JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCallahan Advisors, LLC
Latest Disclosed Ownership95,408 shares
Latest Disclosed Value $ 28,065,241
Callahan Advisors, LLC reports 1.21% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Callahan Advisors, LLC filed a 13F-HR form disclosing ownership of 95,408 shares of JPMorgan Chase & Co. (MX:JPM) valued at $28,065,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 96,573 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.21% 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)
2026-05-12 2026-03-31 13F JPMorgan Chase COM 46625H100 95,408 -1,165 -1.21 28,065 -9.81 2.3423
2026-02-06 2025-12-31 13F JPMorgan Chase COM 46625H100 96,573 -1,240 -1.27 31,118 0.86 2.5576
2025-10-31 2025-09-30 13F JPMorgan Chase COM 46625H100 97,813 -1,199 -1.21 30,853 7.49 2.6204
2025-07-28 2025-06-30 13F JPMorgan Chase COM 46625H100 99,012 -1,531 -1.52 28,705 16.38 2.5797
2025-05-01 2025-03-31 13F JPMorgan Chase COM 46625H100 100,543 -7,572 -7.00 24,663 -4.83 2.3504
2025-01-31 2024-12-31 13F JPMorgan Chase COM 46625H100 108,115 -7,672 -6.63 25,916 6.15 2.4391
2024-10-30 2024-09-30 13F JPMorgan Chase COM 46625H100 115,787 -9,315 -7.45 24,415 -3.51 2.3787
2024-07-29 2024-06-30 13F JPMorgan Chase COM 46625H100 125,102 -8,843 -6.60 25,303 -5.69 2.6309
2024-04-24 2024-03-31 13F JPMorgan Chase COM 46625H100 133,945 -4,976 -3.58 26,829 13.54 2.8138
2024-01-24 2023-12-31 13F JPMorgan Chase COM 46625H100 138,921 1,361 0.99 23,630 18.46 2.7414
2023-10-23 2023-09-30 13F JPMorgan Chase COM 46625H100 137,560 362 0.26 19,949 -0.03 2.5057
2023-07-31 2023-06-30 13F JPMorgan Chase COM 46625H100 137,198 4,569 3.44 19,954 15.46 2.4248
2023-04-28 2023-03-31 13F JPMorgan Chase COM 46625H100 132,629 -529 -0.40 17,283 -3.21 2.2324
2023-02-03 2022-12-31 13F JPMorgan Chase COM 46625H100 133,158 811 0.61 17,856 29.11 2.4434
2022-11-14 2022-09-30 13F/A-1 JPMorgan Chase COM 46625H100 132,347 1,152 0.88 13,830 -6.39 1.9860
2022-10-27 2022-09-30 13F JPMorgan Chase COM 46625H100 132,347 1,152 13,830 1.9860
2022-07-29 2022-06-30 13F JPMorgan Chase COM 46625H100 131,195 2,201 1.71 14,774 -15.98 1.9665
2022-04-27 2022-03-31 13F JPMorgan Chase COM 46625H100 128,994 2,574 2.04 17,584 -12.16 2.0065
2022-02-08 2021-12-31 13F JPMorgan Chase COM 46625H100 126,420 1,761 1.41 20,019 -1.89 2.2459
2021-11-03 2021-09-30 13F JPMorgan Chase COM 46625H100 124,659 1,517 1.23 20,405 6.53 2.5713
2021-08-11 2021-06-30 13F JPMorgan Chase COM 46625H100 123,142 -484 -0.39 19,154 1.77 2.4313
2021-04-21 2021-03-31 13F JPMorgan Chase COM 46625H100 123,626 -1,181 -0.95 18,820 18.67 2.5485
2021-01-20 2020-12-31 13F JPMorgan Chase COM 46625H100 124,807 470 0.38 15,859 32.49 2.3207
2020-10-26 2020-09-30 13F JPMorgan Chase COM 46625H100 124,337 -1,760 -1.40 11,970 0.92 1.9573
