JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBoltwood Capital Management
Latest Disclosed Ownership16,982 shares
Latest Disclosed Value $ 4,995,425
Boltwood Capital Management reports 0.77% increase in ownership of JPM / JPMorgan Chase & Co.

On April 7, 2026 - Boltwood Capital Management filed a 13F-HR form disclosing ownership of 16,982 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,995,425 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 2, 2026 disclosing 16,852 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.77% 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)
2026-04-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 16,982 130 0.77 4,995 -8.01 1.2741
2026-01-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,852 -99 -0.58 5,430 1.57 1.4120
2025-10-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,951 38 0.22 5,347 9.04 1.4233
2025-07-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,913 478 2.91 4,903 21.63 1.3939
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 16,435 1,985 13.74 4,032 16.40 1.2256
2025-01-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 14,450 40 0.28 3,464 13.99 1.0556
2024-10-02 2024-09-30 13F JPMORGAN CHASE COM 46625H100 14,410 19 0.13 3,038 4.40 0.9004
2024-07-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,391 -1,125 -7.25 2,911 -6.34 0.9094
2024-04-04 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,516 -355 -2.24 3,108 15.12 0.9629
2024-01-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,871 -258 -1.60 2,700 15.39 0.8941
2023-10-10 2023-09-30 13F JPMORGAN CHASE COM 46625H100 16,129 -530 -3.18 2,339 -3.43 0.8664
2023-07-06 2023-06-30 13F JPMORGAN CHASE COM 46625H100 16,659 -2 -0.01 2,423 11.56 0.8737
2023-04-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 16,661 187 1.14 2,171 -1.72 0.8116
2023-01-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 16,474 -297 -1.77 2,209 26.01 0.8970
2022-10-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 16,771 -616 -3.54 1,753 -10.47 0.8025
2022-07-07 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,387 -160 -0.91 1,958 -18.14 0.8475
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 17,547 -591 -3.26 2,392 -16.71 0.9242
2022-01-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 18,138 -130 -0.71 2,872 -3.95 1.0610
2021-10-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 18,268 -2 -0.01 2,990 5.21 1.2057
2021-07-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 18,270 -143 -0.78 2,842 1.39 1.1802
2021-04-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 18,413 -1,465 -7.37 2,803 10.97 1.2449
2021-01-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 19,878 -75 -0.38 2,526 31.49 1.2268
2020-10-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 19,953 -10 -0.05 1,921 2.29 1.0719
2020-07-02 2020-06-30 13F JPMORGAN CHASE COM 46625H100 19,963 -693 -3.35 1,878 0.97 1.1339
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 20,656 -1,632 -7.32 1,860 -40.14 1.3164
2020-01-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 22,288 30 0.13 3,107 18.59 1.7431
2019-10-02 2019-09-30 13F JPMORGAN CHASE COM 46625H100 22,258 -169 -0.75 2,620 4.51 1.6495
2019-07-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 22,427 -365 -1.60 2,507 8.67 1.5976
2019-04-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 22,792 -325 -1.41 2,307 2.26 1.5038
2019-01-07 2018-12-31 13F J.P. Morgan Chase COM 46625H100 23,117 -488 -2.07 2,256 -15.28 1.5439
2018-10-09 2018-09-30 13F J.P. Morgan Chase COM 46625H100 23,605 -80 -0.34 2,663 7.94 1.5873
2018-07-06 2018-06-30 13F J.P. Morgan Chase COM 46625H100 23,685 -765 -3.13 2,467 -8.22 1.6070
2018-04-05 2018-03-31 13F J.P. Morgan Chase COM 46625H100 24,450 -580 -2.32 2,688 0.45 1.8406
2018-01-09 2017-12-31 13F J.P. Morgan Chase COM 46625H100 25,030 150 0.60 2,676 12.63 1.6372
2017-10-10 2017-09-30 13F J.P. Morgan Chase COM 46625H100 24,880 -132 -0.53 2,376 3.94 1.5431
2017-07-07 2017-06-30 13F J.P. Morgan Chase COM 46625H100 25,012 -1,435 -5.43 2,286 -1.59 1.5471
2017-04-06 2017-03-31 13F J.P. Morgan Chase COM 46625H100 26,447 775 3.02 2,323 4.88 1.6258
2017-01-09 2016-12-31 13F J.P. Morgan Chase COM 46625H100 25,672 687 2.75 2,215 33.19 1.6934
2016-10-05 2016-09-30 13F J.P. Morgan Chase COM 46625H100 24,985 -170 -0.68 1,663 6.40 1.3346
2016-07-05 2016-06-30 13F J.P. Morgan Chase COM 46625H100 25,155 115 0.46 1,563 5.39 1.2995
2016-04-14 2016-03-31 13F J.P. Morgan Chase COM 46625H100 25,040 -3,276 -11.57 1,483 -20.70 1.3054
2016-02-09 2015-12-31 13F J.P. Morgan Chase COM 46625H100 28,316 1,527 5.70 1,870 14.51 1.7141
2015-10-14 2015-09-30 13F J.P. Morgan Chase COM 46625H100 26,789 -395 -1.45 1,633 -11.35 1.7404
2015-07-24 2015-06-30 13F J.P. Morgan Chase COM 46625H100 27,184 -637 -2.29 1,842 9.32 1.8119
2015-05-07 2015-03-31 13F J.P. Morgan Chase COM 46625H100 27,821 -650 -2.28 1,685 -5.44 0.4938
2015-01-20 2014-12-31 13F J.P. Morgan Chase COM 46625H100 28,471 -275 -0.96 1,782 2.89 0.5085
2014-10-14 2014-09-30 13F J.P. Morgan Chase COM 46625H100 28,746 1,054 3.81 1,732 8.52 0.5132
2014-07-25 2014-06-30 13F J.P. Morgan Chase COM 46625H100 27,692 543 2.00 1,596 -3.16 0.4711
2014-04-25 2014-03-31 13F J.P. Morgan Chase COM 46625H100 27,149 -850 -3.04 1,648 0.67 0.5187
2014-01-16 2013-12-31 13F J.P. Morgan Chase COM 46625H100 27,999 376 1.36 1,637 14.64 0.5359
2013-10-17 2013-09-30 13F J.P. Morgan Chase COM 46625H100 27,623 -75 -0.27 1,428 -2.33 0.5170
2013-07-29 2013-06-30 13F J.P. Morgan Chase COM 46625H100 27,698 27,698 1,462 0.6018
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.