JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionEagle Global Advisors Llc
Latest Disclosed Ownership170,434 shares
Latest Disclosed Value $ 50,134,853
Eagle Global Advisors Llc reports 0.50% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Eagle Global Advisors Llc filed a 13F-HR form disclosing ownership of 170,434 shares of JPMorgan Chase & Co. (CH:JPM) valued at $50,134,853 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 171,299 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.50% 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 170,434 -865 -0.50 50,135 -9.17 1.8066
2026-01-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 171,299 -236 -0.14 55,196 2.01 2.0416
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 171,535 -1,669 -0.96 54,107 7.75 2.0738
2025-07-16 2025-06-30 13F JPMORGAN CHASE COM 46625H100 173,204 -2,075 -1.18 50,214 16.79 2.0327
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 175,279 -8 -0.00 42,996 2.33 1.7699
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 175,287 15,325 9.58 42,018 24.58 1.7204
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 159,962 -777 -0.48 33,730 3.75 1.6743
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 160,739 -25,166 -13.54 32,511 -12.69 1.7171
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 185,905 -906 -0.48 37,237 17.18 2.0992
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 186,811 -3,664 -1.92 31,777 15.04 1.9208
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 190,475 -713 -0.37 27,623 -0.66 1.7906
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 191,188 -9,288 -4.63 27,806 6.44 1.8318
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 200,476 -1,537 -0.76 26,124 -3.57 1.7607
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 202,013 -617 -0.30 27,090 27.93 1.8662
2022-10-25 2022-09-30 13F JPMORGAN CHASE COM 46625H100 202,630 -2,913 -1.42 21,175 -8.52 1.5905
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 205,543 -1,526 -0.74 23,146 -18.00 1.7064
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 207,069 -107 -0.05 28,228 -13.95 1.7422
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 207,176 -3,092 -1.47 32,806 -4.69 2.0668
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 210,268 3,254 1.57 34,419 6.89 2.2722
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 207,014 3,052 1.50 32,199 3.70 2.0821
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 203,962 -2,247 -1.09 31,049 18.49 2.2928
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 206,209 -1,652 -0.79 26,203 30.94 2.0618
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 207,861 -1,378 -0.66 20,011 1.68 1.7991
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 209,239 44,583 27.08 19,681 32.76 1.7770
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 164,656 1,484 0.91 14,824 -34.83 1.5024
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 163,172 -3,816 -2.29 22,746 15.74 1.1504
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 166,988 -115 -0.07 19,653 5.20 0.8425
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 167,103 -4,592 -2.67 18,682 7.49 0.7473
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 171,695 -5,872 -3.31 17,381 0.27 0.6789
2019-01-30 2018-12-31 13F JPMORGAN CHASE COM 46625H100 177,567 2,096 1.19 17,334 -12.45 0.7506
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 175,471 -79 -0.05 19,800 8.24 0.6161
2018-07-31 2018-06-30 13F JPMORGAN CHASE COM 46625H100 175,550 1,114 0.64 18,292 -4.64 0.5786
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 174,436 1,828 1.06 19,183 3.92 0.6620
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 172,608 709 0.41 18,459 12.43 0.5766
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 171,899 -172 -0.10 16,418 4.39 0.4957
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 172,071 223 0.13 15,727 4.19 0.4499
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 171,848 842 0.49 15,095 2.30 0.4078
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 171,006 1,228 0.72 14,756 30.53 0.4030
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 169,778 2,159 1.29 11,305 8.53 0.3196
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 167,619 1,018 0.61 10,416 5.57 0.3057
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 166,601 -837 -0.50 9,866 -10.76 0.3549
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 167,438 163 0.10 11,056 8.40 0.3839
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 167,275 303 0.18 10,199 -9.86 0.3377
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 166,972 4,858 3.00 11,314 15.20 0.2933
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 162,114 -572 -0.35 9,821 -3.54 0.2569
2015-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 162,686 -2,535 -1.53 10,181 2.29 0.2600
2014-11-10 2014-09-30 13F JPMORGAN CHASE COM 46625H100 165,221 -1,935 -1.16 9,953 3.33 0.2388
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 167,156 -7,313 -4.19 9,632 -9.06 0.2433
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 174,469 -3,979 -2.23 10,592 1.49 0.3246
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 178,448 -5,051 -2.75 10,436 10.03 0.3318
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 183,499 46,839 34.27 9,485 31.48 0.3384
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 136,660 136,660 7,214 0.2725
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.