JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDynamic Advisor Solutions LLC
Latest Disclosed Ownership81,031 shares
Latest Disclosed Value $ 23,835,971
Dynamic Advisor Solutions LLC reports 2.14% increase in ownership of JPM / JPMorgan Chase & Co.

On April 8, 2026 - Dynamic Advisor Solutions LLC filed a 13F-HR form disclosing ownership of 81,031 shares of JPMorgan Chase & Co. (MX:JPM) valued at $23,835,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 79,330 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.14% 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)
2026-04-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 81,031 1,701 2.14 23,836 -6.75 0.7512
2026-01-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 79,330 -2,422 -2.96 25,562 -0.88 0.8202
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 81,752 -805 -0.98 25,787 7.74 0.7484
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 82,557 -205 -0.25 23,934 17.90 0.7392
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 82,762 -3,357 -3.90 20,302 -1.66 0.6690
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 86,119 -7,624 -8.13 20,644 4.44 0.8930
2024-10-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 93,743 -2,021 -2.11 19,767 2.05 0.5932
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 95,764 1,741 1.85 19,369 2.85 0.6099
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 94,023 -1,268 -1.33 18,833 14.72 0.6358
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 95,291 24,353 34.33 16,416 59.57 0.6118
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 70,938 2,246 3.27 10,287 2.97 0.4860
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 68,692 2,883 4.38 9,991 16.50 0.5182
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 65,809 652 1.00 8,576 -1.85 0.5018
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 65,157 -192 -0.29 8,738 27.94 0.5966
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 65,349 3,937 6.41 6,829 -1.26 0.5206
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 61,412 -6,856 -10.04 6,916 -25.68 0.5312
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 68,268 6,380 10.31 9,306 -5.04 0.6478
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 61,888 2,766 4.68 9,800 1.26 0.7000
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 59,122 1,384 2.40 9,678 7.76 0.7285
2021-08-10 2021-06-30 13F JPMORGAN CHASE COM 46625H100 57,738 5,726 11.01 8,981 13.43 0.7115
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 52,012 -9,325 -15.20 7,918 1.59 0.7350
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 61,337 3,781 6.57 7,794 40.66 0.7293
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 57,556 1,986 3.57 5,541 6.01 0.6289
2020-08-05 2020-06-30 13F JPMORGAN CHASE COM 46625H100 55,570 3,220 6.15 5,227 10.91 0.7060
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 52,350 -662 -1.25 4,713 -36.22 0.8599
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 53,012 153 0.29 7,390 18.79 1.0076
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 52,859 16 0.03 6,221 5.30 0.9655
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 52,843 6,038 12.90 5,908 24.69 0.9490
2019-04-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 46,805 4,479 10.58 4,738 8.27 0.8939
2019-01-29 2018-12-31 13F JPMORGAN CHASE COM 46625H100 42,326 4,939 13.21 4,376 3.72 0.9296
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 37,387 763 2.08 4,219 10.56 0.8750
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 36,624 6,721 22.48 3,816 16.06 0.8653
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 29,903 12,321 70.08 3,288 74.89 0.8437
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 17,582 999 6.02 1,880 18.69 0.6160
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 16,583 610 3.82 1,584 8.49 0.6263
2017-07-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 15,973 -28 -0.17 1,460 3.84 0.5648
2017-04-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 16,001 1,589 11.03 1,406 13.02 0.5480
2017-01-19 2016-12-31 13F JPMORGAN CHASE COM 46625H100 14,412 1,205 9.12 1,244 41.52 0.4960
2016-10-11 2016-09-30 13F JPMORGAN CHASE COM 46625H100 13,207 8,417 175.72 879 194.97 0.3328
2016-07-22 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,790 -707 -12.86 298 -8.59 0.1207
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 5,497 419 8.25 326 -2.69 0.1384
2016-01-20 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,078 5,078 0.00 335 0.1385
2015-10-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 0 0 0.0000
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 0 -7,001 -100.00 0 -100.00
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 7,001 2,316 49.43 424 54.74 0.2126
2014-02-12 2013-12-31 13F JPMORGAN CHASE COM 46625H100 4,685 4,685 274 0.2029
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.