JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionBeck Capital Management, Llc
Latest Disclosed Ownership14,162 shares
Latest Disclosed Value $ 4,166,013
Beck Capital Management, Llc reports 0.70% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Beck Capital Management, Llc filed a 13F-HR form disclosing ownership of 14,162 shares of JPMorgan Chase & Co. (CH:JPM) valued at $4,166,013 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,063 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.70% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 14,162 99 0.70 4,166 -8.06 0.9533
2026-02-13 2025-12-31 13F JPMORGAN CHASE &CO. COM Equity 46625H100 14,063 248 1.80 4,531 3.99 1.0783
2025-11-14 2025-09-30 13F JPMORGAN CHASE &CO. COM Equity 46625H100 13,815 64 0.47 4,358 9.31 1.0046
2025-08-14 2025-06-30 13F JPMORGAN CHASE &CO. COM Equity 46625H100 13,751 -653 -4.53 3,986 12.82 0.9950
2025-05-15 2025-03-31 13F JPMORGAN CHASE &CO. COM Equity 46625H100 14,404 -61 -0.42 3,533 1.90 1.0383
2025-02-14 2024-12-31 13F JPMORGAN CHASE &CO. COM Equity 46625H100 14,465 151 1.05 3,467 14.88 0.9203
2024-11-14 2024-09-30 13F JPMORGAN CHASE &CO. COM Equity 46625H100 14,314 937 7.00 3,018 11.57 0.8063
2024-08-14 2024-06-30 13F JPMORGAN CHASE &CO. COM Equity 46625H100 13,377 281 2.15 2,706 3.13 0.7450
2024-05-15 2024-03-31 13F JPMORGAN CHASE Equity 46625H100 13,096 194 1.50 2,623 19.55 0.7540
2024-02-14 2023-12-31 13F JPMORGAN CHASE Equity 46625H100 12,902 -63 -0.49 2,195 16.70 0.7528
2023-11-14 2023-09-30 13F JPMORGAN CHASE Equity 46625H100 12,965 -6,815 -34.45 1,880 -34.63 0.7249
2023-08-14 2023-06-30 13F JPMORGAN CHASE Equity 46625H100 19,780 -996 -4.79 2,877 6.24 1.1345
2023-05-15 2023-03-31 13F JPMORGAN CHASE Equities 46625H100 20,776 20,776 2,707 1.1521
2021-11-12 2021-09-30 13F JPMORGAN CHASE Equities 46625H100 0 -10,581 -100.00 0 -100.00
2021-08-13 2021-06-30 13F JPMORGAN CHASE Equities 46625H100 10,581 10,581 1,646 0.5538
2020-11-13 2020-09-30 13F JPMORGAN CHASE & CO COM USD1.00 Equities 46625H100 0 -18,643 -100.00 0 -100.00
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM USD1.00 Equities 46625H100 18,643 18,643 1,754 0.8884
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO COM USD1.00 Equities 46625H100 0 -3,487 -100.00 0 -100.00
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 Equities 46625H100 3,487 3,487 486 0.2382
2019-05-15 2019-03-31 13F JPMORGAN CHASE Equities 46625H100 0 -35,969 -100.00 0 -100.00
2019-02-14 2018-12-31 13F JPMORGAN CHASE Equities 46625H100 35,969 -3,350 -8.52 3,511 -20.87 3.0086
2018-11-14 2018-09-30 13F JPMORGAN CHASE Equity 46625H100 39,319 -278 -0.70 4,437 7.54 1.9077
2018-08-14 2018-06-30 13F JPMORGAN CHASE Equity 46625H100 39,597 -1,648 -4.00 4,126 -9.04 1.9948
2018-05-15 2018-03-31 13F JPMORGAN CHASE Equity 46625H100 41,245 1,187 2.96 4,536 5.88 2.0875
2018-02-14 2017-12-31 13F JPMORGAN CHASE Equity 46625H100 40,058 1,720 4.49 4,284 16.99 1.8867
2017-11-14 2017-09-30 13F JPMORGAN CHASE Equity 46625H100 38,338 2,132 5.89 3,662 15.92 1.7486
2017-08-14 2017-06-30 13F JPMORGAN CHASE Equity 46625H100 36,206 1,618 4.68 3,159 3.98 1.6217
2017-05-15 2017-03-31 13F JPMORGAN CHASE Equity 46625H100 34,588 2,528 7.89 3,038 9.83 1.6015
2017-02-14 2016-12-31 13F JPMORGAN CHASE Equity 46625H100 32,060 32,060 -7.31 2,766 -8.95 1.5526
2016-08-15 2016-06-30 13F JPMORGAN CHASE Equity 46625H100 0 -40,785 -100.00 0 -100.00
2016-05-13 2016-03-31 13F JPMORGAN CHASE Equity 46625H100 40,785 29,036 247.14 2,415 211.21 1.6661
2016-02-12 2015-12-31 13F JPMORGAN CHASE Equity 46625H100 11,749 -504 -4.11 776 2.11 0.4567
2015-11-13 2015-09-30 13F JPMORGAN CHASE Equity 46625H100 12,253 -130 -1.05 760 -9.42 0.5270
2015-08-14 2015-06-30 13F JPMORGAN CHASE Equity 46625H100 12,383 2,626 26.91 839 41.96 0.4490
2015-05-14 2015-03-31 13F JPMORGAN CHASE Equity 46625H100 9,757 2,000 25.78 591 21.86 0.3379
2015-02-12 2014-12-31 13F JPMORGAN CHASE Equity 46625H100 7,757 -2,480 -24.23 485 -19.83 0.2828
2014-11-13 2014-09-30 13F JPMORGAN CHASE Equity 46625H100 10,237 2,535 32.91 605 36.26 0.4258
2014-07-31 2014-06-30 13F JPMORGAN CHASE Equity 46625H100 7,702 -3,785 -32.95 444 -36.30 0.2950
2014-04-15 2014-03-31 13F JPMORGAN CHASE Equity 46625H100 11,487 7,695 202.93 697 230.33 0.5328
2014-03-10 2013-12-31 13F JPMORGAN CHASE Equity 46625H100 3,792 3,792 211 0.1696
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.