JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPeapack Gladstone Financial Corp
Latest Disclosed Ownership562,636 shares
Latest Disclosed Value $ 165,505
Peapack Gladstone Financial Corp reports 0.53% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Peapack Gladstone Financial Corp filed a 13F-HR form disclosing ownership of 562,636 shares of JPMorgan Chase & Co. (MX:JPM) valued at $165,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 565,655 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.53% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 562,636 -3,019 -0.53 166 -9.34 2.1171
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 565,655 -10,315 -1.79 182 0.55 2.2957
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 575,970 -8,388 -1.44 182 7.10 2.3662
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 584,358 -17,049 -2.83 169 14.97 2.3971
2025-05-12 2025-03-31 13F JPMORGAN CHASE COM 46625H100 601,407 -16,432 -2.66 148 -0.68 2.1896
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 617,839 -8,262 -1.32 148 12.12 2.1485
2024-11-26 2024-09-30 13F JPMORGAN CHASE COM 46625H100 626,101 -4,101 -0.65 132 3.94 1.9034
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 630,202 -6,038 -0.95 127 0.00 1.9588
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 636,240 -3,379 -0.53 127 17.59 1.9925
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 639,619 -9,363 -1.44 109 14.89 1.8313
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 648,982 -2,202 -0.34 94 0.00 1.7418
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 651,184 1,692 0.26 95 10.59 1.6878
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 649,492 2,988 0.46 85 -99.90 1.6239
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 646,504 -24,127 -3.60 86,696 23.71 1.7075
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 670,631 94,769 16.46 70,081 8.07 1.4291
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 575,862 -2,065 -0.36 64,849 -18.01 1.4823
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 577,927 1,614 0.28 79,097 -13.33 1.5495
2022-02-15 2021-12-31 13F JPMORGAN CHASE COM 46625H100 576,313 2,409 0.42 91,260 -2.85 1.7235
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 573,904 74,696 14.96 93,941 20.98 1.9420
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 499,208 -4,145 -0.82 77,647 1.33 1.8612
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 503,353 26,472 5.55 76,626 26.45 1.9779
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 476,881 14,181 3.06 60,598 36.04 1.8122
2020-11-16 2020-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 462,700 2,570 0.56 44,544 2.92 1.6181
2020-08-14 2020-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 460,130 6,229 1.37 43,279 5.91 1.7133
2020-05-15 2020-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 453,901 18,398 4.22 40,864 -32.69 1.9282
2020-02-14 2019-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 435,503 -10,413 -2.34 60,709 15.68 2.4400
2019-11-13 2019-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 445,916 -1,215 -0.27 52,480 4.98 2.2553
2019-08-15 2019-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 447,131 6,660 1.51 49,989 12.11 2.1673
2019-05-15 2019-03-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 440,471 8,879 2.06 44,589 5.83 2.0155
2019-02-14 2018-12-31 13F JP MORGAN CHASE COMMON STOCK 46625H100 431,592 1,272 0.30 42,132 -13.23 2.1541
2018-11-14 2018-09-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 430,320 -4,939 -1.13 48,557 7.06 2.3702
2018-08-09 2018-06-30 13F JP MORGAN CHASE COMMON STOCK 46625H100 435,259 -39 -0.01 45,354 -5.25 2.3655
2018-05-10 2018-03-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 435,298 -1,679 -0.38 47,870 2.44 2.5893
2018-02-14 2017-12-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 436,977 3,138 0.72 46,730 12.78 2.5084
2017-11-14 2017-09-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 433,839 -867 -0.20 41,436 4.29 2.3774
2017-08-14 2017-06-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 434,706 794 0.18 39,732 4.25 2.3747
2017-05-10 2017-03-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 433,912 -22,642 -4.96 38,115 -3.25 2.3461
2017-02-14 2016-12-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 456,554 622 0.14 39,396 29.76 2.5544
2016-11-14 2016-09-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 455,932 20,896 4.80 30,361 12.31 2.0298
2016-08-15 2016-06-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 435,036 -6,331 -1.43 27,033 3.43 1.8656
2016-05-10 2016-03-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 441,367 261 0.06 26,138 -10.26 1.8346
2016-02-12 2015-12-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 441,106 25,506 6.14 29,126 14.95 2.0440
2015-11-12 2015-09-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 415,600 6,557 1.60 25,339 -8.58 1.8973
2015-08-13 2015-06-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 409,043 10,502 2.64 27,717 14.80 1.9412
2015-05-13 2015-03-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 398,541 2,802 0.71 24,144 -2.51 1.6692
2015-02-12 2014-12-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 395,739 26,092 7.06 24,765 11.22 1.7447
2014-11-13 2014-09-30 13F/A-1 JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 369,647 -1,877 -0.51 22,268 4.02 1.6656
2014-11-12 2014-09-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 371,524 21,407
2014-08-14 2014-06-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 371,524 -362 -0.10 21,407 -5.18 1.6083
2014-05-06 2014-03-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 371,886 7,076 1.94 22,577 5.83 1.7815
2014-02-13 2013-12-31 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 364,810 -4,188 -1.13 21,334 -99.89 1.7170
2013-11-14 2013-09-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 368,998 -10,161 -2.68 19,073,507 -4.71 1.6773
2013-08-13 2013-06-30 13F JP MORGAN CHASE DOMESTIC COMMON STOCKS 46625H100 379,159 379,159 20,015,804 1.8296
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.