JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHarbor Advisors LLC
Latest Disclosed Ownership24,148 shares
Latest Disclosed Value $ 7,103,376
Harbor Advisors LLC ownership in JPM / JPMorgan Chase & Co.

On May 7, 2026 - Harbor Advisors LLC filed a 13F-HR form disclosing ownership of 24,148 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,103,376 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 24,148 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.

Upgrade to unlock premium data and export to Excel .

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 COM 46625H100 24,148 0 0.00 7,103 -8.70 1.0262
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 7,781 2.14 1.1687
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 7,617 8.81 1.1748
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 7,001 18.18 1.1457
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 5,924 2.33 1.0285
2025-02-11 2024-12-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 5,789 13.69 0.9094
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 5,092 4.24 0.8521
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 4,884 0.99 0.8955
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 4,837 17.75 0.8885
2024-02-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 4,108 17.31 0.7854
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,502 -0.31 0.7502
2023-08-15 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,512 11.63 0.7464
2023-08-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 24,148 3,512
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 24,148 -2,000 -7.65 3,147 -10.27 0.7363
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 26,148 0 0.00 3,506 28.33 0.8753
2022-11-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 26,148 0 0.00 2,732 -7.23 0.7351
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 26,148 0 0.00 2,945 -17.37 0.7149
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,148 2,000 8.28 3,564 -6.80 0.7308
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,824 -3.26 0.7112
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,953 5.24 0.7907
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,756 2.18 0.7428
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,676 19.82 0.8150
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,068 31.96 0.6870
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 2,325 2.38 0.5464
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 2,271 4.46 0.5820
2020-05-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 2,174 -35.41 0.6597
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 3,366 18.44 0.9121
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 2,842 5.26 0.8133
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 24,148 0 0.00 2,700 10.43 0.8070
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 24,148 20 0.08 2,445 3.82 0.7880
2019-02-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 24,128 -872 -3.49 2,355 29.68 0.9159
2018-11-14 2018-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 25,000 0 0.00 1,816 14.50 0.5639
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 8,000 0 903 0.2804
2018-08-07 2018-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 25,000 0 0.00 1,586 -8.80 0.5106
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 8,000 0 834 0.2685
2018-05-11 2018-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 25,000 0 0.00 1,739 4.70 0.5856
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,000 0 880 0.2963
2018-02-07 2017-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 25,000 0 0.00 1,661 22.86 0.5642
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 8,000 0 856 0.2907
2017-10-26 2017-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 25,000 0 0.00 1,352 7.56 0.4951
2017-10-26 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,000 0 764 0.2798
2017-08-14 2017-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 25,000 0 0.00 1,257 8.55 0.4972
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 8,000 0 731 0.2892
2017-05-15 2017-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 25,000 0 0.00 1,158 4.61 0.4930
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,000 0 703 0.2993
2017-01-30 2016-12-31 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 25,000 25,000 1,107 0.5308
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 8,000 -17,000 690 0.3309
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.