JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMiddleton & Co Inc/ma
Latest Disclosed Ownership71,606 shares
Latest Disclosed Value $ 21,063,621
Middleton & Co Inc/ma reports 1.35% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Middleton & Co Inc/ma filed a 13F-HR form disclosing ownership of 71,606 shares of JPMorgan Chase & Co. (MX:JPM) valued at $21,063,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 72,583 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.35% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F JPMorgan Chase COM 46625H100 71,606 -977 -1.35 21,064 -9.94 2.4022
2026-01-29 2025-12-31 13F JPMorgan Chase COM 46625H100 72,583 -130 -0.18 23,388 1.97 2.4832
2025-10-29 2025-09-30 13F JPMorgan Chase COM 46625H100 72,713 -3,751 -4.91 22,936 3.46 2.4788
2025-08-06 2025-06-30 13F JPMorgan Chase COM 46625H100 76,464 -5,328 -6.51 22,168 10.49 2.4899
2025-05-09 2025-03-31 13F JPMorgan Chase COM 46625H100 81,792 -2,269 -2.70 20,064 -0.43 2.3439
2025-02-05 2024-12-31 13F JPMorgan Chase COM 46625H100 84,061 -1,402 -1.64 20,150 11.82 2.2262
2024-10-23 2024-09-30 13F JPMORGAN CHASE COM 46625H100 85,463 -1,324 -1.53 18,021 2.66 1.9912
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 86,787 -3,147 -3.50 17,554 -2.55 2.0394
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 89,934 -381 -0.42 18,014 17.26 2.0774
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 90,315 -1,634 -1.78 15,363 15.21 1.9160
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 91,949 -2,711 -2.86 13,334 -3.15 1.8426
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 94,660 -6,101 -6.05 13,767 4.85 1.8256
2023-04-28 2023-03-31 13F JPMORGAN CHASE COM 46625H100 100,761 -425 -0.42 13,130 -3.24 1.8867
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 101,186 -3,387 -3.24 13,569 24.17 2.0108
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 104,573 -21,947 -17.35 10,928 -23.30 1.6628
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 126,520 -1,260 -0.99 14,248 -18.20 1.8255
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 127,780 -62 -0.05 17,419 -13.95 1.8591
2022-02-09 2021-12-31 13F JPMORGAN CHASE COM 46625H100 127,842 -61 -0.05 20,244 -3.31 1.9722
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 127,903 33 0.03 20,936 5.26 2.2409
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 127,870 -7,556 -5.58 19,889 -3.53 2.1556
2021-05-06 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 135,426 -379 -0.28 20,616 19.47 2.3232
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 136,843 21,048 2.2021
2021-01-29 2020-12-31 13F JPMORGAN CHASE COM 46625H100 135,805 6,756 5.24 17,256 38.89 2.0409
2020-10-30 2020-09-30 13F JPMORGAN CHASE COM 46625H100 129,049 4,041 3.23 12,424 5.66 1.6457
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 125,008 103 0.08 11,758 4.56 1.6936
2020-04-22 2020-03-31 13F JPMORGAN CHASE COM 46625H100 124,905 -305 -0.24 11,245 -35.58 1.9670
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 125,210 -3,180 -2.48 17,455 15.51 2.4839
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 128,390 -958 -0.74 15,111 4.49 2.3294
2019-07-25 2019-06-30 13F JPMORGAN CHASE COM 46625H100 129,348 1,652 1.29 14,461 11.87 2.2417
2019-04-25 2019-03-31 13F JPMORGAN CHASE COM 46625H100 127,696 -898 -0.70 12,927 2.97 2.0732
2019-02-01 2018-12-31 13F JPMORGAN CHASE COM 46625H100 128,594 -200 -0.16 12,554 -13.62 2.3090
2018-10-25 2018-09-30 13F JPMORGAN CHASE COM 46625H100 128,794 2,150 1.70 14,533 10.12 2.2672
2018-07-26 2018-06-30 13F JPMORGAN CHASE COM 46625H100 126,644 6,393 5.32 13,197 -0.20 2.2586
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 120,251 -2,254 -1.84 13,224 0.94 2.3674
2018-01-25 2017-12-31 13F JPMORGAN CHASE COM 46625H100 122,505 6,523 5.62 13,101 18.27 2.1986
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 115,982 28,258 32.21 11,077 38.15 2.0012
2017-07-18 2017-06-30 13F JPMORGAN CHASE COM 46625H100 87,724 8,370 10.55 8,018 15.02 1.7078
2017-04-19 2017-03-31 13F JPMORGAN CHASE COM 46625H100 79,354 18,524 30.45 6,971 32.81 1.5286
2017-02-02 2016-12-31 13F JPMORGAN CHASE COM 46625H100 60,830 22,150 57.26 5,249 103.77 1.1848
2016-10-27 2016-09-30 13F JPMORGAN CHASE COM 46625H100 38,680 1,890 5.14 2,576 12.69 0.5772
2016-07-21 2016-06-30 13F JPMORGAN CHASE COM 46625H100 36,790 -100 -0.27 2,286 4.67 0.5255
2016-05-03 2016-03-31 13F JPMORGAN CHASE COM 46625H100 36,890 275 0.75 2,184 -9.64 0.5063
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 36,615 2,525 7.41 2,417 16.31 0.5392
2015-10-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 34,090 2,700 8.60 2,078 -2.30 0.4928
2015-07-15 2015-06-30 13F JPMORGAN CHASE COM 46625H100 31,390 300 0.96 2,127 12.90 0.4610
2015-04-17 2015-03-31 13F JPMORGAN CHASE COM 46625H100 31,090 915 3.03 1,884 -0.26 0.4118
2015-01-23 2014-12-31 13F JPMORGAN CHASE COM 46625H100 30,175 -250 -0.82 1,889 3.06 0.4228
2014-10-21 2014-09-30 13F JPMORGAN CHASE COM 46625H100 30,425 -170 -0.56 1,833 3.97 0.4306
2014-07-24 2014-06-30 13F JPMORGAN CHASE COM 46625H100 30,595 -950 -3.01 1,763 -7.94 0.4008
2014-04-22 2014-03-31 13F JPMORGAN CHASE COM 46625H100 31,545 300 0.96 1,915 4.82 0.4463
2014-02-06 2013-12-31 13F JPMORGAN CHASE COM 46625H100 31,245 -7,879 -20.14 1,827 -9.64 0.4783
2013-10-23 2013-09-30 13F JPMORGAN CHASE COM 46625H100 39,124 1,120 2.95 2,022 0.80 0.5317
2013-07-31 2013-06-30 13F JPMORGAN CHASE COM 46625H100 38,004 38,004 2,006 0.5887
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.