JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHighland Capital Management, Llc
Latest Disclosed Ownership158,421 shares
Latest Disclosed Value $ 46,601,042
Highland Capital Management, Llc reports 1.29% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Highland Capital Management, Llc filed a 13F-HR form disclosing ownership of 158,421 shares of JPMorgan Chase & Co. (MX:JPM) valued at $46,601,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 156,407 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.29% 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)
2026-04-13 2026-03-31 13F JP MORGAN CHASE COM 46625H100 158,421 2,014 1.29 46,601 -7.53 2.4666
2026-02-02 2025-12-31 13F JP MORGAN CHASE COM 46625H100 156,407 -2,993 -1.88 50,397 0.23 2.5089
2025-10-16 2025-09-30 13F JP MORGAN CHASE COM 46625H100 159,400 -2,414 -1.49 50,280 7.18 2.5044
2025-07-22 2025-06-30 13F JP MORGAN CHASE COM 46625H100 161,814 -1,984 -1.21 46,912 16.76 2.5375
2025-04-24 2025-03-31 13F JP MORGAN CHASE COM 46625H100 163,798 -10,102 -5.81 40,180 -3.61 2.4014
2025-01-23 2024-12-31 13F JP MORGAN CHASE COM 46625H100 173,900 -7,011 -3.88 41,685 9.28 2.3813
2024-10-23 2024-09-30 13F JP MORGAN CHASE COM 46625H100 180,911 -9,425 -4.95 38,147 -0.91 2.1751
2024-07-25 2024-06-30 13F JP MORGAN CHASE COM 46625H100 190,336 -6,501 -3.30 38,497 -2.36 2.2748
2024-05-07 2024-03-31 13F JP MORGAN CHASE COM 46625H100 196,837 1,353 0.69 39,426 18.57 2.2676
2024-01-17 2023-12-31 13F JP MORGAN CHASE COM 46625H100 195,484 -4,380 -2.19 33,252 14.72 2.0650
2023-11-14 2023-09-30 13F JP MORGAN CHASE COM 46625H100 199,864 -6,784 -3.28 28,984 -3.56 1.9921
2023-08-09 2023-06-30 13F JP MORGAN CHASE COM 46625H100 206,648 -5,234 -2.47 30,055 8.85 1.9540
2023-05-11 2023-03-31 13F JP MORGAN CHASE COM 46625H100 211,882 -984 -0.46 27,610 98,507.14 2.0446
2023-02-07 2022-12-31 13F JP MORGAN CHASE COM 46625H100 212,866 -3,998 -1.84 29 -99.88 2.0158
2022-11-10 2022-09-30 13F JP MORGAN CHASE COM 46625H100 216,864 -1,101 -0.51 22,662 -7.67 1.7502
2022-07-14 2022-06-30 13F JP MORGAN CHASE COM 46625H100 217,965 -2,492 -1.13 24,545 -18.33 1.7607
2022-04-19 2022-03-31 13F JP MORGAN CHASE COM 46625H100 220,457 1,018 0.46 30,053 -13.51 1.8000
2022-01-28 2021-12-31 13F JP MORGAN CHASE COM 46625H100 219,439 -1,438 -0.65 34,748 -3.89 1.9676
2021-10-25 2021-09-30 13F JP MORGAN CHASE COM 46625H100 220,877 -3,878 -1.73 36,155 3.42 2.1928
2021-07-30 2021-06-30 13F JP MORGAN CHASE COM 46625H100 224,755 -5,514 -2.39 34,958 -0.27 2.0890
2021-04-27 2021-03-31 13F JP MORGAN CHASE COM 46625H100 230,269 -12,086 -4.99 35,054 13.83 2.1642
2021-01-21 2020-12-31 13F JP MORGAN CHASE COM 46625H100 242,355 -5,837 -2.35 30,796 28.89 1.9756
2020-10-16 2020-09-30 13F JP MORGAN CHASE COM 46625H100 248,192 -875 -0.35 23,893 1.99 1.7078
2020-07-22 2020-06-30 13F JP MORGAN CHASE COM 46625H100 249,067 -440 -0.18 23,427 4.29 1.8330
