JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCullen Capital Management, LLC
Latest Disclosed Ownership808,648 shares
Latest Disclosed Value $ 237,871,943
Cullen Capital Management, LLC reports 3.94% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Cullen Capital Management, LLC filed a 13F-HR form disclosing ownership of 808,648 shares of JPMorgan Chase & Co. (MX:JPM) valued at $237,871,943 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 841,839 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.94% 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 JP Morgan Chase COM 46625H100 808,648 -33,191 -3.94 237,872 -12.31 2.4390
2026-02-13 2025-12-31 13F JP Morgan Chase COM 46625H100 841,839 -164,826 -16.37 271,257 -14.57 2.9625
2025-11-05 2025-09-30 13F JP Morgan Chase COM 46625H100 1,006,665 -40,578 -3.87 317,532 4.59 3.4737
2025-09-30 2025-06-30 13F JP Morgan Chase COM 46625H100 1,047,243 -19,967 -1.87 303,606 15.97 3.4573
2025-05-15 2025-03-31 13F JP Morgan Chase COM 46625H100 1,067,210 -223,427 -17.31 261,787 -15.38 3.0240
2025-02-13 2024-12-31 13F JP Morgan Chase COM 46625H100 1,290,637 -66,446 -4.90 309,378 8.12 3.6035
2024-11-12 2024-09-30 13F JP Morgan Chase COM 46625H100 1,357,083 -156,823 -10.36 286,154 -6.55 3.1149
2024-08-13 2024-06-30 13F JP Morgan Chase COM 46625H100 1,513,906 -104,203 -6.44 306,203 -5.52 3.5265
2024-05-15 2024-03-31 13F JP Morgan Chase COM 46625H100 1,618,109 324,446 25.08 324,107 47.29 3.6082
2024-02-14 2023-12-31 13F JP Morgan Chase COM 46625H100 1,293,663 -556,740 -30.09 220,052 -18.00 3.2638
2023-11-14 2023-09-30 13F JP Morgan Chase COM 46625H100 1,850,403 -62,470 -3.27 268,345 -3.55 3.1327
2023-08-15 2023-06-30 13F JP Morgan Chase COM 46625H100 1,912,873 -159,123 -7.68 278,208 3.04 2.4837
2023-05-15 2023-03-31 13F JP Morgan Chase COM 46625H100 2,071,996 477,246 29.93 270,002 26.25 2.4706
2023-02-16 2022-12-31 13F JP Morgan Chase COM 46625H100 1,594,750 -463,095 -22.50 213,856 -0.55 2.7445
2022-11-10 2022-09-30 13F JP Morgan Chase COM 46625H100 2,057,845 92,029 4.68 215,045 -2.86 2.3041
2022-08-11 2022-06-30 13F JP Morgan Chase COM 46625H100 1,965,816 102,586 5.51 221,371 -12.84 2.2232
2022-05-03 2022-03-31 13F JP Morgan Chase COM 46625H100 1,863,230 129,497 7.47 253,995 -7.48 2.3383
2022-02-10 2021-12-31 13F JP Morgan Chase COM 46625H100 1,733,733 -7,883 -0.45 274,537 -3.70 2.5733
2021-11-05 2021-09-30 13F JP Morgan Chase COM 46625H100 1,741,616 17,137 0.99 285,085 6.29 2.8009
2021-08-04 2021-06-30 13F JP Morgan Chase COM 46625H100 1,724,479 -36,266 -2.06 268,226 0.07 2.5930
2021-05-10 2021-03-31 13F JP Morgan Chase COM 46625H100 1,760,745 1,283,440 268.89 268,038 341.94 2.8961
2021-01-26 2020-12-31 13F JP Morgan Chase COM 46625H100 477,305 -85,976 -15.26 60,651 11.85 3.3681
2020-11-02 2020-09-30 13F JP Morgan Chase COM 46625H100 563,281 -71,725 -11.30 54,227 -9.21 3.1409
2020-07-31 2020-06-30 13F JP Morgan Chase COM 46625H100 635,006 -230 -0.04 59,729 4.44 3.3595
