JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCopeland Capital Management, LLC
Latest Disclosed Ownership61,645 shares
Latest Disclosed Value $ 18,133,540
Copeland Capital Management, LLC reports 0.57% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Copeland Capital Management, LLC filed a 13F-HR form disclosing ownership of 61,645 shares of JPMorgan Chase & Co. (MX:JPM) valued at $18,133,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 61,297 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.57% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE COM 46625H100 61,645 348 0.57 18,134 -8.19 0.1702
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 61,297 -2,750 -4.29 19,751 -2.23 0.4410
2025-10-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 64,047 -3,157 -4.70 20,202 3.69 0.4210
2025-07-21 2025-06-30 13F JPMORGAN CHASE COM 46625H100 67,204 -258 -0.38 19,483 17.74 0.4009
2025-04-24 2025-03-31 13F JPMORGAN CHASE COM 46625H100 67,462 -1,347 -1.96 16,549 0.33 0.3315
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 68,809 -10,672 -13.43 16,494 -1.58 0.3067
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 79,481 35,439 80.47 16,759 88.16 0.2915
2024-07-26 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,042 6,352 16.85 8,908 17.99 0.1667
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 37,690 37,190 7,438.00 7,549 8,781.18 0.1372
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 500 0 0.00 85 18.06 0.0017
2023-10-23 2023-09-30 13F JPMORGAN CHASE COM 46625H100 500 -1,823 -78.48 73 -78.64 0.0016
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,323 -42 -1.78 338 0.0070
2023-04-14 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,365 -20 -0.84 0 0.0072
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,385 -1,327 -35.75 0 -100.00 0.0084
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,712 -10,045 -73.02 388 -74.95 0.0128
2022-07-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 13,757 -56,182 -80.33 1,549 -83.75 0.0491
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 69,939 -186 -0.27 9,534 -14.14 0.2627
2022-01-18 2021-12-31 13F JPMORGAN CHASE COM 46625H100 70,125 1,137 1.65 11,104 -1.67 0.2882
2022-01-18 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 68,988 26,132 60.98 11,293 69.41 0.3214
2021-10-20 2021-09-30 13F JPMORGAN CHASE COM 46625H100 68,886 26,082 11,276 0.3803
2022-01-18 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 42,856 2,505 6.21 6,666 8.51 0.1999
2021-07-19 2021-06-30 13F JPMORGAN CHASE COM 46625H100 42,804 2,453 6,658 0.2384
2022-01-18 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 40,351 -250 -0.62 6,143 19.07 0.1913
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 40,199 -402 6,119 0.2268
2022-01-18 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 40,601 2,393 6.26 5,159 40.27 0.2029
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 40,452 2,295 5,140 0.2184
2022-01-18 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,208 -61 -0.16 3,678 2.20 0.1633
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 38,157 -112 3,673 0.1979
2022-01-18 2020-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,269 -1,600 -4.01 3,599 0.25 0.1855
2020-07-30 2020-06-30 13F JPMORGAN CHASE COM 46625H100 38,218 -1,651 3,594 0.2030
2022-01-18 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 39,869 7,644 23.72 3,590 -20.10 0.2184
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 39,818 7,593 3,585 0.2416
2022-01-18 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 32,225 5,212 19.29 4,493 41.29 0.1968
2020-02-03 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,225 5,248 4,493 0.2123
2022-01-18 2019-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 27,013 -104 -0.38 3,180 4.88 0.1635
2019-11-06 2019-09-30 13F JPMORGAN CHASE COM 46625H100 26,977 -140 3,175 0.1639
2022-01-18 2019-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 27,117 189 0.70 3,032 11.23 0.1685
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 26,733 -195 2,989 0.1665
2022-01-18 2019-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 26,928 -30,472 -53.09 2,726 -51.35 0.1731
2019-04-24 2019-03-31 13F JPMORGAN CHASE COM 46625H100 26,853 -30,547 2,719 0.1876
2022-01-18 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 57,400 5,108 9.77 5,603 -5.05 0.4013
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 57,400 5,108 5,603 0.4343
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 52,292 4,547 9.52 5,901 18.61 0.3570
2018-07-17 2018-06-30 13F JPMORGAN CHASE COM 46625H100 47,745 -1,029 -2.11 4,975 -7.23 0.2914
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 48,774 -434 -0.88 5,363 1.92 0.3440
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 49,208 24,633 100.24 5,262 124.20 0.3334
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 24,575 258 1.06 2,347 5.58 0.1593
2017-07-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 24,317 24,317 2,223 0.1453
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.