JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGuardian Capital Lp
Latest Disclosed Ownership42,166 shares
Latest Disclosed Value $ 12,403,550
Guardian Capital Lp reports 148.33% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Guardian Capital Lp filed a 13F-HR form disclosing ownership of 42,166 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,403,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 16,980 shares of JPMorgan Chase & Co.. This represents a change in shares of 148.33% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 42,166 25,186 148.33 12,404 126.70 0.2162
2026-02-18 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,980 3,947 30.28 5,471 33.11 0.1622
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 13,033 997 8.28 4,111 17.80 0.1327
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 12,036 -2,862 -19.21 3,489 -4.52 0.1233
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 14,898 2,229 17.59 3,654 20.36 0.1437
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,669 -1,000 -7.32 3,037 5.34 0.1129
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 13,669 -400 -2.84 2,882 1.30 0.1056
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 14,069 65 0.46 2,846 1.43 0.1073
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 14,004 -1,876 -11.81 2,805 3.85 0.0978
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,880 576 3.76 2,701 21.72 0.0968
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,304 49 0.32 2,219 0.05 0.0826
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,255 0 0.00 2,219 11.63 0.0710
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,255 0 0.00 1,988 -2.84 0.0634
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,255 2,000 15.09 2,046 47.65 0.0674
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 13,255 -1,550 -10.47 1,385 -16.92 0.0476
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 14,805 4,100 38.30 1,667 14.26 0.0510
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 10,705 1,400 15.05 1,459 -0.95 0.0284
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 9,305 -800 -7.92 1,473 -10.94 0.0284
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 10,105 0 0.00 1,654 5.22 0.0342
2021-08-17 2021-06-30 13F JPMORGAN CHASE COM 46625H100 10,105 -3,900 -27.85 1,572 -26.27 0.0308
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 14,005 -2,000 -12.50 2,132 4.82 0.0357
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 16,005 400 2.56 2,034 35.42 0.0474
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 15,605 -2,215 -12.43 1,502 -10.38 0.0395
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 17,820 3,941 28.40 1,676 34.08 0.0434
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,879 -110,460 -88.84 1,250 -92.79 0.0372
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 124,339 -45,828 -26.93 17,333 -13.45 0.3604
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 170,167 -14,215 -7.71 20,027 -2.85 0.4015
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 184,382 -2,950 -1.57 20,614 8.70 0.4011
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 187,332 -20,146 -9.71 18,964 -6.37 0.3493
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 207,478 -13,187 -5.98 20,254 -18.66 0.4231
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 220,665 5,889 2.74 24,900 11.26 0.4176
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 214,776 -12,957 -5.69 22,380 -10.63 0.3785
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 227,733 -12,348 -5.14 25,043 -2.46 0.4323
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 240,081 -5,572 -2.27 25,674 9.43 0.3785
2017-11-15 2017-09-30 13F JPMORGAN CHASE COM 46625H100 245,653 -2,231 -0.90 23,462 3.55 0.3469
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 247,884 -4,331 -1.72 22,657 2.27 0.3540
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 252,215 -64,486 -20.36 22,155 -18.93 0.3373
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 316,701 106,709 50.82 27,328 95.44 0.4035
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 209,992 -5,514 -2.56 13,983 4.41 0.2195
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 215,506 -4,313 -1.96 13,392 2.87 0.2188
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 219,819 -66,018 -23.10 13,018 -31.03 0.2197
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 285,837 8,629 3.11 18,874 11.67 0.3625
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 277,208 20,786 8.11 16,901 -2.73 0.3210
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 256,422 111,962 77.50 17,375 98.55 0.2947
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 144,460 -114,307 -44.17 8,751 -45.96 0.1488
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 258,767 -22,047 -7.85 16,194 -4.27 0.2585
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 280,814 38,986 16.12 16,916 21.40 0.2541
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 241,828 -6,346 -2.56 13,934 -7.52 0.2015
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 248,174 5,582 2.30 15,067 6.20 0.2338
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 242,592 -67,681 -21.81 14,187 -11.54 0.2247
2013-11-06 2013-09-30 13F JPMORGAN CHASE COM 46625H100 310,273 146,306 89.23 16,038 85.28 0.2617
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 163,967 163,967 8,656 0.1527
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.