JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEagle Capital Management, LLC
Latest Disclosed Ownership21,609 shares
Latest Disclosed Value $ 6,357
Eagle Capital Management, LLC reports 0.05% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Eagle Capital Management, LLC filed a 13F-HR form disclosing ownership of 21,609 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,357 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 21,599 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.05% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 21,609 10 0.05 6 0.00 2.5059
2026-01-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,599 -183 -0.84 7 0.00 2.5313
2025-10-16 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,782 -75 -0.34 7 0.00 2.5970
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 21,857 1 0.00 6 20.00 2.7855
2025-04-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 21,856 -93 -0.42 5 0.00 2.3728
2025-01-17 2024-12-31 13F JPMORGAN CHASE COM 46625H100 21,949 13 0.06 5 25.00 2.1220
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 21,936 69 0.32 5 0.00 1.9269
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,867 84 0.39 4 0.00 1.9489
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,783 813 3.88 4 33.33 1.9637
2024-01-26 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,970 129 0.62 4 0.00 1.7380
2023-10-19 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,841 9,781 88.44 3 200.00 1.6629
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 11,060 11,060 2 0.8994
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 0 -27,074 -100.00 0 -100.00
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 27,074 132 0.49 3,049 -16.99 1.8128
2022-04-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 26,942 528 2.00 3,673 -12.19 1.3680
2022-01-12 2021-12-31 13F JPMORGAN CHASE COM 46625H100 26,414 855 3.35 4,183 -0.02 1.0955
2021-12-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 25,559 383 1.52 4,184 6.84 1.1366
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 25,176 406 1.64 3,916 3.85 1.1079
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,770 24,770 3,771 1.1522
2020-04-20 2020-03-31 13F JPMORGAN CHASE COM 46625H100 0 -31,113 -100.00 0 -100.00
2020-01-27 2019-12-31 13F JPMORGAN CHASE COM 46625H100 31,113 -9 -0.03 4,337 18.40 2.2708
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 31,122 22 0.07 3,663 5.35 2.0566
2019-07-23 2019-06-30 13F JPMORGAN CHASE COM 46625H100 31,100 247 0.80 3,477 11.34 1.8837
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 30,853 4 0.01 3,123 3.72 1.8349
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 30,849 -168 -0.54 3,011 -13.97 2.2635
2018-10-12 2018-09-30 13F JPMORGAN CHASE COM 46625H100 31,017 507 1.66 3,500 10.10 1.9720
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 30,510 230 0.76 3,179 -4.53 2.0042
2018-04-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 30,280 -737 -2.38 3,330 0.39 2.3257
2018-01-19 2017-12-31 13F JPMORGAN CHASE COM 46625H100 31,017 -405 -1.29 3,317 10.53 1.7858
2017-10-16 2017-09-30 13F JPMORGAN CHASE COM 46625H100 31,422 -261 -0.82 3,001 3.63 1.7119
2017-07-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 31,683 -386 -1.20 2,896 2.80 1.7240
2017-04-07 2017-03-31 13F JPMORGAN CHASE COM 46625H100 32,069 -3,749 -10.47 2,817 -8.86 1.7280
2017-01-17 2016-12-31 13F JPMORGAN CHASE COM 46625H100 35,818 -122 -0.34 3,091 29.17 2.0259
2016-10-20 2016-09-30 13F JPMORGAN CHASE COM 46625H100 35,940 35,940 2,393 1.7750
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.