JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionNovare Capital Management Llc
Latest Disclosed Ownership76,229 shares
Latest Disclosed Value $ 22,423,440
Novare Capital Management Llc reports 4.40% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 17, 2026 - Novare Capital Management Llc filed a 13F-HR form disclosing ownership of 76,229 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,423,440 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 79,738 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.40% 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)
2026-04-17 2026-03-31 13F JPMORGAN CHASE COM 46625H100 76,229 -3,509 -4.40 22,423 -12.73 1.7768
2026-02-05 2025-12-31 13F JPMORGAN CHASE COM 46625H100 79,738 430 0.54 25,693 2.71 1.9251
2025-11-03 2025-09-30 13F JPMORGAN CHASE COM 46625H100 79,308 -1,054 -1.31 25,016 7.38 1.9050
2025-07-29 2025-06-30 13F JPMORGAN CHASE COM 46625H100 80,362 1,011 1.27 23,298 19.69 1.8932
2025-04-29 2025-03-31 13F JPMORGAN CHASE COM 46625H100 79,351 -2,083 -2.56 19,465 -0.29 1.7007
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 81,434 -1,690 -2.03 19,520 11.37 1.6438
2024-10-11 2024-09-30 13F JPMORGAN CHASE COM 46625H100 83,124 -1,799 -2.12 17,527 2.04 1.4853
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 84,923 -3,870 -4.36 17,176 -3.42 1.5446
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 88,793 -78 -0.09 17,785 17.65 1.6071
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 88,871 3,090 3.60 15,117 21.52 1.5382
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 85,781 -696 -0.80 12,440 -1.09 1.4025
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 86,477 675 0.79 12,577 12.50 1.3511
2023-04-20 2023-03-31 13F JPMORGAN CHASE COM 46625H100 85,802 -2,122 -2.41 11,181 -5.17 1.2707
2023-01-17 2022-12-31 13F JPMORGAN CHASE COM 46625H100 87,924 -7,226 -7.59 11,791 18.58 1.3910
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 95,150 -6,805 -6.67 9,943 -13.40 1.2728
2022-08-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 101,955 -571 -0.56 11,481 -17.85 1.4167
2022-05-09 2022-03-31 13F J.P. Morgan Chase COM 46625H100 102,526 -1,218 -1.17 13,976 -14.93 1.4899
2022-02-03 2021-12-31 13F J.P. Morgan Chase COM 46625H100 103,744 -127 -0.12 16,428 -3.38 1.6656
2021-11-04 2021-09-30 13F J.P. Morgan Chase COM 46625H100 103,871 506 0.49 17,003 5.76 1.8873
2021-08-02 2021-06-30 13F J.P. Morgan Chase COM 46625H100 103,365 -488 -0.47 16,077 1.69 1.7966
2021-05-11 2021-03-31 13F/A-2 J.P. Morgan Chase COM 46625H100 103,853 -384 -0.37 15,810 19.37 1.9027
2021-05-06 2021-03-31 13F J.P. Morgan Chase COM 46625H100 104,237 0 13,245 1.7250
2021-02-01 2020-12-31 13F J.P. Morgan Chase COM 46625H100 104,237 -425 -0.41 13,245 31.45 1.7250
2020-11-03 2020-09-30 13F J.P. Morgan Chase COM 46625H100 104,662 7,345 7.55 10,076 10.07 1.4195
2020-08-06 2020-06-30 13F J.P. Morgan Chase COM 46625H100 97,317 2,798 2.96 9,154 7.57 1.3691
2020-05-05 2020-03-31 13F JP Morgan Chase COM 46625H100 94,519 3,277 3.59 8,510 -33.09 1.4963
2020-02-06 2019-12-31 13F JP Morgan Chase COM 46625H100 91,242 446 0.49 12,719 19.02 1.7715
2019-11-12 2019-09-30 13F J P Morgan Chase COM 46625H100 90,796 2,376 2.69 10,686 8.10 1.5887
2019-08-08 2019-06-30 13F JP Morgan Chase COM 46625H100 88,420 -967 -1.08 9,885 9.24 1.5066
2019-05-09 2019-03-31 13F JP Morgan Chase COM 46625H100 89,387 -259 -0.29 9,049 3.41 1.4145
2019-02-12 2018-12-31 13F JPMorgan Chase COM 46625H100 89,646 2,717 3.13 8,751 -10.79 1.5965
2018-11-09 2018-09-30 13F JP Morgan Chase COM 46625H100 86,929 5,338 6.54 9,809 15.37 1.5645
2018-08-10 2018-06-30 13F JP Morgan Chase COM 46625H100 81,591 15,047 22.61 8,502 16.18 1.4437
2018-05-09 2018-03-31 13F JP Morgan Chase COM 46625H100 66,544 3,863 6.16 7,318 9.17 1.2811
2018-02-06 2017-12-31 13F JP Morgan Chase COM 46625H100 62,681 -666 -1.05 6,703 10.79 1.1411
2017-11-07 2017-09-30 13F JP Morgan Chase COM 46625H100 63,347 40,899 182.19 6,050 194.83 1.0647
2017-07-31 2017-06-30 13F JP Morgan Chase COM 46625H100 22,448 1,823 8.84 2,052 13.25 0.4621
2017-05-03 2017-03-31 13F JP Morgan Chase COM 46625H100 20,625 -71 -0.34 1,812 1.46 0.4200
2017-02-08 2016-12-31 13F JP Morgan Chase COM 46625H100 20,696 1,722 9.08 1,786 41.30 0.4383
2016-11-04 2016-09-30 13F JP Morgan Chase COM 46625H100 18,974 -1,100 -5.48 1,264 1.36 0.3307
2016-08-09 2016-06-30 13F JP Morgan Chase COM 46625H100 20,074 -2,001 -9.06 1,247 -4.59 0.3361
2016-05-11 2016-03-31 13F JP Morgan Chase COM 46625H100 22,075 -4,549 -17.09 1,307 -25.65 0.3671
2016-02-05 2015-12-31 13F JP Morgan Chase COM 46625H100 26,624 -1,364 -4.87 1,758 3.05 0.4802
2015-11-12 2015-09-30 13F JP Morgan Chase COM 46625H100 27,988 2,735 10.83 1,706 -0.29 0.4695
2015-08-13 2015-06-30 13F JP Morgan Chase COM 46625H100 25,253 -1,108 -4.20 1,711 7.14 0.4220
2015-05-05 2015-03-31 13F J.P. Morgan Chase COM 46625H100 26,361 767 3.00 1,597 -0.31 0.3953
2015-02-09 2014-12-31 13F JP Morgan Chase COM 46625H100 25,594 2,588 11.25 1,602 15.58 0.3982
2014-10-28 2014-09-30 13F J.P. Morgan Chase COM 46625H100 23,006 -2,149 -8.54 1,386 -4.35 0.3390
2014-08-14 2014-06-30 13F J.P. Morgan Chase COM 46625H100 25,155 -4,570 -15.37 1,449 -19.72 0.3526
2014-05-08 2014-03-31 13F J.P. Morgan Chase COM 46625H100 29,725 -1,758 -5.58 1,805 -1.96 0.4814
2014-02-10 2013-12-31 13F J.P. Morgan Chase COM 46625H100 31,483 -249 -0.78 1,841 12.26 0.5091
2013-11-25 2013-09-30 13F J.P. Morgan Chase COM 46625H100 31,732 6,093 23.76 1,640 21.21 0.5105
2013-08-01 2013-06-30 13F J.P. Morgan Chase COM 46625H100 25,639 25,639 1,353 0.4545
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.