摩根大通公司
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionL & S Advisors Inc
Latest Disclosed Ownership10,183 shares
Latest Disclosed Value $ 2,995,494
L & S Advisors Inc reports 83.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - L & S Advisors Inc filed a 13F-HR form disclosing ownership of 10,183 shares of JPMorgan Chase & Co. (MX:JPM) valued at $2,995,494 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 60,431 shares of JPMorgan Chase & Co.. This represents a change in shares of -83.15% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 10,183 -50,248 -83.15 2,995 -84.62 0.3769
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 60,431 15,191 33.58 19,472 36.45 1.7995
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 45,240 -1,369 -2.94 14,270 5.61 1.3717
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 46,609 11,624 33.23 13,512 57.46 1.3377
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 34,985 -11,744 -25.13 8,582 -23.39 1.0588
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 46,729 -19,844 -29.81 11,201 -20.20 1.2278
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 66,573 17,932 36.87 14,038 42.68 1.4673
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 48,641 30,644 170.27 9,838 172.97 1.1216
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,997 -46,352 -72.03 3,605 -67.07 0.4075
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 64,349 43,279 205.41 10,946 258.27 1.3339
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 21,070 -1,426 -6.34 3,056 -6.60 0.4390
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 22,496 882 4.08 3,272 16.16 0.4365
2023-05-10 2023-03-31 13F JPMORGAN CHASE COM 46625H100 21,614 4,075 23.23 2,817 19.78 0.3944
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,539 94 0.54 2,352 28.96 0.4354
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 17,445 -5,057 -22.47 1,823 -28.06 0.3213
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,502 15,337 214.05 2,534 159.37 0.4230
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 7,165 -34,197 -82.68 977 -85.08 0.1157
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 41,362 -30,566 -42.50 6,550 -44.37 0.7063
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 71,928 37,072 106.36 11,774 117.15 1.2715
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 34,856 -8,776 -20.11 5,422 -18.37 0.5834
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 43,632 28,625 190.74 6,642 248.30 0.7542
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 15,007 1,333 9.75 1,907 44.91 0.2209
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,674 -13,652 -49.96 1,316 -48.79 0.1810
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 27,326 201 0.74 2,570 5.24 0.3833
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 27,125 -65,005 -70.56 2,442 -80.99 0.4609
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 92,130 66,740 262.86 12,843 329.82 1.6425
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,390 -3,420 -11.87 2,988 -7.23 0.4181
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,810 1,549 5.68 3,221 16.70 0.4252
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 27,261 2,651 10.77 2,760 14.90 0.3712
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 24,610 -55,979 -69.46 2,402 -73.59 0.4509
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 80,589 6,269 8.44 9,094 17.43 1.1779
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 74,320 -12,701 -14.60 7,744 -19.08 1.3034
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 87,021 3,228 3.85 9,570 6.80 1.8239
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 83,793 29,599 54.62 8,961 73.13 1.3733
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 54,194 -43,651 -44.61 5,176 -42.12 0.8661
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 97,845 74,095 311.98 8,943 328.72 1.5705
2017-05-12 2017-03-31 13F JP MORGAN CHASE COM 46625H100 23,750 7,884 49.69 2,086 52.37 0.3979
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 15,866 5,496 53.00 1,369 98.12 0.3107
2016-11-14 2016-09-30 13F JP MORGAN CHASE COM 46625H100 10,370 -1,685 -13.98 691 -7.74 0.1910
2016-08-15 2016-06-30 13F JP MORGAN CHASE COM 46625H100 12,055 8,455 234.86 749 251.64 0.1701
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 3,600 -165,659 -97.87 213 -98.09 0.0527
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 169,259 50,586 42.63 11,176 54.45 2.7998
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 118,673 57,811 94.99 7,236 75.46 2.1042
2015-07-21 2015-06-30 13F JPMORGAN CHASE COM 46625H100 60,862 5,689 10.31 4,124 23.40 1.0497
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 55,173 -36,033 -39.51 3,342 -41.45 0.8802
2015-03-09 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 91,206 91,206 0.00 5,708 1.7873
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 91,206 5,708
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 0 -74,978 -100.00 0 -100.00
2014-08-20 2014-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 74,978 0 0.00 4,385 0.00 1.5913
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 74,978 4,385
2014-02-11 2013-12-31 13F JPMORGAN CHASE COM 46625H100 74,978 74,978 4,385 1.5913
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.