JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionJames Hambro & Partners
Latest Disclosed Ownership664,869 shares
Latest Disclosed Value $ 195,617,757
James Hambro & Partners reports 3.82% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 22, 2026 - James Hambro & Partners filed a 13F-HR form disclosing ownership of 664,869 shares of JPMorgan Chase & Co. (MX:JPM) valued at $195,617,757 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 691,262 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.82% 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)
2026-04-22 2026-03-31 13F JPMORGAN CHASE COM 46625H100 664,869 -26,393 -3.82 195,618 -12.20 7.6695
2026-01-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 691,262 1,262 0.18 222,801 2.38 7.9602
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 690,000 -39,479 -5.41 217,619 2.95 7.7330
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 729,479 -3,973 -0.54 211,377 17.50 8.3606
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 733,452 583 0.08 179,890 2.29 7.5033
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 732,869 -12,767 -1.71 175,870 11.91 6.9405
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 745,636 -15,786 -2.07 157,158 1.98 6.5548
2024-07-16 2024-06-30 13F JPMORGAN CHASE COM 46625H100 761,422 1,000 0.13 154,100 1.19 7.1617
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 760,422 -1,680 -0.22 152,289 17.37 7.1295
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 762,102 25,831 3.51 129,748 21.49 6.9075
2023-10-24 2023-09-30 13F JPMORGAN CHASE COM 46625H100 736,271 -12,857 -1.72 106,800 -1.94 6.9186
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 749,128 6,588 0.89 108,912 12.59 7.1843
2023-04-21 2023-03-31 13F JPMORGAN CHASE COM 46625H100 742,540 2,614 0.35 96,734 -2.52 7.0711
2023-02-02 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 739,926 -12,078 -1.61 99,235 26.13 7.5777
2023-01-25 2022-12-31 13F JPMORGAN CHASE COM 46625H100 739,926 -12,078 99,235 7,577.9328
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 752,004 2,065 0.28 78,678 -6.87 6.8659
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 749,939 21,417 2.94 84,481 -14.93 7.0421
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 728,522 3,330 0.46 99,309 -13.51 7.0479
2022-02-01 2021-12-31 13F JPMORGAN CHASE COM 46625H100 725,192 26,749 3.83 114,824 0.41 7.7926
2021-11-05 2021-09-30 13F JPMORGAN CHASE COM 46625H100 698,443 20,604 3.04 114,353 8.49 8.5318
2021-07-20 2021-06-30 13F JPMORGAN CHASE COM 46625H100 677,839 11,101 1.66 105,404 3.78 8.3482
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 666,738 149,888 29.00 101,568 54.78 9.3868
2021-01-14 2020-12-31 13F JPMORGAN CHASE COM 46625H100 516,850 24,717 5.02 65,622 38.57 7.3589
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 492,133 27,670 5.96 47,358 8.48 6.6792
2020-07-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 464,463 65,285 16.35 43,655 21.34 6.7577
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 399,178 -1,260 -0.31 35,976 -35.54 7.0450
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 400,438 25,157 6.70 55,815 26.38 9.4654
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 375,281 76,726 25.70 44,163 46.08 9.1317
2019-04-25 2019-03-31 13F JPMORGAN CHASE COM 46625H100 298,555 3,734 1.27 30,232 4.92 9.1269
2019-01-17 2018-12-31 13F JPMORGAN CHASE COM 46625H100 294,821 -31,379 -9.62 28,813 -21.72 11.7307
2018-10-18 2018-09-30 13F JPMORGAN CHASE COM 46625H100 326,200 -14,022 -4.12 36,807 3.70 12.7970
2018-10-18 2018-06-30 13F/A-1 JPMorgan Chase Com US$1 COM 46625H100 340,222 -1,207 -0.35 35,494 -5.45 12.9604
2018-07-12 2018-06-30 13F JPMorgan Chase Com US$1 COM 46625H100 345,894 4,465 36,085
2018-10-18 2018-03-31 13F/A-1 JPMorgan Chase Com US$1 COM 46625H100 341,429 35,797 11.71 37,538 14.57 14.7459
2018-04-30 2018-03-31 13F JPMorgan Chase Com US$1 JPMorgan Chase Com US$1 46625H100 350,876 45,244 38,657 17.6682
2018-10-18 2017-12-31 13F/A-1 JPMorgan Chase Com US$1 COM 46625H100 305,632 305,632 32,764 18.1748
2018-02-13 2017-12-31 13F JPMorgan Chase Com US$1 JPMorgan Chase Com US$1 46625H100 314,864 314,864 33,753 16.9196
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.