JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionChesapeake Asset Management Llc
Latest Disclosed Ownership19,080 shares
Latest Disclosed Value $ 5,612,816
Chesapeake Asset Management Llc reports 0.25% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Chesapeake Asset Management Llc filed a 13F-HR form disclosing ownership of 19,080 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,612,816 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 19,033 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.25% 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 19,080 47 0.25 5,613 -8.50 4.4533
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,033 47 0.25 6,133 2.42 5.0675
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,986 -67 -0.35 5,989 8.42 5.3005
2025-10-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,053 -141 -0.73 5,524 17.31 4.9703
2026-01-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,194 852 4.65 4,708 7.10 4.4307
2026-01-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,342 -68 -0.37 4,397 13.24 4.0945
2026-01-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 18,410 119 0.65 3,882 4.95 3.3709
2026-01-05 2024-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 18,291 712 4.05 3,700 5.06 3.5358
2026-01-05 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,579 -926 -5.00 3,521 11.88 3.4798
2026-01-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 18,505 -359 -1.90 3,148 15.06 2.8065
2026-01-05 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 18,864 178 0.95 2,736 0.66 2.6520
2026-01-05 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 18,686 -847 -4.34 2,718 6.76 2.4520
2026-01-05 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 19,533 1,570 8.74 2,545 1.64 2.3282
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,963 0 0.00 2,504 18.45 4.2421
2019-10-30 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,963 -1,145 -5.99 2,114 -1.03 3.9742
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 19,108 0 0.00 2,136 10.44 3.5232
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 19,108 -6,540 -25.50 1,934 -22.76 3.2892
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 25,648 0 0.00 2,504 -13.48 4.6149
2018-11-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 25,648 0 0.00 2,894 8.27 3.3255
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 25,648 -5,530 -17.74 2,673 -22.05 3.1136
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 31,178 -907 -2.83 3,429 -0.06 3.6756
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 3,431 11.98 3.3076
2017-11-06 2017-09-30 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 3,064 4.47 2.7613
2017-08-04 2017-06-30 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 2,933 4.08 2.7905
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 2,818 1.77 2.3212
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 2,769 29.57 2.4000
2016-11-08 2016-09-30 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 2,137 7.17 1.9345
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 1,994 4.95 1.6220
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 1,900 -10.34 1.5775
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 2,119 8.33 1.6276
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 32,085 0 0.00 1,956 -10.03 1.6615
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 32,085 -200 -0.62 2,174 11.15 1.5960
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 32,285 0 0.00 1,956 -3.17 1.4411
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 32,285 0 0.00 2,020 3.91 1.2666
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 32,285 0 0.00 1,945 4.52 1.1875
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 32,285 -555 -1.69 1,860 -6.72 1.1559
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 32,840 0 0.00 1,994 3.85 1.3492
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 32,840 0 0.00 1,920 13.07 1.1363
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 32,840 0 0.00 1,698 -2.08 1.1380
2013-08-09 2013-06-30 13F JPMORGAN CHASE COM 46625H100 32,840 32,840 1,734 1.2525
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.