JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGleason Group, Inc.
Latest Disclosed Ownership10,511 shares
Latest Disclosed Value $ 3,092,015
Gleason Group, Inc. reports 13.83% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Gleason Group, Inc. filed a 13F-HR form disclosing ownership of 10,511 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,092,015 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 12,198 shares of JPMorgan Chase & Co.. This represents a change in shares of -13.83% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,511 -1,687 -13.83 3,092 -21.32 0.3063
2026-01-15 2025-12-31 13F JPMORGAN CHASE & COMPANY. COM 46625H100 12,198 47 0.39 3,930 2.56 0.3854
2025-10-16 2025-09-30 13F JPMORGAN CHASE & COMPANY. COM 46625H100 12,151 -5 -0.04 3,833 8.74 0.3850
2025-07-17 2025-06-30 13F JPMORGAN CHASE & COMPANY. COM 46625H100 12,156 -1,143 -8.59 3,524 8.03 0.3818
2025-04-11 2025-03-31 13F JPMORGAN CHASE & COMPANY. COM 46625H100 13,299 -133 -0.99 3,262 1.34 0.5894
2025-01-13 2024-12-31 13F JPMORGAN CHASE & COMPANY. COM 46625H100 13,432 -763 -5.38 3,220 7.55 0.5659
2024-10-15 2024-09-30 13F JPMORGAN CHASE & COMPANY. COM 46625H100 14,195 -103 -0.72 2,993 3.53 0.5482
2024-07-12 2024-06-30 13F JPMORGAN CHASE & COMPANY. COM 46625H100 14,298 -1,185 -7.65 2,892 -6.77 0.5871
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,483 -420 -2.64 3,101 14.64 0.6483
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,903 116 0.73 2,705 18.17 0.6215
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,787 -102 -0.64 2,289 -0.91 0.6015
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,889 35 0.22 2,311 11.86 0.5996
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,854 168 1.07 2,066 -1.81 0.5928
2023-01-11 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,686 125 0.80 2,103 29.34 0.6596
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,561 273 1.79 1,626 -5.57 0.5601
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,288 126 0.83 1,722 -16.69 0.5923
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,162 252 1.69 2,067 -12.45 0.6134
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 14,910 87 0.59 2,361 -2.68 0.7705
2021-10-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 14,823 286 1.97 2,426 7.30 0.8765
2021-07-27 2021-06-30 13F JPMORGAN CHASE COM 46625H100 14,537 84 0.58 2,261 2.77 0.8194
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 14,453 200 1.40 2,200 21.48 0.8662
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 14,253 87 0.61 1,811 32.77 0.8688
2020-10-15 2020-09-30 13F JPMORGAN CHASE COM 46625H100 14,166 -1,423 -9.13 1,364 -6.96 0.7875
2020-08-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 15,589 137 0.89 1,466 5.39 0.9070
2020-08-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 15,452 -4,883 -24.01 1,391 -50.93 1.1012
2020-08-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 20,335 20,335 2,835 1.6910
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.