JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBTC Capital Management, Inc.
Latest Disclosed Ownership75,725 shares
Latest Disclosed Value $ 22,272,037
BTC Capital Management, Inc. reports 1.85% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - BTC Capital Management, Inc. filed a 13F-HR form disclosing ownership of 75,725 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,272,037 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 77,156 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.85% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 75,725 -1,431 -1.85 22,272 -10.50 0.7900
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 77,156 -1,260 -1.61 24,884 0.61 1.7362
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 78,416 3,952 5.31 24,734 15.04 1.7069
2025-07-11 2025-06-30 13F JPMORGAN CHASE COM 46625H100 74,464 122 0.16 21,501 17.90 1.7552
2025-04-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 74,342 1,068 1.46 18,237 3.88 1.6679
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 73,274 -5,273 -6.71 17,555 6.00 1.6274
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 78,547 -5,027 -6.02 16,562 -2.02 1.4725
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 83,574 -18,674 -18.26 16,904 -17.48 1.5693
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 102,248 404 0.40 20,484 38.71 1.8730
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 101,844 3,903 3.99 14,769 3.00 1.7048
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 97,941 -2,798 -2.78 14,338 9.35 1.5500
2023-04-07 2023-03-31 13F JPMORGAN CHASE COM 46625H100 100,739 1,041 1.04 13,112 -2.09 1.5083
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 99,698 4,631 4.87 13,392 34.85 1.6103
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 95,067 -970 -1.01 9,931 -8.00 1.2977
2022-08-08 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 96,037 70,911 282.22 10,794 215.80 1.3196
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 96,037 70,911 10,794 0.6894
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 25,126 -70,318 -73.67 3,418 -77.38 0.2432
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 87,754 11,957
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 95,444 103 0.11 15,112 -3.15 1.4937
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 95,341 -2,174 -2.23 15,604 2.73 1.7506
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 97,515 -2,280 -2.28 15,190 0.05 1.7295
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 99,795 -5,446 -5.17 15,182 13.46 1.6952
2021-01-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 105,241 4,259 4.22 13,381 37.78 1.5964
2020-10-14 2020-09-30 13F JPMORGAN CHASE COM 46625H100 100,982 2,292 2.32 9,712 4.62 1.3548
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 98,690 -2,942 -2.89 9,283 1.40 1.4194
2020-05-06 2020-03-31 13F JPMORGAN CHASE COM 46625H100 101,632 -3,026 -2.89 9,155 -37.29 1.7481
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 104,658 2,601 2.55 14,599 21.52 2.0794
2019-10-18 2019-09-30 13F JPMORGAN CHASE COM 46625H100 102,057 1,342 1.33 12,014 6.61 1.9177
2019-07-26 2019-06-30 13F JPMORGAN CHASE COM 46625H100 100,715 -847 -0.83 11,269 9.60 1.8235
2019-05-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 101,562 -5,683 -5.30 10,282 -1.75 1.6408
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 107,245 19,126 21.70 10,465 5.18 1.8740
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 88,119 -5,450 -5.82 9,950 2.02 1.6988
2018-08-15 2018-06-30 13F JPMORGAN CHASE COM 46625H100 93,569 1,604 1.74 9,753 -3.60 2.3071
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 91,965 4,343 4.96 10,117 8.05 1.6557
2018-01-29 2017-12-31 13F JPMORGAN CHASE COM 46625H100 87,622 752 0.87 9,363 12.77 1.6118
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 86,870 -2,968 -3.30 8,303 1.19 1.4856
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 89,838 -208 -0.23 8,205 3.72 1.4818
2017-04-26 2017-03-31 13F JPMORGAN CHASE COM 46625H100 90,046 -6,513 -6.75 7,911 -5.02 1.4750
2017-02-01 2016-12-31 13F JPMORGAN CHASE COM 46625H100 96,559 -1,690 -1.72 8,329 27.30 1.6471
2016-10-26 2016-09-30 13F JPMORGAN CHASE COM 46625H100 98,249 -2,653 -2.63 6,543 4.54 1.3620
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 100,902 1,317 1.32 6,259 6.17 1.3544
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 99,585 12,471 14.32 5,895 2.49 1.3597
2016-02-08 2015-12-31 13F JPMORGAN CHASE COM 46625H100 87,114 2,351 2.77 5,752 11.34 1.3466
2015-10-22 2015-09-30 13F JPMORGAN CHASE COM 46625H100 84,763 4,039 5.00 5,166 -5.80 1.2439
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 80,724 3,513 4.55 5,484 17.18 1.2747
2015-05-11 2015-03-31 13F JPMORGAN CHASE COM 46625H100 77,211 -37,373 -32.62 4,680 -34.77 1.0768
2015-02-11 2014-12-31 13F JPMORGAN CHASE COM 46625H100 114,584 -3,471 -2.94 7,175 0.97 1.7762
2015-02-17 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 118,055 118,055 7,106 1.8007
2014-11-24 2014-09-30 13F JPMORGAN CHASE COM 46625H100 118,055 7,106
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.