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,067 0 0.00 537 -10.35 0.1146
2016-01-15 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,067 -51 -0.56 599 7.73 0.1315
2015-10-30 2015-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 9,118 675 7.99 556 -2.97 0.1266
2015-07-22 2015-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 8,443 1,400 19.88 573 34.19 0.1199
2015-04-17 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,043 -135 -1.88 427 -4.90 0.0876
2015-01-21 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,178 150 2.13 449 5.90 0.0938
2014-10-20 2014-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,028 0 0.00 424 4.69 0.1111
2014-07-23 2014-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,028 -155 -2.16 405 -7.11 0.1051
2014-05-09 2014-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 7,183 725 11.23 436 15.34 0.1159
2014-02-14 2013-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 6,458 600 10.24 378 24.75 0.1027
2013-11-12 2013-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 5,858 -200 -3.30 303 -5.31 0.0891
2013-08-06 2013-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 6,058 6,058 320 0.0987
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.