JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership72,496 shares
Latest Disclosed Value $ 21,325,637
Gladstone Institutional Advisory LLC reports 8.97% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 72,496 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,325,637 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 79,638 shares of JPMorgan Chase & Co.. This represents a change in shares of -8.97% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 72,496 -7,142 -8.97 21,326 -16.90 0.7901
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 79,638 534 0.68 25,661 2.85 0.9690
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 79,104 -4,105 -4.93 24,952 3.43 0.9609
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 83,209 3,314 4.15 24,123 23.09 0.9966
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 79,895 -2,336 -2.84 19,598 -0.57 0.9134
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 82,231 1,110 1.37 19,712 15.24 0.9143
2024-10-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 81,121 -42,884 -34.58 17,105 -31.80 0.8351
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 124,005 7,982 6.88 25,081 7.93 1.3061
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 116,023 -14,558 -11.15 23,239 4.63 1.2751
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 130,581 11,251 9.43 22,212 28.35 1.2458
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 119,330 39,561 49.59 17,305 49.17 1.1206
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 79,769 9,278 13.16 11,602 26.30 0.7072
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 70,491 12,206 20.94 9,186 17.53 0.5948
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 58,285 -3,001 -4.90 7,816 22.03 0.5516
2023-01-30 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 61,286 2,598 4.43 6,404 -3.10 0.5006
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 61,286 2,598 6,404 0.5006
2023-01-30 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 58,688 2,976 5.34 6,609 -12.98 0.5227
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 58,688 2,976 6,609 0.5227
2023-01-30 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 55,712 9,901 21.61 7,595 4.70 0.5135
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 55,712 9,901 7,595 0.5135
2023-01-30 2021-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 45,811 9,327 25.56 7,254 21.47 0.5620
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 45,811 9,327 7,254 0.5620
2023-01-30 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 36,484 10,848 42.32 5,972 49.79 0.5833
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 36,484 10,848 5,972 0.5833
2023-01-30 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 25,636 7,905 44.58 3,987 47.72 0.4737
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,636 7,905 3,987 0.4737
2023-01-30 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 17,731 13,381 307.61 2,699 388.07 0.4195
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,731 13,381 2,699 0.4195
2023-01-30 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,350 -389 -8.21 553 21.27 0.1102
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 4,350 -389 553 0.1102
2023-01-30 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,739 351 8.00 456 10.41 0.1089
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 4,739 351 456 0.1089
2020-08-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 4,388 -2,941 -40.13 413 -37.42 0.1050
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,329 1,625 28.49 660 -16.98 0.1703
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 5,704 442 8.40 795 28.43 0.1949
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 5,262 -782 -12.94 619 -8.43 0.1574
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 6,044 2,372 64.60 676 81.72 0.2060
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,672 -1,400 -27.60 372 -24.85 0.1365
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 5,072 5,072 495 0.2883
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.