JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionPettee Investors, Inc.
Latest Disclosed Ownership45,108 shares
Latest Disclosed Value $ 14,129,179
Pettee Investors, Inc. reports 3.98% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Pettee Investors, Inc. filed a 13F-HR form disclosing ownership of 45,108 shares of JPMorgan Chase & Co. (MX:JPM) valued at $14,129,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 43,380 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.98% 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)
2026-05-04 2026-03-31 13F JPMorgan Chase COM 46625H100 45,108 1,728 3.98 14,129 1.09 7.2755
2026-02-02 2025-12-31 13F JPMorgan Chase COM 46625H100 43,380 -1 -0.00 13,978 2.15 7.8388
2025-11-04 2025-09-30 13F JPMorgan Chase COM 46625H100 43,381 -2,215 -4.86 13,684 3.52 7.5312
2025-08-01 2025-06-30 13F JPMorgan Chase COM 46625H100 45,596 0 0.00 13,219 18.19 7.9054
2025-05-02 2025-03-31 13F JPMorgan Chase COM 46625H100 45,596 -15,941 -25.90 11,185 -24.18 6.6635
2025-02-07 2024-12-31 13F JPMorgan Chase COM 46625H100 61,537 -44 -0.07 14,751 13.61 7.4905
2024-11-05 2024-09-30 13F JPMorgan Chase COM 46625H100 61,581 0 0.00 12,985 4.25 6.3214
2024-08-02 2024-06-30 13F JPMorgan Chase COM 46625H100 61,581 -913 -1.46 12,455 -0.50 6.0059
2024-05-09 2024-03-31 13F JPMorgan Chase COM 46625H100 62,494 -7,548 -10.78 12,518 5.06 5.2979
2024-02-07 2023-12-31 13F JPMorgan Chase COM 46625H100 70,042 -714 -1.01 11,914 16.11 5.2631
2023-10-20 2023-09-30 13F JPMorgan Chase COM 46625H100 70,756 -228 -0.32 10,261 -0.60 4.8761
2023-08-08 2023-06-30 13F JPMorgan Chase COM 46625H100 70,984 577 0.82 10,324 12.52 4.6707
2023-05-05 2023-03-31 13F JPMorgan Chase COM 46625H100 70,407 -172 -0.24 9,175 101,833.33 4.3956
2023-01-25 2022-12-31 13F JPMorgan Chase COM 46625H100 70,579 0 0.00 9 -99.88 4.6438
2022-11-09 2022-09-30 13F JPMorgan Chase COM 46625H100 70,579 -3,425 -4.63 7,376 -11.48 3.9647
2022-07-25 2022-06-30 13F JPMorgan Chase COM 46625H100 74,004 14 0.02 8,333 -17.38 4.1451
2022-05-16 2022-03-31 13F JPMorgan Chase COM 46625H100 73,990 0 0.00 10,086 -13.91 4.4342
2022-02-11 2021-12-31 13F JPMorgan Chase COM 46625H100 73,990 -535 -0.72 11,716 -3.96 4.9062
2021-11-02 2021-09-30 13F JPMorgan Chase COM 46625H100 74,525 33 0.04 12,199 5.28 5.6799
2021-08-02 2021-06-30 13F JPMorgan Chase COM 46625H100 74,492 -960 -1.27 11,587 0.88 5.4454
2021-05-03 2021-03-31 13F JPMorgan Chase COM 46625H100 75,452 -100 -0.13 11,486 19.63 5.5463
2021-02-08 2020-12-31 13F JPMorgan Chase COM 46625H100 75,552 -17 -0.02 9,601 31.97 5.0889
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 75,569 -400 -0.53 7,275 1.81 4.2083
2020-08-04 2020-06-30 13F JPMorgan Chase COM 46625H100 75,969 225 0.30 7,146 4.80 4.4226
2020-05-12 2020-03-31 13F JPMorgan Chase COM 46625H100 75,744 -200 -0.26 6,819 -35.59 4.9097
2020-02-14 2019-12-31 13F JPMorgan Chase COM 46625H100 75,944 -25 -0.03 10,587 18.41 6.0490
2019-10-30 2019-09-30 13F JPMorgan Chase COM 46625H100 75,969 -828 -1.08 8,941 4.13 5.6136
2019-08-07 2019-06-30 13F JPMorgan Chase COM 46625H100 76,797 -7,656 -9.07 8,586 0.43 5.4520
2019-04-26 2019-03-31 13F JPMorgan Chase COM 46625H100 84,453 413 0.49 8,549 4.21 5.3937
2019-02-06 2018-12-31 13F JPMorgan Chase COM 46625H100 84,040 -13,760 -14.07 8,204 -25.65 5.8165
2018-11-02 2018-09-30 13F JPMorgan Chase COM 46625H100 97,800 -676 -0.69 11,035 7.54 6.5162
2018-08-15 2018-06-30 13F JPMorgan Chase COM 46625H100 98,476 -400 -0.40 10,261 -5.64 6.4669
2018-05-01 2018-03-31 13F JPMorgan Chase COM 46625H100 98,876 -50 -0.05 10,874 2.79 6.7364
2018-02-06 2017-12-31 13F JPMorgan Chase COM 46625H100 98,926 -75 -0.08 10,579 11.88 6.4195
2017-11-02 2017-09-30 13F JPMorgan Chase COM 46625H100 99,001 1,000 1.02 9,456 5.57 6.1091
2017-08-01 2017-06-30 13F JPMorgan Chase COM 46625H100 98,001 0 0.00 8,957 4.05 7.9519
2017-05-08 2017-03-31 13F JPMorgan Chase COM 46625H100 98,001 0 0.00 8,608 1.79 7.7791
2017-02-01 2016-12-31 13F JPMorgan Chase COM 46625H100 98,001 -750 -0.76 8,457 28.60 8.0480
2016-11-02 2016-09-30 13F JPMorgan Chase COM 46625H100 98,751 123 0.12 6,576 7.31 6.3602
2016-08-01 2016-06-30 13F JPMorgan Chase COM 46625H100 98,628 0 0.00 6,128 4.93 5.9297
2016-05-11 2016-03-31 13F JPMorgan Chase COM 46625H100 98,628 -5,212 -5.02 5,840 -14.82 6.0304
2016-02-05 2015-12-31 13F JPMorgan Chase COM 46625H100 103,840 0 0.00 6,856 8.29 6.5953
2015-11-02 2015-09-30 13F JPMorgan Chase COM 46625H100 103,840 -100 -0.10 6,331 -10.11 6.6240
2015-08-05 2015-06-30 13F JPMorgan Chase COM 46625H100 103,940 400 0.39 7,043 12.27 6.8520
2015-05-26 2015-03-31 13F JPMorgan Chase COM 46625H100 103,540 103,540 0.00 6,273 6.0840
2015-02-04 2014-12-31 13F JPMorgan Chase COM 46625H100 0 -103,540 -100.00 0 -100.00
2014-11-10 2014-09-30 13F JPMorgan Chase COM 46625H100 103,540 -5,311 -4.88 6,238 -0.54 6.1281
2014-08-11 2014-06-30 13F JPMorgan Chase COM 46625H100 108,851 0 0.00 6,272 -5.08 5.7018
2014-05-01 2014-03-31 13F JPMorgan Chase COM 46625H100 108,851 -1 -0.00 6,608 3.80 6.2101
2014-02-10 2013-12-31 13F JPMorgan Chase COM 46625H100 108,852 108,852 6,366 5.9822
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.