JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPalisade Asset Management, LLC
Latest Disclosed Ownership75,497 shares
Latest Disclosed Value $ 22,208,198
Palisade Asset Management, LLC reports 0.08% increase in ownership of JPM / JPMorgan Chase & Co.

On April 14, 2026 - Palisade Asset Management, LLC filed a 13F-HR form disclosing ownership of 75,497 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,208,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 75,437 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.08% 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)
2026-04-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 75,497 60 0.08 22,208 -8.64 2.2300
2026-02-13 2025-12-31 13F JPMorgan Chase COM 46625H100 75,437 -3,002 -3.83 24,307 -1.76 2.3696
2025-11-17 2025-09-30 13F JPMORGAN CHASE COM 46625H100 78,439 -839 -1.06 24,742 7.65 2.3001
2025-08-07 2025-06-30 13F JPMORGAN CHASE COM 46625H100 79,278 -1,605 -1.98 22,983 15.84 2.2868
2025-04-23 2025-03-31 13F JPMorgan Chase COM 46625H100 80,883 -40 -0.05 19,841 2.28 2.0379
2025-02-11 2024-12-31 13F JPMorgan Chase COM 46625H100 80,923 -308 -0.38 19,398 13.25 1.9682
2024-11-12 2024-09-30 13F JPMorgan Chase COM 46625H100 81,231 -1,278 -1.55 17,128 2.64 1.6772
2024-08-02 2024-06-30 13F JPMORGAN CHASE COM 46625H100 82,509 -778 -0.93 16,688 0.04 1.7256
2024-05-01 2024-03-31 13F JPMORGAN CHASE COM 46625H100 83,287 -757 -0.90 16,682 16.70 1.6249
2024-02-06 2023-12-31 13F JPMorgan Chase COM 46625H100 84,044 243 0.29 14,296 17.63 1.5671
2023-11-07 2023-09-30 13F JPMorgan Chase COM 46625H100 83,801 38 0.05 12,153 -0.25 1.4774
2023-08-08 2023-06-30 13F JPMorgan Chase COM 46625H100 83,763 277 0.33 12,182 11.98 1.4128
2023-05-10 2023-03-31 13F JPMorgan Chase COM 46625H100 83,486 -93 -0.11 10,879 -2.93 1.3329
2023-02-07 2022-12-31 13F JPMorgan Chase COM 46625H100 83,579 -328 -0.39 11,208 27.82 1.2836
2022-11-09 2022-09-30 13F JPMorgan Chase COM 46625H100 83,907 5,062 6.42 8,768 -1.25 1.2022
2022-08-05 2022-06-30 13F JPMorgan Chase COM 46625H100 78,845 3,185 4.21 8,879 -13.91 1.1409
2022-04-21 2022-03-31 13F JPMorgan Chase COM 46625H100 75,660 3,753 5.22 10,314 -9.42 1.1831
2022-02-01 2021-12-31 13F JPMorgan Chase COM 46625H100 71,907 1,413 2.00 11,386 -1.33 1.2738
2021-10-25 2021-09-30 13F JPMorgan Chase COM 46625H100 70,494 501 0.72 11,539 5.99 1.4069
2021-07-22 2021-06-30 13F JPMorgan Chase COM 46625H100 69,993 293 0.42 10,887 2.61 1.2806
2021-05-04 2021-03-31 13F JPMorgan Chase COM 46625H100 69,700 1,340 1.96 10,610 22.14 1.3653
2021-02-03 2020-12-31 13F JPMorgan Chase COM 46625H100 68,360 21,822 46.89 8,687 93.91 1.1829
2020-10-26 2020-09-30 13F JPMorgan Chase COM 46625H100 46,538 31,815 216.09 4,480 223.47 0.6747
