JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAnchor Capital Advisors Llc
Latest Disclosed Ownership151,088 shares
Latest Disclosed Value $ 44,443,914
Anchor Capital Advisors Llc reports 1.32% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Anchor Capital Advisors Llc filed a 13F-HR form disclosing ownership of 151,088 shares of JPMorgan Chase & Co. (MX:JPM) valued at $44,443,914 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 149,119 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.32% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE COM 46625H100 151,088 1,969 1.32 44,444 -7.50 1.2653
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 149,119 -2,289 -1.51 48,049 0.61 1.3923
2025-10-30 2025-09-30 13F JPMORGAN CHASE COM 46625H100 151,408 -2,895 -1.88 47,759 6.76 1.3821
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 154,303 -1,837 -1.18 44,734 16.79 1.3130
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 156,140 -5,744 -3.55 38,301 -1.30 1.1432
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 161,884 -7,938 -4.67 38,805 8.37 1.1066
2024-10-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 169,822 -4,868 -2.79 35,809 1.35 0.9513
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 174,690 -1,066 -0.61 35,333 0.37 0.9936
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 175,756 -22,408 -11.31 35,204 4.44 0.9226
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 198,164 1,150 0.58 33,708 17.98 0.8895
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 197,014 11,460 6.18 28,571 5.87 0.7985
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 185,554 14,368 8.39 26,987 20.98 0.7000
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 171,186 -4,513 -2.57 22,307 -5.32 0.5898
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 175,699 -17,330 -8.98 23,561 16.80 0.6048
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 193,029 -11,648 -5.69 20,172 -12.48 0.5555
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 204,677 -21,817 -9.63 23,049 -25.35 0.5842
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 226,494 -13,163 -5.49 30,876 -18.64 0.6536
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 239,657 -9,345 -3.75 37,950 -6.89 0.7517
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 249,002 -268 -0.11 40,759 5.13 0.8463
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 249,270 -759 -0.30 38,771 1.86 0.7798
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 250,029 19,193 8.31 38,062 29.76 0.8043
2021-02-08 2020-12-31 13F JPMORGAN CHASE COM 46625H100 230,836 -17,125 -6.91 29,332 22.88 0.6693
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 247,961 4,783 1.97 23,871 4.36 0.6054
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 243,178 111,167 84.21 22,873 92.45 0.5890
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 132,011 130,547 8,917.14 11,885 5,725.98 0.3519
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,464 -453 -23.63 204 -9.73 0.0044
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,917 1,917 30.94 226 10.78 0.0081
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 0 -4,763 -100.00 0 -100.00
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,763 -150 -3.05 317 3.93 0.0106
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,913 -175 -3.44 305 1.33 0.0077
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 5,088 -923 -15.36 301 -24.18 0.0072
2016-02-04 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,011 -1,087 -15.31 397 -8.31 0.0100
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 7,098 228 3.32 433 -7.08 0.0111
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 6,870 60 0.88 466 12.83 0.0105
2015-05-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 6,810 -50 -0.73 413 -3.73 0.0089
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 6,860 -8,509 -55.36 429 -53.67 0.0087
2014-11-03 2014-09-30 13F JPMORGAN CHASE COM 46625H100 15,369 -150 -0.97 926 3.58 0.0191
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 15,519 -291 -1.84 894 -6.87 0.0172
2014-05-05 2014-03-31 13F JPMORGAN CHASE COM 46625H100 15,810 -100 -0.63 960 3.23 0.0191
2014-01-31 2013-12-31 13F JPMORGAN CHASE COM 46625H100 15,910 -340 -2.09 930 10.71 0.0184
2013-11-01 2013-09-30 13F JPMORGAN CHASE COM 46625H100 16,250 -13,309 -45.03 840 -46.15 0.0181
2013-08-06 2013-06-30 13F JPMORGAN CHASE COM 46625H100 29,559 29,559 1,560 0.0334
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.