JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionDouglas Lane & Associates, LLC
Latest Disclosed Ownership596,561 shares
Latest Disclosed Value $ 175,484,283
Douglas Lane & Associates, LLC reports 1.82% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Douglas Lane & Associates, LLC filed a 13F-HR form disclosing ownership of 596,561 shares of JPMorgan Chase & Co. (MX:JPM) valued at $175,484,283 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 607,589 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.82% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COMMON 46625H100 596,561 -11,028 -1.82 175,484 -10.37 2.5305
2026-01-22 2025-12-31 13F JPMORGAN CHASE COMMON 46625H100 607,589 -37,744 -5.85 195,777 -3.82 2.6871
2025-10-10 2025-09-30 13F JPMORGAN CHASE COMMON 46625H100 645,333 -55,704 -7.95 203,557 0.16 2.8362
2025-07-07 2025-06-30 13F JPMORGAN CHASE COMMON 46625H100 701,037 -45,768 -6.13 203,238 10.94 2.9455
2025-04-09 2025-03-31 13F JPMORGAN CHASE COMMON 46625H100 746,805 -17,207 -2.25 183,191 0.03 2.6996
2025-01-08 2024-12-31 13F JPMORGAN CHASE COMMON 46625H100 764,012 -27,933 -3.53 183,141 9.67 2.5827
2024-10-10 2024-09-30 13F JPMORGAN CHASE COMMON 46625H100 791,945 -36,681 -4.43 166,989 -0.36 2.2952
2024-07-08 2024-06-30 13F JPMORGAN CHASE COMMON 46625H100 828,626 -25,629 -3.00 167,598 -2.05 2.3805
2024-04-11 2024-03-31 13F JPMORGAN CHASE COMMON 46625H100 854,255 -19,499 -2.23 171,107 15.13 2.4178
2024-01-17 2023-12-31 13F JPMORGAN CHASE COMMON 46625H100 873,754 -35,348 -3.89 148,626 12.73 2.2897
2023-10-16 2023-09-30 13F JPMORGAN CHASE COMMON 46625H100 909,102 -14,209 -1.54 131,838 -1.82 2.2125
2023-07-19 2023-06-30 13F JPMORGAN CHASE COMMON 46625H100 923,311 -12,954 -1.38 134,286 10.07 2.1686
2023-04-17 2023-03-31 13F JPMORGAN CHASE COMMON 46625H100 936,265 -16,104 -1.69 122,005 -4.47 2.0291
2023-02-14 2022-12-31 13F/A-1 JPMORGAN CHASE COMMON 46625H100 952,369 -7,568 -0.79 127,713 27.31 2.1346
2023-01-17 2022-12-31 13F JPMORGAN CHASE COMMON 46625H100 955,832 -4,105 128 2.1356
2022-10-14 2022-09-30 13F JPMORGAN CHASE COMMON 46625H100 959,937 14,824 1.57 100,313 -5.75 1.8536
2022-07-18 2022-06-30 13F JPMORGAN CHASE COMMON 46625H100 945,113 19,208 2.07 106,429 -15.68 1.8072
2022-04-25 2022-03-31 13F JPMORGAN CHASE COMMON 46625H100 925,905 8,380 0.91 126,219 -13.13 1.7821
2022-01-25 2021-12-31 13F JPMORGAN CHASE COMMON 46625H100 917,525 -3,692 -0.40 145,290 -3.65 1.9328
2021-10-21 2021-09-30 13F JPMORGAN CHASE COMMON 46625H100 921,217 -2,573 -0.28 150,794 4.95 2.1582
2021-07-19 2021-06-30 13F JPMORGAN CHASE COMMON 46625H100 923,790 -4,539 -0.49 143,686 1.67 2.0148
2021-04-19 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 928,329 -5,338 -0.57 141,320 19.12 2.1902
2021-01-14 2020-12-31 13F JPMORGAN CHASE COMMON 46625H100 933,667 6,698 0.72 118,641 32.95 1.9871
2020-10-19 2020-09-30 13F JPMORGAN CHASE COMMON 46625H100 926,969 37,357 4.20 89,239 6.65 1.7667
2020-07-28 2020-06-30 13F JPMORGAN CHASE COMMON 46625H100 889,612 18,289 2.10 83,677 6.67 1.7967
2020-04-20 2020-03-31 13F JPMORGAN CHASE COMMON 46625H100 871,323 -62 -0.01 78,445 -35.42 2.0633
2020-01-27 2019-12-31 13F JPMORGAN CHASE COMMON 46625H100 871,385 -3,274 -0.37 121,471 18.00 2.2591
2019-10-16 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 874,659 4,552 0.52 102,939 5.82 2.0502
2019-07-08 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 870,107 6,383 0.74 97,278 11.26 1.8945
2019-04-23 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 863,724 21,251 2.52 87,435 6.31 1.8133
2019-01-17 2018-12-31 13F JPMORGAN CHASE COMMON 46625H100 842,473 31,042 3.83 82,242 -10.18 1.9401
2018-10-09 2018-09-30 13F JPMORGAN CHASE COMMON 46625H100 811,431 14,622 1.84 91,562 10.28 1.7998
2018-07-23 2018-06-30 13F JPMORGAN CHASE COMMON 46625H100 796,809 25,011 3.24 83,028 -2.18 1.7596
2018-04-23 2018-03-31 13F JPMORGAN CHASE COMMON 46625H100 771,798 11,492 1.51 84,875 4.39 1.8451
2018-01-24 2017-12-31 13F JPMORGAN CHASE COMMON 46625H100 760,306 54,121 7.66 81,307 20.55 1.7150
2017-10-19 2017-09-30 13F JPMORGAN CHASE COMMON 46625H100 706,185 74,694 11.83 67,448 16.86 1.5472
2017-07-19 2017-06-30 13F JPMORGAN CHASE COMMON 46625H100 631,491 127,798 25.37 57,718 30.45 1.3602
2017-04-21 2017-03-31 13F JPMORGAN CHASE COMMON 46625H100 503,693 -5,006 -0.98 44,244 0.79 1.1023
2017-01-17 2016-12-31 13F JPMORGAN CHASE COMMON 46625H100 508,699 3,906 0.77 43,896 30.59 1.1198
2016-10-28 2016-09-30 13F JPMORGAN CHASE COMMON 46625H100 504,793 71,008 16.37 33,614 24.70 0.8962
2016-07-25 2016-06-30 13F JPMORGAN CHASE COMMON 46625H100 433,785 9,861 2.33 26,955 7.37 0.7737
2016-04-22 2016-03-31 13F JPMORGAN CHASE COMMON 46625H100 423,924 423,924 25,105 0.6863
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.