JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionChilton Capital Management Llc
Latest Disclosed Ownership283,310 shares
Latest Disclosed Value $ 83,338,326
Chilton Capital Management Llc reports 58.75% increase in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Chilton Capital Management Llc filed a 13F-HR form disclosing ownership of 283,310 shares of JPMorgan Chase & Co. (MX:JPM) valued at $83,338,326 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 178,462 shares of JPMorgan Chase & Co.. This represents a change in shares of 58.75% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 283,310 104,848 58.75 83,338 44.93 2.9012
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 178,462 1,172 0.66 57,504 2.83 1.9781
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 177,290 -47,622 -21.17 55,923 -14.24 1.8797
2025-08-01 2025-06-30 13F JPMORGAN CHASE COM 46625H100 224,912 16,550 7.94 65,204 27.57 2.3813
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 208,362 -3,252 -1.54 51,111 0.76 2.2051
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 211,614 -1,282 -0.60 50,726 13.00 2.1306
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 212,896 6,518 3.16 44,891 7.55 1.8623
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 206,378 14,984 7.83 41,742 8.88 1.8676
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 191,394 -1,661 -0.86 38,336 16.74 1.8122
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 193,055 -716 -0.37 32,839 16.86 1.6669
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 193,771 -3,606 -1.83 28,101 -2.11 1.5765
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 197,377 -2,650 -1.32 28,706 10.13 1.5725
2023-05-16 2023-03-31 13F JPMORGAN CHASE COM 46625H100 200,027 -11,339 -5.36 26,066 -8.04 1.5017
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 211,366 -4,883 -2.26 28,344 25.43 1.7629
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 216,249 417 0.19 22,598 -7.02 1.5005
2022-08-16 2022-06-30 13F JPMORGAN CHASE COM 46625H100 215,832 -46,496 -17.72 24,305 -32.03 1.4793
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 262,328 3,272 1.26 35,761 -12.82 1.8718
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 259,056 4,038 1.58 41,022 -1.73 2.0801
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 255,018 1,666 0.66 41,744 5.93 2.3433
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 253,352 11,477 4.75 39,406 7.02 2.2647
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 241,875 -55 -0.02 36,821 19.77 2.4500
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 241,930 -1,579 -0.65 30,742 31.14 2.2004
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 243,509 14,721 6.43 23,443 8.94 1.8236
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 228,788 34,229 17.59 21,520 22.86 1.8389
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 194,559 14,156 7.85 17,516 -30.35 1.7585
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 180,403 -4,657 -2.52 25,148 15.46 2.0019
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 185,060 -4,779 -2.52 21,780 2.62 1.7942
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 189,839 74 0.04 21,224 10.48 1.8219
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 189,765 789 0.42 19,210 4.13 1.7000
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 188,976 2,871 1.54 18,448 -12.15 1.7888
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 186,105 1,125 0.61 21,000 9.06 1.7350
2018-10-10 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 184,980 4,613 2.56 19,256 -2.82 1.6550
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 162,564 -17,803 16,939
2018-10-05 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 180,367 23,005 14.62 19,815 17.75 1.7928
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 157,853 491 17,359
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 157,362 -3,305 -2.06 16,828 9.66 1.5378
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 160,667 -3,207 -1.96 15,345 2.45 1.4770
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 163,874 143,817 717.04 14,978 750.06 1.6535
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 20,057 826 4.30 1,762 6.21 0.1749
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 19,231 -37 -0.19 1,659 29.31 0.1736
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 19,268 500 2.66 1,283 10.03 0.1294
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 18,768 45 0.24 1,166 5.14 0.1131
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 18,723 2,468 15.18 1,109 3.36 0.1111
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 16,255 2,500 18.18 1,073 27.89 0.1125
2015-11-16 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 13,755 0 0.00 839 -9.98 0.0865
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 13,755 839
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 13,755 -617 -4.29 932 7.00 0.0878
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 14,372 14,372 0.00 871 0.0875
2015-01-28 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -14,184 -100.00 0 -100.00
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 14,184 -69 -0.48 854 4.02 0.0907
2014-07-31 2014-06-30 13F JP Morgan Chase COM 46625H100 14,253 3,276 29.84 821 23.27 0.0801
2014-05-19 2014-03-31 13F/A-1 JP Morgan Chase com 46625H100 10,977 -203 -1.82 666 1.99 0.0698
2014-05-12 2014-03-31 13F JP Morgan Chase com 46625H100 10,977 666
2014-02-14 2013-12-31 13F JP Morgan Chase com 46625H100 11,180 -200 -1.76 654 -99.89 0.0705
2013-11-13 2013-09-30 13F JP Morgan Chase com 46625H100 11,380 0 0.00 588,232 97,775.54 0.0674
2013-08-14 2013-06-30 13F JP Morgan Chase com 46625H100 11,380 11,380 601 0.0748
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.