JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMarathon Capital Management
Latest Disclosed Ownership21,112 shares
Latest Disclosed Value $ 6,210,401
Marathon Capital Management reports 0.41% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Marathon Capital Management filed a 13F-HR form disclosing ownership of 21,112 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,210,401 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 21,199 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.41% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 21,112 -87 -0.41 6,210 -9.08 1.3948
2026-01-29 2025-12-31 13F JPMORGAN CHASE COM 46625H100 21,199 -45 -0.21 6,831 1.94 1.4700
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 21,244 -32 -0.15 6,701 8.63 1.5334
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 21,276 -400 -1.85 6,168 16.01 1.5710
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 21,676 -62 -0.29 5,317 2.05 1.4161
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 21,738 109 0.50 5,211 14.25 1.3014
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 21,629 0 0.00 4,561 4.25 1.1057
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,629 401 1.89 4,375 2.87 1.1149
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,228 -175 -0.82 4,252 16.81 1.0146
2024-02-14 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 21,403 1,009 4.95 3,641 23.10 0.9151
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,403 1,009 3,641 0.9151
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 20,394 335 1.67 2,958 1.37 0.7442
2023-08-15 2023-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 20,059 -143 -0.71 2,917 10.83 0.7201
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,059 -143 2,917 0.7067
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 20,202 16,482 443.06 2,633 428.51 0.6478
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 3,720 -289 -7.21 499 18.85 0.1375
2022-11-14 2022-09-30 13F J P Morgan Chase COM 46625H100 4,009 3 0.07 419 -7.10 0.1197
2022-08-12 2022-06-30 13F J P Morgan Chase COM 46625H100 4,006 4,006 451 0.1457
2022-05-13 2022-03-31 13F J P Morgan Chase COM 46625H100 0 -3,902 -100.00 0 -100.00
2022-02-09 2021-12-31 13F J P Morgan Chase COM 46625H100 3,902 -896 -18.67 618 -21.37 0.1448
2021-11-15 2021-09-30 13F J P Morgan Chase COM 46625H100 4,798 954 24.82 786 31.66 0.1784
2021-08-16 2021-06-30 13F J P Morgan Chase COM 46625H100 3,844 244 6.78 597 8.94 0.1382
2021-05-14 2021-03-31 13F J P Morgan Chase COM 46625H100 3,600 -100 -2.70 548 16.60 0.1445
2021-02-08 2020-12-31 13F J P Morgan Chase COM 46625H100 3,700 18 0.49 470 32.77 0.1385
2020-11-16 2020-09-30 13F J P Morgan Chase COM 46625H100 3,682 375 11.34 354 13.83 0.1289
2020-08-14 2020-06-30 13F J P Morgan Chase COM 46625H100 3,307 232 7.54 311 12.68 0.1195
2020-05-15 2020-03-31 13F J P Morgan Chase COM 46625H100 3,075 -25 -0.81 276 -36.11 0.1267
2020-02-14 2019-12-31 13F J P Morgan Chase COM 46625H100 3,100 3,100 432 0.1469
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.