JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHilton Capital Management, LLC
Latest Disclosed Ownership36,355 shares
Latest Disclosed Value $ 10,694,504
Hilton Capital Management, LLC reports 4.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Hilton Capital Management, LLC filed a 13F-HR form disclosing ownership of 36,355 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,694,504 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 38,072 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.51% 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.

Upgrade to unlock premium data and export to Excel .

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 COM 46625H100 36,355 -1,717 -4.51 10,695 -12.82 0.8079
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 38,072 2,929 8.33 12,268 10.66 0.9238
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 35,143 -3,112 -8.13 11,085 -0.05 0.8972
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 38,255 137 0.36 11,091 18.61 0.8850
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 38,118 953 2.56 9,351 4.96 0.7946
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 37,165 -5,329 -12.54 8,909 -0.58 0.7707
2024-11-08 2024-09-30 13F J P MORGAN CHASE Common Stocks 46625H100 42,494 317 0.75 8,960 5.04 0.6945
2024-08-07 2024-06-30 13F J P MORGAN CHASE Common Stocks 46625H100 42,177 2,015 5.02 8,531 6.04 0.7200
2024-05-10 2024-03-31 13F J P MORGAN CHASE Common Stocks 46625H100 40,162 45 0.11 8,044 17.90 0.7210
2024-02-09 2023-12-31 13F J P MORGAN CHASE Common Stocks 46625H100 40,117 -25 -0.06 6,824 17.21 0.7314
2023-11-13 2023-09-30 13F J P MORGAN CHASE Common Stocks 46625H100 40,142 -1,925 -4.58 5,821 -4.85 0.7756
2023-07-31 2023-06-30 13F J P MORGAN CHASE Common Stocks 46625H100 42,067 42,067 6,118 0.7348
2022-08-08 2022-06-30 13F J P MORGAN CHASE Common Stocks 46625H100 0 -85,942 -100.00 0 -100.00
2022-05-06 2022-03-31 13F J P MORGAN CHASE Common Stocks 46625H100 85,942 223 0.26 11,716 -13.69 1.2524
2022-02-14 2021-12-31 13F J P MORGAN CHASE Common Stocks 46625H100 85,719 -1,493 -1.71 13,574 -4.92 1.2483
2021-11-12 2021-09-30 13F JPMORGAN CHASE Common Stocks 46625H100 87,212 900 1.04 14,276 6.34 1.3965
2021-08-11 2021-06-30 13F J P MORGAN CHASE Common Stocks 46625H100 86,312 -65,299 -43.07 13,425 -41.83 1.4189
2021-05-11 2021-03-31 13F J P MORGAN CHASE Common Stocks 46625H100 151,611 -31,613 -17.25 23,080 -0.87 2.4982
2021-02-10 2020-12-31 13F J P MORGAN CHASE Common Stocks 46625H100 183,224 183,224 23,282 2.6709
2020-05-08 2020-03-31 13F J P MORGAN CHASE Common Stocks 46625H100 0 -135,048 -100.00 0 -100.00
2020-02-13 2019-12-31 13F J P MORGAN CHASE Common Stocks 46625H100 135,048 133,473 8,474.48 18,826 10,076.22 2.2760
2019-11-13 2019-09-30 13F J P MORGAN CHASE Common Stocks 46625H100 1,575 -3,816 -70.78 185 -69.32 0.0240
2019-08-14 2019-06-30 13F J P MORGAN CHASE Common Stocks 46625H100 5,391 -75 -1.37 603 9.04 0.0824
2019-05-14 2019-03-31 13F J P MORGAN CHASE Common Stocks 46625H100 5,466 98 1.83 553 5.53 0.0747
2019-02-12 2018-12-31 13F JPMORGAN CHASE Common Stocks 46625H100 5,368 -169,077 -96.92 524 -97.34 0.0937
2018-11-09 2018-09-30 13F J P MORGAN CHASE Common Stocks 46625H100 174,445 9,015 5.45 19,684 14.19 2.9409
2018-08-13 2018-06-30 13F J P MORGAN CHASE Common Stocks 46625H100 165,430 -41,912 -20.21 17,238 -24.40 2.7748
2018-05-15 2018-03-31 13F J P MORGAN CHASE Common Stocks 46625H100 207,342 -47,036 -18.49 22,801 -16.18 3.6720
2018-02-17 2017-12-31 13F J P MORGAN CHASE Common Stocks 46625H100 254,378 43,382 20.56 27,203 34.99 4.1067
2017-11-07 2017-09-30 13F J P MORGAN CHASE Common Stocks 46625H100 210,996 2,461 1.18 20,152 5.73 3.5169
2017-08-08 2017-06-30 13F J P MORGAN CHASE Common Stocks 46625H100 208,535 -4,241 -1.99 19,060 1.98 3.5496
2017-05-04 2017-03-31 13F J P MORGAN CHASE Common Stocks 46625H100 212,776 39,166 22.56 18,690 24.76 3.6060
2017-02-13 2016-12-31 13F J P MORGAN CHASE Common Stocks 46625H100 173,610 173,610 14,981 3.1681
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.