JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNarwhal Capital Management
Latest Disclosed Ownership129,809 shares
Latest Disclosed Value $ 38,184,551
Narwhal Capital Management reports 0.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Narwhal Capital Management filed a 13F-HR form disclosing ownership of 129,809 shares of JPMorgan Chase & Co. (MX:JPM) valued at $38,184,551 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 130,003 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.15% 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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 129,809 -194 -0.15 38,185 -8.84 2.8173
2026-01-30 2025-12-31 13F JPMORGAN CHASE COM 46625H100 130,003 1,819 1.42 41,889 3.60 3.0438
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 128,184 1,690 1.34 40,433 10.26 2.9949
2025-07-23 2025-06-30 13F JPMORGAN CHASE COM 46625H100 126,494 -4,091 -3.13 36,672 14.48 2.9450
2025-04-23 2025-03-31 13F JPMORGAN CHASE COM 46625H100 130,585 4,815 3.83 32,033 6.25 2.8544
2025-01-22 2024-12-31 13F JPMORGAN CHASE COM 46625H100 125,770 -7,848 -5.87 30,148 7.01 2.6648
2024-10-22 2024-09-30 13F JPMORGAN CHASE COM 46625H100 133,618 3,240 2.49 28,175 6.84 2.5348
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 130,378 -7,598 -5.51 26,370 -4.58 2.4949
2024-04-26 2024-03-31 13F JPMORGAN CHASE COM 46625H100 137,976 9,140 7.09 27,637 26.11 2.7064
2024-01-25 2023-12-31 13F JPMORGAN CHASE COM 46625H100 128,836 4,063 3.26 21,915 21.11 2.3949
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 124,773 -1,396 -1.11 18,095 -1.40 2.2083
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 126,169 -5,070 -3.86 18,350 7.30 2.1568
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 131,239 -9,194 -6.55 17,102 -9.19 2.1395
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 140,433 2,152 1.56 18,832 30.33 2.5047
2022-11-01 2022-09-30 13F JPMORGAN CHASE COM 46625H100 138,281 -2,462 -1.75 14,450 -8.83 2.0927
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 140,743 -902 -0.64 15,849 -17.92 2.1724
2022-04-26 2022-03-31 13F JPMORGAN CHASE COM 46625H100 141,645 2,041 1.46 19,309 -12.65 2.2606
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 139,604 -692 -0.49 22,106 -3.74 2.5152
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 140,296 647 0.46 22,965 5.73 2.8975
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 139,649 692 0.50 21,721 2.69 2.7417
2021-04-23 2021-03-31 13F JPMORGAN CHASE COM 46625H100 138,957 -7,972 -5.43 21,153 13.30 2.8610
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 146,929 6,302 4.48 18,670 37.91 2.6468
2020-10-26 2020-09-30 13F JPMORGAN CHASE COM 46625H100 140,627 20,629 17.19 13,538 19.94 2.1830
2020-07-22 2020-06-30 13F JPMORGAN CHASE COM 46625H100 119,998 20,316 20.38 11,287 25.77 1.9552
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 99,682 2,629 2.71 8,974 -33.67 1.9341
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 97,053 201 0.21 13,529 18.69 2.4831
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 96,852 -3,363 -3.36 11,399 1.74 2.2924
2019-07-30 2019-06-30 13F JPMORGAN CHASE COM 46625H100 100,215 2,272 2.32 11,204 13.00 2.3183
2019-04-12 2019-03-31 13F JPMORGAN CHASE COM 46625H100 97,943 159 0.16 9,915 3.87 2.1572
2019-01-15 2018-12-31 13F JPMORGAN CHASE COM 46625H100 97,784 0 0.00 9,546 -13.49 2.3654
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 97,784 50 0.05 11,034 8.35 2.4340
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 97,734 500 0.51 10,184 -4.76 2.3687
2018-04-17 2018-03-31 13F JPMORGAN CHASE COM 46625H100 97,234 -225 -0.23 10,693 2.60 2.4796
2018-01-22 2017-12-31 13F JPMORGAN CHASE COM 46625H100 97,459 4,285 4.60 10,422 17.11 2.3955
2017-10-17 2017-09-30 13F JPMORGAN CHASE COM 46625H100 93,174 -1,550 -1.64 8,899 2.78 2.2055
2017-07-12 2017-06-30 13F JPMORGAN CHASE COM 46625H100 94,724 2,249 2.43 8,658 6.59 2.2448
2017-04-26 2017-03-31 13F JPMORGAN CHASE COM 46625H100 92,475 -20 -0.02 8,123 1.78 2.2611
2017-01-25 2016-12-31 13F JPMORGAN CHASE COM 46625H100 92,495 -200 -0.22 7,981 29.29 2.4026
2016-10-31 2016-09-30 13F JPMORGAN CHASE COM 46625H100 92,695 4,980 5.68 6,173 13.25 1.9327
2016-07-26 2016-06-30 13F JPMORGAN CHASE COM 46625H100 87,715 0 0.00 5,451 4.95 1.7119
2016-04-20 2016-03-31 13F JPMORGAN CHASE COM 46625H100 87,715 2,250 2.63 5,194 -7.96 1.6962
2016-01-15 2015-12-31 13F JPMORGAN CHASE COM 46625H100 85,465 -600 -0.70 5,643 7.55 1.9580
2015-10-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 86,065 0 0.00 5,247 -10.03 1.9573
2015-07-29 2015-06-30 13F JPMORGAN CHASE COM 46625H100 86,065 1,565 1.85 5,832 13.93 2.1217
2015-04-28 2015-03-31 13F JPMORGAN CHASE COM 46625H100 84,500 550 0.66 5,119 -2.57 1.8721
2015-02-06 2014-12-31 13F JPMORGAN CHASE COM 46625H100 83,950 276 0.33 5,254 4.23 2.0335
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 83,674 0 0.00 5,041 4.56 2.0242
2014-07-29 2014-06-30 13F JPMORGAN CHASE COM 46625H100 83,674 -100 -0.12 4,821 -5.21 1.8439
2014-04-24 2014-03-31 13F JPMORGAN CHASE COM 46625H100 83,774 -6,350 -7.05 5,086 -3.49 2.1119
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 90,124 -325 -0.36 5,270 12.73 2.1698
2013-11-01 2013-09-30 13F JPMORGAN CHASE COM 46625H100 90,449 -2,675 -2.87 4,675 -4.90 2.2377
2013-07-22 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 93,124 93,124 4,916 2.3719
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.