JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCalton & Associates, Inc.
Latest Disclosed Ownership11,652 shares
Latest Disclosed Value $ 3,427,612
Calton & Associates, Inc. reports 0.65% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Calton & Associates, Inc. filed a 13F-HR form disclosing ownership of 11,652 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,427,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 11,577 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.65% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 11,652 75 0.65 3,428 -8.12 0.4925
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,577 149 1.30 3,730 3.50 0.5478
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,428 297 2.67 3,605 11.72 0.5411
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,131 1,927 20.94 3,227 42.93 0.5580
2025-05-15 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 9,204 2,146 30.41 2,258 33.47 0.5150
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 7,296 238 307 0.0699
2025-01-23 2024-12-31 13F JPMORGAN CHASE COM 46625H100 7,058 -808 -10.27 1,692 1.99 0.7477
2024-10-21 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 7,866 -420 -5.07 1,659 -1.01 0.6339
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 33,750 25,464 298 0.1158
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 8,286 -96 -1.15 1,676 -0.18 0.8390
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 8,382 -1,811 -17.77 1,679 -3.17 0.8181
2024-02-07 2023-12-31 13F JPMORGAN CHASE COM 46625H100 10,193 8,330 447.13 1,734 541.85 0.6976
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,863 -8,686 -82.34 270 -82.40 0.3949
2023-07-24 2023-06-30 13F JPMORGAN CHASE COM 46625H100 10,549 2,013 23.58 1,534 37.95 0.7155
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 8,536 -815 -8.72 1,112 -11.25 0.5160
2023-01-18 2022-12-31 13F JPMORGAN CHASE COM 46625H100 9,351 2,923 45.47 1,254 86.74 0.4853
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 6,428 -1,063 -14.19 671 -20.40 0.3843
2022-07-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 7,491 -7,041 -48.45 843 -35.35 0.4686
2022-04-26 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 14,532 -1,962 -11.90 1,304 -28.55 0.3874
2022-04-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 14,532 -1,962 1,304 0.3888
2022-01-13 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,494 -1,204 -6.80 1,825 -12.43 0.4869
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,698 5,583 46.08 2,084 10.26 0.4562
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 12,115 -7,518 -38.29 1,890 -15.36 0.3591
2021-05-03 2021-03-31 13F JPMORGAN CHASE CO 4.203 COM 46625H100 19,633 2,184 12.52 2,233 0.72 0.4347
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 17,449 -6,883 -28.29 2,217 18.75 0.3956
2020-10-30 2020-09-30 13F JPMORGAN CHASE & CO 4.203 COM 46625H100 24,332 4,822 24.72 1,867 1.74 0.3834
2020-08-10 2020-06-30 13F JPMORGAN CHASE COM 46625H100 19,510 -4,260 -17.92 1,835 8.26 0.3998
2020-04-30 2020-03-31 13F JPMORGAN CHASE CO 4.203 COM 46625H100 23,770 1,965 9.01 1,695 -27.81 0.4196
2020-02-03 2019-12-31 13F JPMORGAN CHASE CO 4.203 COM 46625H100 21,805 -1,011 -4.43 2,348 11.70 0.4718
2019-11-07 2019-09-30 13F JPMORGAN CHASE CO 4203 COM 46625H100 22,816 1,713 8.12 2,102 16.39 0.4669
2019-07-09 2019-06-30 13F JPMORGAN CHASE CO 4.203 COM 46625H100 21,103 4,999 31.04 1,806 10.80 0.5100
2019-04-25 2019-03-31 13F JPMORGAN CHASE COM 46625H100 16,104 839 5.50 1,630 9.40 0.4965
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 15,265 -1,634 -9.67 1,490 -21.87 0.5481
2018-10-24 2018-09-30 13F JPMORGAN CHASE COM 46625H100 16,899 -663 -3.78 1,907 -7.83 0.5612
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 17,562 -10,946 -38.40 2,069 -34.00 0.6018
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 28,508 8 0.03 3,135 -3.66 0.9074
2018-02-05 2017-12-31 13F JPMORGAN CHASE COM 46625H100 28,500 28,500 3,254 0.8189
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.