JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWinthrop Advisory Group LLC
Latest Disclosed Ownership18,489 shares
Latest Disclosed Value $ 5,438,781
Winthrop Advisory Group LLC reports 7.18% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Winthrop Advisory Group LLC filed a 13F-HR form disclosing ownership of 18,489 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,438,781 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 21, 2026 disclosing 17,250 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.18% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,489 1,239 7.18 5,439 -2.25 0.3956
2026-01-21 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 17,250 -1,684 -8.89 5,564 -6.85 0.4715
2026-01-21 2025-12-31 13F JPMORGAN CHASE COM 46625H100 17,250 -1,684 5,564 0.4715
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,934 427 2.31 5,972 11.31 0.5225
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 18,507 909 5.17 5,365 24.30 0.5177
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,598 -661 -3.62 4,317 -1.37 0.5189
2025-01-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,259 1,124 6.56 4,377 21.12 0.5252
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 17,135 2,749 19.11 3,613 24.20 0.4466
2024-07-18 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 14,386 -11 -0.08 2,910 0.90 0.3956
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,386 -11 2,910 0.3955
2024-04-17 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,397 -172 -1.18 2,884 16.34 0.4171
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 14,569 3,360 29.98 2,478 52.49 0.3871
2023-11-03 2023-09-30 13F JPMORGAN CHASE COM 46625H100 11,209 50 0.45 1,626 0.12 0.2669
2023-08-02 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,159 586 5.54 1,623 17.86 0.2603
2023-08-01 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,573 76 0.72 1,378 -2.13 0.2431
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 10,573 76 1 0.2434
2023-08-03 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 10,497 284 2.78 1,408 31.87 0.2669
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 10,497 284 1 0.0003
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 10,213 -45 -0.44 1,067 -7.62 0.2285
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 10,258 -522 -4.84 1,155 -21.43 0.2711
2022-04-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,780 337 3.23 1,470 -11.12 0.3064
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 10,443 201 1.96 1,654 -1.31 0.3322
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,242 261 2.61 1,676 7.92 0.3731
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 9,981 -381 -3.68 1,553 -1.52 0.3494
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 10,362 416 4.18 1,577 24.76 0.3888
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 9,946 915 10.13 1,264 44.46 0.3306
2020-10-20 2020-09-30 13F JPMORGAN CHASE COM 46625H100 9,031 1,012 12.62 875 16.98 0.2680
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,019 -398 -4.73 748 -1.32 0.2641
2020-04-17 2020-03-31 13F JPMORGAN CHASE COM 46625H100 8,417 154 1.86 758 -34.20 0.3031
2020-01-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,263 -122 -1.45 1,152 16.72 0.4150
2019-10-10 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,385 477 6.03 987 11.65 0.3906
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 7,908 370 4.91 884 14.51 0.3700
2019-04-23 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,538 300 4.14 772 9.19 0.3397
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 7,238 232 3.31 707 -10.62 0.3594
2018-10-29 2018-09-30 13F JPMORGAN CHASE COM 46625H100 7,006 765 12.26 791 21.69 0.4453
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,241 1,111 21.66 650 15.04 0.4259
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,130 -264 -4.89 565 -4.88 0.3974
2018-05-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,394 5,394 594 0.4219
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.