JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCaldwell Trust Co
Latest Disclosed Ownership66,639 shares
Latest Disclosed Value $ 19,602,528
Caldwell Trust Co reports 0.91% increase in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - Caldwell Trust Co filed a 13F-HR form disclosing ownership of 66,639 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,602,528 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 66,039 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.91% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 66,639 600 0.91 19,603 -7.88 1.7512
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 66,039 -1,603 -2.37 21,279 -0.27 1.8914
2025-10-23 2025-09-30 13F JPMORGAN CHASE COM 46625H100 67,642 -542 -0.79 21,336 7.94 1.9943
2025-09-22 2025-06-30 13F JPMORGAN CHASE COM 46625H100 68,184 -1,010 -1.46 19,767 16.46 1.9767
2025-09-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 69,194 -2,334 -3.26 16,973 -1.00 1.8210
2025-09-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 71,528 -776 -1.07 17,146 12.46 1.7910
2025-09-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 72,304 -1,084 -1.48 15,246 2.72 1.6011
2025-09-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 73,388 658 0.90 14,843 1.89 1.6426
2025-09-24 2024-03-31 13F JPMORGAN CHASE COM 46625H100 72,730 2,074 2.94 14,568 21.21 1.6958
2025-10-01 2023-12-31 13F JPMORGAN CHASE COM 46625H100 70,656 -1,145 -1.59 12,019 15.42 1.5173
2025-10-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 71,801 432 0.61 10,413 0.32 1.4204
2025-10-01 2023-06-30 13F JPMORGAN CHASE COM 46625H100 71,369 60 0.08 10,380 11.70 1.3542
2025-10-01 2023-03-31 13F JPMORGAN CHASE COM 46625H100 71,309 -2,196 -2.99 9,292 -5.73 1.2894
2025-10-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 73,505 -1,543 -2.06 9,857 25.69 1.3940
2025-10-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 75,048 -1,241 -1.63 7,843 -8.71 1.1648
2025-10-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 76,289 3,398 4.66 8,591 -13.55 1.1824
2025-10-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 72,891 3,136 4.50 9,937 -10.04 1.1839
2025-10-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 69,755 -1,726 -2.41 11,046 -5.60 1.2703
2025-10-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 71,481 1,330 1.90 11,701 7.23 1.4789
2025-10-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 70,151 971 1.40 10,911 3.61 1.4279
2025-10-02 2021-03-31 13F JPMORGAN CHASE COM 46625H100 69,180 3,429 5.22 10,531 26.06 1.4686
2025-10-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 65,751 -252 -0.38 8,355 31.48 1.2640
2025-10-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 66,003 -5,043 -7.10 6,354 -4.91 1.0446
2025-10-02 2020-06-30 13F JPMORGAN CHASE COM 46625H100 71,046 -194 -0.27 6,683 4.19 1.1194
2025-10-02 2020-03-31 13F JPMORGAN CHASE COM 46625H100 71,240 2,040 2.95 6,414 -33.52 1.2148
2025-10-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 69,200 69,200 9,646 1.4732
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.