JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEverett Harris & Co /ca/
Latest Disclosed Ownership27,949 shares
Latest Disclosed Value $ 8,221,478
Everett Harris & Co /ca/ reports 4.23% increase in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Everett Harris & Co /ca/ filed a 13F-HR form disclosing ownership of 27,949 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,221,478 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 26,815 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.23% 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)
2026-05-08 2026-03-31 13F J.P. Morgan Chase COM 46625H100 27,949 1,134 4.23 8,221 -4.85 0.1058
2026-02-11 2025-12-31 13F J.P. Morgan Chase COM 46625H100 26,815 641 2.45 8,640 4.65 0.1045
2025-11-03 2025-09-30 13F J.P. Morgan Chase COM 46625H100 26,174 -1,654 -5.94 8,256 2.34 0.1018
2025-08-08 2025-06-30 13F J.P. Morgan Chase COM 46625H100 27,828 1,429 5.41 8,068 24.59 0.1035
2025-05-12 2025-03-31 13F J.P. Morgan Chase COM 46625H100 26,399 179 0.68 6,476 3.02 0.0832
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 26,220 6,971 36.21 6,285 54.88 0.0794
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,249 600 3.22 4,059 7.61 0.0503
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 18,649 859 4.83 3,772 5.84 0.0482
2024-04-19 2024-03-31 13F JPMORGAN CHASE COM 46625H100 17,790 146 0.83 3,563 18.73 0.0472
2024-01-18 2023-12-31 13F JPMORGAN CHASE COM 46625H100 17,644 -98 -0.55 3,001 16.68 0.0429
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 17,742 -402 -2.22 2,573 -2.50 0.0401
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 18,144 291 1.63 2,639 13.41 0.0401
2023-04-25 2023-03-31 13F JPMORGAN CHASE COM 46625H100 17,853 -57 -0.32 2,326 -3.16 0.0377
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 17,910 -1,131 -5.94 2,402 20.70 0.0413
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,041 -98 -0.51 1,990 -7.66 0.0366
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 19,139 511 2.74 2,155 -15.12 0.0373
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 18,628 1,119 6.39 2,539 -8.44 0.0361
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 17,509 -480 -2.67 2,773 -5.84 0.0385
2021-11-03 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,989 1,350 8.11 2,945 13.79 0.0466
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 16,639 -1,270 -7.09 2,588 -5.06 0.0414
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,909 -867 -4.62 2,726 14.25 0.0473
2021-02-04 2020-12-31 13F JPMORGAN CHASE COM 46625H100 18,776 -65 -0.34 2,386 31.53 0.0422
2020-11-03 2020-09-30 13F JPMORGAN CHASE COM 46625H100 18,841 850 4.72 1,814 7.21 0.0354
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,991 -586 -3.15 1,692 1.20 0.0373
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 18,577 4,498 31.95 1,672 -14.82 0.0431
2020-01-27 2019-12-31 13F Morgan J.P. Chase COM 46625H100 14,079 -641 -4.35 1,963 13.34 0.0444
2019-11-06 2019-09-30 13F Morgan J.P. Chase COM 46625H100 14,720 -3,029 -17.07 1,732 -12.70 0.0428
2019-08-13 2019-06-30 13F Morgan J.P. Chase COM 46625H100 17,749 768 4.52 1,984 15.42 0.0497
2019-05-13 2019-03-31 13F Morgan J.P. Chase COM 46625H100 16,981 314 1.88 1,719 5.65 0.0446
2019-02-13 2018-12-31 13F Morgan J.P. Chase COM 46625H100 16,667 0 0.00 1,627 -13.50 0.0462
2018-11-14 2018-09-30 13F Morgan J.P. Chase COM 46625H100 16,667 0 0.00 1,881 8.29 0.0471
2018-07-27 2018-06-30 13F Morgan J.P. Chase COM 46625H100 16,667 660 4.12 1,737 -1.31 0.0473
2018-04-20 2018-03-31 13F Morgan J.P. Chase COM 46625H100 16,007 -60 -0.37 1,760 2.44 0.0488
2018-02-01 2017-12-31 13F/A-1 Morgan J.P. Chase COM 46625H100 16,067 0 0.00 1,718 11.92 0.0479
2018-01-30 2017-12-31 13F Morgan J.P. Chase COM 46625H100 16,067 0 1,535
2017-10-11 2017-09-30 13F Morgan J.P. Chase COM 46625H100 16,067 70 0.44 1,535 4.99 0.0461
2017-08-03 2017-06-30 13F Morgan J.P. Chase COM 46625H100 15,997 898 5.95 1,462 10.26 0.0452
2017-04-26 2017-03-31 13F Morgan J.P. Chase COM 46625H100 15,099 60 0.40 1,326 2.16 0.0434
2017-02-07 2016-12-31 13F Morgan J.P. Chase COM 46625H100 15,039 0 0.00 1,298 29.67 0.0456
2016-10-26 2016-09-30 13F Morgan J.P. Chase COM 46625H100 15,039 -100 -0.66 1,001 6.38 0.0354
2016-08-03 2016-06-30 13F Morgan J.P. Chase COM 46625H100 15,139 652 4.50 941 9.67 0.0336
2016-04-26 2016-03-31 13F Morgan J.P. Chase COM 46625H100 14,487 -247 -1.68 858 -11.82 0.0308
2016-02-09 2015-12-31 13F Morgan J.P. Chase COM 46625H100 14,734 0 0.00 973 8.35 0.0340
2015-11-12 2015-09-30 13F Morgan J.P. Chase COM 46625H100 14,734 0 0.00 898 -10.02 0.0329
2015-08-12 2015-06-30 13F Morgan J.P. Chase COM 46625H100 14,734 578 4.08 998 16.32 0.0350
2015-05-12 2015-03-31 13F Morgan J.P. Chase COM 46625H100 14,156 1,534 12.15 858 8.61 0.0294
2015-02-11 2014-12-31 13F Morgan J.P. Chase COM 46625H100 12,622 0 0.00 790 3.95 0.0270
2014-11-06 2014-09-30 13F Morgan J.P. Chase COM 46625H100 12,622 480 3.95 760 8.57 0.0274
2014-08-05 2014-06-30 13F Morgan J.P. Chase COM 46625H100 12,142 0 0.00 700 -5.02 0.0259
2014-05-19 2014-03-31 13F Morgan J.P. Chase COM 46625H100 12,142 0 0.00 737 3.80 0.0274
2014-02-13 2013-12-31 13F Morgan J.P. Chase COM 46625H100 12,142 0 0.00 710 13.06 0.0265
2013-11-01 2013-09-30 13F Morgan J.P. Chase COM 46625H100 12,142 0 0.00 628 -2.03 0.0256
2013-07-24 2013-06-30 13F Morgan J.P. Chase COM 46625H100 12,142 12,142 641 0.0267
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.