JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionFirst City Capital Management, Inc.
Latest Disclosed Ownership15,047 shares
Latest Disclosed Value $ 4,426,226
First City Capital Management, Inc. reports 0.63% increase in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - First City Capital Management, Inc. filed a 13F-HR form disclosing ownership of 15,047 shares of JPMorgan Chase & Co. (CH:JPM) valued at $4,426,226 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,953 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.63% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,047 94 0.63 4,426 -8.14 2.3460
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 14,953 -670 -4.29 4,818 -2.21 2.5457
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,623 -487 -3.02 4,928 5.50 2.6587
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,110 -168 -1.03 4,670 16.98 2.6958
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,278 -78 -0.48 3,993 1.84 2.3944
2025-01-03 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,356 -206 -1.24 3,921 12.26 2.0869
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 16,562 11 0.07 3,492 4.33 1.7962
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 16,551 -189 -1.13 3,348 -0.18 1.8804
2024-05-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 16,740 -151 -0.89 3,353 16.71 1.8568
2024-02-07 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 16,891 -115 -0.68 2,873 16.50 1.6674
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 17,006 0 2,466 1.5483
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 17,006 -189 -1.10 2,466 -1.36 1.5483
2023-07-19 2023-06-30 13F JPMORGAN CHASE COM 46625H100 17,195 -375 -2.13 2,501 2.97 1.4763
2023-05-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 17,570 -1,060 -5.69 2,429 -2.80 1.4203
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,630 516 2.85 2,498 31.96 1.5046
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 18,114 1,991 12.35 1,893 4.24 1.2481
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,123 138 0.86 1,816 -16.66 1.1179
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,985 120 0.76 2,179 -9.96 1.2005
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 15,865 347 2.24 2,420 -4.72 1.3610
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 15,518 86 0.56 2,540 1.72 1.4297
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 15,432 -258 -1.64 2,497 1.09 1.3723
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 15,690 -538 -3.32 2,470 9.29 1.4306
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,228 -12,335 -43.19 2,260 -21.06 1.4451
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 28,563 11,775 70.14 2,863 81.32 1.0635
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,788 81 0.48 1,579 4.99 1.2122
2020-05-15 2020-03-31 13F JP Morgan Chase CS 46625H100 16,707 -87 -0.52 1,504 -35.75 1.4736
2020-02-10 2019-12-31 13F JP Morgan Chase CS 46625H100 16,794 -572 -3.29 2,341 14.53 1.6110
2019-11-13 2019-09-30 13F JP Morgan Chase CS 46625H100 17,366 -374 -2.11 2,044 3.08 1.4949
2019-08-14 2019-06-30 13F JP Morgan Chase CS 46625H100 17,740 -233 -1.30 1,983 9.02 1.4447
2019-05-13 2019-03-31 13F JP Morgan Chase CS 46625H100 17,973 30 0.17 1,819 3.82 1.3075
2019-02-13 2018-12-31 13F JP Morgan Chase CS 46625H100 17,943 -41 -0.23 1,752 -13.65 1.3658
2018-11-14 2018-09-30 13F JP Morgan Chase CS 46625H100 17,984 229 1.29 2,029 9.68 1.3492
2018-08-13 2018-06-30 13F JP Morgan Chase CS 46625H100 17,755 -255 -1.42 1,850 -6.61 1.3231
2018-05-15 2018-03-31 13F JP Morgan Chase CS 46625H100 18,010 45 0.25 1,981 3.12 1.4822
2018-02-12 2017-12-31 13F JP Morgan Chase CS 46625H100 17,965 -349 -1.91 1,921 9.83 1.3101
2017-10-31 2017-09-30 13F JP Morgan Chase CS 46625H100 18,314 -50 -0.27 1,749 4.23 1.2230
2017-08-14 2017-06-30 13F JP Morgan Chase CS 46625H100 18,364 -432 -2.30 1,678 1.64 1.2171
2017-05-17 2017-03-31 13F/A-1 JP Morgan Chase CS 46625H100 18,796 -600 -3.09 1,651 -1.37 1.2161
2017-05-15 2017-03-31 13F JP Morgan Chase CS 46625H100 20,151 1,252
2017-02-13 2016-12-31 13F JP Morgan Chase CS 46625H100 19,396 -755 -3.75 1,674 24.83 1.2571
2016-11-10 2016-09-30 13F JP Morgan Chase CS 46625H100 20,151 0 0.00 1,342 7.11 1.0252
2016-08-15 2016-06-30 13F JP Morgan Chase CS 46625H100 20,151 0 0.00 1,252 4.95 0.9472
2016-05-12 2016-03-31 13F JP Morgan Chase CS 46625H100 20,151 -297 -1.45 1,193 -11.63 0.8164
2016-02-12 2015-12-31 13F JP Morgan Chase CS 46625H100 20,448 -100 -0.49 1,350 7.83 0.9065
2015-11-16 2015-09-30 13F JP Morgan Chase CS 46625H100 20,548 -250 -1.20 1,253 -11.14 0.9207
2015-08-17 2015-06-30 13F JP Morgan Chase CS 46625H100 20,798 -1,430 -6.43 1,409 4.68 0.9792
2015-05-07 2015-03-31 13F JP Morgan Chase CS 46625H100 22,228 -600 -2.63 1,347 -5.74 0.9312
2015-02-13 2014-12-31 13F JP Morgan Chase CS 46625H100 22,828 -650 -2.77 1,429 0.99 0.9856
2014-11-13 2014-09-30 13F JP Morgan Chase CS 46625H100 23,478 -300 -1.26 1,414 3.21 1.0136
2014-08-18 2014-06-30 13F JP Morgan Chase CS 46625H100 23,778 -682 -2.79 1,370 -7.68 0.9738
2014-05-19 2014-03-31 13F JP Morgan Chase CS 46625H100 24,460 27 0.11 1,485 3.92 1.0614
2014-02-14 2013-12-31 13F JP Morgan Chase CS 46625H100 24,433 -149 -0.61 1,429 -99.89 1.1706
2013-12-06 2013-09-30 13F JP Morgan Chase COM 46625H100 24,582 200 0.82 1,270,644 -1.28 1.0508
2013-08-21 2013-06-30 13F JPMORGAN CHASE COM 46625H100 24,382 24,382 1,287,126 1.1748
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.