2020-07-17 2020-06-30 13F JPMorgan Chase COM 46625H100 126,097 -1,311 -1.03 11,861 3.40 2.1028
2020-04-06 2020-03-31 13F JPMorgan Chase COM 46625H100 127,408 -5,525 -4.16 11,471 -38.10 2.4082
2020-01-21 2019-12-31 13F JPMorgan Chase COM 46625H100 132,933 212 0.16 18,531 18.64 2.9710
2019-10-21 2019-09-30 13F JPMorgan Chase COM 46625H100 132,721 2,062 1.58 15,620 6.93 2.7283
2019-07-17 2019-06-30 13F JPMorgan Chase COM 46625H100 130,659 -596 -0.45 14,608 9.94 2.6215
2019-04-22 2019-03-31 13F JPMorgan Chase COM 46625H100 131,255 3,224 2.52 13,287 6.31 2.4733
2019-01-24 2018-12-31 13F JPMorgan Chase COM 46625H100 128,031 263 0.21 12,498 -13.31 2.6684
2018-10-15 2018-09-30 13F J. P. Morgan Chase COM 46625H100 127,768 -259 -0.20 14,417 8.07 2.6749
2018-07-19 2018-06-30 13F J. P. Morgan Chase COM 46625H100 128,027 -4 -0.00 13,340 -5.26 2.6293
2018-04-30 2018-03-31 13F J. P. Morgan Chase COM 46625H100 128,031 -4,188 -3.17 14,080 -0.42 2.8866
2018-01-30 2017-12-31 13F J. P. Morgan Chase COM 46625H100 132,219 -4,651 -3.40 14,140 8.17 2.8071
2017-10-26 2017-09-30 13F J. P. Morgan Chase COM 46625H100 136,870 -1,132 -0.82 13,072 3.64 2.7486
2017-07-31 2017-06-30 13F J. P. Morgan Chase COM 46625H100 138,002 -918 -0.66 12,613 3.36 2.7451
2017-04-27 2017-03-31 13F J. P. Morgan Chase COM 46625H100 138,920 -2,153 -1.53 12,203 0.25 2.7472
2017-01-31 2016-12-31 13F J. P. Morgan Chase COM 46625H100 141,073 3,140 2.28 12,173 32.53 2.9344
2016-10-14 2016-09-30 13F J. P. Morgan Chase COM 46625H100 137,933 3,504 2.61 9,185 9.96 2.2984
2016-07-25 2016-06-30 13F J. P. Morgan Chase COM 46625H100 134,429 1,261 0.95 8,353 5.92 2.1938
2016-04-29 2016-03-31 13F J. P. Morgan Chase COM 46625H100 133,168 5,728 4.49 7,886 -6.29 2.1614
2016-02-05 2015-12-31 13F J. P. Morgan Chase COM 46625H100 127,440 4,928 4.02 8,415 12.65 2.3999
2015-10-21 2015-09-30 13F J. P. Morgan Chase COM 46625H100 122,512 6,859 5.93 7,470 -4.68 2.2937
2015-07-28 2015-06-30 13F J. P. Morgan Chase COM 46625H100 115,653 8,381 7.81 7,837 20.59 2.2558
2015-04-20 2015-03-31 13F J. P. Morgan Chase COM 46625H100 107,272 107,272 0.00 6,499 1.8940
2015-01-27 2014-12-31 13F J. P. Morgan Chase COM 46625H100 0 -89,221 -100.00 0 -100.00
2014-10-21 2014-09-30 13F J. P. Morgan Chase COM 46625H100 89,221 1,045 1.19 5,375 5.79 1.6653
2014-07-25 2014-06-30 13F J. P. Morgan Chase COM 46625H100 88,176 2,645 3.09 5,081 -2.16 1.6145
2014-05-05 2014-03-31 13F J. P. Morgan Chase COM 46625H100 85,531 3,828 4.69 5,193 8.69 1.7680
2014-01-22 2013-12-31 13F J. P. Morgan Chase COM 46625H100 81,703 3,243 4.13 4,778 17.80 1.6662
2013-10-31 2013-09-30 13F J. P. Morgan Chase COM 46625H100 78,460 1,674 2.18 4,056 0.05 1.5469
2013-07-30 2013-06-30 13F J. P. Morgan Chase COM 46625H100 76,786 76,786 4,054 1.6580
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.