JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBrinker Capital Investments, LLC
Latest Disclosed Ownership201,029 shares
Latest Disclosed Value $ 59,134,753
Brinker Capital Investments, LLC reports 15.61% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Brinker Capital Investments, LLC filed a 13F-HR form disclosing ownership of 201,029 shares of JPMorgan Chase & Co. (MX:JPM) valued at $59,134,753 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 238,201 shares of JPMorgan Chase & Co.. This represents a change in shares of -15.61% 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 201,029 -37,172 -15.61 59,135 -22.96 0.3747
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 238,201 8,894 3.88 76,753 6.12 0.5629
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 229,307 13,648 6.33 72,330 15.69 0.5609
2025-08-27 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 215,659 13,534 6.70 62,522 26.10 0.5337
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 215,591 13,466 62,502 0.5355
2025-08-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 202,125 4,419 2.24 49,581 4.62 0.4860
2025-08-01 2024-12-31 13F JPMORGAN CHASE COM 46625H100 197,706 64 0.03 47,392 13.72 0.4724
2025-07-31 2024-09-30 13F JPMORGAN CHASE COM 46625H100 197,642 -1,297 -0.65 41,675 3.57 0.4150
2025-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 198,939 -17,486 -8.08 40,237 -7.18 0.4248
2025-07-31 2024-03-31 13F JPMORGAN CHASE COM 46625H100 216,425 -8,092 -3.60 43,350 12.24 0.4641
2025-07-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 224,517 -16,582 -6.88 38,621 10.46 0.4487
2025-07-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 241,099 -18,819 -7.24 34,964 -7.51 0.4226
2025-07-31 2023-06-30 13F JPMORGAN CHASE COM 46625H100 259,918 259,918 37,802 0.4025
2025-07-31 2023-03-31 13F JPMORGAN CHASE COM 46625H100 0 -197,179 -100.00 0 -100.00
2023-02-06 2022-12-31 13F JPMORGAN CHASE COM 46625H100 197,179 -8,317 -4.05 26,442 23.12 0.5264
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 205,496 9,437 4.81 21,475 -2.74 0.4438
2022-07-18 2022-06-30 13F JPMORGAN CHASE COM 46625H100 196,059 -9,305 -4.53 22,079 -21.13 0.4182
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 205,364 -16,871 -7.59 27,995 -20.45 0.4308
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 222,235 36,797 19.84 35,191 21.60 0.5116
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 185,438 -29 -0.02 28,939 0.32 0.4579
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 185,467 5,963 3.32 28,848 5.57 0.3820
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 179,504 78,425 77.59 27,325 112.75 0.4101
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 101,079 -20,279 -16.71 12,844 9.94 0.1985
2020-12-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 121,358 100,816 490.78 11,683 504.71 0.1999
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 20,542 11,530 127.94 1,932 138.22 0.0808
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 9,012 -3,539 -28.20 811 -53.66 0.0371
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 12,551 -185 -1.45 1,750 16.74 0.0584
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 12,736 -1,501 -10.54 1,499 -5.84 0.0519
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 14,237 1,841 14.85 1,592 26.85 0.0498
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,396 10,456 538.97 1,255 564.02 0.0401
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,940 862 79.96 189 54.92 0.0066
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,078 105 10.79 122 20.79 0.0038
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 973 90 10.19 101 4.12 0.0032
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 883 309 53.83 97 59.02 0.0031
2018-02-12 2017-12-31 13F JPMORGAN CHASE COM 46625H100 574 -143 -19.94 61 -10.29 0.0020
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 717 717 68 0.0024
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 0 -65 -100.00 0 -100.00
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 65 -14 -17.72 6 20.00 0.0003
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 79 79 0.00 5 0.0002
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 0 -44 -100.00 0 -100.00
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 44 44 3 0.0001
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.