JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCapWealth Advisors, LLC
Latest Disclosed Ownership2,973 shares
Latest Disclosed Value $ 874,538
CapWealth Advisors, LLC reports 1.05% increase in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - CapWealth Advisors, LLC filed a 13F-HR form disclosing ownership of 2,973 shares of JPMorgan Chase & Co. (MX:JPM) valued at $874,538 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 6, 2026 disclosing 2,942 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.05% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,973 31 1.05 875 -7.71 0.0649
2026-02-06 2025-12-31 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 2,942 22 0.75 948 2.82 0.0649
2026-02-02 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,942 22 948 0.0644
2026-02-06 2025-09-30 13F/A-2 JPMORGAN CHASE & CO. COM Stock 46625H100 2,920 -17 -0.58 921 8.23 0.0634
2025-10-30 2025-09-30 13F/A-1 JPMORGAN CHASE & CO. COM Stock 46625H100 2,920 -17 921 0.0630
2025-10-21 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,920 -17 921 0.0830
2025-07-29 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,937 38 1.31 851 19.69 0.0838
2025-04-30 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,899 6 0.21 711 2.60 0.0770
2025-01-30 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,893 24 0.84 693 14.74 0.0760
2024-10-31 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,869 567 24.63 605 29.89 0.0658
2024-08-05 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 2,302 50 2.22 466 3.10 0.0588
2024-05-03 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,252 0 0.00 451 17.75 0.0506
2024-01-31 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 2,252 -4,063 -64.34 383 -58.14 0.0467
2023-11-01 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,315 -80 -1.25 916 -1.61 0.1175
2023-08-07 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,395 -318 -4.74 930 6.41 0.1134
2023-05-02 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,713 128 1.94 875 -1.02 0.1091
2023-02-01 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,585 225 3.54 883 32.78 0.1038
2022-11-02 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,360 -359 -5.34 665 -12.15 0.0878
2022-08-05 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 6,719 -2,048 -23.36 757 -36.65 0.0913
2022-05-04 2022-03-31 13F/A-2 JPMORGAN CHASE & CO COM Stock 46625H100 8,767 -60 -0.68 1,195 -14.52 0.1223
2022-05-03 2022-03-31 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 8,767 -60 1,195 0.1156
2022-05-02 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,767 -60 1,195 0.1273
2022-02-10 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 8,827 -1 -0.01 1,398 -3.25 0.1422
2021-11-09 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 8,828 -1,437 -14.00 1,445 -9.52 0.1583
2021-08-10 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 10,265 60 0.59 1,597 2.77 0.1733
2021-05-03 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 10,205 -69,155 -87.14 1,554 -84.59 0.1768
2021-02-17 2020-12-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 79,360 1,962 2.53 10,084 35.34 1.2018
2021-02-02 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 79,360 1,962 10,084 1,218,807.6377
2020-11-12 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 77,398 2,392 3.19 7,451 5.61 0.9952
2020-08-12 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 75,006 6,301 9.17 7,055 14.05 0.9970
2020-05-08 2020-03-31 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 68,705 -1,592 -2.26 6,186 -36.87 1.1070
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 65,789 -4,508 7,355 1,051,668.2991
2020-02-18 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 70,297 275 0.39 9,799 18.91 1.2332
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 70,297 275 9,799 1,261,264.0443
2019-10-29 2019-09-30 13F JPMORGAN CHASE COM 46625H100 70,022 4,233 6.43 8,241 12.05 1.0963
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 65,789 3,483 5.59 7,355 16.62 1.0517
2019-05-15 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 62,306 2,197 3.66 6,307 7.48 0.9672
2019-02-15 2018-12-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 60,109 5,705 10.49 5,868 -4.41 1.0312
2018-11-14 2018-09-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 54,404 893 1.67 6,139 10.10 1.0074
2018-08-15 2018-06-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 53,511 2,061 4.01 5,576 -1.45 0.9988
2018-05-14 2018-03-31 13F/A-1 JPMORGAN CHASE & COMPAN COM 46625H100 51,450 -310 -0.60 5,658 2.22 1.0941
2018-05-11 2018-03-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 51,760 0 5,535
2018-02-15 2017-12-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 51,760 863 1.70 5,535 13.87 0.9961
2017-11-13 2017-09-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 50,897 726 1.45 4,861 6.00 0.9336
2017-08-14 2017-06-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 50,171 6,667 15.33 4,586 20.02 0.9193
2017-05-12 2017-03-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 43,504 -202 -0.46 3,821 1.33 0.7823
2017-02-14 2016-12-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 43,706 -148 -0.34 3,771 29.14 0.8159
2016-11-14 2016-09-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 43,854 5,122 13.22 2,920 21.31 0.7020
2016-08-03 2016-06-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 38,732 -689 -1.75 2,407 3.13 0.5882
2016-05-11 2016-03-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 39,421 590 1.52 2,334 -8.97 0.5937
2016-02-11 2015-12-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 38,831 -549 -1.39 2,564 6.79 0.6209
2015-11-12 2015-09-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 39,380 -6,906 -14.92 2,401 -23.44 0.6014
2015-08-14 2015-06-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 46,286 -2,033 -4.21 3,136 7.14 0.7393
2015-05-12 2015-03-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 48,319 -864 -1.76 2,927 -4.91 0.6881
2015-02-11 2014-12-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 49,183 -807 -1.61 3,078 2.23 0.7225
2014-11-12 2014-09-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 49,990 -1,866 -3.60 3,011 0.77 0.6835
2014-08-08 2014-06-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 51,856 -9,653 -15.69 2,988 -19.98 0.6844
2014-05-12 2014-03-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 61,509 -631 -1.02 3,734 2.75 1.0046
2014-02-13 2013-12-31 13F JPMORGAN CHASE & COMPAN COM 46625H100 62,140 -6,478 -9.44 3,634 2.45 0.9165
2013-11-13 2013-09-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 68,618 -63 -0.09 3,547 -2.18 0.9873
2013-07-26 2013-06-30 13F JPMORGAN CHASE & COMPAN COM 46625H100 68,681 68,681 3,626 1.0588
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.