JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionLiberty Capital Management, Inc.
Latest Disclosed Ownership26,590 shares
Latest Disclosed Value $ 8,567,830
Liberty Capital Management, Inc. reports 0.57% increase in ownership of JPM / JPMorgan Chase & Co.

On January 26, 2026 - Liberty Capital Management, Inc. filed a 13F-HR form disclosing ownership of 26,590 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,567,830 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 6, 2025 disclosing 26,440 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.57% 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)
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 26,590 150 0.57 8,568 2.73 1.5954
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 26,440 43 0.16 8,340 8.98 1.5697
2025-07-18 2025-06-30 13F JPMORGAN CHASE COM 46625H100 26,397 138 0.53 7,653 18.80 1.5440
2025-04-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,259 495 1.92 6,441 4.31 1.4340
2025-01-28 2024-12-31 13F JPMORGAN CHASE COM 46625H100 25,764 69 0.27 6,176 13.97 1.3702
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 25,695 -78 -0.30 5,418 3.95 1.1988
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 25,773 338 1.33 5,213 2.32 1.2365
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 25,435 86 0.34 5,095 18.16 1.2556
2024-01-24 2023-12-31 13F JPMORGAN CHASE COM 46625H100 25,349 -311 -1.21 4,312 15.86 1.1315
2023-10-18 2023-09-30 13F JPMORGAN CHASE COM 46625H100 25,660 302 1.19 3,721 0.89 1.0989
2023-07-25 2023-06-30 13F JPMORGAN CHASE COM 46625H100 25,358 234 0.93 3,688 12.68 1.1057
2023-04-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 25,124 18 0.07 3,274 -2.76 1.0770
2023-01-23 2022-12-31 13F JPMORGAN CHASE COM 46625H100 25,106 2,404 10.59 3,367 41.91 1.1674
2022-11-09 2022-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 22,702 -90 -0.39 2,372 -7.60 0.8878
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,125 -20,667 222 0.1033
2022-07-25 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,792 165 0.73 2,567 -16.79 0.9132
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 22,627 -40 -0.18 3,085 -14.04 0.9012
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 22,667 -805 -3.43 3,589 -6.59 0.9685
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,472 606 2.65 3,842 8.01 1.1320
2021-07-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 22,866 -299 -1.29 3,557 0.88 1.0814
2021-04-19 2021-03-31 13F JPMORGAN CHASE COM 46625H100 23,165 2,102 9.98 3,526 31.76 1.2173
2021-01-20 2020-12-31 13F JPMORGAN CHASE COM 46625H100 21,063 1,238 6.24 2,676 43.49 0.9694
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 19,825 1,213 6.52 1,865 11.28 0.8083
2020-04-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 18,612 739 4.13 1,676 -32.72 0.8746
2020-01-21 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,873 87 0.49 2,491 19.02 1.0251
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 17,786 426 2.45 2,093 7.83 0.9224
2019-07-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 17,360 -31 -0.18 1,941 10.28 0.8710
2019-04-22 2019-03-31 13F JPMORGAN CHASE COM 46625H100 17,391 2,357 15.68 1,760 19.89 0.8872
2019-01-24 2018-12-31 13F JPMORGAN CHASE COM 46625H100 15,034 -93 -0.61 1,468 -14.00 0.9025
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 15,127 372 2.52 1,707 11.06 0.8914
2018-07-17 2018-06-30 13F JPMORGAN CHASE COM 46625H100 14,755 285 1.97 1,537 -3.39 0.8988
2018-04-25 2018-03-31 13F JPMORGAN CHASE COM 46625H100 14,470 306 2.16 1,591 -0.31 0.9621
2018-01-16 2017-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 14,164 768 5.73 1,596 19.73 0.8441
2017-10-25 2017-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 13,396 685 5.39 1,333 12.97 0.7306
2017-07-13 2017-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 12,711 2,413 23.43 1,180 30.39 0.7154
2017-04-04 2017-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 10,298 2,703 35.59 905 41.85 0.5444
2017-01-20 2016-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 7,595 -497 -6.14 638 18.37 0.4135
2016-10-06 2016-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 8,092 -3,331 -29.16 539 -24.08 0.3507
2016-08-15 2016-06-30 13F MORGAN J P CHASE CO INC COM COM 46625H100 11,423 2,831 32.95 710 39.49 0.4795
2016-04-26 2016-03-31 13F MORGAN J P CHASE CO INC COM COM 46625H100 8,592 -405 -4.50 509 -14.31 0.3818
2016-01-25 2015-12-31 13F MORGAN J P CHASE CO INC COM COM 46625H100 8,997 -406 -4.32 594 3.66 0.4483
2015-10-06 2015-09-30 13F MORGAN J P CHASE CO INC COM COM 46625H100 9,403 -400 -4.08 573 -13.70 0.4511
2015-07-16 2015-06-30 13F MORGAN J P CHASE CO INC COM COM 46625H100 9,803 0 0.00 664 11.78 0.4460
2015-04-22 2015-03-31 13F MORGAN J P CHASE CO INC COM COM 46625H100 9,803 0 0.00 594 -3.10 0.3966
2015-01-07 2014-12-31 13F MORGAN J P CHASE CO INC COM COM 46625H100 9,803 0 0.00 613 3.72 0.4260
2014-10-09 2014-09-30 13F MORGAN J P CHASE CO INC COM COM 46625H100 9,803 -100 -1.01 591 3.50 0.4289
2014-07-16 2014-06-30 13F MORGAN J P CHASE CO INC COM COM 46625H100 9,903 -100 -1.00 571 -5.93 0.4037
2014-04-10 2014-03-31 13F MORGAN J P CHASE CO INC COM COM 46625H100 10,003 0 0.00 607 3.76 0.4462
2014-01-14 2013-12-31 13F MORGAN J P CHASE CO INC COM COM 46625H100 10,003 -1,005 -9.13 585 2.81 0.4181
2013-10-10 2013-09-30 13F MORGAN J P CHASE CO INC COM COM 46625H100 11,008 -96 -0.86 569 -2.90 0.4508
2013-07-15 2013-06-30 13F MORGAN J P CHASE CO INC COM COM 46625H100 11,104 11,104 586 0.5043
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.