JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionRadnor Capital Management, LLC
Latest Disclosed Ownership55,273 shares
Latest Disclosed Value $ 16,259,106
Radnor Capital Management, LLC reports 0.13% increase in ownership of JPM / JPMorgan Chase & Co.

On April 15, 2026 - Radnor Capital Management, LLC filed a 13F-HR form disclosing ownership of 55,273 shares of JPMorgan Chase & Co. (MX:JPM) valued at $16,259,106 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 55,201 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.13% 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)
2026-04-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 55,273 72 0.13 16,259 -8.59 2.4060
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 55,201 -879 -1.57 17,787 0.55 2.6400
2025-10-21 2025-09-30 13F JPMORGAN CHASE COM 46625H100 56,080 915 1.66 17,689 117,826.67 2.6910
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 55,165 -369 -0.66 16 15.38 2.5515
2025-04-11 2025-03-31 13F JPMORGAN CHASE COM 46625H100 55,534 -2,573 -4.43 14 0.00 2.2821
2025-01-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 58,107 -5,444 -8.57 14 0.00 2.3276
2024-10-30 2024-09-30 13F JPMORGAN CHASE COM 46625H100 63,551 4,910 8.37 13 18.18 1.9900
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 58,641 1,684 2.96 12 0.00 3.6167
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 56,957 -1,925 -3.27 11 10.00 1.9452
2024-01-11 2023-12-31 13F JPMORGAN CHASE COM 46625H100 58,882 -22 -0.04 10 25.00 1.8679
2023-10-12 2023-09-30 13F JPMORGAN CHASE COM 46625H100 58,904 -440 -0.74 9 0.00 1.6994
2023-07-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 59,344 2,861 5.07 9 14.29 3.6883
2023-04-06 2023-03-31 13F JPMORGAN CHASE COM 46625H100 56,483 1,678 3.06 7 0.00 1.9363
2023-01-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 54,805 865 1.60 7 -99.88 1.7976
2022-10-12 2022-09-30 13F JPMORGAN CHASE COM 46625H100 53,940 -180 -0.33 5,637 -7.50 1.6347
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 54,120 200 0.37 6,094 -17.09 1.6668
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 53,920 785 1.48 7,350 -12.65 1.8442
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 53,135 3,636 7.35 8,414 3.85 2.0776
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 49,499 7,465 17.76 8,102 23.92 4.8115
2021-07-21 2021-06-30 13F JPMORGAN CHASE COM 46625H100 42,034 850 2.06 6,538 4.29 2.2068
2021-04-26 2021-03-31 13F JPMORGAN CHASE COM 46625H100 41,184 -13,332 -24.46 6,269 -9.50 2.0164
2021-01-13 2020-12-31 13F JPMORGAN CHASE COM 46625H100 54,516 1,150 2.15 6,927 34.82 1.9542
2020-11-02 2020-09-30 13F JPMORGAN CHASE COM 46625H100 53,366 3,702 7.45 5,138 10.92 1.7214
2020-07-28 2020-06-30 13F JPMORGAN CHASE COM 46625H100 49,664 1,800 3.76 4,632 7.50 1.6734
2020-04-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 47,864 -8 -0.02 4,309 -35.43 1.7683
2020-01-10 2019-12-31 13F JPMORGAN CHASE COM 46625H100 47,872 585 1.24 6,673 19.91 2.0680
2019-10-07 2019-09-30 13F JPMORGAN CHASE COM 46625H100 47,287 -100 -0.21 5,565 5.04 1.8239
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 47,387 353 0.75 5,298 11.28 1.7433
2019-04-25 2019-03-31 13F JPMORGAN CHASE COM 46625H100 47,034 -56 -0.12 4,761 3.57 1.5583
2019-01-16 2018-12-31 13F JPMORGAN CHASE COM 46625H100 47,090 910 1.97 4,597 -11.78 1.6591
2018-10-04 2018-09-30 13F JPMORGAN CHASE COM 46625H100 46,180 490 1.07 5,211 9.45 1.6576
2018-07-10 2018-06-30 13F JPMorgan Chase COM 46625H100 45,690 0 0.00 4,761 -5.25 1.7652
2018-04-20 2018-03-31 13F JPMORGAN CHASE COM 46625H100 45,690 -135 -0.29 5,025 2.53 1.7086
2018-02-02 2017-12-31 13F JPMorgan Chase COM 46625H100 45,825 485 1.07 4,901 18.27 1.5680
2017-10-10 2017-09-30 13F JPMorgan Chase COM 46625H100 45,340 0 0.00 4,144 0.00 1.4032
2017-08-09 2017-06-30 13F JPMorgan Chase COM 46625H100 45,340 0 0.00 4,144 4.04 1.4032
2017-04-20 2017-03-31 13F JPMORGAN CHASE COM 46625H100 45,340 -400 -0.87 3,983 0.91 1.3454
2017-02-03 2016-12-31 13F JPMORGAN CHASE COM 46625H100 45,740 45,740 3,947 1.3508
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.