JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGabelli Funds Llc
Latest Disclosed Ownership297,483 shares
Latest Disclosed Value $ 87,507,599
Gabelli Funds Llc reports 10.09% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Gabelli Funds Llc filed a 13F-HR form disclosing ownership of 297,483 shares of JPMorgan Chase & Co. (MX:JPM) valued at $87,507,599 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 330,883 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.09% 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 EQUITY 46625H100 297,483 -33,400 -10.09 87,508 -17.92 0.5911
2026-02-05 2025-12-31 13F JPMORGAN CHASE EQUITY 46625H100 330,883 -10,921 -3.20 106,617 -1.11 0.7218
2025-11-12 2025-09-30 13F JPMORGAN CHASE EQUITY 46625H100 341,804 -12,334 -3.48 107,815 5.01 0.7298
2025-08-13 2025-06-30 13F JPMORGAN CHASE EQUITY 46625H100 354,138 -6,112 -1.70 102,668 16.18 0.7290
2025-05-14 2025-03-31 13F JPMORGAN CHASE EQUITY 46625H100 360,250 -20,535 -5.39 88,369 -3.19 0.6735
2025-02-13 2024-12-31 13F JPMORGAN CHASE EQUITY 46625H100 380,785 -19,865 -4.96 91,278 8.04 0.6855
2024-11-13 2024-09-30 13F JPMORGAN CHASE EQUITY 46625H100 400,650 -30,497 -7.07 84,481 -3.12 0.6089
2024-08-13 2024-06-30 13F JPMORGAN CHASE EQUITY 46625H100 431,147 -7,075 -1.61 87,204 -0.65 0.6623
2024-05-14 2024-03-31 13F JPMORGAN CHASE EQUITY 46625H100 438,222 -925 -0.21 87,776 17.51 0.6466
2024-02-13 2023-12-31 13F JPMORGAN CHASE EQUITY 46625H100 439,147 -2,925 -0.66 74,699 16.52 0.5752
2023-11-08 2023-09-30 13F JPMORGAN CHASE EQUITY 46625H100 442,072 -800 -0.18 64,109 -0.47 0.5202
2023-08-10 2023-06-30 13F JPMORGAN CHASE EQUITY 46625H100 442,872 -1,150 -0.26 64,411 11.32 0.4881
2023-05-12 2023-03-31 13F JPMORGAN CHASE EQUITY 46625H100 444,022 -9,495 -2.09 57,861 -4.86 0.4385
2023-02-13 2022-12-31 13F JPMORGAN CHASE EQUITY 46625H100 453,517 1,450 0.32 60,817 28.74 0.4726
2022-11-14 2022-09-30 13F/A-1 J.P. MORGAN CHASE COM 46625H100 452,067 -6,450 -1.41 47,241 -8.51 0.3894
2022-11-10 2022-09-30 13F J.P. MORGAN CHASE COM 46625H100 452,067 -6,450 47,241 0.3894
2022-08-12 2022-06-30 13F J.P. MORGAN CHASE COM 46625H100 458,517 -38,125 -7.68 51,634 -23.73 0.3964
2022-05-18 2022-03-31 13F/A-1 J.P. MORGAN CHASE COM 46625H100 496,642 2,525 0.51 67,702 -13.47 0.4448
2022-05-13 2022-03-31 13F J.P. MORGAN CHASE COM 46625H100 496,642 2,525 67,702 0.4570
2022-02-11 2021-12-31 13F J.P. MORGAN CHASE COM 46625H100 494,117 -2,500 -0.50 78,243 -3.75 0.4938
2021-11-12 2021-09-30 13F J.P. MORGAN CHASE COM 46625H100 496,617 -6,550 -1.30 81,291 3.87 0.5385
2021-08-13 2021-06-30 13F J.P. MORGAN CHASE COM 46625H100 503,167 -7,800 -1.53 78,263 0.61 0.4984
2021-05-14 2021-03-31 13F J.P. MORGAN CHASE COM 46625H100 510,967 -24,800 -4.63 77,785 14.26 0.5214
2021-02-05 2020-12-31 13F J.P. MORGAN CHASE COM 46625H100 535,767 -8,450 -1.55 68,080 29.94 0.4850
2020-11-06 2020-09-30 13F J.P. MORGAN CHASE COM 46625H100 544,217 -48,500 -8.18 52,392 -6.03 0.4082
2020-08-13 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 592,717 -84,400 -12.46 55,751 -8.55 0.4543
2020-05-14 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 677,117 33,000 5.12 60,961 -32.11 0.5431
2020-02-14 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 644,117 -33,100 -4.89 89,790 12.66 0.5808
2019-11-01 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 677,217 -32,200 -4.54 79,702 0.49 0.5265
2019-08-02 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 709,417 -2,400 -0.34 79,313 10.07 0.5092
2019-05-02 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 711,817 -13,800 -1.90 72,057 1.73 0.4531
2019-01-30 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 725,617 -36,100 -4.74 70,835 -17.59 0.4857
2018-11-02 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 761,717 -34,000 -4.27 85,952 3.66 0.4932
2018-08-10 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 795,717 -16,200 -2.00 82,914 -7.14 0.4911
2018-05-09 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 811,917 -47,600 -5.54 89,287 -2.86 0.5326
2018-02-02 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 859,517 -350,683 -28.98 91,917 -20.48 0.5295
2017-11-01 2017-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,210,200 35,500 3.02 115,586 7.65 0.6621
2017-08-03 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,174,700 -10,800 -0.91 107,368 3.11 0.6380
2017-05-04 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,185,500 3,500 0.30 104,134 2.10 0.6139
2017-02-10 2016-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,182,000 1,171,500 11,157.14 101,995 39,280.31 0.6036
2016-11-10 2016-09-30 13F JPMORGAN CHASE & CO WT EXP 102 WARRANT AND RIGH 46634E114 10,500 0 0.00 259 21.60 0.0015
2016-11-10 2016-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,227,700 23,700 81,753 0.4851
2016-08-04 2016-06-30 13F JPMORGAN CHASE & CO WT EXP 102 WARRANT AND RIGH 46634E114 10,500 -1,190,900 -99.13 213 -99.70 0.0013
2016-08-04 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,204,000 2,600 74,817 0.4413
2016-05-05 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,201,400 -144,400 -10.73 71,147 -19.94 0.4290
2016-02-05 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,345,800 -43,000 -3.10 88,863 4.95 0.5379
2015-10-23 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,388,800 -900 -0.06 84,675 -10.08 0.5033
2015-08-05 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,389,700 99,400 7.70 94,166 20.47 0.4929
2015-05-01 2015-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,290,300 -36,800 -2.77 78,166 -5.88 0.3967
2015-02-05 2014-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,327,100 12,000 0.91 83,050 4.83 0.4039
2014-10-30 2014-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,315,100 27,000 2.10 79,222 6.74 0.4021
2014-08-06 2014-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,288,100 -42,700 -3.21 74,220 -8.14 0.3669
2014-05-16 2014-03-31 13F/A-1 J.P. MORGAN CHASE COM 46625H100 1,330,800 -7,300 -0.55 80,793 3.25 0.4195
2014-05-02 2014-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,330,800 80,793
2014-02-07 2013-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,338,100 -25,588 -1.88 78,252 11.01 0.4167
2013-11-07 2013-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,363,688 -2,000 -0.15 70,489 -2.23 0.4013
2013-08-02 2013-06-30 13F/A-1 J.P. MORGAN CHASE COM 46625H100 1,365,688 1,365,688 72,095 0.4374
2013-08-01 2013-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,365,688 72,095 0.4374
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.