JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership532,133 shares
Latest Disclosed Value $ 156,532,284
Evercore Wealth Management, LLC reports 9.35% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 532,133 shares of JPMorgan Chase & Co. (MX:JPM) valued at $156,532,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 586,994 shares of JPMorgan Chase & Co.. This represents a change in shares of -9.35% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 532,133 -54,861 -9.35 156,532 -17.24 2.4613
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 586,994 -4,016 -0.68 189,141 1.46 2.7716
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 591,010 -9,098 -1.52 186,422 7.15 2.7356
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 600,108 -36,107 -5.68 173,977 11.48 2.7050
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 636,215 -14,658 -2.25 156,064 0.03 2.5071
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 650,873 -5,275 -0.80 156,021 12.77 2.3370
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 656,148 -7,467 -1.13 138,355 3.08 2.0752
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 663,615 33,218 5.27 134,223 6.30 2.1127
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 630,397 5,022 0.80 126,269 18.70 1.9793
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 625,375 7,793 1.26 106,376 18.77 1.7836
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 617,582 3,464 0.56 89,562 0.27 1.6767
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 614,118 8,733 1.44 89,317 13.22 1.6382
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 605,385 1,195 0.20 78,888 -2.63 1.5727
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 604,190 6,839 1.14 81,022 29.79 1.6979
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 597,351 197 0.03 62,424 -7.17 1.4081
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 597,154 5,884 1.00 67,245 -16.57 1.4178
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 591,270 49,354 9.11 80,602 -6.07 1.4254
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 541,916 9,388 1.76 85,812 -1.56 1.3955
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 532,528 7,686 1.46 87,169 6.78 1.5779
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 524,842 21,461 4.26 81,634 6.53 1.4939
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 503,381 21,863 4.54 76,630 25.24 1.5182
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 481,518 85,476 21.58 61,186 60.48 1.3184
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 396,042 235,351 146.46 38,126 152.24 0.9330
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 160,691 12,007 8.08 15,115 12.92 0.4038
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 148,684 4,338 3.01 13,386 -33.48 0.4413
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 144,346 1,370 0.96 20,122 19.58 0.5420
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 142,976 711 0.50 16,827 5.80 0.4936
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 142,265 9,924 7.50 15,905 18.72 0.4831
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 132,341 5,142 4.04 13,397 7.89 0.4315
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 127,199 -222 -0.17 12,417 -13.64 0.4690
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 127,421 1,278 1.01 14,378 9.39 0.4597
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 126,143 14,769 13.26 13,144 7.32 0.4492
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 111,374 -2,119 -1.87 12,247 0.91 0.4678
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 113,493 2,569 2.32 12,137 14.56 0.4513
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 110,924 1,110 1.01 10,594 5.55 0.4126
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 109,814 13,267 13.74 10,037 18.35 0.3876
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 96,547 4,064 4.39 8,481 6.28 0.3319
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 92,483 6,239 7.23 7,980 38.95 0.3307
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 86,244 -1,736 -1.97 5,743 5.05 0.2376
2016-09-20 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 87,980 2,322 2.71 5,467 7.77 0.2416
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 86,154 5,354
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 85,658 -14,219 -14.24 5,073 -23.08 0.2242
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 99,877 4,622 4.85 6,595 13.55 0.3061
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 95,255 1,912 2.05 5,808 -8.12 0.2775
2015-08-06 2015-06-30 13F JPMORGAN CHASE COM 46625H100 93,343 5,587 6.37 6,321 18.97 0.2853
2015-05-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 87,756 -5,261 -5.66 5,313 -8.65 0.2439
2015-05-06 2015-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 398 -92,619 9 0.0004
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 93,017 -2,590 -2.71 5,816 1.06 0.2899
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 95,607 6,631 7.45 5,755 12.25 0.2883
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 88,976 3,000 3.49 5,127 -1.71 0.2644
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 85,976 -14,255 -14.22 5,216 -10.96 0.2925
2014-02-11 2013-12-31 13F JPMORGAN CHASE COM 46625H100 100,231 19,814 24.64 5,858 40.92 0.3219
2013-11-13 2013-09-30 13F JPMORGAN CHASE COM 46625H100 80,417 -4,312 -5.09 4,157 -7.13 0.2381
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 84,729 84,729 4,476 0.2533
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.