JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionGibraltar Capital Management, Inc.
Latest Disclosed Ownership3,882 shares
Latest Disclosed Value $ 1,141,784
Gibraltar Capital Management, Inc. reports 15.28% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Gibraltar Capital Management, Inc. filed a 13F-HR form disclosing ownership of 3,882 shares of JPMorgan Chase & Co. (CH:JPM) valued at $1,141,784 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,582 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.28% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,882 -700 -15.28 1,142 -22.70 0.1966
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,582 498 12.19 1,477 14.60 0.2511
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 4,084 -150 -3.54 1,288 4.97 0.2312
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,234 -1,222 -22.40 1,228 -8.30 0.2398
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 5,456 -1,635 -23.06 1,338 -21.25 0.2891
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,091 -689 -8.86 1,700 3.60 0.7506
2024-10-25 2024-09-30 13F JPMORGAN CHASE COM 46625H100 7,780 -24,570 -75.95 1,640 -74.94 0.7370
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 32,350 2,943 10.01 6,543 11.09 2.9594
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 29,407 -14,413 -32.89 5,890 -20.97 2.7433
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 43,820 -8,016 -15.46 7,454 -0.85 3.1773
2023-10-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 51,836 95 0.18 7,517 -0.11 3.3332
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 51,741 -684 -1.30 7,525 10.16 3.3335
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 52,425 1,570 3.09 6,832 0.18 3.1923
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 50,855 144 0.28 6,820 28.68 3.2280
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 50,711 2,082 4.28 5,299 -3.23 2.7130
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 48,629 6,448 15.29 5,476 -4.77 2.6609
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 42,181 1,042 2.53 5,750 -11.73 2.3920
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 41,139 -1,528 -3.58 6,514 -6.73 2.9509
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 42,667 139 0.33 6,984 8.80 3.5494
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 42,528 3,179 8.08 6,419 6.13 3.2067
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 39,349 4,754 13.74 6,048 37.58 3.1107
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 34,595 -2,623 -7.05 4,396 22.69 2.6184
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 37,218 2,434 7.00 3,583 9.50 2.5015
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 34,784 1,191 3.55 3,272 8.20 2.4019
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 33,593 33,593 3,024 2.1517
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.