JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEstabrook Capital Management
Latest Disclosed Ownership162,307 shares
Latest Disclosed Value $ 47,744,227
Estabrook Capital Management reports 0.48% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Estabrook Capital Management filed a 13F-HR form disclosing ownership of 162,307 shares of JPMorgan Chase & Co. (MX:JPM) valued at $47,744,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 163,084 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.48% 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)
2026-05-14 2026-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 162,307 -777 -0.48 47,744 -9.14 6.9673
2026-02-13 2025-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 163,084 -5,232 -3.11 52,549 -1.02 7.7158
2025-11-10 2025-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 168,316 -4,698 -2.72 53,092 5.85 7.7387
2025-08-13 2025-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 173,014 -3,759 -2.13 50,158 15.67 7.7209
2025-05-14 2025-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 176,773 -9,982 -5.34 43,362 -3.14 7.0054
2025-02-13 2024-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 186,755 -2,568 -1.36 44,767 12.14 6.9018
2024-11-13 2024-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 189,323 -1,814 -0.95 39,921 3.26 5.9524
2024-08-13 2024-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 191,137 -3,195 -1.64 38,659 -0.68 5.9500
2024-05-14 2024-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 194,332 -3,826 -1.93 38,925 15.48 6.0131
2024-02-13 2023-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 198,158 -3,440 -1.71 33,707 15.29 5.5057
2023-11-13 2023-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 201,598 -728 -0.36 29,236 -0.65 5.1472
2023-08-11 2023-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 202,326 -1,713 -0.84 29,426 10.67 4.9042
2023-05-12 2023-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 204,039 5,438 2.74 26,588 -0.17 4.6126
2023-02-13 2022-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 198,601 -2,086 -1.04 26,632 26.99 4.5783
2022-11-14 2022-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 200,687 -2,029 -1.00 20,972 -8.13 3.8997
2022-08-15 2022-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 202,716 -1,762 -0.86 22,828 -18.11 3.9133
2022-05-13 2022-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 204,478 -1,921 -0.93 27,874 -14.71 4.0970
2022-02-11 2021-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 206,399 -2,819 -1.35 32,683 -4.56 4.6360
2021-11-15 2021-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 209,218 -7,997 -3.68 34,247 1.36 5.3925
2021-08-13 2021-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 217,215 -8,905 -3.94 33,786 -1.85 5.1332
2021-05-14 2021-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 226,120 -3,600 -1.57 34,422 17.92 5.3013
2021-02-12 2020-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 229,720 -4,333 -1.85 29,191 29.55 4.8373
2020-11-13 2020-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 234,053 -5,368 -2.24 22,532 0.06 4.1357
2020-08-13 2020-06-30 13F/A-1 J.P. MORGAN CHASE COMMON 46625H100 239,421 -6,612 -2.69 22,520 1.67 4.2794
2020-08-13 2020-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 246,033 22,150
2020-05-14 2020-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 246,033 -12,963 -5.01 22,150 -38.65 4.6613
2020-02-13 2019-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 258,996 -4,523 -1.72 36,104 16.42 5.4296
2019-11-13 2019-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 263,519 -8,768 -3.22 31,014 1.88 5.1713
2019-08-13 2019-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 272,287 -2,594 -0.94 30,442 9.40 4.9839
2019-05-13 2019-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 274,881 -1,548 -0.56 27,826 3.12 4.6116
2019-02-14 2018-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 276,429 -7,718 -2.72 26,985 -15.84 5.0022
2018-11-13 2018-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 284,147 -7,238 -2.48 32,063 5.60 4.8471
2018-08-14 2018-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 291,385 -5,687 -1.91 30,362 -7.06 4.7849
2018-05-14 2018-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 297,072 -14,023 -4.51 32,669 -1.80 5.1197
2018-02-12 2017-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 311,095 -22,441 -6.73 33,268 4.43 5.0194
2017-11-09 2017-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 333,536 -7,491 -2.20 31,856 2.20 4.9483
2017-08-10 2017-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 341,027 -6,516 -1.87 31,170 2.10 4.9612
2017-05-12 2017-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 347,543 -23,163 -6.25 30,528 -4.56 4.7760
2017-02-14 2016-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 370,706 -52,763 -12.46 31,988 13.44 5.0121
2016-11-14 2016-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 423,469 -9,207 -2.13 28,199 4.88 4.1430
2016-08-12 2016-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 432,676 -22,788 -5.00 26,886 -0.32 4.0273
2016-05-11 2016-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 455,464 2,377 0.52 26,973 -9.84 3.9931
2016-02-08 2015-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 453,087 -19,752 -4.18 29,917 3.78 4.3274
2015-11-12 2015-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 472,839 -18,389 -3.74 28,829 -13.39 4.1603
2015-08-11 2015-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 491,228 -79,297 -13.90 33,286 -3.69 4.1190
2015-05-14 2015-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 570,525 -12,691 -2.18 34,562 -5.30 4.0382
2015-02-11 2014-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 583,216 -8,831 -1.49 36,498 2.34 4.0235
2014-11-13 2014-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 592,047 -10,309 -1.71 35,665 2.76 3.8172
2014-08-11 2014-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 602,356 -33,300 -5.24 34,708 -10.06 3.5620
2014-05-13 2014-03-31 13F J.P. MORGAN CHASE COMMON 46625H100 635,656 -14,321 -2.20 38,591 1.53 3.9284
2014-02-13 2013-12-31 13F J.P. MORGAN CHASE COMMON 46625H100 649,977 -11,737 -1.77 38,011 11.13 3.9083
2013-11-14 2013-09-30 13F J.P. MORGAN CHASE COMMON 46625H100 661,714 -29,288 -4.24 34,204 -6.23 3.7335
2013-08-15 2013-06-30 13F J.P. MORGAN CHASE COMMON 46625H100 691,002 691,002 36,478 3.8618
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.