JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCullinan Associates Inc
Latest Disclosed Ownership64,633 shares
Latest Disclosed Value $ 19,012,374
Cullinan Associates Inc reports 7.16% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Cullinan Associates Inc filed a 13F-HR form disclosing ownership of 64,633 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,012,374 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 69,616 shares of JPMorgan Chase & Co.. This represents a change in shares of -7.16% 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)
2026-05-01 2026-03-31 13F J P Morgan Chase COM 46625H100 64,633 -4,983 -7.16 19,012 -15.24 1.5377
2026-01-30 2025-12-31 13F J P Morgan Chase COM 46625H100 69,616 -11,616 -14.30 22,432 -12.45 1.5204
2025-10-27 2025-09-30 13F J P Morgan Chase COM 46625H100 81,232 2,890 3.69 25,623 12.81 1.6683
2025-07-22 2025-06-30 13F J P Morgan Chase COM 46625H100 78,342 -2,041 -2.54 22,712 15.19 1.4980
2025-04-22 2025-03-31 13F J P Morgan Chase COM 46625H100 80,383 -2,759 -3.32 19,718 -1.06 1.3939
2025-01-24 2024-12-31 13F J P Morgan Chase COM 46625H100 83,142 -8,710 -9.48 19,930 -2.81 1.2793
2024-10-23 2024-09-30 13F J P Morgan Chase COM 46625H100 91,852 2,909 3.27 20,507 13.99 1.1566
2024-07-10 2024-06-30 13F J P Morgan Chase COM 46625H100 88,943 28 0.03 17,990 1.01 1.0179
2024-04-18 2024-03-31 13F J P Morgan Chase COM 46625H100 88,915 -72,000 -44.74 17,810 -34.93 0.9987
2024-01-24 2023-12-31 13F J P Morgan Chase COM 46625H100 160,915 -18,289 -10.21 27,372 5.32 1.5261
2023-10-11 2023-09-30 13F J P Morgan Chase COM 46625H100 179,204 793 0.44 25,988 0.15 1.5136
2023-07-14 2023-06-30 13F J P Morgan Chase COM 46625H100 178,411 -1,465 -0.81 25,948 10.70 1.4263
2023-04-05 2023-03-31 13F J P Morgan Chase COM 46625H100 179,876 6,459 3.72 23,440 101,808.70 1.3693
2023-01-11 2022-12-31 13F J P Morgan Chase COM 46625H100 173,417 -21,358 -10.97 23 -99.89 1.2886
2022-10-19 2022-09-30 13F J P Morgan Chase COM 46625H100 194,775 11,562 6.31 20,354 -1.35 1.2854
2022-07-08 2022-06-30 13F J P Morgan Chase COM 46625H100 183,213 13,054 7.67 20,632 -11.05 1.2613
2022-04-21 2022-03-31 13F J P Morgan Chase COM 46625H100 170,159 14,438 9.27 23,196 -5.93 1.2171
2022-01-07 2021-12-31 13F J P Morgan Chase COM 46625H100 155,721 18,796 13.73 24,658 10.02 1.2552
2021-10-08 2021-09-30 13F J P Morgan Chase COM 46625H100 136,925 -11,752 -7.90 22,413 -3.08 1.2382
2021-07-07 2021-06-30 13F J P Morgan Chase COM 46625H100 148,677 32,404 27.87 23,125 30.65 1.2951
2021-04-20 2021-03-31 13F J P Morgan Chase COM 46625H100 116,273 -6,690 -5.44 17,700 13.28 1.0185
2021-01-14 2020-12-31 13F J P Morgan Chase COM 46625H100 122,963 1,092 0.90 15,625 33.17 0.9373
2020-10-09 2020-09-30 13F J P Morgan Chase COM 46625H100 121,871 -12,845 -9.53 11,733 -7.40 0.7564
