JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionStaley Capital Advisers Inc
Latest Disclosed Ownership417,412 shares
Latest Disclosed Value $ 122,785,932
Staley Capital Advisers Inc reports 0.73% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Staley Capital Advisers Inc filed a 13F-HR form disclosing ownership of 417,412 shares of JPMorgan Chase & Co. (CH:JPM) valued at $122,785,932 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 420,469 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.73% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-29 2026-03-31 13F J.P. MORGAN CHASE COM 46625H100 417,412 -3,057 -0.73 122,786 -9.37 5.1972
2026-02-05 2025-12-31 13F J.P. MORGAN CHASE COM 46625H100 420,469 -8,681 -2.02 135,484 0.09 5.5855
2025-11-12 2025-09-30 13F J.P. MORGAN CHASE COM 46625H100 429,150 -7,598 -1.74 135,367 6.91 5.5595
2025-08-14 2025-06-30 13F J.P. MORGAN CHASE COM 46625H100 436,748 -6,631 -1.50 126,618 16.42 5.3850
2025-05-12 2025-03-31 13F J.P. MORGAN CHASE COM 46625H100 443,379 -22,979 -4.93 108,761 -2.71 4.9216
2025-02-07 2024-12-31 13F J.P. MORGAN CHASE COM 46625H100 466,358 -13,025 -2.72 111,791 10.59 4.9622
2024-11-08 2024-09-30 13F J.P. MORGAN CHASE COM 46625H100 479,383 -1,265 -0.26 101,083 3.98 4.5176
2024-08-13 2024-06-30 13F J.P. MORGAN CHASE COM 46625H100 480,648 -4,667 -0.96 97,216 0.01 4.4708
2024-05-06 2024-03-31 13F J.P. MORGAN CHASE COM 46625H100 485,315 -8,228 -1.67 97,209 15.79 4.5364
2024-02-12 2023-12-31 13F J.P. MORGAN CHASE COM 46625H100 493,543 2,883 0.59 83,952 17.98 4.1777
2023-11-14 2023-09-30 13F J.P. MORGAN CHASE COM 46625H100 490,660 -841 -0.17 71,155 -0.46 3.9196
2023-08-15 2023-06-30 13F J.P. MORGAN CHASE COM 46625H100 491,501 571 0.12 71,484 113,365.08 3.8488
2023-05-10 2023-03-31 13F J.P. MORGAN CHASE COM 46625H100 490,930 2,908 0.60 64 -3.08 3.5761
2023-02-14 2022-12-31 13F J.P. MORGAN CHASE COM 46625H100 488,022 -1,299 -0.27 65 -99.87 3.9092
2022-11-14 2022-09-30 13F/A-1 J.P. MORGAN CHASE COM 46625H100 489,321 9,091 1.89 51,134 -5.45 3.2671
2022-11-10 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 489,321 9,091 51,134 3.3198
2022-08-05 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 480,230 12,071 2.58 54,079 -15.26 3.1998
2022-05-12 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 468,159 8,101 1.76 63,819 -12.40 3.2233
2022-02-08 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 460,058 -6,485 -1.39 72,850 -4.61 3.4804
2021-11-05 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 466,543 -2,390 -0.51 76,368 4.70 4.0959
2021-08-10 2021-06-30 13F/A-1 J.P. MORGAN CHASE COM 46625H100 468,933 -1,739 -0.37 72,938 1.80 3.8162
2021-08-09 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 468,933 -1,739 72,938 3.8162
2021-05-06 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 470,672 -4,289 -0.90 71,650 18.72 3.9792
2021-02-08 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 474,961 -16,476 -3.35 60,353 27.57 3.6880
2020-11-13 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 491,437 6,615 1.36 47,311 3.75 3.2780
2020-08-18 2020-06-30 13F/A-1 J.P. MORGAN CHASE COM 46625H100 484,822 1,996 0.41 45,602 4.91 3.3091
2020-08-07 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 485,822 2,996 45,696 3,319,178.9797
2020-05-08 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 482,826 18,975 4.09 43,469 -32.77 3.6542
2020-02-04 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 463,851 3,156 0.69 64,661 19.26 4.3811
2019-11-08 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 460,695 -6,331 -1.36 54,219 3.84 4.0672
2019-08-09 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 467,026 -3,080 -0.66 52,214 9.72 3.8917
2019-05-10 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 470,106 8,336 1.81 47,589 5.57 3.5203
2019-02-05 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 461,770 2,752 0.60 45,078 -12.97 3.6491
2018-11-09 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 459,018 -60 -0.01 51,796 8.28 3.6202
2018-08-08 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 459,078 5,492 1.21 47,836 -4.10 3.6741
2018-05-09 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 453,586 -1,895 -0.42 49,881 2.41 3.9149
2018-02-12 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 455,481 -2,200 -0.48 48,709 11.43 3.7792
2017-11-09 2017-09-30 13F J.P. MORGAN CHASE COM 46625H100 457,681 -3,050 -0.66 43,713 3.80 3.5704
2017-08-14 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 460,731 29,450 6.83 42,111 11.16 3.5892
2017-05-04 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 431,281 1,000 0.23 37,884 2.03 3.3869
2017-01-30 2016-12-31 13F J.P. MORGAN CHASE COM 46625H100 430,281 100 0.02 37,129 29.61 3.5642
2016-11-02 2016-09-30 13F J.P. MORGAN CHASE COM 46625H100 430,181 1,242 0.29 28,646 7.47 2.8602
2016-08-04 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 428,939 17,550 4.27 26,654 9.41 2.7908
2016-05-03 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 411,389 28,214 7.36 24,362 -3.71 2.6335
2016-02-05 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 383,175 -850 -0.22 25,301 8.06 2.9204
2015-11-05 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 384,025 18,914 5.18 23,414 -5.36 2.8483
2015-08-11 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 365,111 -1,350 -0.37 24,740 11.44 2.7560
2015-05-11 2015-03-31 13F J.P. MORGAN CHASE COM 46625H100 366,461 24,250 7.09 22,200 3.66 2.5606
2015-02-09 2014-12-31 13F J.P. MORGAN CHASE COM 46625H100 342,211 28,190 8.98 21,416 13.21 2.4871
2014-11-12 2014-09-30 13F J.P. MORGAN CHASE COM 46625H100 314,021 6,155 2.00 18,917 6.64 2.2588
2014-08-12 2014-06-30 13F J.P. MORGAN CHASE COM 46625H100 307,866 41,454 15.56 17,739 9.68 2.1222
2014-05-07 2014-03-31 13F J.P. MORGAN CHASE COM 46625H100 266,412 10,988 4.30 16,174 8.28 2.0508
2014-02-05 2013-12-31 13F J.P. MORGAN CHASE COM 46625H100 255,424 10,950 4.48 14,937 18.20 2.0343
2013-11-12 2013-09-30 13F J.P. MORGAN CHASE COM 46625H100 244,474 8,244 3.49 12,637 1.33 1.9240
2013-08-12 2013-06-30 13F J.P. MORGAN CHASE COM 46625H100 236,230 236,230 12,471 2.0170
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.