JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionPointe Capital Management LLC
Latest Disclosed Ownership9,939 shares
Latest Disclosed Value $ 2,923,656
Pointe Capital Management LLC reports 0.65% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Pointe Capital Management LLC filed a 13F-HR form disclosing ownership of 9,939 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,923,656 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 9,875 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.65% 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 9,939 64 0.65 2,924 -8.11 1.4478
2026-02-14 2025-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 9,875 -68 -0.68 3,182 1.43 1.5783
2025-11-24 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,943 0 0.00 3,136 8.81 1.5333
2025-08-05 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,943 0 0.00 2,883 18.16 1.4966
2025-05-01 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 9,943 -130 -1.29 2,439 1.04 1.4272
2025-02-05 2024-12-31 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 10,073 -302 -2.91 2,415 10.38 1.3871
2025-02-05 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,073 -302 2,415 1.3871
2024-10-24 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 10,375 -2,274 -17.98 2,188 -14.50 1.2765
2024-07-12 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 12,649 66 0.52 2,558 1.51 1.5875
2024-05-07 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,583 -50 -0.40 2,520 17.32 1.5417
2024-02-06 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,633 -135 -1.06 2,149 16.05 1.4932
2023-11-07 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,768 -850 -6.24 1,852 -6.52 1.3680
2023-08-14 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,618 267 2.00 1,981 13.86 1.4958
2023-05-15 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,351 666 5.25 1,740 173,800.00 1.2511
2023-02-13 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,685 -490 -3.72 2 -99.93 1.3055
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,175 0 0.00 1,377 -7.21 1.1006
2022-08-26 2022-06-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 13,175 -10 -0.08 1,484 -17.42 1.1061
2022-08-05 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,185 0 1,797 1.1482
2022-05-13 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,185 910 7.41 1,797 -7.56 1.1482
2022-02-11 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,275 0 0.00 1,944 -3.24 1.1844
2021-10-29 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,275 0 0.00 2,009 5.24 1.3932
2021-08-13 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,275 1,792 17.09 1,909 19.61 1.3428
2021-05-11 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,483 -179 -1.68 1,596 17.79 1.1307
2021-02-12 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,662 0 0.00 1,355 32.07 1.1554
2020-11-05 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,662 1,732 19.40 1,026 22.14 0.8969
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,930 0 0.00 840 4.48 0.7554
2020-05-11 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,930 647 7.81 804 -30.39 0.7825
2020-02-04 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,283 0 0.00 1,155 18.46 0.9694
2019-11-13 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,283 0 0.00 975 5.29 0.8258
2019-08-08 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,283 3,000 56.79 926 73.08 0.7625
2019-05-13 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,283 0 0.00 535 3.68 0.4497
2019-02-06 2018-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,283 -2,000 -27.46 516 -37.23 0.5020
2018-11-13 2018-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,283 0 0.00 822 8.30 0.6481
2018-08-10 2018-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,283 0 0.00 759 -5.24 0.6517
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 7,283 0 0.00 801 2.82 0.6906
2018-01-12 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,283 200 2.82 779 15.24 0.6231
2017-10-16 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,083 0 0.00 676 4.48 0.4981
2017-08-01 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,083 2,000 39.35 647 45.07 0.4641
2017-05-25 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,083 2,243 78.98 446 -99.82 0.3404
2017-02-10 2016-12-31 13F J P Morgan COM 46625H100 2,840 -2,243 -44.13 245,063 72,403.85 0.1399
2016-11-02 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,083 0 0.00 338 6.96 0.2458
2016-07-26 2016-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,083 0 0.00 316 4.98 0.2300
2016-04-29 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,083 0 0.00 301 -10.42 0.2377
2016-02-05 2015-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,083 -200 -3.79 336 4.35 0.2434
2015-10-22 2015-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,283 0 0.00 322 -10.06 0.1965
2015-08-05 2015-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,283 0 0.00 358 11.88 0.1612
2015-08-04 2015-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 5,283 5,283 320 0.1495
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.