JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFlagship Harbor Advisors, Llc
Latest Disclosed Ownership49,619 shares
Latest Disclosed Value $ 14,595,885
Flagship Harbor Advisors, Llc reports 2.07% increase in ownership of JPM / JPMorgan Chase & Co.

On April 28, 2026 - Flagship Harbor Advisors, Llc filed a 13F-HR form disclosing ownership of 49,619 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,595,885 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 48,614 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.07% 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)
2026-04-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 49,619 1,005 2.07 14,596 -6.82 0.6419
2026-01-21 2025-12-31 13F JPMORGAN CHASE Common Stock 46625H100 48,614 -692 -1.40 15,665 0.72 0.7392
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 49,306 190 0.39 15,553 9.22 0.6766
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 49,116 136 0.28 14,239 18.52 0.6744
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 48,980 311 0.64 12,015 2.98 0.6317
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 48,669 -1,475 -2.94 11,666 10.34 0.6127
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 50,144 -1,242 -2.42 10,573 1.73 0.5807
2025-12-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 51,386 7,187 16.26 10,393 17.40 0.6247
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 44,199 -359 -0.81 8,853 16.81 0.5689
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 44,558 1,936 4.54 7,579 22.62 0.5512
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 42,622 -1,112 -2.54 6,181 -2.81 0.5141
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 43,734 1,361 3.21 6,361 15.20 0.5254
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,373 -757 -1.76 5,522 -4.53 0.5201
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 43,130 11,758 37.48 5,784 76.42 0.5929
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 31,372 721 2.35 3,278 -5.04 0.3802
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 30,651 2,788 10.01 3,452 -9.11 0.3878
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 27,863 -501 -1.77 3,798 -15.43 0.3660
2022-02-17 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 28,364 3,134 12.42 4,491 14.45 0.4250
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 28,364 3,134 4,491 0.4250
2021-11-01 2021-09-30 13F JPMORGAN CHASE COM 46625H100 25,230 0 0.00 3,924 0.00 0.4216
2021-07-26 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,230 149 0.59 3,924 2.78 0.4209
2021-05-03 2021-03-31 13F JPMORGAN CHASE COM 46625H100 25,081 -1,235 -4.69 3,818 14.17 0.4334
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 26,316 -857 -3.15 3,344 27.88 0.4146
2020-10-13 2020-09-30 13F JPMORGAN CHASE Common Stock 46625H100 27,173 -809 -2.89 2,615 -0.65 0.3531
2020-07-31 2020-06-30 13F JPMORGAN CHASE Common Stock 46625H100 27,982 3,688 15.18 2,632 20.35 0.3864
2020-05-12 2020-03-31 13F JPMORGAN CHASE Common Stock 46625H100 24,294 -116 -0.48 2,187 -35.73 0.4374
2020-02-14 2019-12-31 13F JPMORGAN CHASE Common Stock 46625H100 24,410 221 0.91 3,403 19.57 0.5959
2019-10-22 2019-09-30 13F JPMORGAN CHASE Common Stock 46625H100 24,189 -1,084 -4.29 2,846 0.74 0.5578
2019-07-22 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 25,273 47 0.19 2,825 10.65 0.5863
2019-04-15 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 25,226 -1,448 -5.43 2,553 -1.92 0.5244
2019-01-26 2018-12-31 13F JPMORGAN CHASE COM 46625H100 26,674 -1,354 -4.83 2,603 -18.17 0.6326
2018-11-05 2018-09-30 13F JPMORGAN CHASE Common Stock 46625H100 28,028 26,028 1,301.40 3,181 2,424.60 0.5899
2018-08-14 2018-06-30 13F JPMORGAN CHASE Rights and Bearer Warrants; Warrants (except Bearer) 46634E114 2,000 -21,554 -91.51 126 -95.04 0.0252
2018-08-14 2018-06-30 13F JPMORGAN CHASE Common Stock 46625H100 27,588 4,034 2,874 0.5752
2018-04-23 2018-03-31 13F JPMORGAN CHASE COM 46625H100 23,554 83 0.35 2,540 -0.16 0.7552
2018-01-24 2017-12-31 13F JPMORGAN CHASE COM 46625H100 23,471 1,865 8.63 2,544 22.13 0.7313
2017-10-23 2017-09-30 13F JPMORGAN CHASE COM 46625H100 21,606 -1,363 -5.93 2,083 -2.57 0.6758
2017-08-09 2017-06-30 13F JPMORGAN CHASE COM 46625H100 22,969 -879 -3.69 2,138 3.84 0.7423
2017-05-16 2017-03-31 13F JPMORGAN CHASE COM 46625H100 23,848 7,818 48.77 2,059 53.89 0.7866
2017-05-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 16,030 16,030 1,338 0.5774
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.