JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHenshaw Capital LLC
Latest Disclosed Ownership337,139 shares
Latest Disclosed Value $ 99,172,695
Henshaw Capital LLC ownership in JPM / JPMorgan Chase & Co.

On May 28, 2026 - Henshaw Capital LLC filed a 13F-HR form disclosing ownership of 337,139 shares of JPMorgan Chase & Co. (MX:JPM) valued at $99,172,695 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 28, 2026 disclosing 337,139 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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)
2026-05-28 2026-03-31 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 99,173 -8.71 3.6765
2026-05-28 2025-12-31 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 108,633 2.15 3.9056
2026-05-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 106,344 8.80 3.9639
2026-05-28 2025-06-30 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 97,740 18.19 3.8744
2026-05-28 2025-03-31 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 82,700 2.33 3.6415
2026-05-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 80,815 13.68 3.3657
2026-05-28 2024-09-30 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 71,089 4.25 2.9784
2026-05-28 2024-06-30 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 68,190 0.98 3.0775
2026-05-28 2024-03-31 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 67,529 17.75 3.1610
2026-05-28 2023-12-31 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 57,347 17.30 2.9791
2026-05-28 2023-09-30 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 48,892 -0.29 2.8283
2026-05-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 49,033 11.61 2.8145
2026-05-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 337,139 0 0.00 43,933 -2.83 2.7064
2026-05-28 2022-12-31 13F JPMORGAN CHASE COM 46625H100 337,139 -10,521 -3.03 45,210 24.44 3.0072
2026-05-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 347,660 -1,032 -0.30 36,330 -7.48 2.6842
2026-05-28 2022-06-30 13F JPMORGAN CHASE COM 46625H100 348,692 606 0.17 39,266 -17.25 2.7207
2026-05-28 2022-03-31 13F JPMORGAN CHASE COM 46625H100 348,086 306 0.09 47,451 -13.84 2.7759
2026-05-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 347,780 548 0.16 55,071 -3.11 3.0797
2026-05-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 347,232 48 0.01 56,838 5.26 3.5528
2026-05-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 347,184 -248 -0.07 54,001 2.10 3.3979
2026-05-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 347,432 2,806 0.81 52,889 20.78 3.5384
2026-05-28 2020-12-31 13F JPMORGAN CHASE COM 46625H100 344,626 71 0.02 43,792 32.02 3.2976
2026-05-28 2020-09-30 13F JPMORGAN CHASE COM 46625H100 344,555 74 0.02 33,170 2.37 2.5676
2026-05-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 344,481 72 0.02 32,402 4.50 2.7436
2026-05-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 344,409 52 0.02 31,007 -35.41 3.1114
2026-05-28 2019-12-31 13F JPMORGAN CHASE COM 46625H100 344,357 56 0.02 48,003 18.47 3.7712
2026-05-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 344,301 52 0.02 40,521 5.28 3.4298
2026-05-28 2019-06-30 13F JPMORGAN CHASE COM 46625H100 344,249 -2,163 -0.62 38,487 9.75 3.2737
2026-05-28 2019-03-31 13F JPMORGAN CHASE COM 46625H100 346,412 -242 -0.07 35,067 3.63 3.0683
2026-05-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 346,654 -285 -0.08 33,840 -13.56 3.3269
2026-05-28 2018-09-30 13F JPMORGAN CHASE COM 46625H100 346,939 -306 -0.09 39,149 8.20 3.2951
2026-05-28 2018-06-30 13F JPMORGAN CHASE COM 46625H100 347,245 1,766 0.51 36,183 -4.76 3.2846
2026-05-28 2018-03-31 13F JPMORGAN CHASE COM 46625H100 345,479 -599 -0.17 37,992 2.66 3.5421
2026-05-28 2017-12-31 13F JPMORGAN CHASE COM 46625H100 346,078 0 0.00 37,010 11.97 3.5319
2026-05-28 2017-09-30 13F JPMORGAN CHASE COM 46625H100 346,078 35,141 11.30 33,054 16.31 3.3843
2026-05-28 2017-06-30 13F JPMORGAN CHASE COM 46625H100 310,937 575 0.19 28,420 4.24 2.9747
2026-05-28 2017-03-31 13F JPMORGAN CHASE COM 46625H100 310,362 40,500 15.01 27,262 17.07 2.9820
2026-05-28 2016-12-31 13F JPMORGAN CHASE COM 46625H100 269,862 0 0.00 23,286 29.58 2.7507
2026-05-28 2016-09-30 13F JPMORGAN CHASE COM 46625H100 269,862 0 0.00 17,970 7.16 2.2178
2026-05-28 2016-06-30 13F JPMORGAN CHASE COM 46625H100 269,862 0 0.00 16,769 4.93 2.1831
2026-05-28 2016-03-31 13F JPMORGAN CHASE COM 46625H100 269,862 269,862 15,981 2.1220
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.