JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCohen Capital Management, Inc.
Latest Disclosed Ownership85,828 shares
Latest Disclosed Value $ 25,247,164
Cohen Capital Management, Inc. reports 0.36% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Cohen Capital Management, Inc. filed a 13F-HR form disclosing ownership of 85,828 shares of JPMorgan Chase & Co. (MX:JPM) valued at $25,247,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 85,518 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.36% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 85,828 310 0.36 25,247 -8.38 3.9180
2026-01-20 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 85,518 -250 -0.29 27,556 1.86 4.1508
2025-10-22 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 85,768 -350 -0.41 27,054 8.36 4.2165
2025-07-23 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 86,118 -200 -0.23 24,966 17.91 4.0630
2025-05-02 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 86,318 -14,540 -14.42 21,174 -12.42 3.6266
2025-02-04 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 100,858 -1,003 -0.98 24,177 12.56 4.0337
2024-10-30 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 101,861 760 0.75 21,478 5.04 3.4839
2024-08-06 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 101,101 13,726 15.71 20,449 16.84 3.5217
2024-05-06 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 87,375 822 0.95 17,501 18.88 3.0847
2024-02-01 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,553 0 0.00 14,723 17.30 2.8034
2023-11-07 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,553 0 0.00 12,552 -0.29 2.5707
2023-08-07 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,553 -6 -0.01 12,588 11.61 2.4454
2023-05-03 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,559 -256 -0.29 11,280 -3.11 2.2804
2023-01-31 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,815 0 0.00 11,642 28.32 2.3684
2022-11-03 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,815 6 0.01 9,072 -7.20 2.0010
2022-08-04 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,809 0 0.00 9,776 -17.39 2.0014
2022-05-06 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 86,809 57 0.07 11,834 -13.85 2.0717
2022-02-04 2021-12-31 13F JP Morgan Chase COM 46625H100 86,752 0 0.00 13,737 -3.26 2.2486
2021-11-09 2021-09-30 13F JP Morgan Chase COM 46625H100 86,752 -15,365 -15.05 14,200 -10.60 2.4700
2021-07-29 2021-06-30 13F JP Morgan Chase COM 46625H100 102,117 0 0.00 15,883 2.17 2.7103
2021-05-03 2021-03-31 13F JP Morgan Chase COM 46625H100 102,117 -50 -0.05 15,545 19.74 2.8488
2021-02-03 2020-12-31 13F JP Morgan Chase COM 46625H100 102,167 -1,800 -1.73 12,982 29.70 2.5940
2020-11-02 2020-09-30 13F JP Morgan Chase COM 46625H100 103,967 0 0.00 10,009 2.35 2.2604
2020-07-31 2020-06-30 13F JP Morgan Chase COM 46625H100 103,967 0 0.00 9,779 4.48 2.3984
2020-04-23 2020-03-31 13F JP Morgan Chase COM 46625H100 103,967 -26,298 -20.19 9,360 -48.46 2.7500
2020-02-05 2019-12-31 13F JP Morgan Chase COM 46625H100 130,265 -1,110 -0.84 18,159 17.44 3.9352
2019-10-31 2019-09-30 13F JP Morgan Chase COM 46625H100 131,375 -1,100 -0.83 15,462 4.40 3.5527
2019-08-07 2019-06-30 13F JP Morgan Chase COM 46625H100 132,475 -1,700 -1.27 14,811 9.04 3.4531
2019-05-01 2019-03-31 13F JP Morgan Chase COM 46625H100 134,175 150 0.11 13,583 3.81 3.2751
2019-02-08 2018-12-31 13F JP Morgan Chase COM 46625H100 134,025 1,080 0.81 13,084 -12.78 3.6218
2018-11-09 2018-09-30 13F JP Morgan Chase COM 46625H100 132,945 0 0.00 15,002 8.29 3.3798
2018-07-30 2018-06-30 13F JP Morgan Chase COM 46625H100 132,945 800 0.61 13,853 -3.63 3.2090
2018-05-02 2018-03-31 13F JP Morgan Chase COM 46625H100 132,145 -21,000 -13.71 14,375 -12.22 3.3782
2018-01-22 2017-12-31 13F JP Morgan Chase COM 46625H100 153,145 -1,735 -1.12 16,377 10.71 3.8104
2017-10-06 2017-09-30 13F JP Morgan Chase COM 46625H100 154,880 -2,100 -1.34 14,793 3.10 3.5845
2017-07-12 2017-06-30 13F JP Morgan Chase COM 46625H100 156,980 0 0.00 14,348 4.05 3.5751
2017-04-18 2017-03-31 13F JP Morgan Chase COM 46625H100 156,980 -590 -0.37 13,789 1.41 3.4841
2017-01-04 2016-12-31 13F JP Morgan Chase COM 46625H100 157,570 -250 -0.16 13,597 29.38 3.7053
2016-10-13 2016-09-30 13F JP Morgan Chase COM 46625H100 157,820 1,445 0.92 10,509 8.15 2.9428
2016-07-12 2016-06-30 13F JP Morgan Chase COM 46625H100 156,375 0 0.00 9,717 -5.89 2.8260
2016-04-20 2016-03-31 13F JP Morgan Chase COM 46625H100 156,375 0 0.00 10,325 0.00 3.1151
2016-01-20 2015-12-31 13F JP Morgan Chase COM 46625H100 156,375 250 0.16 10,325 8.47 3.1151
2015-10-16 2015-09-30 13F JP Morgan Chase COM 46625H100 156,125 0 0.00 9,519 -10.02 2.8497
2015-07-14 2015-06-30 13F JP Morgan Chase COM 46625H100 156,125 0 0.00 10,579 11.85 2.7264
2015-04-30 2015-03-31 13F JP Morgan Chase COM 46625H100 156,125 0 0.00 9,458 -3.19 2.4083
2015-01-23 2014-12-31 13F JP Morgan Chase COM 46625H100 156,125 0 0.00 9,770 3.88 2.5319
2014-10-20 2014-09-30 13F JP Morgan Chase COM 46625H100 156,125 0 0.00 9,405 4.55 2.5097
2014-08-19 2014-06-30 13F JP Morgan Chase COM 46625H100 156,125 -3,757 -2.35 8,996 -7.32 2.3224
2014-05-08 2014-03-31 13F JP Morgan Chase COM 46625H100 159,882 3,757 2.41 9,706 6.31 2.6161
2014-01-29 2013-12-31 13F JP Morgan Chase COM 46625H100 156,125 0 0.00 9,130 13.14 2.5743
2013-10-24 2013-09-30 13F JP Morgan Chase COM 46625H100 156,125 0 0.00 8,070 -2.09 2.4886
2013-08-02 2013-06-30 13F JP Morgan Chase COM 46625H100 156,125 156,125 8,242 2.6318
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.