JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionClarkston Capital Partners, LLC
Latest Disclosed Ownership1,034 shares
Latest Disclosed Value $ 304,053
Clarkston Capital Partners, LLC reports 51.79% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Clarkston Capital Partners, LLC filed a 13F-HR form disclosing ownership of 1,034 shares of JPMorgan Chase & Co. (MX:JPM) valued at $304,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,145 shares of JPMorgan Chase & Co.. This represents a change in shares of -51.79% 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.

Upgrade to unlock premium data and export to Excel .

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 COM 46625H100 1,034 -1,111 -51.79 304 -56.01 0.0232
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,145 0 0.00 691 2.22 0.0160
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,145 0 0.00 676 8.86 0.0146
2025-08-13 2025-06-30 13F JPMorgan Chase COM 46625H100 2,145 7 0.33 622 18.51 0.0132
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,138 365 20.59 524 23.29 0.0103
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,773 -193 -9.82 425 2.66 0.0081
2024-11-07 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,966 0 0.00 415 4.28 0.0076
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,966 0 0.00 398 1.02 0.0076
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,966 0 0.00 394 17.66 0.0069
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,966 0 0.00 334 17.19 0.0062
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,966 0 0.00 285 0.00 0.0056
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,966 0 0.00 286 11.33 0.0051
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,966 25 1.29 256 -1.54 0.0048
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,941 -15,000 -88.54 260 -85.31 0.0049
2022-11-16 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 16,941 14,550 608.53 1,770 557.99 0.0348
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,391 0 269 0.0052
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 2,391 2,391 269 0.0049
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 0 -1,525 -100.00 0 -100.00
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,525 -165 -9.76 237 -7.78 0.0043
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,690 1,690 257 0.0047
2020-05-12 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,777 -100.00 0 -100.00
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,777 0 0.00 248 18.66 0.0073
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,777 -668 -27.32 209 -23.44 0.0065
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,445 -403 -14.15 273 -5.21 0.0093
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,848 -645 -18.47 288 -15.54 0.0095
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 3,493 -1,809 -34.12 341 -42.98 0.0131
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 5,302 0 0.00 598 8.33 0.0219
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 5,302 0 0.00 552 -5.32 0.0211
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 5,302 -251 -4.52 583 -1.85 0.0228
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 5,553 -250 -4.31 594 7.22 0.0231
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 5,803 251 4.52 554 9.27 0.0228
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,552 2,048 58.45 507 64.61 0.0226
2017-04-27 2017-03-31 13F JPMORGAN CHASE COM 46625H100 3,504 3,504 308 0.0144
2016-05-02 2016-03-31 13F JPMorgan Chase EQUITY 46625H100 0 -5,843 -100.00 0 -100.00
2016-02-08 2015-12-31 13F JPMorgan Chase EQUITY 46625H100 5,843 -100 -1.68 386 6.63 0.0268
2015-10-15 2015-09-30 13F JPMorgan Chase EQUITY 46625H100 5,943 0 0.00 362 -10.17 0.0330
2015-07-16 2015-06-30 13F JPMorgan Chase EQUITY 46625H100 5,943 2,456 70.43 403 91.00 0.0414
2015-04-21 2015-03-31 13F JPMorgan Chase COM 46625H100 3,487 3,487 211 0.0233
2014-10-14 2014-09-30 13F JPMorgan Chase EQUITY 46625H100 0 -1,537,000 -100.00 0 -100.00
2014-07-16 2014-06-30 13F JPMorgan Chase EQUITY 46625H100 1,537,000 1,537,000 88,562 0.0158
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.