JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGardner Russo & Quinn Llc
Latest Disclosed Ownership148,798 shares
Latest Disclosed Value $ 43,770,420
Gardner Russo & Quinn Llc reports 71.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Gardner Russo & Quinn Llc filed a 13F-HR form disclosing ownership of 148,798 shares of JPMorgan Chase & Co. (MX:JPM) valued at $43,770,420 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 528,817 shares of JPMorgan Chase & Co.. This represents a change in shares of -71.86% 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)
2026-05-13 2026-03-31 13F J.P. Morgan Chase COM 46625H100 148,798 -380,019 -71.86 43,770 -74.31 0.5152
2026-02-12 2025-12-31 13F J.P. Morgan Chase COM 46625H100 528,817 -16,213 -2.97 170,395 -0.89 1.8394
2025-11-12 2025-09-30 13F J.P. Morgan Chase COM 46625H100 545,030 -28,670 -5.00 171,919 3.37 1.8431
2025-08-13 2025-06-30 13F J.P. Morgan Chase COM 46625H100 573,700 -469,654 -45.01 166,321 -35.01 1.7677
2025-05-13 2025-03-31 13F J.P. Morgan Chase COM 46625H100 1,043,354 -218,355 -17.31 255,935 -15.38 2.8693
2025-02-12 2024-12-31 13F J.P. Morgan Chase COM 46625H100 1,261,709 -178,998 -12.42 302,444 -0.44 3.4190
2024-11-13 2024-09-30 13F J.P. Morgan Chase COM 46625H100 1,440,707 -52,128 -3.49 303,787 0.61 3.1186
2024-08-13 2024-06-30 13F J.P. Morgan Chase COM 46625H100 1,492,835 -217,659 -12.72 301,941 -11.87 3.1896
2024-05-14 2024-03-31 13F J.P. Morgan Chase COM 46625H100 1,710,494 -312,875 -15.46 342,612 -0.45 3.5150
2024-02-13 2023-12-31 13F J.P. Morgan Chase COM 46625H100 2,023,369 -75,056 -3.58 344,175 13.10 3.5073
2023-11-14 2023-09-30 13F J.P. Morgan Chase COM 46625H100 2,098,425 -14,492 -0.69 304,314 -0.97 3.3178
2023-08-11 2023-06-30 13F J.P. Morgan Chase COM 46625H100 2,112,917 294,058 16.17 307,303 29.66 3.0357
2023-05-11 2023-03-31 13F J.P. Morgan Chase COM 46625H100 1,818,859 -25,205 -1.37 237,015 -4.15 2.4590
2023-02-13 2022-12-31 13F J.P. Morgan Chase COM 46625H100 1,844,064 -84,500 -4.38 247,289 22.70 2.7293
2022-11-10 2022-09-30 13F J.P. Morgan Chase COM 46625H100 1,928,564 -25,928 -1.33 201,535 -8.43 2.4384
2022-08-04 2022-06-30 13F J.P. Morgan Chase COM 46625H100 1,954,492 -178,540 -8.37 220,095 -24.31 2.4614
2022-05-12 2022-03-31 13F J.P. Morgan Chase COM 46625H100 2,133,032 -211,225 -9.01 290,775 -21.67 2.7978
2022-02-10 2021-12-31 13F J.P. Morgan Chase COM 46625H100 2,344,257 -171,152 -6.80 371,213 -9.84 3.3115
2021-11-15 2021-09-30 13F J.P. Morgan Chase COM 46625H100 2,515,409 -272,731 -9.78 411,747 -5.05 3.7953
2021-08-12 2021-06-30 13F J.P. Morgan Chase COM 46625H100 2,788,140 -291,655 -9.47 433,667 -7.50 3.6640
2021-05-12 2021-03-31 13F J.P. Morgan Chase COM 46625H100 3,079,795 -511,309 -14.24 468,837 2.74 4.2773
2021-02-11 2020-12-31 13F J.P. Morgan Chase COM 46625H100 3,591,104 -185,273 -4.91 456,322 25.52 4.1398
2020-11-12 2020-09-30 13F J.P. Morgan Chase COM 46625H100 3,776,377 157,261 4.35 363,552 6.80 3.5328
2020-08-14 2020-06-30 13F J.P. Morgan Chase COM 46625H100 3,619,116 -214,813 -5.60 340,414 -1.38 3.4585
2020-05-13 2020-03-31 13F J.P. Morgan Chase COM 46625H100 3,833,929 3,823,552 36,846.41 345,169 23,754.11 3.4898
