JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionClark Capital Management Group, Inc.
Latest Disclosed Ownership845,798 shares
Latest Disclosed Value $ 248,799,817
Clark Capital Management Group, Inc. reports 8.58% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Clark Capital Management Group, Inc. filed a 13F-HR form disclosing ownership of 845,798 shares of JPMorgan Chase & Co. (MX:JPM) valued at $248,799,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 778,936 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.58% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 845,798 66,862 8.58 248,800 -0.87 1.5353
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 778,936 -90,988 -10.46 250,989 -8.53 1.5421
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 869,924 39,855 4.80 274,400 14.03 1.7186
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 830,069 52,056 6.69 240,645 26.09 1.6694
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 778,013 89,934 13.07 190,847 15.71 1.3681
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 688,079 -68,727 -9.08 164,939 3.36 1.1534
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 756,806 -230,177 -23.32 159,580 -20.06 1.0926
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 986,983 14,247 1.46 199,627 2.46 1.4673
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 972,736 3,504 0.36 194,839 18.18 1.4516
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 969,232 -59,014 -5.74 164,866 10.56 1.3495
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,028,246 71,945 7.52 149,116 7.21 1.4915
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 956,301 75,903 8.62 139,084 21.23 1.2426
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 880,398 62,403 7.63 114,725 4.59 1.2839
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 817,995 350,249 74.88 109,693 124.41 1.0090
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 467,746 14,255 3.14 48,880 -4.28 0.6406
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 453,491 135,768 42.73 51,068 17.91 0.6701
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 317,723 -293,077 -47.98 43,312 -55.22 0.4844
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 610,800 -12,594 -2.02 96,720 -5.22 1.1865
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 623,394 54,422 9.56 102,043 15.31 1.3955
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 568,972 -166,086 -22.59 88,498 -20.91 1.2425
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 735,058 -31,015 -4.05 111,898 14.95 1.7053
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 766,073 64,472 9.19 97,345 44.12 1.6073
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 701,601 12,409 1.80 67,543 4.19 1.2729
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 689,192 -78,435 -10.22 64,825 -6.20 1.2121
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 767,627 70,810 10.16 69,109 -28.85 1.7576
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 696,817 69,534 11.08 97,136 31.58 2.0354
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 627,283 8,236 1.33 73,825 6.67 1.6753
2019-07-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 619,047 165,141 36.38 69,210 50.62 1.4610
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 453,906 -321,134 -41.43 45,949 -39.27 1.0958
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 775,040 42,003 5.73 75,659 -8.53 2.0359
2019-05-08 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 733,037 176,887 31.81 82,716 42.73 2.0947
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 733,484 177,260 82,766
2019-05-08 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 556,150 -70,723 -11.28 57,951 -15.94 1.6677
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 556,224 -70,649 57,959
2019-05-08 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 626,873 -21,739 -3.35 68,937 -0.61 2.1600
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 627,261 -21,351 68,980
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 648,612 95,952 17.36 69,363 31.41 2.1204
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 552,660 149,824 37.19 52,785 43.36 1.7788
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 402,836 -77,326 -16.10 36,820 -12.70 1.4315
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 480,162 103,715 27.55 42,177 29.84 1.8705
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 376,447 93,620 33.10 32,483 72.48 1.6884
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 282,827 122,165 76.04 18,833 88.65 1.0807
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 160,662 -24,607 -13.28 9,983 -9.01 0.6458
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 185,269 -23,028 -11.06 10,972 -20.23 0.8494
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 208,297 46,659 28.87 13,754 39.56 1.1153
2015-11-03 2015-09-30 13F JP MORGAN CHASE COM 46625H100 161,638 84,620 109.87 9,855 88.83 0.8789
2015-08-10 2015-06-30 13F JPMORGAN CHASE COM 46625H100 77,018 51,452 201.25 5,219 236.93 0.4775
2015-05-07 2015-03-31 13F JP MORGAN CHASE COM 46625H100 25,566 -111,834 -81.39 1,549 -81.98 0.1407
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 137,400 2,640 1.96 8,598 5.91 0.7863
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 134,760 48,895 56.94 8,118 64.07 0.7024
2014-08-04 2014-06-30 13F JP MORGAN CHASE Common Stock 46625H100 85,865 -45,766 -34.77 4,948 -38.08 0.4119
2014-05-13 2014-03-31 13F JP MORGAN CHASE COM 46625H100 131,631 -39,920 -23.27 7,991 -20.34 0.6880
2014-02-06 2013-12-31 13F JP MORGAN CHASE COM 46625H100 171,551 5,380 3.24 10,032 16.80 0.8333
2013-11-08 2013-09-30 13F JP MORGAN CHASE Common Stock 46625H100 166,171 10,769 6.93 8,589 4.69 0.6791
2013-08-08 2013-06-30 13F JP MORGAN CHASE Common Stock 46625H100 155,402 155,402 8,204 0.7555
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.