2020-07-27 2020-06-30 13F JPMorgan Chase COM 46625H100 14,723 4,266 40.80 1,385 47.18 0.2209
2020-04-24 2020-03-31 13F JPMorgan Chase COM 46625H100 10,457 9 0.09 941 -35.37 0.1716
2020-01-16 2019-12-31 13F JPMorgan Chase COM 46625H100 10,448 323 3.19 1,456 22.15 0.2130
2019-10-16 2019-09-30 13F JPMorgan Chase COM 46625H100 10,125 232 2.35 1,192 7.78 0.1818
2019-07-25 2019-06-30 13F JPMorgan Chase COM 46625H100 9,893 0 0.00 1,106 10.49 0.1718
2019-04-15 2019-03-31 13F JPMorgan Chase COM 46625H100 9,893 -48 -0.48 1,001 3.20 0.1586
2019-01-16 2018-12-31 13F JPMorgan Chase COM 46625H100 9,941 0 0.00 970 -13.55 0.1423
2018-10-19 2018-09-30 13F JPMorgan Chase COM 46625H100 9,941 473 5.00 1,122 13.68 0.1483
2018-07-26 2018-06-30 13F JPMorgan Chase COM 46625H100 9,468 0 0.00 987 -5.19 0.1426
2018-04-25 2018-03-31 13F JPMorgan Chase COM 46625H100 9,468 0 0.00 1,041 2.76 0.1573
2018-02-01 2017-12-31 13F JPMorgan Chase COM 46625H100 9,468 0 0.00 1,013 12.06 0.1603
2017-11-02 2017-09-30 13F/A-1 JP MORGAN CHASE COM 46625H100 9,468 1,300 15.92 904 21.02 0.1643
2017-10-26 2017-09-30 13F JP MORGAN CHASE COM 46625H100 8,168 0 780
2017-08-01 2017-06-30 13F JP MORGAN CHASE COM 46625H100 8,168 100 1.24 747 5.36 0.1466
2017-04-27 2017-03-31 13F JP MORGAN CHASE COM 46625H100 8,068 0 0.00 709 1.87 0.1302
2017-02-01 2016-12-31 13F JP MORGAN CHASE COM 46625H100 8,068 -1,400 -14.79 696 10.48 0.1334
2016-10-20 2016-09-30 13F JP MORGAN CHASE COM 46625H100 9,468 -100 -1.05 630 5.88 0.1172
2016-07-12 2016-06-30 13F JP MORGAN CHASE COM 46625H100 9,568 200 2.13 595 7.21 0.1125
2016-04-14 2016-03-31 13F JP MORGAN CHASE COM 46625H100 9,368 1,300 16.11 555 4.13 0.1075
2016-02-29 2015-12-31 13F JP MORGAN CHASE COM 46625H100 8,068 -1,302 -13.90 533 -6.65 0.1142
2015-10-21 2015-09-30 13F JP MORGAN CHASE COM 46625H100 9,370 -1,266 -11.90 571 -20.80 0.1277
2015-07-13 2015-06-30 13F JP MORGAN CHASE COM 46625H100 10,636 0 0.00 721 11.96 0.1435
2015-04-10 2015-03-31 13F JP MORGAN CHASE COM 46625H100 10,636 1,300 13.92 644 10.27 0.1267
2015-01-16 2014-12-31 13F JP MORGAN CHASE COM 46625H100 9,336 -27 -0.29 584 3.55 0.1149
2014-10-09 2014-09-30 13F JP MORGAN CHASE COM 46625H100 9,363 -5 -0.05 564 4.44 0.1157
2014-07-25 2014-06-30 13F JP MORGAN CHASE COM 46625H100 9,368 100 1.08 540 -4.09 0.1134
2014-04-22 2014-03-31 13F JP MORGAN CHASE COM 46625H100 9,268 325 3.63 563 7.65 0.1236
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 8,943 221 2.53 523 15.96 0.1184
2013-10-25 2013-09-30 13F JPMORGAN CHASE COM 46625H100 8,722 -2,111 -19.49 451 -21.15 0.1149
2013-08-02 2013-06-30 13F JPMORGAN CHASE COM 46625H100 10,833 10,833 572 0.1440
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.