JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBallentine Partners, LLC
Latest Disclosed Ownership97,334 shares
Latest Disclosed Value $ 28,632,151
Ballentine Partners, LLC reports 0.63% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Ballentine Partners, LLC filed a 13F-HR form disclosing ownership of 97,334 shares of JPMorgan Chase & Co. (MX:JPM) valued at $28,632,151 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 96,722 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.63% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 97,334 612 0.63 28,632 -8.13 0.2794
2026-02-03 2025-12-31 13F JPMORGAN CHASE COM 46625H100 96,722 -972 -0.99 31,166 1.14 0.4378
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 97,694 1,023 1.06 30,816 9.96 0.4279
2025-07-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 96,671 4,210 4.55 28,026 23.57 0.4222
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 92,461 1,698 1.87 22,681 4.25 0.3931
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 90,763 3,910 4.50 21,757 18.80 0.3728
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 86,853 5,368 6.59 18,314 11.12 0.3133
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 81,485 1,097 1.36 16,481 2.36 0.3049
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 80,388 3,518 4.58 16,102 23.14 0.3057
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 76,870 8,653 12.68 13,076 32.18 0.2667
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 68,217 4,258 6.66 9,893 6.34 0.2325
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 63,959 2,151 3.48 9,302 15.50 0.2135
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 61,808 2,104 3.52 8,054 0.60 0.2027
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 59,704 7,775 14.97 8,006 47.52 0.2379
2022-10-26 2022-09-30 13F JPMORGAN CHASE COM 46625H100 51,929 5,719 12.38 5,427 4.31 0.1878
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 46,210 2,286 5.20 5,203 -25.19 0.1839
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 43,924 3,293 8.10 6,955 4.57 0.2079
2021-10-27 2021-09-30 13F JPMORGAN CHASE COM 46625H100 40,631 136 0.34 6,651 5.60 0.2254
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 40,495 899 2.27 6,298 4.48 0.2175
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 39,596 3,868 10.83 6,028 32.78 0.2236
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 35,728 -3,115 -8.02 4,540 21.42 0.1799
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 38,843 -3,113 -7.42 3,739 -5.22 0.1653
2020-07-31 2020-06-30 13F JPMORGAN CHASE COM 46625H100 41,956 -4,111 -8.92 3,945 -4.89 0.1888
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 46,067 2,369 5.42 4,148 -31.91 0.2414
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 43,698 -271 -0.62 6,092 17.74 0.2762
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 43,969 687 1.59 5,174 6.92 0.2431
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 43,282 15,450 55.51 4,839 71.72 0.2322
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 27,832 200 0.72 2,818 4.49 0.1466
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 27,632 -1,512 -5.19 2,697 -17.97 0.1555
2018-10-30 2018-09-30 13F JPMORGAN CHASE COM 46625H100 29,144 1,022 3.63 3,288 12.18 0.1717
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 28,122 882 3.24 2,931 -2.17 0.1626
2018-04-26 2018-03-31 13F JPMORGAN CHASE COM 46625H100 27,240 -371 -1.34 2,996 1.46 0.1684
2018-02-02 2017-12-31 13F JPMORGAN CHASE COM 46625H100 27,611 -912 -3.20 2,953 8.45 0.1613
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 28,523 2,934 11.47 2,723 14.85 0.1503
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 25,589 4,099 19.07 2,371 25.65 0.1730
2017-05-30 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 21,490 3,031 16.42 1,887 19.51 0.1340
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 21,490 3,031 1,887 0.1345
2017-02-03 2016-12-31 13F JPMORGAN CHASE COM 46625H100 18,459 1,001 5.73 1,579 35.89 0.1220
2016-11-01 2016-09-30 13F JPMORGAN CHASE COM 46625H100 17,458 -930 -5.06 1,162 1.57 0.0944
2016-08-03 2016-06-30 13F JPMORGAN CHASE COM 46625H100 18,388 975 5.60 1,144 10.85 0.0965
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 17,413 997 6.07 1,032 -4.71 0.0908
2016-01-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 16,416 1,480 9.91 1,083 19.01 0.1055
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 14,936 -1,236 -7.64 910 -16.97 0.0955
2015-07-28 2015-06-30 13F JPMORGAN CHASE COM 46625H100 16,172 213 1.33 1,096 14.17 0.1067
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 15,959 15,959 0.00 960 0.0942
2015-02-02 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -16,543 -100.00 0 -100.00
2014-11-05 2014-09-30 13F JPMORGAN CHASE COM 46625H100 16,543 111 0.68 996 5.84 0.1181
2014-08-12 2014-06-30 13F JPMORGAN CHASE COM 46625H100 16,432 -292 -1.75 941 -7.38 0.1114
2014-05-05 2014-03-31 13F JPMORGAN CHASE COM 46625H100 16,724 159 0.96 1,016 4.74 0.1189
2014-02-06 2013-12-31 13F JPMORGAN CHASE COM 46625H100 16,565 -474 -2.78 970 10.10 0.1090
2013-10-29 2013-09-30 13F JPMORGAN CHASE COM 46625H100 17,039 4,906 40.44 881 37.44 0.1081
2013-07-24 2013-06-30 13F JPMORGAN CHASE COM 46625H100 12,133 12,133 641 0.0862
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.