JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBCJ Capital Management, LLC
Latest Disclosed Ownership5,320 shares
Latest Disclosed Value $ 1,565,059
BCJ Capital Management, LLC reports 1.97% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - BCJ Capital Management, LLC filed a 13F-HR form disclosing ownership of 5,320 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,565,059 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,217 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.97% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,320 103 1.97 1,565 -6.90 0.0831
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,217 -69 -1.31 1,681 0.84 0.0974
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,286 395 8.08 1,667 17.64 0.0992
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,891 122 2.56 1,418 21.21 0.0950
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,769 506 11.87 1,170 14.50 0.0846
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,263 -57 -1.32 1,022 12.20 0.0763
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,320 -526 -10.85 911 -7.14 0.0682
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,846 557 12.99 980 14.09 0.0779
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,289 -66 -1.52 859 16.08 0.0680
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,355 1,139 35.42 741 58.80 0.0643
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,216 -214 -6.24 466 -6.43 0.0426
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 3,430 -178 -4.93 499 5.96 0.0440
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,608 -238 -6.19 470 -8.74 0.0439
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,846 224 6.18 516 36.24 0.0515
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,622 311 9.39 378 1.34 0.0397
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,311 201 6.46 373 -12.03 0.0381
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 3,110 120 4.01 424 -10.36 0.0369
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 2,990 132 4.62 473 1.07 0.0441
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,858 -460 -13.86 468 -9.30 0.0486
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,318 417 14.37 516 16.74 0.0555
2021-05-17 2021-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 2,901 -839 -22.43 442 -6.95 0.0524
2021-02-16 2020-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,740 90 2.47 475 35.33 0.0614
2020-11-17 2020-09-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,650 54 1.50 351 3.85 0.0536
2020-08-13 2020-06-30 13F JP MORGAN CHASE & CO COM COM 46625H100 3,596 -67 -1.83 338 2.42 0.0539
2020-05-15 2020-03-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,663 -29 -0.79 330 -35.92 0.0808
2020-02-19 2019-12-31 13F JP MORGAN CHASE & CO COM COM 46625H100 3,692 115 3.21 515 22.33 0.0876
2019-11-08 2019-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 3,577 -287 -7.43 421 -2.55 0.0595
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,864 11 0.29 432 10.77 0.0744
2019-05-14 2019-03-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 3,853 0 0.00 390 3.72 0.0704
2019-03-14 2018-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 3,853 3,853 376 0.0724
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.