JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionManchester Capital Management LLC
Latest Disclosed Ownership13,160 shares
Latest Disclosed Value $ 3,871,122
Manchester Capital Management LLC reports 4.99% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Manchester Capital Management LLC filed a 13F-HR form disclosing ownership of 13,160 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,871,122 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 13,851 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.99% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 13,160 -691 -4.99 3,871 -13.25 0.5576
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,851 1,916 16.05 4,463 18.54 0.6075
2026-02-11 2025-12-31 13F JPMORGAN CHASE COM 46625H100 13,851 4,463
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 11,935 -4,972 -29.41 3,765 -23.20 0.5102
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,907 -559 -3.20 4,902 14.40 0.6439
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,466 801 4.81 4,285 7.26 0.5261
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 16,665 -3,537 -17.51 3,995 -6.22 0.4637
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,202 -11 -0.05 4,260 4.18 0.4986
2024-08-08 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,213 99 0.49 4,088 1.49 0.4910
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,114 4,864 31.90 4,029 55.28 0.4945
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,250 87 0.57 2,594 17.96 0.3477
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,163 577 3.96 2,199 3.68 0.3258
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 14,586 976 7.17 2,121 19.63 0.2843
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,610 962 7.61 1,774 4.54 0.2321
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 12,648 -3,024 -19.30 1,696 3.54 0.2494
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 15,672 630 4.19 1,638 -3.31 0.2852
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 15,042 -656 -4.18 1,694 -20.84 0.2905
2022-05-09 2022-03-31 13F JPMORGAN CHASE COM 46625H100 15,698 -796 -4.83 2,140 -18.07 0.3078
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 16,494 -7,185 -30.34 2,612 -32.61 0.3418
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 23,679 1,942 8.93 3,876 14.64 0.5305
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 21,737 -57 -0.26 3,381 1.90 0.4658
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 21,794 1,412 6.93 3,318 28.11 0.4936
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 20,382 -3,175 -13.48 2,590 14.20 0.4011
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 23,557 -6,538 -21.72 2,268 -19.89 0.3525
2020-09-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 30,095 3,880 14.80 2,831 19.96 0.3882
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 26,215 180 0.69 2,360 -34.97 0.3782
2020-02-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 26,035 800 3.17 3,629 22.19 0.3964
2019-11-04 2019-09-30 13F JPMORGAN CHASE COM 46625H100 25,235 -889 -3.40 2,970 1.68 0.3492
2019-08-05 2019-06-30 13F JPMORGAN CHASE COM 46625H100 26,124 -70 -0.27 2,921 10.14 0.3749
2019-05-08 2019-03-31 13F JPMORGAN CHASE COM 46625H100 26,194 2,322 9.73 2,652 6.63 0.3385
2019-02-05 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 23,872 48 0.20 2,487 -7.48 0.3792
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 23,872 48 2,487
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 23,824 -48 -0.20 2,688 8.08 0.3846
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 23,872 6,234 35.34 2,487 28.20 0.3777
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 17,638 4,010 29.42 1,940 33.15 0.3091
2018-02-08 2017-12-31 13F JPMORGAN CHASE COM 46625H100 13,628 5,570 69.12 1,457 89.22 0.2170
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,058 -5,341 -39.86 770 -37.14 0.1193
2017-08-09 2017-06-30 13F JPMORGAN CHASE COM 46625H100 13,399 350 2.68 1,225 6.89 0.1946
2017-04-25 2017-03-31 13F JPMORGAN CHASE COM 46625H100 13,049 -491 -3.63 1,146 -1.88 0.1813
2017-02-06 2016-12-31 13F JPMORGAN CHASE COM 46625H100 13,540 -52 -0.38 1,168 29.06 0.1778
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 13,592 -3,189 -19.00 905 -13.23 0.1363
2016-07-20 2016-06-30 13F JPMORGAN CHASE COM 46625H100 16,781 -190 -1.12 1,043 3.78 0.1488
2016-05-04 2016-03-31 13F JPMORGAN CHASE COM 46625H100 16,971 -987 -5.50 1,005 -15.26 0.1395
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 17,958 3,300 22.51 1,186 32.66 0.1676
2015-10-20 2015-09-30 13F JPMORGAN CHASE COM 46625H100 14,658 0 0.00 894 -9.97 0.1499
2015-08-04 2015-06-30 13F JPMORGAN CHASE COM 46625H100 14,658 -270 -1.81 993 9.85 0.1576
2015-05-07 2015-03-31 13F JPMORGAN CHASE Equities 46625H100 14,928 -8,986 -37.58 904 -39.61 0.1434
2015-02-13 2014-12-31 13F JPMORGAN CHASE Equities 46625H100 23,914 -600 -2.45 1,497 1.35 0.1856
2014-11-03 2014-09-30 13F JP Morgan Chase Equities 46625H100 24,514 -4,493 -15.49 1,477 -11.61 0.1973
2014-07-31 2014-06-30 13F JP Morgan Chase Equities 46625H100 29,007 8,153 39.10 1,671 31.99 0.2223
2014-05-02 2014-03-31 13F JP Morgan Chase Equities 46625H100 20,854 470 2.31 1,266 6.21 0.2030
2014-02-10 2013-12-31 13F JP Morgan Chase Equities 46625H100 20,384 -595 -2.84 1,192 9.96 0.1857
2013-11-12 2013-09-30 13F JP Morgan Chase Equities 46625H100 20,979 -318 -1.49 1,084 -3.56 0.1861
2013-08-14 2013-06-30 13F JP Morgan Chase Equities 46625H100 21,297 21,297 1,124 0.2090
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.