JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionFort Sheridan Advisors Llc
Latest Disclosed Ownership93,322 shares
Latest Disclosed Value $ 27,451,557
Fort Sheridan Advisors Llc reports 0.97% increase in ownership of JPM / JPMorgan Chase & Co.

On May 6, 2026 - Fort Sheridan Advisors Llc filed a 13F-HR form disclosing ownership of 93,322 shares of JPMorgan Chase & Co. (MX:JPM) valued at $27,451,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 92,425 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.97% 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)
2026-05-06 2026-03-31 13F JPMORGAN CHASE &CO COM 46625H100 93,322 897 0.97 27,452 -7.82 3.3169
2026-02-10 2025-12-31 13F JPMORGAN CHASE &CO. COM 46625H100 92,425 -91 -0.10 29,781 2.05 3.7845
2025-11-13 2025-09-30 13F JPMORGAN CHASE &CO. COM 46625H100 92,516 -672 -0.72 29,182 8.02 3.8175
2025-08-13 2025-06-30 13F JPMORGAN CHASE &CO. COM 46625H100 93,188 -656 -0.70 27,016 17.36 3.8485
2025-05-01 2025-03-31 13F JPMORGAN CHASE &CO. COM 46625H100 93,844 -2,937 -3.03 23,020 -0.78 3.4944
2025-02-05 2024-12-31 13F JPMORGAN CHASE &CO. COM 46625H100 96,781 897 0.94 23,199 14.74 3.3856
2024-11-14 2024-09-30 13F JPMORGAN CHASE &CO. COM 46625H100 95,884 1,394 1.48 20,218 5.79 3.0680
2024-08-13 2024-06-30 13F JPMORGAN CHASE &CO. COM 46625H100 94,490 9,644 11.37 19,111 12.46 3.0885
2024-05-15 2024-03-31 13F JPMORGAN CHASE &CO COM 46625H100 84,846 1,407 1.69 16,995 19.74 3.2025
2024-02-14 2023-12-31 13F JPMORGAN CHASE &CO COM 46625H100 83,439 2,701 3.35 14,193 21.22 2.8328
2023-11-08 2023-09-30 13F JPMORGAN CHASE &CO COM 46625H100 80,738 3,976 5.18 11,709 4.87 2.6553
2023-08-01 2023-06-30 13F JPMORGAN CHASE &CO COM 46625H100 76,762 768 1.01 11,164 12.74 2.5473
2023-05-12 2023-03-31 13F JPMORGAN CHASE &CO COM 46625H100 75,994 10,938 16.81 9,903 13.50 2.5143
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 65,056 78 0.12 8,724 28.48 2.8376
2022-11-09 2022-09-30 13F JPMORGAN CHASE &CO COM 46625H100 64,978 5,784 9.77 6,790 1.86 2.2889
2022-08-08 2022-06-30 13F JPMORGAN CHASE &CO COM 46625H100 59,194 4,569 8.36 6,666 -10.48 2.1671
2022-05-09 2022-03-31 13F JPMORGAN CHASE &CO COM 46625H100 54,625 -320 -0.58 7,446 -14.42 2.1846
2022-02-10 2021-12-31 13F JPMORGAN CHASE &CO COM 46625H100 54,945 -75 -0.14 8,701 -3.39 2.5101
2021-11-12 2021-09-30 13F JPMORGAN CHASE &CO COM 46625H100 55,020 1,516 2.83 9,006 8.22 2.9468
2021-08-17 2021-06-30 13F JPMORGAN CHASE &CO COM 46625H100 53,504 7,537 16.40 8,322 18.94 2.7751
2021-05-17 2021-03-31 13F JPMORGAN CHASE &CO COM 46625H100 45,967 2,217 5.07 6,997 25.87 2.7770
2021-02-16 2020-12-31 13F JPMORGAN CHASE &CO COM 46625H100 43,750 2,228 5.37 5,559 39.08 2.7115
2020-11-13 2020-09-30 13F JPMORGAN CHASE &CO COM 46625H100 41,522 1,691 4.25 3,997 6.70 2.3668
2020-08-14 2020-06-30 13F JPMORGAN CHASE &CO COM 46625H100 39,831 379 0.96 3,746 5.46 2.3018
2020-05-12 2020-03-31 13F JPMORGAN CHASE &CO COM 46625H100 39,452 2,172 5.83 3,552 -31.65 2.6167
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM USD1.00 COM 46625H100 37,280 1,122 3.10 5,197 22.14 2.7869
2019-11-12 2019-09-30 13F JPMORGAN CHASE &CO COM 46625H100 36,158 -950 -2.56 4,255 2.55 2.3826
2019-08-14 2019-06-30 13F JPMORGAN CHASE &CO COM 46625H100 37,108 3,636 10.86 4,149 22.46 2.4004
2019-05-13 2019-03-31 13F JPMORGAN CHASE &CO COM 46625H100 33,472 2,350 7.55 3,388 11.52 2.2175
2019-05-13 2018-12-31 13F JPMORGAN CHASE &CO COM 46625H100 31,122 31,122 3,038 2.1529
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.