JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDearborn Partners Llc
Latest Disclosed Ownership83,156 shares
Latest Disclosed Value $ 24,461,090
Dearborn Partners Llc reports 0.90% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Dearborn Partners Llc filed a 13F-HR form disclosing ownership of 83,156 shares of JPMorgan Chase & Co. (MX:JPM) valued at $24,461,090 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 83,913 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.90% 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)
2026-05-12 2026-03-31 13F J P Morgan Chase COM 46625H100 83,156 -757 -0.90 24,461 -9.53 1.2795
2026-02-11 2025-12-31 13F J P Morgan Chase COM 46625H100 83,913 -1,236 -1.45 27,038 0.67 1.3503
2025-11-10 2025-09-30 13F J P Morgan Chase COM 46625H100 85,149 -1,227 -1.42 26,858 7.26 1.2594
2025-08-14 2025-06-30 13F J P Morgan Chase COM 46625H100 86,376 -22,809 -20.89 25,041 -6.50 1.1854
2025-05-08 2025-03-31 13F J P Morgan Chase COM 46625H100 109,185 -988 -0.90 26,783 1.42 1.2857
2025-02-07 2024-12-31 13F J P Morgan Chase COM 46625H100 110,173 -50 -0.05 26,410 13.63 1.1066
2024-11-06 2024-09-30 13F J P Morgan Chase COM 46625H100 110,223 -245 -0.22 23,242 4.02 0.9434
2024-07-26 2024-06-30 13F J P Morgan Chase COM 46625H100 110,468 -551 -0.50 22,343 0.48 0.9661
2024-05-08 2024-03-31 13F J P Morgan Chase COM 46625H100 111,019 29 0.03 22,237 17.79 0.9546
2024-01-26 2023-12-31 13F J P Morgan Chase COM 46625H100 110,990 -125 -0.11 18,879 17.17 0.6877
2023-11-01 2023-09-30 13F J P Morgan Chase COM 46625H100 111,115 -235 -0.21 16,114 -0.50 0.6323
2023-08-03 2023-06-30 13F J P Morgan Chase COM 46625H100 111,350 -1,159 -1.03 16,195 10.46 0.6197
2023-05-04 2023-03-31 13F J P Morgan Chase COM 46625H100 112,509 3,998 3.68 14,661 0.76 0.5767
2023-02-02 2022-12-31 13F J P Morgan Chase COM 46625H100 108,511 -544 -0.50 14,551 27.69 0.5873
2022-11-21 2022-09-30 13F/A-1 J P Morgan Chase COM 46625H100 109,055 1,130 1.05 11,396 -6.23 0.5027
2022-10-25 2022-09-30 13F J P Morgan Chase COM 46625H100 109,055 1,130 11,396 0.4698
2022-07-20 2022-06-30 13F J P Morgan Chase COM 46625H100 107,925 -19 -0.02 12,153 -17.41 0.5133
2022-05-04 2022-03-31 13F J P Morgan Chase COM 46625H100 107,944 1,216 1.14 14,715 -12.93 0.5580
2022-01-28 2021-12-31 13F J P Morgan Chase COM 46625H100 106,728 -1,192 -1.10 16,900 -4.33 0.6127
2021-10-27 2021-09-30 13F J P Morgan Chase COM 46625H100 107,920 -1,701 -1.55 17,665 3.60 0.7175
2021-07-26 2021-06-30 13F J P Morgan Chase COM 46625H100 109,621 964 0.89 17,051 3.08 0.6856
2021-04-29 2021-03-31 13F J P Morgan Chase COM 46625H100 108,657 1,249 1.16 16,541 21.20 0.7048
2021-01-27 2020-12-31 13F J P Morgan Chase COM 46625H100 107,408 11,024 11.44 13,648 47.08 0.6213
2020-10-20 2020-09-30 13F J P Morgan Chase COM 46625H100 96,384 -451 -0.47 9,279 1.88 0.4620
