JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership48,477 shares
Latest Disclosed Value $ 14,260,052
Naples Global Advisors, Llc reports 28.96% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 48,477 shares of JPMorgan Chase & Co. (CH:JPM) valued at $14,260,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 68,238 shares of JPMorgan Chase & Co.. This represents a change in shares of -28.96% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 48,477 -19,761 -28.96 14,260 -35.14 1.0405
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 68,238 -682 -0.99 21,988 1.14 1.6430
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 68,920 1,970 2.94 21,740 12.00 1.6929
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 66,950 1,066 1.62 19,410 20.10 1.6701
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 65,884 -791 -1.19 16,161 1.12 1.5355
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 66,675 -440 -0.66 15,983 12.94 1.4950
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 67,115 11 0.02 14,152 4.27 1.3158
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 67,104 -483 -0.71 13,572 0.26 1.3619
2024-04-29 2024-03-31 13F JPMORGAN CHASE COM 46625H100 67,587 -184 -0.27 13,538 17.44 1.3858
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 67,771 -366 -0.54 11,528 16.66 1.2677
2023-10-16 2023-09-30 13F JPMORGAN CHASE COM 46625H100 68,137 2,127 3.22 9,881 2.93 1.1975
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 66,010 1,816 2.83 9,601 14.76 1.1262
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 64,194 1,107 1.75 8,365 -1.11 1.0429
2023-04-17 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 63,087 2,295 3.78 8,460 33.15 1.0751
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 63,087 2,295 8,460 0.0011
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 60,792 1,854 3.15 6,353 -4.28 0.8744
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 58,938 3,819 6.93 6,637 -11.67 0.8613
2022-04-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 55,119 3,322 6.41 7,514 -8.39 0.8676
2022-02-04 2021-12-31 13F JPMORGAN CHASE COM 46625H100 51,797 782 1.53 8,202 -1.78 0.9505
2021-10-29 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 51,015 80 0.16 8,351 5.42 1.0968
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 51,015 80 8,351 1.0915
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 50,935 1,038 2.08 7,922 4.29 1.1016
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 49,897 21,912 78.30 7,596 113.61 1.1544
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 27,985 1,098 4.08 3,556 37.40 0.6013
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 26,887 1,729 6.87 2,588 9.38 0.5045
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 25,158 3,493 16.12 2,366 21.27 0.5098
2020-04-27 2020-03-31 13F JPMORGAN CHASE COM 46625H100 21,665 2,528 13.21 1,951 -26.87 0.5113
2020-02-05 2019-12-31 13F JP Morgan Chase COM 46625H100 19,137 807 4.40 2,668 23.69 0.5602
2019-10-28 2019-09-30 13F JP Morgan Chase COM 46625H100 18,330 -199 -1.07 2,157 4.10 0.5038
2019-07-10 2019-06-30 13F JP Morgan Chase COM 46625H100 18,529 435 2.40 2,072 13.10 0.5041
2019-04-29 2019-03-31 13F JP Morgan Chase COM 46625H100 18,094 1,816 11.16 1,832 12.12 0.4683
2019-02-01 2018-12-31 13F JP Morgan Chase COM 46625H100 16,278 2,495 18.10 1,634 5.08 0.4651
2018-11-13 2018-09-30 13F/A-1 JP Morgan Chase COM 46625H100 13,783 126 0.92 1,555 9.28 0.4126
2018-11-13 2018-09-30 13F JP Morgan Chase COM 46625H100 13,657 0 1,423
2018-07-23 2018-06-30 13F JP Morgan Chase COM 46625H100 13,657 1,819 15.37 1,423 9.29 0.4009
2018-04-17 2018-03-31 13F JP Morgan Chase COM 46625H100 11,838 130 1.11 1,302 3.99 0.3863
2018-01-19 2017-12-31 13F JP Morgan Chase COM 46625H100 11,708 750 6.84 1,252 19.58 0.3697
2017-10-16 2017-09-30 13F JP Morgan Chase COM 46625H100 10,958 722 7.05 1,047 11.86 0.3495
2017-07-25 2017-06-30 13F JP Morgan Chase COM 46625H100 10,236 -68 -0.66 936 3.43 0.3320
2017-04-21 2017-03-31 13F JP Morgan Chase COM 46625H100 10,304 752 7.87 905 9.83 0.3248
2017-01-30 2016-12-31 13F JP Morgan Chase COM 46625H100 9,552 -400 -4.02 824 24.28 0.3208
2016-10-11 2016-09-30 13F JP Morgan Chase COM 46625H100 9,952 -154 -1.52 663 5.57 0.2593
2016-07-13 2016-06-30 13F Jpmorgan Chase COM 46625H100 10,106 -2,186 -17.78 628 -13.74 0.2570
2016-04-13 2016-03-31 13F Jpmorgan Chase COM 46625H100 12,292 8,408 216.48 728 184.38 0.3051
2016-01-25 2015-12-31 13F Jpmorgan Chase COM 46625H100 3,884 0 0.00 256 8.02 0.1240
2015-10-14 2015-09-30 13F Jpmorgan Chase COM 46625H100 3,884 9 0.23 237 -9.89 0.1218
2015-07-27 2015-06-30 13F Jpmorgan Chase COM 46625H100 3,875 -200 -4.91 263 6.48 0.1262
2015-04-15 2015-03-31 13F Jpmorgan Chase COM 46625H100 4,075 366 9.87 247 6.47 0.1174
2015-01-22 2014-12-31 13F Jpmorgan Chase COM 46625H100 3,709 74 2.04 232 5.94 0.1227
2014-10-16 2014-09-30 13F Jpmorgan Chase COM 46625H100 3,635 320 9.65 219 8.96 0.1291
2014-04-07 2014-03-31 13F Jpmorgan Chase COM 46625H100 3,315 3,315 201 0.1229
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.