JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGreen Square Capital Advisors Llc
Latest Disclosed Ownership22,669 shares
Latest Disclosed Value $ 6,668,426
Green Square Capital Advisors Llc reports 0.94% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Green Square Capital Advisors Llc filed a 13F-HR form disclosing ownership of 22,669 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,668,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 22,884 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.94% 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)
2026-05-07 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,669 -215 -0.94 6,668 -9.56 0.7024
2026-02-09 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 22,884 -1,908 -7.70 7,374 2.59 0.7658
2025-11-14 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,792 0 0.00 7,188 0.00 0.8531
2025-07-30 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 24,792 -2,000 -7.46 7,188 9.37 0.8517
2025-04-21 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 26,792 -40 -0.15 6,572 2.18 0.9948
2025-02-14 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 26,832 -759 -2.75 6,432 10.75 0.8835
2024-11-07 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,591 0 0.00 5,808 4.07 0.8157
2024-08-14 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,591 -2,865 -9.41 5,581 -8.52 0.7705
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,456 -1,351 -4.25 6,100 12.75 0.8122
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,807 -2,974 -8.55 5,410 7.28 0.7309
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 34,781 171 0.49 5,044 0.20 0.6738
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 34,610 1,150 3.44 5,034 15.44 0.6331
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,460 1,811 5.72 4,360 2.73 0.5823
2023-02-15 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 31,649 400 1.28 4,244 29.94 0.6029
2022-10-31 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 31,249 562 1.83 3,266 -5.50 0.5796
2022-07-20 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 30,687 -110 -0.36 3,456 -17.68 0.6322
2022-05-05 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 30,797 -19,642 -38.94 4,198 -47.44 0.6584
2022-03-08 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 50,439 -335 -0.66 7,987 -3.90 1.5777
2021-10-19 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 50,774 -250 -0.49 8,311 4.73 1.8867
2021-07-29 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 51,024 -7,443 -12.73 7,936 -10.83 2.1737
2021-05-17 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,467 0 0.00 8,900 19.80 2.9060
2021-02-16 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,467 0 0.00 7,429 31.98 2.4257
2020-11-16 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,467 -203 -0.35 5,629 1.99 2.2912
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,670 -24 -0.04 5,519 4.45 2.4751
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,694 -152 -0.26 5,284 -35.58 3.4476
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,846 264 0.45 8,203 18.97 4.5847
2019-11-14 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 58,582 -900 -1.51 6,895 3.68 4.0816
2019-08-14 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 59,482 -1,978 -3.22 6,650 6.88 4.1355
2019-05-14 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 61,460 -9,665 -13.59 6,222 -10.38 4.0293
2019-02-14 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 71,125 -1,518 -2.09 6,943 -15.30 0.9819
2018-11-14 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 72,643 460 0.64 8,197 8.99 1.1452
2018-08-20 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 72,183 387 0.54 7,521 -4.74 1.2071
2018-05-14 2018-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 71,796 3,617 5.31 7,895 8.28 1.2381
2018-02-22 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 68,179 -776 -1.13 7,291 10.70 1.0975
2017-11-15 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 68,955 -10,117 -12.79 6,586 -8.87 1.1881
2017-08-14 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 79,072 375 0.48 7,227 4.54 1.2817
2017-05-17 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 78,697 3,244 4.30 6,913 6.17 1.2196
2017-02-17 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 75,453 11,100 17.25 6,511 51.95 1.3026
2016-11-14 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 64,353 1,000 1.58 4,285 8.84 0.9683
2016-07-25 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 63,353 0 0.00 3,937 4.93 0.9701
2016-05-19 2016-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 63,353 0 0.00 3,752 -10.30 0.9535
2016-02-10 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 63,353 0 0.00 4,183 8.28 1.0343
2015-11-12 2015-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 63,353 -133 -0.21 3,863 -10.20 0.9637
2015-08-12 2015-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 63,486 -1,010 -1.57 4,302 10.11 0.9563
2015-05-15 2015-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 64,496 -11,697 -15.35 3,907 -14.88 0.8788
2014-11-10 2014-09-30 13F JP MORGAN CHASE Stock 46625H100 76,193 -2,464 -3.13 4,590 1.28 1.0751
2014-08-05 2014-06-30 13F JPMORGAN CHASE COM 46625H100 78,657 34 0.04 4,532 -5.05 1.0697
2014-05-15 2014-03-31 13F JP MORGAN CHASE COM 46625H100 78,623 -500 -0.63 4,773 3.16 1.1848
2014-03-03 2013-12-31 13F JP MORGAN CHASE COM 46625H100 79,123 14,384 22.22 4,627 38.28 1.1697
2013-11-14 2013-09-30 13F JP MORGAN CHASE Stock 46625H100 64,739 1,192 1.88 3,346 -0.27 0.9435
2013-08-14 2013-06-30 13F JP MORGAN CHASE COM 46625H100 63,547 63,547 3,355 1.0705
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.