JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapital Counsel Llc/ny
Latest Disclosed Ownership1,579 shares
Latest Disclosed Value $ 464,479
Capital Counsel Llc/ny reports 6.62% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Capital Counsel Llc/ny filed a 13F-HR form disclosing ownership of 1,579 shares of JPMorgan Chase & Co. (MX:JPM) valued at $464,479 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,481 shares of JPMorgan Chase & Co.. This represents a change in shares of 6.62% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,579 98 6.62 464 -2.73 0.0198
2026-02-12 2025-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,481 0 0.00 477 2.14 0.0182
2025-11-13 2025-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,481 -45 -2.95 467 5.66 0.0179
2025-08-13 2025-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,526 -583 -27.64 442 -14.51 0.0179
2025-05-14 2025-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,109 549 35.19 517 38.61 0.0229
2025-05-13 2024-12-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 1,560 -50 -3.11 374 10.03 0.0160
2025-02-13 2024-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,560 -50 374 0.0160
2024-11-13 2024-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,610 36 2.29 339 6.60 0.0146
2024-08-14 2024-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,574 -150 -8.70 318 -7.83 0.0142
2024-05-15 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,724 440 34.27 345 58.26 0.0159
2024-02-14 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,284 -410 -24.20 218 -11.02 0.0107
2023-11-14 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,694 0 0.00 246 -0.41 0.0137
2023-08-14 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 1,694 1,694 246 0.0136
2023-05-15 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -2,714 -100.00 0 -100.00
2023-02-09 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,714 400 17.29 364 50.00 0.0229
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,314 -100 -4.14 242 -11.03 0.0157
2022-08-15 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,414 -221 -8.39 272 -24.23 0.0166
2022-05-16 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,635 -82 -3.02 359 -16.51 0.0171
2022-02-14 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,717 0 0.00 430 -3.37 0.0182
2021-11-12 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,717 0 0.00 445 5.20 0.0219
2021-08-12 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,717 -324 -10.65 423 -8.64 0.0212
2021-05-12 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,041 0 0.00 463 19.95 0.0258
2021-02-10 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 3,041 0 0.00 386 31.74 0.0226
2020-11-16 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,041 -176 -5.47 293 -3.30 0.0198
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 3,217 -2,018 -38.55 303 -35.67 0.0220
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 5,235 384 7.92 471 -30.33 0.0374
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 4,851 350 7.78 676 27.55 0.0449
2019-11-14 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 4,501 2,000 79.97 530 89.29 0.0371
2019-08-14 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,501 -50 -1.96 280 8.53 0.0188
2019-05-15 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,551 50 2.00 258 5.74 0.0188
2019-02-13 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,501 -3 -0.12 244 -13.78 0.0202
2018-11-14 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,504 0 0.00 283 8.43 0.0197
2018-08-14 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 2,504 -1 -0.04 261 -5.09 0.0199
2018-05-14 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,505 184 7.93 275 10.89 0.0223
2018-02-13 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 2,321 2,321 248 0.0204
2016-05-13 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 0 -5,137 -100.00 0 -100.00
2016-02-11 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 5,137 -33 -0.64 339 7.62 0.0180
2015-11-13 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 5,170 -1,425 -21.61 315 -29.53 0.0164
2015-09-28 2015-06-30 13F/A-1 J.P. MORGAN CHASE COM 46625H100 6,595 0 0.00 447 11.75 0.0221
2015-08-13 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 6,595 447
2015-05-13 2015-03-31 13F J.P. MORGAN CHASE COM 46625H100 6,595 0 0.00 400 -3.15 0.0191
2015-02-11 2014-12-31 13F J.P. MORGAN CHASE COM 46625H100 6,595 63 0.96 413 5.09 0.0194
2014-11-12 2014-09-30 13F J.P. MORGAN CHASE COM 46625H100 6,532 -700 -9.68 393 -5.76 0.0221
2014-08-12 2014-06-30 13F J.P. MORGAN CHASE COM 46625H100 7,232 0 0.00 417 -5.01 0.0227
2014-05-12 2014-03-31 13F J.P. MORGAN CHASE COM 46625H100 7,232 0 0.00 439 3.78 0.0240
2014-02-12 2013-12-31 13F J.P. MORGAN CHASE COM 46625H100 7,232 -620 -7.90 423 4.19 0.0237
2013-11-07 2013-09-30 13F J.P. MORGAN CHASE COM 46625H100 7,852 -2,159 -21.57 406 -23.11 0.0237
2013-08-09 2013-06-30 13F J.P. MORGAN CHASE COM 46625H100 10,011 10,011 528 0.0317
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.