JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionElgethun Capital Management
Latest Disclosed Ownership5,345 shares
Latest Disclosed Value $ 1,572,312
Elgethun Capital Management reports 0.02% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Elgethun Capital Management filed a 13F-HR form disclosing ownership of 5,345 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,572,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 5,344 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.02% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 5,345 1 0.02 1,572 -8.66 0.2601
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 5,344 246 4.83 1,722 8.10 0.2974
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 5,098 196 4.00 1,593 12.03 0.2892
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 4,902 -16 -0.33 1,421 17.83 0.2859
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,918 198 4.19 1,206 6.63 0.2696
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 4,720 263 5.90 1,131 20.45 0.2746
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 4,457 2 0.04 940 4.22 0.2206
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,455 2 0.04 901 1.46 0.2272
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,453 2 0.04 889 17.31 0.2242
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,451 92 2.11 757 19.59 0.2144
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,359 1 0.02 634 0.00 0.1911
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,358 -18,465 -80.91 634 -78.87 0.1910
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 22,823 -1,498 -6.16 2,997 -9.10 0.9482
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 24,321 -236 -0.96 3,297 28.45 1.1920
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 24,557 3,454 16.37 2,566 8.73 1.0255
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 21,103 217 1.04 2,360 -17.11 0.9152
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,886 436 2.13 2,847 -14.12 0.9648
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 20,450 80 0.39 3,315 -0.63 1.1581
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 20,370 -64 -0.31 3,336 4.97 1.1516
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 20,434 265 1.31 3,178 3.52 1.0934
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 20,169 -20,288 -50.15 3,070 -40.28 1.1948
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 40,457 -1,157 -2.78 5,141 28.04 2.1952
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 41,614 -755 -1.78 4,015 3.61 2.1984
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 42,369 -3,888 -8.41 3,875 -6.96 2.2529
2020-05-08 2020-03-31 13F JPMORGAN CHASE COM 46625H100 46,257 1,710 3.84 4,165 -32.89 2.3140
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 44,547 -720 -1.59 6,206 16.68 3.0216
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 45,267 1,084 2.45 5,319 7.67 2.8321
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 44,183 1,037 2.40 4,940 13.10 2.6959
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 43,146 -109 -0.25 4,368 1.87 2.5456
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 43,255 -263 -0.60 4,288 -13.65 2.9722
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 43,518 -79 -0.18 4,966 9.34 3.2219
2018-08-09 2018-06-30 13F JPMORGAN CHASE COM 46625H100 43,597 -2,612 -5.65 4,542 -10.61 3.2170
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 46,209 -2,807 -5.73 5,081 -3.07 3.5546
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 49,016 -1,224 -2.44 5,242 9.25 3.6679
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 50,240 -3,666 -6.80 4,798 -2.62 3.5238
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 53,906 -1,532 -2.76 4,927 1.17 3.8354
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 55,438 -1,404 -2.47 4,870 -0.43 3.9044
2017-02-09 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 56,842 56,842 4,891 3.8221
2017-02-09 2016-12-31 13F JPMORGAN CHASE COM 46625H100 56,842 4,891 3.8221
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.