JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionFiera Capital Corp
Latest Disclosed Ownership4,831 shares
Latest Disclosed Value $ 1,421,087
Fiera Capital Corp reports 12.97% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Fiera Capital Corp filed a 13F-HR form disclosing ownership of 4,831 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,421,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 5,551 shares of JPMorgan Chase & Co.. This represents a change in shares of -12.97% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 4,831 -720 -12.97 1,421 -20.53 0.0029
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,551 -1,016 -15.47 1,789 -13.66 0.0057
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 6,567 120 1.86 2,071 10.81 0.0067
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 6,447 2,142 49.76 1,869 76.99 0.0063
2025-05-07 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,305 0 0.00 1,056 2.42 0.0038
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,305 630 17.14 1,032 33.20 0.0032
2024-11-01 2024-09-30 13F JPMORGAN CHASE COM 46625H100 3,675 -63 -1.69 775 2.38 0.0023
2024-10-31 2024-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 3,738 63 1.71 756 2.72 0.0023
2024-08-19 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,738 63 756 0.0024
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 3,738 63 756 0.0013
2024-08-22 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,675 -500 -11.98 736 3.66 0.0021
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,675 -500 736 0.0021
2024-08-22 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,175 0 0.00 710 17.36 0.0022
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,175 0 710 0.0022
2024-08-22 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 4,175 -4,800 -53.48 605 -53.64 0.0019
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,175 -4,800 605 0.0019
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 8,975 -32 -0.36 1,305 11.25 0.0038
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 9,007 -372 -3.97 1,174 -6.68 0.0035
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,379 372 4.13 1,258 33.44 0.0039
2022-11-03 2022-09-30 13F JPMORGAN CHASE COM 46625H100 9,007 -391 -4.16 942 -10.96 0.0034
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 9,398 8,866 1,666.54 1,058 1,349.32 0.0031
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 532 -15,730 -96.73 73 -97.17 0.0001
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 9,398 1,282
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,262 -4,299 -20.91 2,575 -23.48 0.0060
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,561 -4,907 -19.27 3,365 -15.05 0.0086
2021-08-16 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 25,468 -19 -0.07 3,961 2.11 0.0101
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,468 -19 2,395 0.0067
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 25,487 -563,208 -95.67 3,879 -94.81 0.0112
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 588,695 -5,160 -0.87 74,806 30.85 0.2008
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 593,855 -12,777 -2.11 57,170 0.19 0.1698
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 606,632 11,069 1.86 57,060 6.42 0.1922
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 595,563 47,280 8.62 53,619 -29.85 0.2240
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 548,283 3,676 0.67 76,430 19.25 0.2549
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 544,607 -70,359 -11.44 64,094 -6.78 0.2390
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 614,966 29,046 4.96 68,754 15.92 0.2604
2019-05-13 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 585,920 -1,465 -0.25 59,312 3.44 0.2317
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 585,920 -1,465 59,312
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 587,385 -13,101 -2.18 57,340 -15.38 0.2594
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 600,486 -7,752 -1.27 67,759 6.91 0.2691
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 608,238 2,261 0.37 63,378 -4.89 0.2736
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 605,977 27,096 4.68 66,639 7.65 0.3173
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 578,881 -12,629 -2.14 61,905 9.57 0.2944
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 591,510 -154,325 -20.69 56,496 -17.12 0.2695
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 745,835 -5,389 -0.72 68,169 3.31 0.3324
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 751,224 285,799 61.41 65,987 64.30 0.3488
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 465,425 88,723 23.55 40,162 60.11 0.2252
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 376,702 19,105 5.34 25,084 12.88 0.1396
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 357,597 67,375 23.21 22,221 29.29 0.1244
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 290,222 -98,516 -25.34 17,187 -33.04 0.1263
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 388,738 6,910 1.81 25,668 10.25 0.1981
2015-11-17 2015-09-30 13F JPMORGAN CHASE COM 46625H100 381,828 -15,745 -3.96 23,281 -13.58 0.1940
2015-08-17 2015-06-30 13F JPMORGAN CHASE COM 46625H100 397,573 -40,712 -9.29 26,940 1.47 0.1658
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 438,285 -1,035 -0.24 26,551 -3.43 0.1978
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 439,320 -15,938 -3.50 27,493 0.25 0.2005
2014-11-17 2014-09-30 13F JPMORGAN CHASE COM 46625H100 455,258 80,476 21.47 27,425 27.00 0.2037
2014-08-18 2014-06-30 13F JPMORGAN CHASE COM 46625H100 374,782 -214,900 -36.44 21,595 -39.68 0.1110
2014-04-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 589,682 -173,870 -22.77 35,800 -19.83 0.2704
2014-02-18 2013-12-31 13F/A-1 JPMORGAN CHASE & COM 46625H100 763,552 0 44,653 0.3732
2014-02-21 2013-12-31 13F/A-2 JPMORGAN CHASE & COM 46625H100 763,552 763,552 44,653 0.3693
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.