JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOne Capital Management, LLC
Latest Disclosed Ownership70,363 shares
Latest Disclosed Value $ 20,698,031
One Capital Management, LLC reports 5.27% increase in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - One Capital Management, LLC filed a 13F-HR form disclosing ownership of 70,363 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,698,031 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 66,839 shares of JPMorgan Chase & Co.. This represents a change in shares of 5.27% 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)
2026-05-12 2026-03-31 13F JPMorgan Chase COM 46625H100 70,363 3,524 5.27 20,698 -3.90 0.5658
2026-02-10 2025-12-31 13F JPMorgan Chase COM 46625H100 66,839 250 0.38 21,537 2.54 0.6504
2025-11-14 2025-09-30 13F JPMorgan Chase COM 46625H100 66,589 -343 -0.51 21,004 8.25 0.6702
2025-08-11 2025-06-30 13F JPMorgan Chase COM 46625H100 66,932 3,130 4.91 19,404 23.99 0.6718
2025-05-14 2025-03-31 13F JPMorgan Chase COM 46625H100 63,802 127 0.20 15,651 2.54 0.5290
2025-02-06 2024-12-31 13F JP MORGAN CHASE COM 46625H100 63,675 -5,073 -7.38 15,264 5.29 0.5052
2024-11-12 2024-09-30 13F JP MORGAN CHASE COM 46625H100 68,748 975 1.44 14,496 5.76 0.4623
2024-08-09 2024-06-30 13F JP MORGAN CHASE COM 46625H100 67,773 969 1.45 13,708 2.44 0.4668
2024-05-08 2024-03-31 13F JP MORGAN CHASE COM 46625H100 66,804 -725 -1.07 13,381 16.49 0.4856
2024-02-07 2023-12-31 13F JP MORGAN CHASE COM 46625H100 67,529 -912 -1.33 11,487 15.73 0.4550
2023-11-09 2023-09-30 13F JP MORGAN CHASE COM 46625H100 68,441 1,957 2.94 9,925 2.65 0.4407
2023-08-14 2023-06-30 13F JP MORGAN CHASE COM 46625H100 66,484 523 0.79 9,669 12.50 0.4371
2023-05-11 2023-03-31 13F JP MORGAN CHASE COM 46625H100 65,961 3,576 5.73 8,595 2.75 0.4225
2023-02-16 2022-12-31 13F JP MORGAN CHASE COM 46625H100 62,385 -1,035 -1.63 8,366 26.23 0.4460
2022-11-14 2022-09-30 13F JP MORGAN CHASE COM 46625H100 63,420 1,534 2.48 6,627 -4.89 0.3912
2022-08-15 2022-06-30 13F JP MORGAN CHASE COM 46625H100 61,886 3,802 6.55 6,968 -11.99 0.4133
2022-05-17 2022-03-31 13F JP MORGAN CHASE COM 46625H100 58,084 1,470 2.60 7,917 -11.68 0.4188
2022-01-31 2021-12-31 13F JP MORGAN CHASE COM 46625H100 56,614 9,916 21.23 8,964 17.28 0.6788
2021-11-12 2021-09-30 13F JP MORGAN CHASE COM 46625H100 46,698 -457 -0.97 7,643 4.21 0.6320
2021-08-16 2021-06-30 13F JP MORGAN CHASE COM 46625H100 47,155 3,081 6.99 7,334 9.32 0.6511
2021-05-14 2021-03-31 13F JP MORGAN CHASE COM 46625H100 44,074 -972 -2.16 6,709 17.21 0.7418
2021-02-16 2020-12-31 13F JP MORGAN CHASE COM 46625H100 45,046 3,156 7.53 5,724 41.93 0.6880
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 41,890 2,215 5.58 4,033 8.07 0.5497
2020-08-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 39,675 2,804 7.60 3,732 12.44 0.5355
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 36,871 270 0.74 3,319 -34.95 0.5629
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 36,601 -860 -2.30 5,102 15.72 0.7839
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 37,461 153 0.41 4,409 5.71 0.7343
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 37,308 109 0.29 4,171 10.75 0.7099
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 37,199 -1,596 -4.11 3,766 -0.55 0.6699
2019-02-04 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 38,795 659 1.73 3,787 -11.99 0.7686
2018-10-06 2018-09-30 13F JPMORGAN CHASE COM 46625H100 38,136 3,022 8.61 4,303 17.60 0.7781
2018-08-06 2018-06-30 13F JPMORGAN CHASE COM 46625H100 35,114 416 1.20 3,659 -4.11 0.6929
2018-05-03 2018-03-31 13F JPMORGAN CHASE COM 46625H100 34,698 -742 -2.09 3,816 0.69 0.7492
2018-01-26 2017-12-31 13F JPMORGAN CHASE COM 46625H100 35,440 202 0.57 3,790 12.60 0.7594
2017-11-02 2017-09-30 13F JPMORGAN CHASE COM 46625H100 35,238 236 0.67 3,366 5.22 0.7002
2017-08-04 2017-06-30 13F JP MORGAN CHASE COM 46625H100 35,002 1,488 4.44 3,199 8.66 0.9396
2017-05-01 2017-03-31 13F JP MORGAN CHASE COM 46625H100 33,514 -2,539 -7.04 2,944 -5.37 0.9153
2017-02-14 2016-12-31 13F JP MORGAN CHASE COM 46625H100 36,053 -1,058 -2.85 3,111 25.90 0.9876
2016-10-12 2016-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 37,111 11 0.03 2,471 7.20 0.8058
2016-08-12 2016-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 37,100 -1,420 -3.69 2,305 1.05 0.8036
2016-05-20 2016-03-31 13F/A-1 JP MORGAN CHASE COMMON STOCK 46625H100 38,520 1,968 5.38 2,281 -8.02 0.0903
2016-05-18 2016-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 38,520 2,281
2016-02-09 2015-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 36,552 -1,218 -3.22 2,480 7.73 0.8415
2015-11-10 2015-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 37,770 973 2.64 2,302 -7.66 0.8369
2015-07-31 2015-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 36,797 1,064 2.98 2,493 15.15 0.7143
2015-05-06 2015-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 35,733 3,493 10.83 2,165 7.28 0.6507
2015-02-13 2014-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 32,240 1,832 6.02 2,018 10.15 0.7576
2014-11-12 2014-09-30 13F JP Morgan Chase COM 46625H100 30,408 -1,200 -3.80 1,832 0.60 0.6561
2014-08-15 2014-06-30 13F JP Morgan Chase COM 46625H100 31,608 -27 -0.09 1,821 -5.21 0.7345
2014-05-15 2014-03-31 13F JP Morgan Chase COM 46625H100 31,635 31,635 1,921 0.7288
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.