JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDonaldson Capital Management, Llc
Latest Disclosed Ownership342,320 shares
Latest Disclosed Value $ 100,696,752
Donaldson Capital Management, Llc reports 0.95% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 30, 2026 - Donaldson Capital Management, Llc filed a 13F-HR form disclosing ownership of 342,320 shares of JPMorgan Chase & Co. (MX:JPM) valued at $100,696,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 345,590 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.95% 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)
2026-04-30 2026-03-31 13F JPMORGAN CHASE COM 46625H100 342,320 -3,270 -0.95 100,697 -9.57 3.2591
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 345,590 2,080 0.61 111,356 2.77 3.5412
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 343,510 -1,955 -0.57 108,353 8.19 3.4305
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 345,465 861 0.25 100,154 18.48 3.6769
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 344,604 2,580 0.75 84,531 3.10 3.1937
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 342,024 2,543 0.75 81,987 14.53 3.1291
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 339,481 3,495 1.04 71,583 5.34 2.7505
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 335,986 -7,516 -2.19 67,956 -1.23 2.8510
2024-04-22 2024-03-31 13F JPMORGAN CHASE COM 46625H100 343,502 1,729 0.51 68,803 18.35 2.8632
2024-01-30 2023-12-31 13F JPMORGAN CHASE COM 46625H100 341,773 -2,986 -0.87 58,136 16.28 2.6055
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 344,759 -70,584 -16.99 49,997 -17.23 2.3553
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 415,343 9,096 2.24 60,408 14.11 2.7537
2023-04-13 2023-03-31 13F JPMORGAN CHASE COM 46625H100 406,247 85,622 26.70 52,938 23.12 2.5007
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 320,625 2,743 0.86 42,996 29.43 2.0970
2022-10-13 2022-09-30 13F JPMORGAN CHASE COM 46625H100 317,882 4,496 1.43 33,219 -5.87 1.8232
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 313,386 5,818 1.89 35,290 -15.83 1.8163
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 307,568 2,453 0.80 41,928 -13.22 1.9097
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 305,115 5,823 1.95 48,315 -1.38 2.1241
2021-11-04 2021-09-30 13F JPMORGAN CHASE COM 46625H100 299,292 -74,037 -19.83 48,991 -15.63 2.4710
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 373,329 16,315 4.57 58,068 6.84 2.9714
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 357,014 23,271 6.97 54,348 28.15 2.9868
2021-01-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 333,743 6,920 2.12 42,409 34.79 2.5094
2020-11-05 2020-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 326,823 -3,442 -1.04 31,463 1.28 2.1274
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 326,823 -3,442 31,463 2,127,358.9052
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 330,265 35,494 12.04 31,065 17.06 2.2550
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 294,771 6,629 2.30 26,538 -33.93 2.3171
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 288,142 3,459 1.22 40,167 19.89 2.7150
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 284,683 -4,265 -1.48 33,504 3.71 2.4838
2019-08-12 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 288,948 7,458 2.65 32,304 13.37 2.6784
2019-04-01 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 281,490 -53,424 -15.95 28,495 -12.84 2.5359
2019-02-08 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 334,914 335 0.10 32,694 -13.40 3.3320
2018-11-06 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 334,579 3,179 0.96 37,754 9.33 3.2931
2018-08-07 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 331,400 814 0.25 34,532 -5.01 3.3654
2018-04-30 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 330,586 -3,413 -1.02 36,355 1.78 3.5755
2018-01-30 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 333,999 4,944 1.50 35,718 13.65 3.4823
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,525 -321,530 805
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 329,055 8,758 2.73 31,428 7.35 3.2988
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 320,297 -1,647 -0.51 29,275 3.52 3.3190
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 321,944 10,447 3.35 28,280 5.21 3.2847
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 311,497 23,407 8.12 26,879 40.11 3.3064
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 288,090 1,033 0.36 19,184 7.55 2.5394
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 287,057 -30,534 -9.61 17,838 -5.16 2.4742
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 317,591 -22,258 -6.55 18,808 -16.19 2.7091
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 339,849 -821 -0.24 22,440 8.04 3.2803
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 340,670 -712 -0.21 20,771 -10.21 3.0987
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 341,382 15,004 4.60 23,132 16.99 3.2901
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 326,378 18,243 5.92 19,772 2.54 2.7834
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 308,135 9,823 3.29 19,283 7.31 2.8820
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 298,312 13,911 4.89 17,970 9.66 2.8426
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 284,401 13,321 4.91 16,387 -0.43 2.6280
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 271,080 20,641 8.24 16,457 12.37 2.9770
2014-02-21 2013-12-31 13F JPMORGAN CHASE COM 46625H100 250,439 18,495 7.97 14,646 22.16 2.8303
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 231,944 23,174 11.10 11,989 8.78 2.5373
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 208,770 203,165 3,624.71 11,021 4,043.23 2.4917
2013-06-18 2013-03-31 13F JPMORGAN CHASE COM 46625H100 5,605 -831 -12.91 266 -6.01 0.0601
2013-06-21 2012-12-31 13F JPMORGAN CHASE COM 46625H100 6,436 6,436 283 0.0800
2013-06-21 2012-06-30 13F JPMORGAN CHASE COM 46625H100 0 -4,751 -100.00 0 -100.00
2013-06-26 2012-03-31 13F JPMORGAN CHASE COM 46625H100 4,751 4,751 218 0.0681
2013-06-27 2011-06-30 13F JPMORGAN CHASE COM 46625H100 0 -5,799 -100.00 0 -100.00
2013-06-27 2011-03-31 13F JPMORGAN CHASE COM 46625H100 5,799 65 1.13 267 9.88 0.0952
2013-06-27 2010-12-31 13F JPMORGAN CHASE COM 46625H100 5,734 -2,700 -32.01 243 -24.30 0.0944
2013-06-27 2010-09-30 13F JPMORGAN CHASE COM 46625H100 8,434 -2,450 -22.51 321 -19.35 0.1351
2013-06-27 2010-06-30 13F JPMORGAN CHASE COM 46625H100 10,884 228 2.14 398 -16.56 0.1977
2013-06-27 2010-03-31 13F JPMORGAN CHASE COM 46625H100 10,656 10,656 477 0.2114
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.