JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDelta Capital Management Llc
Latest Disclosed Ownership24,435 shares
Latest Disclosed Value $ 7,188
Delta Capital Management Llc reports 0.41% increase in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Delta Capital Management Llc filed a 13F-HR form disclosing ownership of 24,435 shares of JPMorgan Chase & Co. (MX:JPM) valued at $7,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 24,335 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.41% 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)
2026-04-29 2026-03-31 13F J.P. MORGAN CHASE COM 46625H100 24,435 100 0.41 7 0.00 3.9568
2026-01-15 2025-12-31 13F J.P. MORGAN CHASE COM 46625H100 24,335 -2,800 -10.32 8 -12.50 4.4057
2025-10-14 2025-09-30 13F J.P. MORGAN CHASE COM 46625H100 27,135 -35 -0.13 9 14.29 4.4256
2025-07-17 2025-06-30 13F J.P. MORGAN CHASE COM 46625H100 27,170 0 0.00 8 16.67 4.4052
2025-04-16 2025-03-31 13F J.P. MORGAN CHASE COM 46625H100 27,170 -1,065 -3.77 7 0.00 3.8677
2025-01-16 2024-12-31 13F J.P. MORGAN CHASE COM 46625H100 28,235 100 0.36 7 20.00 3.8653
2024-10-11 2024-09-30 13F J.P. MORGAN CHASE COM 46625H100 28,135 0 0.00 6 0.00 3.4206
2024-07-22 2024-06-30 13F J.P. MORGAN CHASE COM 46625H100 28,135 990 3.65 6 0.00 3.4403
2024-04-12 2024-03-31 13F J.P. MORGAN CHASE COM 46625H100 27,145 0 0.00 5 25.00 3.5993
2024-01-25 2023-12-31 13F/A-1 J.P. MORGAN CHASE COM 46625H100 27,145 -65 -0.24 5 33.33 3.2225
2024-01-25 2023-12-31 13F J.P. MORGAN CHASE COM 46625H100 27,145 -65 5 3.2225
2023-10-20 2023-09-30 13F J.P. MORGAN CHASE COM 46625H100 27,210 -720 -2.58 4 -25.00 2.9568
2023-08-11 2023-06-30 13F J.P. MORGAN CHASE COM 46625H100 27,930 -250 -0.89 4 33.33 2.7950
2023-04-13 2023-03-31 13F J.P. MORGAN CHASE COM 46625H100 28,180 -100 -0.35 4 0.00 2.5833
2023-01-17 2022-12-31 13F J.P. MORGAN CHASE COM 46625H100 28,280 300 1.07 4 -99.90 2.7629
2022-10-13 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 27,980 0 0.00 2,924 -7.20 2.3833
2022-07-15 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 27,980 160 0.58 3,151 -16.90 2.3713
2022-04-26 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 27,820 -4,225 -13.18 3,792 -25.27 2.5254
2022-01-31 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 32,045 40 0.12 5,074 -3.15 2.8367
2021-10-18 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 32,005 -20 -0.06 5,239 5.18 3.2595
2021-07-23 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 32,025 -195 -0.61 4,981 1.55 3.0829
2021-04-23 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 32,220 140 0.44 4,905 20.34 3.1336
2021-02-02 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 32,080 -20 -0.06 4,076 31.91 2.8404
2020-10-26 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 32,100 -630 -1.92 3,090 0.36 2.5249
2020-08-10 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 32,730 -8,520 -20.65 3,079 -17.10 2.6215
2020-04-14 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 41,250 -500 -1.20 3,714 -36.19 3.0097
2020-01-14 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 41,750 -130 -0.31 5,820 18.08 3.5869
2019-10-11 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 41,880 -13,440 -24.30 4,929 -20.31 3.3063
2019-07-22 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 55,320 -555 -0.99 6,185 9.35 3.8975
2019-04-16 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 55,875 -170 -0.30 5,656 3.38 3.6464
2019-01-16 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 56,045 -180 -0.32 5,471 -13.76 3.9248
2018-10-10 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 56,225 120 0.21 6,344 8.52 3.8536
2018-07-17 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 56,105 -220 -0.39 5,846 -5.62 3.8060
2018-04-17 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 56,325 -820 -1.43 6,194 1.36 4.0598
2018-01-25 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 57,145 -680 -1.18 6,111 10.65 3.8112
2017-10-16 2017-09-30 13F J.P. MORGAN CHASE COM 46625H100 57,825 -1,300 -2.20 5,523 2.20 3.6603
2017-07-13 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 59,125 -340 -0.57 5,404 3.47 3.6389
2017-04-26 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 59,465 -1,300 -2.14 5,223 -0.38 3.6101
2017-01-25 2016-12-31 13F J.P. MORGAN CHASE COM 46625H100 60,765 -700 -1.14 5,243 28.10 3.7306
2016-10-24 2016-09-30 13F J.P. MORGAN CHASE COM 46625H100 61,465 -950 -1.52 4,093 5.54 2.9917
2016-08-01 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 62,415 -8,545 -12.04 3,878 -7.71 2.9787
2016-04-19 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 70,960 -425 -0.60 4,202 -10.86 2.9885
2016-01-20 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 71,385 25 0.04 4,714 8.34 3.4406
2015-10-21 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 71,360 -200 -0.28 4,351 -10.27 3.3011
2015-07-21 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 71,560 -925 -1.28 4,849 10.43 3.3148
2015-04-22 2015-03-31 13F J.P. MORGAN CHASE COM 46625H100 72,485 -12,300 -14.51 4,391 -17.24 2.9277
2015-01-26 2014-12-31 13F J.P. MORGAN CHASE COM 46625H100 84,785 -970 -1.13 5,306 2.71 3.4204
2014-10-16 2014-09-30 13F J.P. MORGAN CHASE COM 46625H100 85,755 -610 -0.71 5,166 3.82 3.3425
2014-07-17 2014-06-30 13F J.P. MORGAN CHASE COM 46625H100 86,365 0 0.00 4,976 -5.09 3.2139
2014-04-28 2014-03-31 13F J.P. MORGAN CHASE COM 46625H100 86,365 -610 -0.70 5,243 3.09 3.5802
2014-01-27 2013-12-31 13F J.P. MORGAN CHASE COM 46625H100 86,975 -1,930 -2.17 5,086 10.69 3.5698
2013-10-21 2013-09-30 13F J.P. MORGAN CHASE COM 46625H100 88,905 -60 -0.07 4,595 -2.15 3.3963
2013-07-31 2013-06-30 13F J.P. MORGAN CHASE COM 46625H100 88,965 88,965 4,696 3.6616
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.