JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSummit Trail Advisors, Llc
Latest Disclosed Ownership140,214 shares
Latest Disclosed Value $ 41,245,210
Summit Trail Advisors, Llc reports 25.11% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Summit Trail Advisors, Llc filed a 13F-HR form disclosing ownership of 140,214 shares of JPMorgan Chase & Co. (MX:JPM) valued at $41,245,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 112,070 shares of JPMorgan Chase & Co.. This represents a change in shares of 25.11% 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 140,214 28,144 25.11 41,245 14.22 0.5909
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 112,070 -7,970 -6.64 36,111 -4.63 0.6243
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 120,040 6,790 6.00 37,864 15.33 0.5229
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 113,250 14,131 14.26 32,832 35.04 0.5635
2025-04-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 99,119 9,397 10.47 24,314 13.05 0.8020
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 89,722 10,879 13.80 21,507 29.37 0.7937
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 78,843 6,099 8.38 16,625 12.99 0.4121
2024-08-13 2024-06-30 13F JP Morgan Chase & Co Com COM 46625H100 72,744 29,392 67.80 14,713 69.45 0.3867
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 43,352 11,813 37.46 8,683 61.88 0.2308
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 31,539 -7,575 -19.37 5,365 -5.43 0.1775
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 39,114 -681 -1.71 5,672 -1.99 0.2087
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 39,795 10,048 33.78 5,788 49.30 0.2184
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,747 5,297 21.66 3,876 18.24 0.1561
2023-02-07 2022-12-31 13F JP Morgan Chase & Co Com COM 46625H100 24,450 667 2.80 3,279 31.91 0.1456
2022-11-10 2022-09-30 13F JP Morgan Chase & Co Com Stock 46625H100 23,783 -1,196 -4.79 2,485 -11.66 0.1344
2022-08-09 2022-06-30 13F JP Morgan Chase & Co Com COM 46625H100 24,979 4,685 23.09 2,813 1.70 0.1739
2022-05-16 2022-03-31 13F JP Morgan Chase & Co Com EQUITY 46625H100 20,294 2,871 16.48 2,766 0.25 0.2237
2022-02-11 2021-12-31 13F JP Morgan Chase & Co Com Equity 46625H100 17,423 2,823 19.34 2,759 15.44 0.1779
2021-11-16 2021-09-30 13F JP Morgan Chase & Co Com COM 46625H100 14,600 1,006 7.40 2,390 13.06 0.1794
2021-08-16 2021-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 13,594 -157 -1.14 2,114 1.00 0.1852
2021-05-17 2021-03-31 13F JPMORGAN CHASE Equity 46625H100 13,751 671 5.13 2,093 25.93 0.2257
2021-02-16 2020-12-31 13F JPMORGAN CHASE Equity 46625H100 13,080 13,080 1,662 0.2095
2020-11-16 2020-09-30 13F/A-1 JP Morgan Chase & Co Com Equity 46625H100 0 -12,642 -100.00 0 -100.00
2020-08-13 2020-06-30 13F JP Morgan Chase & Co Com Equity 46625H100 12,642 -37 -0.29 1,189 4.12 0.2218
2020-05-15 2020-03-31 13F JP Morgan Chase & Co Com Equity 46625H100 12,679 109 0.87 1,142 -34.82 0.3073
2020-02-13 2019-12-31 13F Lithium Americas Equity 46625H100 12,570 1,333 11.86 1,752 32.43 1.0157
2019-11-14 2019-09-30 13F JP Morgan Chase & Co Com Equity 46625H100 11,237 1,697 17.79 1,323 23.99 0.4703
2019-08-08 2019-06-30 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 9,540 -2,288 -19.34 1,067 -10.86 0.4666
2019-05-16 2019-03-31 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 11,828 -22,662 -65.71 1,197 -64.45 0.5180
2019-02-13 2018-12-31 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 34,490 -58,512 -62.91 3,367 -67.91 1.1908
2018-11-14 2018-09-30 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 93,002 50,013 116.34 10,494 134.29 2.3157
2018-08-10 2018-06-30 13F JP Morgan Chase & Co Com EQUITY 46625H100 42,989 -49,872 -53.71 4,479 -35.22 1.5661
2018-05-22 2018-03-31 13F/A-1 JPMORGAN CHASE & CO COM EQUITY 46625H100 92,861 25,269 37.38 6,914 -10.52 1.1734
2018-05-21 2018-03-31 13F JPMORGAN CHASE & CO COM EQUITY 46625H100 6,914,142 6,846,550 6,914
2018-02-14 2017-12-31 13F JPMORGAN CHASE EQUITY 46625H100 67,592 67,592 7,727 0.9758
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.