JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBuckhead Capital Management Llc
Latest Disclosed Ownership15,239 shares
Latest Disclosed Value $ 4,482,764
Buckhead Capital Management Llc reports 2.72% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Buckhead Capital Management Llc filed a 13F-HR form disclosing ownership of 15,239 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,482,764 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 15,665 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.72% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,239 -426 -2.72 4,483 -11.19 1.6894
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,665 -1,805 -10.33 5,048 -8.40 1.8110
2025-10-09 2025-09-30 13F JPMORGAN CHASE COM 46625H100 17,470 53 0.30 5,511 9.13 2.0031
2025-08-04 2025-06-30 13F JPMORGAN CHASE COM 46625H100 17,417 -12,037 -40.87 5,049 -30.12 1.9525
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 29,454 12 0.04 7,225 2.38 2.3177
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 29,442 -258 -0.87 7,057 12.70 2.2565
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 29,700 -111 -0.37 6,263 3.86 1.9804
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 29,811 -103 -0.34 6,030 0.63 2.0422
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 29,914 68 0.23 5,992 18.03 2.0279
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 29,846 1,477 5.21 5,077 23.38 1.8797
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 28,369 -1,270 -4.28 4,114 -4.55 1.7106
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 29,639 -4,259 -12.56 4,311 -2.42 1.0264
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,898 -14 -0.04 4,417 -2.86 1.0402
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 33,912 -1,082 -3.09 4,548 24.34 1.0981
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 34,994 -419 -1.18 3,657 -8.30 0.9474
2022-08-05 2022-06-30 13F JPMORGAN CHASE COM 46625H100 35,413 -807 -2.23 3,988 -19.24 0.9879
2022-05-10 2022-03-31 13F JPMORGAN CHASE COM 46625H100 36,220 -171 -0.47 4,938 -14.32 1.0673
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 36,391 -3,433 -8.62 5,763 -11.60 1.2199
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 39,824 -696 -1.72 6,519 3.44 1.4587
2021-08-06 2021-06-30 13F JPMORGAN CHASE COM 46625H100 40,520 -177 -0.43 6,302 1.73 1.3989
2021-04-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 40,697 -65 -0.16 6,195 19.59 1.4452
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 40,762 2,191 5.68 5,180 39.51 1.2902
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 38,571 335 0.88 3,713 3.25 1.0599
2020-08-03 2020-06-30 13F JPMORGAN CHASE COM 46625H100 38,236 1,474 4.01 3,596 8.64 1.0985
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 36,762 -5,645 -13.31 3,310 -44.01 1.2368
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 42,407 -2,748 -6.09 5,912 11.25 1.6717
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 45,155 1,116 2.53 5,314 7.92 1.5215
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 44,039 -4,745 -9.73 4,924 -0.28 1.4798
2019-04-30 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 48,784 7,992 19.59 4,938 24.01 1.5397
2019-04-29 2019-03-31 13F JPMORGAN CHASE COM 46625H100 48,784 7,992 4,938
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 40,792 -791 -1.90 3,982 -15.13 1.3953
2018-10-30 2018-09-30 13F JPMORGAN CHASE COM 46625H100 41,583 495 1.20 4,692 9.60 1.4389
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 41,088 -71,749 -63.59 4,281 -65.50 1.4137
2018-05-03 2018-03-31 13F JPMORGAN CHASE COM 46625H100 112,837 1,385 1.24 12,409 4.11 2.7405
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 111,452 -943 -0.84 11,919 11.03 2.5434
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 112,395 -42,425 -27.40 10,735 -24.14 2.3081
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 154,820 -990 -0.64 14,151 3.40 2.5716
2017-04-25 2017-03-31 13F JPMORGAN CHASE COM 46625H100 155,810 293 0.19 13,686 1.98 2.5179
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 155,517 -21,607 -12.20 13,420 13.78 2.5462
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 177,124 -1,761 -0.98 11,795 6.11 2.2465
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 178,885 -382 -0.21 11,116 4.71 2.0197
2016-04-26 2016-03-31 13F JPMORGAN CHASE COM 46625H100 179,267 429 0.24 10,616 -10.10 1.9760
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 178,838 21,386 13.58 11,809 23.01 2.1835
2015-11-03 2015-09-30 13F JPMORGAN CHASE COM 46625H100 157,452 8,790 5.91 9,600 -4.70 1.8804
2015-07-21 2015-06-30 13F JPMORGAN CHASE COM 46625H100 148,662 -8,341 -5.31 10,073 5.91 1.8412
2015-05-11 2015-03-31 13F JPMORGAN CHASE COM 46625H100 157,003 42,175 36.73 9,511 32.35 1.6836
2015-02-10 2014-12-31 13F JPMORGAN CHASE COM 46625H100 114,828 -11,430 -9.05 7,186 -5.52 1.2666
2014-10-29 2014-09-30 13F JPMORGAN CHASE COM 46625H100 126,258 -28,811 -18.58 7,606 -14.87 1.3176
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 155,069 -10,675 -6.44 8,935 -11.20 1.2629
2014-04-09 2014-03-31 13F JPMORGAN CHASE COM 46625H100 165,744 -5,275 -3.08 10,062 0.61 1.2787
2014-02-18 2013-12-31 13F JPMORGAN CHASE COM 46625H100 171,019 -9,712 -5.37 10,001 7.05 1.3045
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 180,731 -10,083 -5.28 9,342 -7.26 1.2839
2013-08-15 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 190,814 190,814 10,073 1.2750
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.