JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEvergreen Capital Management Llc
Latest Disclosed Ownership108,359 shares
Latest Disclosed Value $ 31,874,796
Evergreen Capital Management Llc reports 14.61% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Evergreen Capital Management Llc filed a 13F-HR form disclosing ownership of 108,359 shares of JPMorgan Chase & Co. (MX:JPM) valued at $31,874,796 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 94,545 shares of JPMorgan Chase & Co.. This represents a change in shares of 14.61% 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 JPMORGAN CHASE COM 46625H100 108,359 13,814 14.61 31,875 4.63 0.5418
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 94,545 4,113 4.55 30,464 6.80 0.6804
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 90,432 -1,742 -1.89 28,525 6.74 0.6777
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 92,174 3,095 3.47 26,722 22.29 0.8035
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 89,079 -35,566 -28.53 21,851 -26.87 0.7335
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 124,645 272 0.22 29,879 13.93 0.9725
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 124,373 -13,233 -9.62 26,225 -5.77 0.8799
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 137,606 3,346 2.49 27,832 3.50 1.0074
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 134,260 39 0.03 26,892 17.79 1.0166
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 134,221 372 0.28 22,831 17.62 0.9329
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 133,849 -612 -0.46 19,411 -0.75 0.8506
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 134,461 82 0.06 19,556 11.68 0.8164
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 134,379 -11,706 -8.01 17,511 -10.61 0.7867
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 146,085 -9,604 -6.17 19,590 20.40 0.9210
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 155,689 21,303 15.85 16,270 7.51 0.8500
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 134,386 9,920 7.97 15,133 -10.81 0.7866
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 124,466 4,267 3.55 16,967 -10.85 0.6903
2022-03-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 120,199 5,932 5.19 19,033 1.76 0.7618
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 114,267 13,052 12.90 18,704 18.81 0.8448
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 101,215 3,324 3.40 15,743 5.64 0.7528
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 97,891 -10,346 -9.56 14,902 8.35 0.7641
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 108,237 18,137 20.13 13,754 58.57 0.8040
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 90,100 10,960 13.85 8,674 16.52 0.5992
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 79,140 10,074 14.59 7,444 19.72 0.5639
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 69,066 41,840 153.68 6,218 63.85 0.5805
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 27,226 5,155 23.36 3,795 46.07 0.3160
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 22,071 590 2.75 2,598 8.16 0.2423
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 21,481 480 2.29 2,402 12.98 0.2290
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 21,001 1,205 6.09 2,126 9.98 0.2133
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 19,796 1,690 9.33 1,933 -5.38 0.2025
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 18,106 1,098 6.46 2,043 15.29 0.1808
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 17,008 -397 -2.28 1,772 -7.42 0.1663
2018-05-10 2018-03-31 13F JPMORGAN CHASE COM 46625H100 17,405 6,047 53.24 1,914 57.53 0.1838
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 11,358 -4,839 -29.88 1,215 -21.46 0.1229
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 16,197 6,397 65.28 1,547 72.66 0.1809
2017-08-08 2017-06-30 13F JPMORGAN CHASE COM 46625H100 9,800 3,798 63.28 896 70.02 0.1445
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,002 -964 -13.84 527 -12.31 0.1097
2017-02-08 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,966 -270 -3.73 601 24.69 0.1161
2016-10-20 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,236 0 0.00 482 7.11 0.0949
2016-07-27 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,236 450 6.63 450 11.94 0.0978
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 6,786 -120 -1.74 402 -11.84 0.0922
2016-02-01 2015-12-31 13F JPMORGAN CHASE COM 46625H100 6,906 -210 -2.95 456 5.07 0.1092
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 7,116 -54,770 -88.50 434 -89.65 0.1126
2015-07-28 2015-06-30 13F JPMORGAN CHASE COM 46625H100 61,886 -905 -1.44 4,193 10.23 1.0289
2015-04-30 2015-03-31 13F JPMORGAN CHASE COM 46625H100 62,791 25 0.04 3,804 0.61 0.8383
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 62,766 0 0.00 3,781 0.00 0.7445
2014-10-30 2014-09-30 13F JPMORGAN CHASE COM 46625H100 62,766 1,095 1.78 3,781 6.42 0.7357
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 61,671 147 0.24 3,553 -4.87 0.6993
2014-05-05 2014-03-31 13F JPMORGAN CHASE COM 46625H100 61,524 -30,209 -32.93 3,735 -30.38 0.7512
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 91,733 -245 -0.27 5,365 12.85 0.9718
2013-10-29 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 91,978 -625 -0.67 4,754 -2.76 0.7638
2013-08-12 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 92,603 92,603 4,889 0.7468
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.