JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership200,723 shares
Latest Disclosed Value $ 59,044,365
Oakworth Capital, Inc. reports 2.09% increase in ownership of JPM / JPMorgan Chase & Co.

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 200,723 shares of JPMorgan Chase & Co. (MX:JPM) valued at $59,044,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 196,605 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.09% 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)
2026-04-24 2026-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 200,723 4,118 2.09 59,044 -6.80 3.1262
2026-01-30 2025-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 196,605 -2,866 -1.44 63,350 0.68 3.4586
2025-11-04 2025-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 199,471 -906 -0.45 62,919 8.31 3.6358
2025-07-17 2025-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 200,377 1,550 0.78 58,091 19.11 3.7446
2025-04-24 2025-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 198,827 -1,135 -0.57 48,772 1.75 3.3962
2025-01-27 2024-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 199,962 1,409 0.71 47,933 14.49 3.2971
2024-10-21 2024-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 198,553 -6,623 -3.23 41,867 0.89 2.9019
2024-07-19 2024-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 205,176 4,803 2.40 41,499 3.40 3.0326
2024-04-22 2024-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 200,373 -1,821 -0.90 40,135 16.69 3.0218
2024-01-31 2023-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 202,194 -2,503 -1.22 34,393 15.86 2.7580
2023-10-31 2023-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 204,697 -7,481 -3.53 29,685 -3.80 2.6988
2023-07-28 2023-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 212,178 -3,879 -1.80 30,859 9.61 2.6221
2023-05-02 2023-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 216,057 824 0.38 28,154 -2.45 2.5178
2023-02-03 2022-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 215,233 1,320 0.62 28,863 29.11 2.7695
2022-10-31 2022-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 213,913 2,242 1.06 22,354 -6.22 2.4720
2022-08-05 2022-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 211,671 8,314 4.09 23,836 -14.01 2.3974
2022-04-11 2022-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 203,357 15,180 8.07 27,721 -6.97 2.3879
2022-02-07 2021-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 188,177 5,373 2.94 29,798 -0.42 2.5337
2021-11-10 2021-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 182,804 4,031 2.25 29,924 7.62 2.8907
2021-07-20 2021-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 178,773 3,855 2.20 27,806 4.42 2.7711
2021-04-30 2021-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 174,918 8,230 4.94 26,628 25.72 3.0246
2021-02-12 2020-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 166,688 9,404 5.98 21,181 39.88 2.7437
2020-11-09 2020-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 157,284 4,709 3.09 15,142 5.51 2.4554
2020-08-11 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 152,575 27,473 21.96 14,351 27.42 2.5780
2020-05-07 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 125,102 2,889 2.36 11,263 -32.70 2.6461
2020-01-31 2019-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 122,213 2,454 2.05 16,735 18.74 2.9375
2019-11-13 2019-09-30 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 119,759 -405 -0.34 14,094 4.91 2.7334
2019-08-02 2019-06-30 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 120,164 4,616 3.99 13,434 14.85 2.5598
2019-05-06 2019-03-31 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 115,548 -2,395 -2.03 11,697 1.60 2.3953
2019-02-13 2018-12-31 13F JP MORGAN CHASE & CO COM COMMON STOCK 46625H100 117,943 4,164 3.66 11,513 -10.32 2.6229
2018-10-25 2018-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 113,779 2,559 2.30 12,838 10.78 2.5668
2018-08-07 2018-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 111,220 1,503 1.37 11,589 -2.90 2.4051
2018-05-09 2018-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 109,717 -1,101 -0.99 11,935 3.04 2.8514
2018-01-22 2017-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 110,818 7,668 7.43 11,583 23.55 2.7256
2017-11-08 2017-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 103,150 3,331 3.34 9,375 2.76 2.4079
2017-07-31 2017-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 99,819 3,294 3.41 9,123 7.60 2.4983
2017-04-26 2017-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 96,525 7,706 8.68 8,479 19.09 2.4549
2017-01-27 2016-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 88,819 3,947 4.65 7,120 25.97 2.3411
2016-10-24 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 84,872 6,105 7.75 5,652 9.94 1.9579
2016-07-20 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 78,767 3,004 3.96 5,141 14.60 1.9234
2016-05-13 2016-03-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 75,763 408 0.54 4,486 -9.83 1.7918
2016-01-26 2015-12-31 13F JPMORGAN CHASE COMMON STOCK 46625H100 75,355 15,125 25.11 4,975 35.48 2.0696
2015-10-29 2015-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 60,230 14,020 30.34 3,672 15.95 1.9330
2015-08-14 2015-06-30 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 46,210 2,096 4.75 3,167 13.51 1.4990
2015-07-14 2015-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 41,377 2,384
2015-05-12 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 44,114 2,177 5.19 2,790 6.33 1.2889
2015-02-24 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 41,937 50 0.12 2,624 5.38 1.3576
2014-10-09 2014-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 41,887 510 1.23 2,490 4.45 1.4612
2014-07-14 2014-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 41,377 1,527 3.83 2,384 -1.41 1.4497
2014-04-10 2014-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 39,850 1,302 3.38 2,418 7.28 1.5829
2014-01-27 2013-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 38,548 38,548 2,254 1.5929
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.