JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrookmont Capital Management
Latest Disclosed Ownership17,479 shares
Latest Disclosed Value $ 5,141,767
Brookmont Capital Management reports 3.99% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Brookmont Capital Management filed a 13F-HR form disclosing ownership of 17,479 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,141,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 16,808 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.99% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 17,479 671 3.99 5,142 -5.06 2.8793
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,808 -134 -0.79 5,416 1.35 3.1336
2025-11-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,942 -723 -4.09 5,344 4.34 2.9708
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,665 -3,232 -15.47 5,121 -0.10 2.9358
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 20,897 -2,013 -8.79 5,126 -6.65 2.8923
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 22,910 -1,341 -5.53 5,492 7.39 2.9353
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 24,251 -3,834 -13.65 5,113 -9.98 2.6295
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 28,085 -657 -2.29 5,680 -1.34 3.1067
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 28,742 -316 -1.09 5,757 16.49 3.0274
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,058 -159 -0.54 4,943 16.67 2.7674
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 29,217 -294 -1.00 4,237 -1.30 2.6419
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,511 -3 -0.01 4,292 11.63 2.5872
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 29,514 115 0.39 3,846 -2.46 2.4193
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 29,399 -830 -2.75 3,942 24.79 2.4214
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 30,229 2,331 8.36 3,159 0.54 2.1938
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 27,898 -966 -3.35 3,142 -20.15 2.1638
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 28,864 249 0.87 3,935 -13.15 2.3629
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 28,615 -1,262 -4.22 4,531 -7.36 2.3963
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 29,877 189 0.64 4,891 5.91 2.8843
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 29,688 -144 -0.48 4,618 1.70 2.7932
2021-04-15 2021-03-31 13F JPMORGAN CHASE COM 46625H100 29,832 -166 -0.55 4,541 19.12 2.9256
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,998 -1,492 -4.74 3,812 25.73 2.6863
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 31,490 546 1.76 3,032 4.16 2.2534
2020-07-23 2020-06-30 13F JPMORGAN CHASE COM 46625H100 30,944 -9,539 -23.56 2,911 -20.14 2.3303
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 40,483 -1,120 -2.69 3,645 -37.14 2.9363
2020-01-22 2019-12-31 13F JPMORGAN CHASE COM 46625H100 41,603 -4,053 -8.88 5,799 7.93 3.4610
2019-11-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 45,656 -277 -0.60 5,373 4.63 3.0655
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 45,933 223 0.49 5,135 10.98 3.0875
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 45,710 78 0.17 4,627 3.86 2.8486
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 45,632 -4,747 -9.42 4,455 -21.64 3.0322
2018-11-08 2018-09-30 13F JPMORGAN CHASE COM 46625H100 50,379 -90 -0.18 5,685 8.10 3.3886
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 50,469 978 1.98 5,259 -3.38 3.3085
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 49,491 -45,135 -47.70 5,443 -46.21 3.6012
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 94,626 27,365 40.68 10,119 57.52 4.3625
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 67,261 -66,720 -49.80 6,424 -47.54 3.5176
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 133,981 -4,382 -3.17 12,246 0.76 4.6184
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 138,363 -3,276 -2.31 12,154 -0.56 4.4949
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 141,639 -17,758 -11.14 12,222 15.15 4.8152
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 159,397 2,792 1.78 10,614 9.07 3.9561
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 156,605 -22,508 -12.57 9,731 -8.26 3.5446
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 179,113 -3,484 -1.91 10,607 -12.03 3.3975
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 182,597 -20,863 -10.25 12,057 -2.81 3.4262
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 203,460 -13,607 -6.27 12,405 -15.66 3.5476
2015-07-21 2015-06-30 13F JPMORGAN CHASE COM 46625H100 217,067 -9,312 -4.11 14,708 7.25 3.7233
2015-05-05 2015-03-31 13F JPMORGAN CHASE COM 46625H100 226,379 226,379 0.00 13,714 3.4346
2015-01-30 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -250,221 -100.00 0 -100.00
2014-10-17 2014-09-30 13F JPMORGAN CHASE COM 46625H100 250,221 1,876 0.76 15,073 5.33 3.8561
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 248,345 34,528 16.15 14,310 10.24 3.4484
2014-05-01 2014-03-31 13F JPMORGAN CHASE COM 46625H100 213,817 -17,074 -7.39 12,981 -3.86 3.5673
2014-02-03 2013-12-31 13F JPMORGAN CHASE COM 46625H100 230,891 36,817 18.97 13,502 34.59 3.7245
2013-10-16 2013-09-30 13F JPMORGAN CHASE COM 46625H100 194,074 76,678 65.32 10,032 61.88 3.2656
2013-07-17 2013-06-30 13F JPMORGAN CHASE COM 46625H100 117,396 117,396 6,197 2.5674
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.