JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCanal Capital Management, LLC
Latest Disclosed Ownership46,502 shares
Latest Disclosed Value $ 13,679,154
Canal Capital Management, LLC reports 2.45% increase in ownership of JPM / JPMorgan Chase & Co.

On April 27, 2026 - Canal Capital Management, LLC filed a 13F-HR form disclosing ownership of 46,502 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,679,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 45,391 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.45% 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)
2026-04-27 2026-03-31 13F JPMORGAN CHASE COM 46625H100 46,502 1,111 2.45 13,679 -6.47 1.8515
2026-01-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 45,391 -164 -0.36 14,626 1.78 2.0748
2026-01-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 45,555 -18 -0.04 14,369 8.77 2.1572
2025-09-19 2025-06-30 13F JPMORGAN CHASE COM 46625H100 45,573 1,581 3.59 13,212 22.43 2.0828
2025-09-19 2025-03-31 13F JPMORGAN CHASE COM 46625H100 43,992 -725 -1.62 10,791 0.67 1.8066
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 44,717 -1,207 -2.63 10,719 10.70 1.7355
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 45,924 1,531 3.45 9,683 7.84 1.5466
2024-07-30 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,393 -625 -1.39 8,979 -0.42 1.5329
2024-04-23 2024-03-31 13F JPMORGAN CHASE COM 46625H100 45,018 331 0.74 9,017 18.63 1.5143
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 44,687 1,888 4.41 7,601 22.48 1.4076
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 42,799 203 0.48 6,207 0.18 1.2657
2023-07-26 2023-06-30 13F JPMORGAN CHASE COM 46625H100 42,596 -119 -0.28 6,195 11.30 1.2530
2023-05-04 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,715 -2,467 -5.46 5,566 -8.12 1.2274
2023-02-13 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 45,182 1,628 3.74 6,059 33.11 1.4699
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 45,182 1,628 6 1.4644
2022-10-24 2022-09-30 13F JPMORGAN CHASE COM 46625H100 43,554 7,143 19.62 4,551 11.00 1.3280
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 36,411 2,869 8.55 4,100 -10.34 1.2228
2022-04-20 2022-03-31 13F JPMORGAN CHASE COM 46625H100 33,542 3,230 10.66 4,573 -4.73 1.2338
2022-01-27 2021-12-31 13F JPMORGAN CHASE COM 46625H100 30,312 2,445 8.77 4,800 5.22 1.1583
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 27,867 -655 -2.30 4,562 2.84 1.2995
2021-07-14 2021-06-30 13F JPMORGAN CHASE COM 46625H100 28,522 259 0.92 4,436 3.11 1.2818
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 28,263 -1,280 -4.33 4,302 14.60 1.4667
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,543 581 2.01 3,754 34.65 1.4149
2020-10-21 2020-09-30 13F JPMORGAN CHASE COM 46625H100 28,962 3,490 13.70 2,788 16.36 1.2208
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 25,472 443 1.77 2,396 6.35 1.1716
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 25,029 3,239 14.86 2,253 -25.81 1.2691
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 21,790 -77 -0.35 3,037 18.03 1.5330
2019-10-30 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 21,867 346 1.61 2,573 6.94 1.5447
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 21 -21,500 2,573
2019-07-31 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,521 2,079 10.69 2,406 22.26 1.4567
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 19,442 856 4.61 1,968 8.49 1.2477
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 18,586 871 4.92 1,814 -9.25 1.2290
2018-10-17 2018-09-30 13F JPMORGAN CHASE COM 46625H100 17,715 224 1.28 1,999 9.65 1.1354
2018-08-01 2018-06-30 13F JPMORGAN CHASE COM 46625H100 17,491 -170 -0.96 1,823 -6.13 1.0177
2018-04-27 2018-03-31 13F JPMORGAN CHASE COM 46625H100 17,661 -1,500 -7.83 1,942 -5.22 1.1183
2018-01-24 2017-12-31 13F JPMORGAN CHASE COM 46625H100 19,161 2,958 18.26 2,049 32.36 1.1306
2017-10-20 2017-09-30 13F JPMORGAN CHASE COM 46625H100 16,203 -2,165 -11.79 1,548 -7.80 0.9128
2017-07-17 2017-06-30 13F JPMORGAN CHASE COM 46625H100 18,368 18,368 1,679 1.0365
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.