JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionLindbrook Capital, Llc
Latest Disclosed Ownership39,791 shares
Latest Disclosed Value $ 9,760,732
Lindbrook Capital, Llc reports 1.17% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2025 - Lindbrook Capital, Llc filed a 13F-HR form disclosing ownership of 39,791 shares of JPMorgan Chase & Co. (US:JPM) valued at $9,760,732 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 6, 2025 disclosing 40,263 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.17% during the quarter. The current value of the position is $12,429,515 USD.

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)
2025-05-05 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 39,791 -472 -1.17 9,761 1.13 0.8999
2025-02-06 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 40,263 313 0.78 9,651 14.58 0.8706
2024-11-01 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 39,950 5,920 17.40 8,424 22.39 0.7461
2024-07-31 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 34,030 -1,022 -2.92 6,883 -1.97 0.6464
2024-04-25 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 35,052 -1,022 -2.83 7,021 14.41 0.6568
2024-02-01 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 36,074 1,761 5.13 6,136 23.31 0.6127
2023-10-25 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 34,313 -1,511 -4.22 4,976 -4.49 0.5567
2023-07-31 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 35,824 3,897 12.21 5,210 25.24 0.5546
2023-04-26 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 31,927 -161 -0.50 4,160 -3.32 0.4876
2023-01-25 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 32,088 2,400 8.08 4,303 38.72 0.5299
2022-11-10 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,688 1,441 5.10 3,102 -2.48 0.5233
2022-08-01 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,247 4,881 20.89 3,181 -0.13 0.5259
2022-04-21 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 23,366 -652 -2.71 3,185 -16.25 0.4916
2022-01-18 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 24,018 18,561 340.13 3,803 325.87 0.5789
2021-11-05 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,457 42 0.78 893 6.06 0.2340
2021-07-27 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,415 -613 -10.17 842 -8.28 0.1882
2021-04-28 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,028 385 6.82 918 28.03 0.2067
2021-01-27 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,643 445 8.56 717 43.40 0.1752
2020-11-03 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,198 57 1.11 500 3.31 0.1377
2020-07-27 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,141 -97 -1.85 484 2.54 0.1436
2020-04-22 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,238 -2,284 -30.36 472 -55.00 0.1784
2020-01-27 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,522 194 2.65 1,049 21.69 0.3652
2019-10-30 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,328 72 0.99 862 6.29 0.3255
2019-07-24 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,256 561 8.38 811 19.79 0.3128
2019-04-23 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,695 963 16.80 677 21.11 0.2696
2019-02-07 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,732 5,732 559 0.2753
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.