JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionCutler Capital Management, LLC
Latest Disclosed Ownership1,188 shares
Latest Disclosed Value $ 349,462
Cutler Capital Management, LLC ownership in JPM / JPMorgan Chase & Co.

On May 15, 2026 - Cutler Capital Management, LLC filed a 13F-HR form disclosing ownership of 1,188 shares of JPMorgan Chase & Co. (MX:JPM) valued at $349,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,188 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 JPMORGAN CHASE COM 46625H100 1,188 0 0.00 349 -8.64 0.0945
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,188 0 0.00 383 2.14 0.1116
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,188 0 0.00 375 8.72 0.1194
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,188 -122 -9.31 344 7.17 0.1198
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,310 122 10.27 321 13.03 0.1118
2025-02-13 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,188 688 137.60 285 170.48 0.0992
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,188 688 285 0.0992
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 500 0 0.00 105 3.96 0.0373
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 500 0 0.00 101 1.00 0.0395
2024-05-14 2024-03-31 13F JP MORGAN COM 46625H100 500 500 100 0.0394
2022-02-09 2021-12-31 13F JPMORGAN COM 46625H100 0 -1,000 -100.00 0 -100.00
2021-11-12 2021-09-30 13F JPMORGAN COM 46625H100 1,000 0 0.00 164 5.81 0.0619
2021-08-04 2021-06-30 13F JPMORGAN COM 46625H100 1,000 0 0.00 155 1.97 0.0594
2021-04-22 2021-03-31 13F JPMORGAN COM 46625H100 1,000 0 0.00 152 19.69 0.0611
2021-01-28 2020-12-31 13F JPMORGAN COM 46625H100 1,000 1,000 127 0.0553
2020-05-12 2020-03-31 13F JP MORGAN CHASE COM 46625H100 0 -1,014 -100.00 0 -100.00
2020-02-10 2019-12-31 13F JP MORGAN CHASE COM 46625H100 1,014 14 1.40 141 19.49 0.0496
2019-11-08 2019-09-30 13F JP MORGAN CHASE COM 46625H100 1,000 1,000 118 0.0408
2018-08-03 2018-06-30 13F JPMORGAN CHASE WTS 46634E114 0 -7,000 -100.00 0 -100.00
2018-05-08 2018-03-31 13F JPMORGAN CHASE WTS 46634E114 7,000 -2,000 -22.22 487 -18.56 0.1971
2018-02-06 2017-12-31 13F JPMORGAN CHASE WTS 46634E114 9,000 -5,000 -35.71 598 -24.02 0.2369
2017-11-13 2017-09-30 13F JPMORGAN CHASE WTS 46634E114 14,000 -1,000 -6.67 787 4.38 0.3503
2017-07-26 2017-06-30 13F/A-1 JPMORGAN CHASE WTS 46634E114 15,000 0 0.00 754 8.65 0.3578
2017-07-26 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 1,500 -13,500 137 0.0650
2017-07-26 2017-06-30 13F JPMORGAN CHASE WTS 46634E114 15,000 13,500 754
2017-07-26 2017-06-30 13F JPMORGAN CHASE COM 46625H100 1,500 -13,500 137
2017-04-19 2017-03-31 13F JPMORGAN CHASE WTS 46634E114 15,000 -1,000 -6.25 694 -1.98 0.3157
2017-02-07 2016-12-31 13F JPMORGAN CHASE WTS 46634E114 16,000 -14,000 -46.67 708 -4.19 0.3325
2016-10-20 2016-09-30 13F JPMORGAN CHASE WTS 46634E114 30,000 -10,000 -25.00 739 -8.77 0.2381
2016-07-26 2016-06-30 13F JPMORGAN CHASE WTS 46634E114 40,000 0 0.00 810 14.41 0.2248
2016-07-26 2016-06-30 13F JP MORGAN CHASE COM 46625H100 2,500 -6,000 155 0.0430
2016-04-26 2016-03-31 13F JPMORGAN CHASE WTS 46634E114 40,000 -44,500 -52.66 708 -64.62 0.3366
2016-04-26 2016-03-31 13F JP MORGAN CHASE COM 46625H100 8,500 3,000 503 0.2392
2016-02-02 2015-12-31 13F JPMORGAN CHASE WTS 46634E114 84,500 0 0.00 2,001 18.97 0.9200
2016-02-02 2015-12-31 13F JP MORGAN CHASE COM 46625H100 5,500 0 363 0.1669
2015-10-27 2015-09-30 13F JPMORGAN CHASE WTS 46634E114 84,500 -2,500 -2.87 1,682 -21.88 0.7706
2015-10-27 2015-09-30 13F JP MORGAN CHASE COM 46625H100 5,500 -81,500 335 0.1535
2015-07-23 2015-06-30 13F JPMORGAN CHASE WTS 46634E114 87,000 0 0.00 2,153 12.43 0.9484
2015-05-04 2015-03-31 13F JPMORGAN CHASE WTS 46634E114 87,000 9,500 12.26 1,915 18.80 0.8450
2015-05-04 2015-03-31 13F JPMORGAN CHASE COM 46625H100 2,500 -75,000 151 0.0666
2015-02-17 2014-12-31 13F JPMORGAN CHASE WTS 46634E114 77,500 -5,090 -6.16 1,612 -2.89 0.6900
2014-11-04 2014-09-30 13F JPMORGAN CHASE WTS 46634E114 82,590 22,590 37.65 1,660 43.23 0.6969
2014-08-06 2014-06-30 13F JPMORGAN CHASE WTS 46634E114 60,000 24,000 66.67 1,159 59.42 0.4533
2014-05-06 2014-03-31 13F JPMORGAN CHASE WTS 46634E114 36,000 3,000 9.09 727 13.59 0.2810
2014-02-10 2013-12-31 13F JPMORGAN CHASE WTS 46634E114 33,000 500 1.54 640 17.43 0.2555
2013-10-29 2013-09-30 13F JPMORGAN CHASE WTS 46634E114 32,500 10,500 47.73 545 58.89 0.2204
2013-10-29 2013-09-30 13F JP MORGAN CHASE COM 46625H100 4,190 -9,745 216 0.0874
2013-08-15 2013-06-30 13F JPMORGAN CHASE WTS 46634E114 22,000 22,000 343 0.1500
2013-08-15 2013-06-30 13F JP MORGAN CHASE COM 46625H100 13,935 -8,065 736 0.3220
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.