2020-05-05 2020-03-31 13F JP MORGAN CHASE COM 46625H100 249,507 -40,404 -13.94 22,463 -44.42 2.1164
2020-02-05 2019-12-31 13F JP MORGAN CHASE COM 46625H100 289,911 -5,576 -1.89 40,414 16.21 2.8037
2019-11-20 2019-09-30 13F J P MORGAN CHASE AND COM 46625H100 295,487 -7,766 -2.56 34,776 2.57 2.5821
2019-07-29 2019-06-30 13F J P MORGAN CHASE AND COM 46625H100 303,253 -4,769 -1.55 33,904 8.73 2.5248
2019-04-18 2019-03-31 13F JP MORGAN CHASE COM 46625H100 308,022 -5,990 -1.91 31,181 1.72 2.3669
2019-01-16 2018-12-31 13F JP MORGAN CHASE COM 46625H100 314,012 -689 -0.22 30,654 -13.68 2.6012
2018-10-17 2018-09-30 13F JP MORGAN CHASE COM 46625H100 314,701 -2,843 -0.90 35,511 7.32 2.5576
2018-07-18 2018-06-30 13F JP MORGAN CHASE COM 46625H100 317,544 2,903 0.92 33,088 -4.37 2.5208
2018-04-16 2018-03-31 13F JP MORGAN CHASE COM 46625H100 314,641 -10,866 -3.34 34,601 -0.60 2.7023
2018-01-26 2017-12-31 13F JP MORGAN CHASE COM 46625H100 325,507 -5,603 -1.69 34,810 10.07 2.6534
2017-10-10 2017-09-30 13F JP MORGAN CHASE COM 46625H100 331,110 -12,399 -3.61 31,624 0.72 2.5129
2017-07-19 2017-06-30 13F JP MORGAN CHASE COM 46625H100 343,509 -5,654 -1.62 31,397 2.37 2.5245
2017-04-11 2017-03-31 13F JP MORGAN CHASE COM 46625H100 349,163 -3,087 -0.88 30,670 0.90 2.5272
2017-01-31 2016-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 352,250 -1,998 -0.56 30,396 28.86 2.5621
2017-01-19 2016-12-31 13F JP MORGAN CHASE COM 46625H100 352,250 30,396
2016-10-13 2016-09-30 13F JP MORGAN CHASE COM 46625H100 354,248 -9,410 -2.59 23,589 4.39 1.9904
2016-07-18 2016-06-30 13F JP MORGAN CHASE COM 46625H100 363,658 -5,718 -1.55 22,598 3.31 1.9513
2016-04-15 2016-03-31 13F JP MORGAN CHASE COM 46625H100 369,376 -66,750 -15.31 21,874 -24.04 1.8724
2016-01-27 2015-12-31 13F JP MORGAN CHASE COM 46625H100 436,126 -8,250 -1.86 28,797 6.29 2.3224
2015-11-12 2015-09-30 13F JP MORGAN CHASE COM 46625H100 444,376 -2,476 -0.55 27,094 -10.52 2.2761
2015-08-10 2015-06-30 13F JP MORGAN CHASE COM 46625H100 446,852 237,495 113.44 30,279 138.74 2.3258
2015-05-11 2015-03-31 13F JP MORGAN CHASE COM 46625H100 209,357 -282 -0.13 12,683 -3.32 2.4788
2015-01-16 2014-12-31 13F JP MORGAN CHASE COM 46625H100 209,639 209,639 0.00 13,119 2.4537
2014-10-14 2014-09-30 13F JP MORGAN CHASE COM 46625H100 0 -211,621 -100.00 0 -100.00
2014-07-22 2014-06-30 13F JP MORGAN CHASE COM 46625H100 211,621 -1,237 -0.58 12,194 -5.64 2.2739
2014-04-16 2014-03-31 13F JP MORGAN CHASE COM 46625H100 212,858 -2,550 -1.18 12,923 2.59 2.5141
2014-01-28 2013-12-31 13F JP MORGAN CHASE COM 46625H100 215,408 -591 -0.27 12,597 12.83 2.5070
2013-10-17 2013-09-30 13F JP MORGAN CHASE COM 46625H100 215,999 -190 -0.09 11,165 -2.17 2.4667
2013-07-16 2013-06-30 13F JP MORGAN CHASE COM 46625H100 216,189 216,189 11,413 2.5996
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.