2020-05-13 2020-03-31 13F/A-1 JP Morgan Chase COM 46625H100 635,236 -5,059 -0.79 57,190 -35.93 3.2980
2020-05-05 2020-03-31 13F JP Morgan Chase COM 46625H100 1,616,520 976,225 145,535 3,541,610.2396
2020-01-31 2019-12-31 13F JP Morgan Chase COM 46625H100 640,295 -31,840 -4.74 89,257 12.84 3.4998
2019-11-15 2019-09-30 13F JP Morgan Chase COM 46625H100 672,135 11,505 1.74 79,104 7.10 3.1750
2019-07-30 2019-06-30 13F JP Morgan Chase COM 46625H100 660,630 2,260 0.34 73,858 10.82 2.8833
2019-05-15 2019-03-31 13F JP Morgan Chase COM 46625H100 658,370 15,440 2.40 66,647 6.19 2.6302
2019-02-14 2018-12-31 13F JP Morgan Chase COM 46625H100 642,930 -1,755 -0.27 62,763 -13.72 2.7063
2018-11-15 2018-09-30 13F JP Morgan Chase COM 46625H100 644,685 -66,065 -9.30 72,746 -1.77 2.6807
2018-08-14 2018-06-30 13F JP Morgan Chase COM 46625H100 710,750 -76,085 -9.67 74,060 -14.41 2.8020
2018-05-14 2018-03-31 13F JP Morgan Chase COM 46625H100 786,835 1,140 0.15 86,528 2.98 3.0630
2018-02-15 2017-12-31 13F JP Morgan Chase COM 46625H100 785,695 -49,440 -5.92 84,022 5.34 2.8831
2017-11-14 2017-09-30 13F JP Morgan Chase COM 46625H100 835,135 -159,285 -16.02 79,764 -12.24 2.7786
2017-08-16 2017-06-30 13F JP Morgan Chase COM 46625H100 994,420 10,035 1.02 90,890 5.11 3.1952
2017-05-11 2017-03-31 13F JP Morgan Chase COM 46625H100 984,385 -81,000 -7.60 86,468 -5.94 3.0388
2017-02-13 2016-12-31 13F JP Morgan Chase COM 46625H100 1,065,385 -264,865 -19.91 91,932 3.78 3.1699
2016-11-15 2016-09-30 13F JP Morgan Chase COM 46625H100 1,330,250 1,990 0.15 88,581 7.32 2.9971
2016-08-15 2016-06-30 13F JP Morgan Chase COM 46625H100 1,328,260 -85,740 -6.06 82,538 -1.43 2.9092
2016-05-12 2016-03-31 13F JP Morgan Chase COM 46625H100 1,414,000 -1,230 -0.09 83,737 -10.39 2.9630
2016-01-29 2015-12-31 13F JP Morgan Chase COM 46625H100 1,415,230 -32,650 -2.26 93,448 5.86 3.1541
2015-11-12 2015-09-30 13F JP Morgan Chase COM 46625H100 1,447,880 -386,500 -21.07 88,277 -28.98 3.0953
2015-08-13 2015-06-30 13F JP Morgan Chase COM 46625H100 1,834,380 9,350 0.51 124,298 12.43 3.9691
2015-05-14 2015-03-31 13F JP Morgan Chase COM 46625H100 1,825,030 3,940 0.22 110,560 -2.99 3.0996
2015-02-12 2014-12-31 13F JP Morgan Chase COM 46625H100 1,821,090 1,450 0.08 113,964 3.97 3.0967
2014-11-13 2014-09-30 13F JP Morgan Chase COM 46625H100 1,819,640 -390 -0.02 109,615 4.52 3.0063
2014-08-11 2014-06-30 13F JP Morgan Chase COM 46625H100 1,820,030 74,240 4.25 104,870 -1.05 2.7227
2014-05-14 2014-03-31 13F JP Morgan Chase COM 46625H100 1,745,790 1,210 0.07 105,987 3.89 2.8673
2014-02-13 2013-12-31 13F JP Morgan Chase COM 46625H100 1,744,580 11,140 0.64 102,023 13.86 2.6816
2013-11-14 2013-09-30 13F JP Morgan Chase COM 46625H100 1,733,440 113,640 7.02 89,602 4.79 2.5392
2013-08-14 2013-06-30 13F JP Morgan Chase COM 46625H100 1,619,800 1,619,800 85,509 2.5951
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.