2020-07-30 2020-06-30 13F J P Morgan Chase COM 46625H100 96,835 2,541 2.69 9,108 7.29 0.4922
2020-05-11 2020-03-31 13F J P Morgan Chase COM 46625H100 94,294 2,755 3.01 8,489 -33.48 0.5265
2020-01-28 2019-12-31 13F J P Morgan Chase COM 46625H100 91,539 2,470 2.77 12,761 21.73 0.6499
2019-10-29 2019-09-30 13F J P Morgan Chase COM 46625H100 89,069 119 0.13 10,483 5.41 0.6061
2019-07-29 2019-06-30 13F J P Morgan Chase COM 46625H100 88,950 -159 -0.18 9,945 10.25 0.6073
2019-05-01 2019-03-31 13F J P Morgan Chase COM 46625H100 89,109 -100 -0.11 9,020 3.57 0.6020
2019-02-04 2018-12-31 13F J P Morgan Chase COM 46625H100 89,209 8,152 10.06 8,709 -4.78 0.6728
2018-10-24 2018-09-30 13F J P Morgan Chase COM 46625H100 81,057 4,916 6.46 9,146 15.28 0.6407
2018-08-14 2018-06-30 13F J P Morgan Chase COM 46625H100 76,141 324 0.43 7,934 -4.85 0.6201
2018-05-01 2018-03-31 13F J P Morgan Chase COM 46625H100 75,817 -766 -1.00 8,338 1.81 0.6434
2018-02-02 2017-12-31 13F J P Morgan Chase COM 46625H100 76,583 -532 -0.69 8,190 11.20 0.5897
2017-11-13 2017-09-30 13F J P Morgan Chase COM 46625H100 77,115 -30 -0.04 7,365 4.45 0.5419
2017-08-09 2017-06-30 13F J P Morgan Chase COM 46625H100 77,145 14,985 24.11 7,051 29.14 0.5210
2017-05-15 2017-03-31 13F J P Morgan Chase COM 46625H100 62,160 -366 -0.59 5,460 1.20 0.4247
2017-01-26 2016-12-31 13F J P Morgan Chase COM 46625H100 62,526 0 0.00 5,395 29.56 0.4510
2016-10-24 2016-09-30 13F J P Morgan Chase COM 46625H100 62,526 -256 -0.41 4,164 6.74 0.3513
2016-07-18 2016-06-30 13F J P Morgan Chase COM 46625H100 62,782 -83 -0.13 3,901 4.78 0.3385
2016-04-19 2016-03-31 13F J P Morgan Chase COM 46625H100 62,865 -37,569 -37.41 3,723 -43.86 0.3462
2016-01-21 2015-12-31 13F J P Morgan Chase COM 46625H100 100,434 3,615 3.73 6,632 12.35 0.6173
2015-10-19 2015-09-30 13F J P Morgan Chase COM 46625H100 96,819 85 0.09 5,903 -9.95 0.5915
2015-08-13 2015-06-30 13F J P Morgan Chase COM 46625H100 96,734 -5,445 -5.33 6,555 5.90 0.6319
2015-04-21 2015-03-31 13F J P Morgan Chase COM 46625H100 102,179 102,179 0.00 6,190 0.5412
2015-01-28 2014-12-31 13F J P Morgan Chase COM 46625H100 0 -131,480 -100.00 0 -100.00
2014-10-29 2014-09-30 13F J P Morgan Chase COM 46625H100 131,480 100 0.08 7,920 4.62 0.7668
2014-07-23 2014-06-30 13F J P Morgan Chase COM 46625H100 131,380 546 0.42 7,570 -4.70 0.7425
2014-05-05 2014-03-31 13F J P Morgan Chase COM 46625H100 130,834 -1,053 -0.80 7,943 2.98 0.8666
2014-02-14 2013-12-31 13F J P Morgan Chase COM 46625H100 131,887 -2,699 -2.01 7,713 10.87 0.8996
2013-10-24 2013-09-30 13F J P Morgan Chase COM 46625H100 134,586 -12,335 -8.40 6,957 -10.30 0.9148
2013-07-22 2013-06-30 13F J P Morgan Chase COM 46625H100 146,921 146,921 7,756 1.1021
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.