JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAdvisors Capital Management, LLC
Latest Disclosed Ownership438,486 shares
Latest Disclosed Value $ 128,985,215
Advisors Capital Management, LLC reports 1.77% increase in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Advisors Capital Management, LLC filed a 13F-HR form disclosing ownership of 438,486 shares of JPMorgan Chase & Co. (MX:JPM) valued at $128,985,215 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 430,861 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.77% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 438,486 7,625 1.77 128,985 -7.09 1.5031
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 430,861 4,378 1.03 138,832 3.20 1.6328
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 426,483 3,500 0.83 134,526 9.70 1.6657
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 422,983 -21,688 -4.88 122,627 12.42 1.6802
2025-05-27 2025-03-31 13F JPMORGAN CHASE COM 46625H100 444,671 2,647 0.60 109,078 2.94 1.6877
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 442,024 383 0.09 105,958 113,832.26 1.6667
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 441,641 1,384 0.31 93 4.49 1.5153
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 440,257 4,513 1.04 89 2.30 1.5538
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 435,744 35,403 8.84 87 27.94 1.5970
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 400,341 20,156 5.30 68 23.64 1.3865
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 380,185 4,429 1.18 55 1.85 1.3982
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 375,756 4,953 1.34 55 12.50 1.3033
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 370,803 5,710 1.56 48 0.00 1.2518
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 365,093 7,925 2.22 49 -99.90 1.3301
2022-11-16 2022-09-30 13F JPMORGAN CHASE COM 46625H100 357,168 35,570 11.06 47,828 32.07 1.2775
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 321,598 26,058 8.82 36,215 -10.11 1.1031
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 295,540 15,731 5.62 40,288 -9.07 1.1020
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 279,809 14,345 5.40 44,308 1.97 1.2019
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 265,464 9,130 3.56 43,454 8.99 1.3251
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 256,334 1,869 0.73 39,870 2.92 1.2640
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 254,465 -11,795 -4.43 38,737 14.49 1.3583
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 266,260 15,143 6.03 33,833 39.95 1.2949
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 251,117 870 0.35 24,175 2.71 1.1274
2020-08-18 2020-06-30 13F JPMORGAN CHASE COM 46625H100 250,247 19,093 8.26 23,538 13.10 1.1671
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 231,154 15,659 7.27 20,811 -30.72 1.3208
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 215,495 18,692 9.50 30,040 29.70 1.4025
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 196,803 9,474 5.06 23,162 10.60 1.2585
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 187,329 3,941 2.15 20,943 9.13 1.2446
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 183,388 -1,912 -1.03 19,190 6.09 1.1953
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 185,300 6,847 3.84 18,089 -10.17 1.3170
2018-10-10 2018-09-30 13F JPMORGAN CHASE COM 46625H100 178,453 -183 -0.10 20,137 8.18 1.3165
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 178,636 4,079 2.34 18,614 -3.03 1.2814
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 174,557 4,579 2.69 19,196 5.61 1.4513
2018-01-24 2017-12-31 13F JPMorgan Chase COM 46625H100 169,978 -2,960 -1.71 18,177 10.05 1.4396
2017-10-23 2017-09-30 13F JPMorgan Chase COM 46625H100 172,938 -342 -0.20 16,517 4.29 1.3392
2017-07-17 2017-06-30 13F JPMorgan Chase COM 46625H100 173,280 -146 -0.08 15,838 3.96 1.2961
2017-04-26 2017-03-31 13F/A-1 JPMorgan Chase COM 46625H100 173,426 -10,803 -5.86 15,234 -4.17 1.3131
2017-04-24 2017-03-31 13F JPMorgan Chase COM 46625H100 15,234 15,234
2017-01-09 2016-12-31 13F JPMorgan Chase COM 46625H100 184,229 1,928 1.06 15,897 30.96 1.5213
2016-11-03 2016-09-30 13F JPMorgan Chase COM 46625H100 182,301 1,609 0.89 12,139 8.11 1.1852
2016-08-11 2016-06-30 13F JPMorgan Chase COM 46625H100 180,692 -16,145 -8.20 11,228 -3.68 1.1518
2016-04-27 2016-03-31 13F JPMorgan Chase COM 46625H100 196,837 -46,871 -19.23 11,657 -27.56 1.1790
2016-02-12 2015-12-31 13F JPMorgan Chase COM 46625H100 243,708 59,471 32.28 16,092 43.26 1.6200
2015-10-21 2015-09-30 13F JPMorgan Chase COM 46625H100 184,237 174,961 1,886.17 11,233 8,159.56 1.2298
2015-08-12 2015-06-30 13F/A-2 JPMorgan Chase COM 46625H100 9,276 -115,670 -92.58 137 -98.20 0.2994
2015-08-12 2015-06-30 13F/A-1 JPMorgan Chase COM 46625H100 136,894 127,618 9,276 1.0081
2015-08-04 2015-06-30 13F JPMorgan Chase COM 46625H100 136,894 9,276
2015-04-20 2015-03-31 13F JPMorgan Chase COM 46625H100 124,946 6,866 5.81 7,569 2.44 0.8463
2015-02-11 2014-12-31 13F JPMorgan Chase COM 46625H100 118,080 -3,998 -3.27 7,389 0.48 0.9001
2014-11-06 2014-09-30 13F JPMorgan Chase COM 46625H100 122,078 18,704 18.09 7,354 23.47 0.9415
2014-07-25 2014-06-30 13F JPMorgan Chase COM 46625H100 103,374 9,702 10.36 5,956 4.73 0.8042
2014-04-29 2014-03-31 13F JPMorgan Chase COM 46625H100 93,672 9,465 11.24 5,687 15.50 0.8675
2014-02-20 2013-12-31 13F JPMorgan Chase cs 46625H100 84,207 9,250 12.34 4,924 27.07 0.8300
2013-10-28 2013-09-30 13F JPMorgan Chase COM 46625H100 74,957 9,092 13.80 3,875 11.45 0.7981
2013-08-01 2013-06-30 13F JPMorgan Chase COM 46625H100 65,865 65,865 3,477 0.7818
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.