2020-07-07 2020-06-30 13F J P Morgan Chase COM 46625H100 134,716 -715 -0.53 12,671 3.92 0.8887
2020-04-01 2020-03-31 13F J P Morgan Chase COM 46625H100 135,431 -5,149 -3.66 12,193 -37.78 0.9968
2020-01-15 2019-12-31 13F J P Morgan Chase COM 46625H100 140,580 664 0.47 19,597 19.01 1.3100
2019-10-01 2019-09-30 13F J P Morgan Chase COM 46625H100 139,916 2,361 1.72 16,467 7.07 1.1722
2019-07-16 2019-06-30 13F J P Morgan Chase COM 46625H100 137,555 502 0.37 15,379 10.85 1.1162
2019-04-30 2019-03-31 13F J P Morgan Chase COM 46625H100 137,053 16,247 13.45 13,874 17.65 1.0421
2019-01-11 2018-12-31 13F J P Morgan Chase COM 46625H100 120,806 -15,513 -11.38 11,793 -23.33 0.9739
2018-10-19 2018-09-30 13F J P Morgan Chase COM 46625H100 136,319 774 0.57 15,382 8.91 1.1135
2018-07-09 2018-06-30 13F J P Morgan Chase COM 46625H100 135,545 -1,762 -1.28 14,124 -6.46 1.0807
2018-04-26 2018-03-31 13F J P Morgan Chase COM 46625H100 137,307 18,005 15.09 15,100 18.36 1.1438
2018-01-17 2017-12-31 13F J P Morgan Chase COM 46625H100 119,302 -5,979 -4.77 12,758 6.62 0.9369
2017-10-16 2017-09-30 13F J P Morgan Chase COM 46625H100 125,281 2,627 2.14 11,966 6.73 0.9216
2017-07-12 2017-06-30 13F J P Morgan Chase COM 46625H100 122,654 2,931 2.45 11,211 6.61 0.8730
2017-04-17 2017-03-31 13F J P Morgan Chase COM 46625H100 119,723 -38,681 -24.42 10,516 -23.07 0.8573
2017-01-30 2016-12-31 13F J P Morgan Chase COM 46625H100 158,404 -5,260 -3.21 13,669 25.43 1.1642
2016-10-03 2016-09-30 13F J P Morgan Chase COM 46625H100 163,664 1,493 0.92 10,898 8.15 0.9317
2016-07-01 2016-06-30 13F J P Morgan Chase COM 46625H100 162,171 7,610 4.92 10,077 10.10 0.8192
2016-05-20 2016-03-31 13F J P Morgan Chase COM 46625H100 154,561 -650 -0.42 9,153 -10.69 0.7818
2016-01-12 2015-12-31 13F J P Morgan Chase COM 46625H100 155,211 8,423 5.74 10,249 14.51 0.8923
2015-10-05 2015-09-30 13F J P Morgan Chase COM 46625H100 146,788 2,785 1.93 8,950 -8.28 0.8175
2015-07-06 2015-06-30 13F J P Morgan Chase COM 46625H100 144,003 4,305 3.08 9,758 15.30 0.8048
2015-04-14 2015-03-31 13F J P Morgan Chase COM 46625H100 139,698 -415 -0.30 8,463 -3.48 0.6566
2015-01-21 2014-12-31 13F J P Morgan Chase Common 46625H100 140,113 11,735 9.14 8,768 13.38 0.9281
2014-11-12 2014-09-30 13F J P Morgan Chase Common 46625H100 128,378 55,537 76.24 7,733 101.12 0.8808
2014-08-15 2014-06-30 13F J P Morgan Chase Common 46625H100 72,841 -53,095 -42.16 3,845 -49.71 0.6256
2014-05-08 2014-03-31 13F J P Morgan Chase Common 46625H100 125,936 10,204 8.82 7,646 12.97 0.8696
2014-02-14 2013-12-31 13F J P Morgan Chase Common 46625H100 115,732 -165 -0.14 6,768 12.99 0.7846
2013-10-18 2013-09-30 13F J P Morgan Chase Common 46625H100 115,897 18,925 19.52 5,990 17.02 0.8031
2013-08-13 2013-06-30 13F J P Morgan Chase Common 46625H100 96,972 96,972 5,119 0.6920
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.