JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGuidance Point Advisors, LLC
Latest Disclosed Ownership401,007 shares
Latest Disclosed Value $ 117,961,927
Guidance Point Advisors, LLC reports 0.00% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Guidance Point Advisors, LLC filed a 13F-HR form disclosing ownership of 401,007 shares of JPMorgan Chase & Co. (MX:JPM) valued at $117,961,927 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 401,005 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 401,007 2 0.00 117,962 -8.71 27.9428
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 401,005 -139 -0.03 129,214 2.12 29.9551
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 401,144 205 0.05 126,536 8.86 30.5128
2025-08-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 400,939 0 0.00 116,237 18.19 29.8607
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 400,939 -14 -0.00 98,350 2.33 28.0091
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 400,953 -745 -0.19 96,112 13.47 27.0190
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 401,698 -45 -0.01 84,702 4.24 24.7325
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 401,743 8 0.00 81,256 0.98 25.3699
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 401,735 744 0.19 80,469 17.97 26.2530
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 400,991 195 0.05 68,210 17.35 25.2274
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 400,796 144 0.04 58,124 -0.25 23.6617
2023-11-06 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 400,652 73 0.02 58,271 11.63 22.3779
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 400,652 73 58,271 22.3779
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 400,579 1 0.00 52,200 -2.83 21.0483
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 400,578 4 0.00 53,717 28.33 22.7452
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 400,574 3 0.00 41,860 -7.20 19.1054
2022-07-28 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 400,571 3 0.00 45,108 -17.39 19.4633
2022-05-05 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 400,568 125 0.03 54,605 -13.89 20.6802
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 400,443 -101 -0.03 63,410 -3.29 22.9772
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 400,544 2 0.00 65,565 5.24 23.9287
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 400,542 0 0.00 62,300 2.17 24.1921
2021-04-30 2021-03-31 13F JPMORGAN CHASE COM 46625H100 400,542 41 0.01 60,974 19.81 25.2808
2021-01-15 2020-12-31 13F JPMORGAN CHASE COM 46625H100 400,501 30 0.01 50,891 32.00 23.3913
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 400,471 11 0.00 38,553 2.35 21.2543
2020-08-03 2020-06-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 400,460 378 0.09 37,667 4.58 20.9359
2020-04-30 2020-03-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 400,082 0 0.00 36,019 -35.42 23.4303
2020-01-15 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 400,082 -38 -0.01 55,771 18.43 27.2362
2019-10-08 2019-09-30 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 400,120 -57 -0.01 47,090 5.25 25.7886
2019-08-05 2019-06-30 13F JPMORGAN CHASE &CO COM 46625H100 400,177 -45 -0.01 44,739 10.43 25.3060
2019-05-06 2019-03-31 13F JPMORGAN CHASE &CO. COM USD1.00 COM 46625H100 400,222 -30 -0.01 40,514 3.69 23.9086
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 400,252 400,252 39,072 25.3808
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.