JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBourgeon Capital Management Llc
Latest Disclosed Ownership94,837 shares
Latest Disclosed Value $ 27,897,174
Bourgeon Capital Management Llc reports 7.95% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Bourgeon Capital Management Llc filed a 13F-HR form disclosing ownership of 94,837 shares of JPMorgan Chase & Co. (MX:JPM) valued at $27,897,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 87,854 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.95% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 94,837 6,983 7.95 27,897 -1.45 4.8273
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 87,854 -1,340 -1.50 28,308 0.62 4.5795
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 89,194 -3,000 -3.25 28,134 5.26 5.0786
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 92,194 -2,355 -2.49 26,728 15.24 5.2751
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 94,549 -30,971 -24.67 23,193 -22.92 4.9926
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 125,520 -2,129 -1.67 30,088 11.78 5.6183
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 127,649 -1,310 -1.02 26,916 3.19 5.1777
2024-07-11 2024-06-30 13F JPMORGAN CHASE COM 46625H100 128,959 274 0.21 26,083 1.19 5.1116
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 128,685 1,050 0.82 25,776 18.72 5.0430
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 127,635 -1,430 -1.11 21,711 16.00 4.7973
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 129,065 -1,918 -1.46 18,717 -1.75 4.3933
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 130,983 -1,838 -1.38 19,050 10.07 4.4434
2023-04-17 2023-03-31 13F JPMORGAN CHASE COM 46625H100 132,821 797 0.60 17,308 -2.24 4.1209
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 132,024 1,524 1.17 17,704 29.82 4.3439
2022-10-27 2022-09-30 13F JPMORGAN CHASE COM 46625H100 130,500 4,435 3.52 13,637 -3.94 3.7516
2022-07-27 2022-06-30 13F JPMORGAN CHASE COM 46625H100 126,065 4,756 3.92 14,196 -14.16 3.7547
2022-05-03 2022-03-31 13F JPMORGAN CHASE COM 46625H100 121,309 7,922 6.99 16,537 -7.90 3.7416
2022-01-31 2021-12-31 13F JPMORGAN CHASE COM 46625H100 113,387 -2,620 -2.26 17,955 -5.45 3.7006
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 116,007 -596 -0.51 18,989 4.70 4.0597
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 116,603 1,842 1.61 18,136 3.81 3.9023
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 114,761 -184 -0.16 17,470 19.61 3.8750
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 114,945 -397 -0.34 14,606 31.54 3.6055
2020-10-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 115,342 88 0.08 11,104 2.43 3.3639
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 115,254 25,787 28.82 10,841 34.59 3.8550
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 89,467 24,447 37.60 8,055 -11.13 4.1723
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 65,020 -623 -0.95 9,064 17.32 4.2811
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 65,643 460 0.71 7,726 6.02 4.1875
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 65,183 102 0.16 7,287 10.61 4.2285
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 65,081 -750 -1.14 6,588 2.52 3.8631
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 65,831 -3,303 -4.78 6,426 -17.63 4.2033
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 69,134 -4,824 -6.52 7,801 1.23 4.0234
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 73,958 57 0.08 7,706 -5.18 4.1447
2018-04-27 2018-03-31 13F JPMORGAN CHASE COM 46625H100 73,901 -848 -1.13 8,127 1.66 4.4424
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 74,749 -1,427 -1.87 7,994 9.87 4.3685
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 76,176 -508 -0.66 7,276 3.81 4.2857
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 76,684 928 1.22 7,009 5.34 4.3887
2017-04-27 2017-03-31 13F JPMORGAN CHASE COM 46625H100 75,756 303 0.40 6,654 2.20 4.1543
2017-01-27 2016-12-31 13F JPMORGAN CHASE COM 46625H100 75,453 -15,739 -17.26 6,511 7.21 4.0887
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 91,192 -5,999 -6.17 6,073 0.56 3.8913
2016-08-02 2016-06-30 13F JPMORGAN CHASE COM 46625H100 97,191 1,973 2.07 6,039 7.09 3.9201
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 95,218 -1,746 -1.80 5,639 -11.93 3.7660
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 96,964 -403 -0.41 6,403 7.87 4.1090
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 97,367 7,551 8.41 5,936 -2.46 4.1444
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 89,816 -188 -0.21 6,086 11.63 3.6861
2015-05-01 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 90,004 -949 -1.04 5,452 -4.22 3.3363
2015-02-11 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 90,953 -1,182 -1.28 5,692 2.56 3.4717
2014-11-04 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 92,135 885 0.97 5,550 5.55 3.2360
2014-08-01 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 91,250 11,418 14.30 5,258 8.48 2.8650
2014-04-23 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 79,832 6,250 8.49 4,847 12.64 3.0535
2014-01-24 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 73,582 825 1.13 4,303 14.41 2.7664
2013-10-25 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 72,757 11,650 19.06 3,761 16.58 2.5352
2013-08-08 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 61,107 61,107 3,226 2.2968
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.