2020-02-11 2019-12-31 13F J.P. Morgan Chase COM 46625H100 10,377 59 0.57 1,447 19.19 0.0111
2019-11-13 2019-09-30 13F J.P. Morgan Chase COM 46625H100 10,318 -1,830 -15.06 1,214 -10.60 0.0095
2019-08-13 2019-06-30 13F J.P. Morgan Chase COM 46625H100 12,148 71 0.59 1,358 11.04 0.0103
2019-05-15 2019-03-31 13F J.P. Morgan Chase COM 46625H100 12,077 77 0.64 1,223 4.44 0.0095
2019-02-13 2018-12-31 13F J.P. Morgan Chase COM 46625H100 12,000 480 4.17 1,171 -9.92 0.0097
2018-11-13 2018-09-30 13F J.P. Morgan Chase COM 46625H100 11,520 -3,395 -22.76 1,300 37.42 0.0094
2018-08-13 2018-06-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 14,915 -15,385 -50.78 946 -55.10 0.0069
2018-08-13 2018-06-30 13F J.P. Morgan Chase COM 46625H100 2,000 0 208 0.0015
2018-05-11 2018-03-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 30,300 -27,500 -47.58 2,107 -45.13 0.0147
2018-05-11 2018-03-31 13F J.P. Morgan Chase COM 46625H100 2,000 0 220 0.0015
2018-02-14 2017-12-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 57,800 -10,000 -14.75 3,840 4.77 0.0264
2018-02-14 2017-12-31 13F J.P. Morgan Chase COM 46625H100 2,000 -65,800 214 0.0015
2017-11-14 2017-09-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 67,800 -10,620 -13.54 3,665 -7.07 0.0259
2017-08-14 2017-06-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 78,420 -6,880 -8.07 3,944 -0.15 0.0291
2017-05-11 2017-03-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 85,300 -75,450 -46.94 3,950 -44.49 0.0306
2017-02-13 2016-12-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 160,750 -74,000 -31.52 7,116 23.07 0.0602
2016-11-14 2016-09-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 234,750 1,500 0.64 5,782 22.42 0.0481
2016-08-12 2016-06-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 233,250 32,500 16.19 4,723 32.93 0.0396
2016-05-12 2016-03-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 200,750 400 0.20 3,553 -25.14 0.0300
2016-02-11 2015-12-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 200,350 -400 -0.20 4,746 18.74 0.0406
2015-11-12 2015-09-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 200,750 0 0.00 3,997 -19.56 0.0361
2015-08-11 2015-06-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 200,750 20,000 11.07 4,969 24.91 0.0437
2015-05-14 2015-03-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 180,750 0 0.00 3,978 5.80 0.0358
2015-02-12 2014-12-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 180,750 0 0.00 3,760 3.44 0.0342
2014-11-13 2014-09-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 180,750 30,000 19.90 3,635 24.74 0.0342
2014-08-13 2014-06-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 150,750 0 0.00 2,914 -4.30 0.0269
2014-05-13 2014-03-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 150,750 0 0.00 3,045 4.17 0.0294
2014-02-12 2013-12-31 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 150,750 0 0.00 2,923 15.67 0.0289
2013-11-14 2013-09-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 150,750 0 0.00 2,527 7.44 0.0268
2013-08-13 2013-06-30 13F JP Morgan Chase & Co WTS Exp 1 WTS 46634E114 150,750 150,750 2,352 0.0274
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.