JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHowland Capital Management Llc
Latest Disclosed Ownership39,272 shares
Latest Disclosed Value $ 11,552,361
Howland Capital Management Llc reports 7.75% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Howland Capital Management Llc filed a 13F-HR form disclosing ownership of 39,272 shares of JPMorgan Chase & Co. (MX:JPM) valued at $11,552,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 36,447 shares of JPMorgan Chase & Co.. This represents a change in shares of 7.75% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 39,272 2,825 7.75 11,552 -1.63 0.4566
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 36,447 681 1.90 11,744 4.10 0.4467
2025-10-29 2025-09-30 13F JPMORGAN CHASE COM 46625H100 35,766 -228 -0.63 11,282 8.11 0.4298
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 35,994 -1,663 -4.42 10,435 12.97 0.4251
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 37,657 3,138 9.09 9,237 11.64 0.4118
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 34,519 -1,771 -4.88 8,275 8.13 0.3624
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 36,290 -1,135 -3.03 7,652 1.10 0.3318
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 37,425 -1,031 -2.68 7,570 -1.73 0.3617
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 38,456 -992 -2.51 7,703 14.78 0.3717
2024-01-23 2023-12-31 13F JPMORGAN CHASE COM 46625H100 39,448 -1,354 -3.32 6,710 13.40 0.3546
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 40,802 -880 -2.11 5,917 -2.39 0.3450
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 41,682 -656 -1.55 6,062 9.88 0.3480
2023-05-05 2023-03-31 13F JPMORGAN CHASE COM 46625H100 42,338 165 0.39 5,517 -2.44 0.3328
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 42,173 -5 -0.01 5,655 28.29 0.3487
2022-10-17 2022-09-30 13F JPMORGAN CHASE COM 46625H100 42,178 2,665 6.74 4,408 -0.94 0.2833
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 39,513 1,110 2.89 4,450 -15.00 0.2735
2022-04-27 2022-03-31 13F JPMORGAN CHASE COM 46625H100 38,403 -70 -0.18 5,235 -14.07 0.2822
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 38,473 -238 -0.61 6,092 -3.87 0.3094
2021-10-25 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,711 -3,350 -7.96 6,337 -3.13 0.3335
2021-10-25 2021-09-30 13F JPMORGAN CHASE COM 46625H100 38,711 -3,350 6,337 0.3335
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 42,061 -463 -1.09 6,542 1.07 0.3381
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 42,524 2,471 6.17 6,473 27.17 0.3607
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 40,053 -1,334 -3.22 5,090 27.76 0.2988
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 41,387 205 0.50 3,984 2.84 0.2625
2020-07-15 2020-06-30 13F JPMORGAN CHASE COM 46625H100 41,182 196 0.48 3,874 4.99 0.2776
2020-04-27 2020-03-31 13F/A-02 JPMORGAN CHASE COM 46625H100 40,986 -287 -0.70 3,690 -35.86 0.3233
2020-04-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 40,336 -937 3,631 325,134.0921
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 41,273 1,029 2.56 5,753 21.47 0.4085
2019-10-22 2019-09-30 13F JPMORGAN CHASE COM 46625H100 40,244 7,683 23.60 4,736 30.11 0.3588
2019-07-17 2019-06-30 13F JPMORGAN CHASE COM 46625H100 32,561 396 1.23 3,640 11.79 0.2813
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 32,165 -423 -1.30 3,256 2.36 0.2651
2019-01-23 2018-12-31 13F JPMORGAN CHASE COM 46625H100 32,588 -180 -0.55 3,181 -13.98 0.2993
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 32,768 979 3.08 3,698 11.65 0.2807
2018-07-23 2018-06-30 13F JPMORGAN CHASE COM 46625H100 31,789 -180 -0.56 3,312 -5.80 0.2641
2018-05-02 2018-03-31 13F JPMORGAN CHASE COM 46625H100 31,969 5,944 22.84 3,516 26.34 0.2831
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 26,025 998 3.99 2,783 16.44 0.2227
2017-10-30 2017-09-30 13F JPMORGAN CHASE COM 46625H100 25,027 560 2.29 2,390 6.89 0.1972
2017-07-25 2017-06-30 13F JPMORGAN CHASE COM 46625H100 24,467 738 3.11 2,236 7.29 0.1891
2017-04-18 2017-03-31 13F JPMorgan Chase COM 46625H100 23,729 -52 -0.22 2,084 1.56 0.1804
2017-01-09 2016-12-31 13F JPMorgan Chase COM 46625H100 23,781 8,993 60.81 2,052 108.32 0.1913
2016-10-13 2016-09-30 13F JPMorgan Chase COM 46625H100 14,788 1,008 7.31 985 15.07 0.0915
2016-07-07 2016-06-30 13F JPMorgan Chase COM 46625H100 13,780 843 6.52 856 11.75 0.0807
2016-04-14 2016-03-31 13F JPMorgan Chase COM 46625H100 12,937 -326 -2.46 766 -12.56 0.0779
2016-02-09 2015-12-31 13F JPMorgan Chase COM 46625H100 13,263 1,070 8.78 876 17.90 0.0889
2015-10-19 2015-09-30 13F JPMorgan Chase COM 46625H100 12,193 -84 -0.68 743 -10.70 0.0810
2015-08-25 2015-06-30 13F JPMorgan Chase COM 46625H100 12,277 -425 -3.35 832 8.19 0.0853
2015-05-11 2015-03-31 13F JPMorgan Chase COM 46625H100 12,702 12,702 0.00 769 0.0784
2015-02-03 2014-12-31 13F JPMorgan Chase COM 46625H100 0 -12,802 -100.00 0 -100.00
2014-11-10 2014-09-30 13F JPMorgan Chase COM 46625H100 12,802 -375 -2.85 771 1.58 0.0793
2014-08-26 2014-06-30 13F JPMorgan Chase COM 46625H100 13,177 -400 -2.95 759 -7.89 0.0776
2014-04-24 2014-03-31 13F JPMorgan Chase COM 46625H100 13,577 -20 -0.15 824 3.65 0.0935
2014-03-21 2013-12-31 13F/A-1 JPMorgan Chase COM 46625H100 13,597 0 0.00 795 13.09 0.0988
2014-02-07 2013-12-31 13F JPMorgan Chase COM 46625H100 27,194 1,590
2013-10-15 2013-09-30 13F JPMorgan Chase COM 46625H100 13,597 169 1.26 703 -0.85 0.0958
2013-08-14 2013-06-30 13F JPMorgan Chase COM 46625H100 13,428 13,428 709 0.1120
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.