JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSanders Morris Harris Llc
Latest Disclosed Ownership18,641 shares
Latest Disclosed Value $ 5,483,437
Sanders Morris Harris Llc ownership in JPM / JPMorgan Chase & Co.

On April 9, 2026 - Sanders Morris Harris Llc filed a 13F-HR form disclosing ownership of 18,641 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,483,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 0 shares of JPMorgan Chase & Co..

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)
2026-04-09 2026-03-31 13F JPMORGAN CHASE COM 46625H100 18,641 18,641 5,483 0.8692
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 0 -100.00 0
2025-10-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 18,730 7,641 68.91 5,908 83.82 0.7792
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 11,089 -8,895 -44.51 3,215 -34.23 0.7679
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,984 0 0.00 4,888 1.69 0.7549
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 19,984 -510 -2.49 4,807 11.22 0.7175
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,494 0 0.00 4,321 4.25 0.7168
2024-07-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 20,494 0 0.00 4,145 1.00 0.6806
2024-04-11 2024-03-31 13F JPMORGAN CHASE COM 46625H100 20,494 11,633 131.28 4,105 170.71 0.7536
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 8,861 -12,144 -57.81 1,516 -50.02 0.7455
2023-10-13 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 21,005 660 3.24 3,033 2.22 0.6230
2023-10-05 2023-09-30 13F JPMORGAN CHASE COM 46625H100 12,808 -7,537 1,857 0.6251
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 20,345 7,437 57.62 2,968 76.40 0.6571
2023-04-07 2023-03-31 13F JPMORGAN CHASE COM 46625H100 12,908 -7,254 -35.98 1,682 -37.77 0.5877
2023-01-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 20,162 500 2.54 2,704 30.14 1.0236
2022-10-07 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,662 -32,997 -62.66 2,077 -65.31 0.5087
2022-07-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 52,659 -4,298 -7.55 5,988 -22.88 1.3100
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 56,957 2,857 5.28 7,765 -10.63 1.5127
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 54,100 29,438 119.37 8,689 112.81 1.5028
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,662 0 0.00 4,083 6.86 0.7430
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 24,662 17,408 239.98 3,821 239.95 0.7424
2021-04-19 2021-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,254 -22,008 -75.21 1,124 -70.54 0.2377
2021-04-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,254 -22,008 1,124 511,008.9699
2021-01-26 2020-12-31 13F JPMORGAN CHASE COM 46625H100 29,262 -12,249 -29.51 3,815 -5.22 0.8684
2020-10-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 41,511 41,511 4,025 1.0938
2020-07-09 2020-06-30 13F JPMORGAN CHASE COM 46625H100 0 -15,087 -100.00 0 -100.00
2020-04-10 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 15,087 -89,702 -85.60 24 -99.83 0.0235
2020-04-09 2020-03-31 13F JPMORGAN CHASE COM 46625H100 15,087 -89,702 24 23,056.7484
2020-01-09 2019-12-31 13F JPMORGAN CHASE COM 46625H100 104,789 -475 -0.45 14,289 18.80 3.2450
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 105,264 0 0.00 12,028 1.01 2.9114
2019-07-10 2019-06-30 13F JPMORGAN CHASE COM 46625H100 105,264 92,834 746.85 11,908 846.58 3.0904
2019-04-19 2019-03-31 13F JPMORGAN CHASE COM 46625H100 12,430 0 0.00 1,258 3.71 0.6120
2019-01-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,430 34 0.27 1,213 -13.23 0.6663
2018-10-10 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 12,396 -1,090 -8.08 1,398 -0.43 0.6552
2018-10-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,398 -12,088 1,398
2018-07-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 13,486 0 0.00 1,404 -5.33 0.6501
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 13,486 540 4.17 1,483 7.08 0.6212
2018-02-15 2017-12-31 13F JPMORGAN CHASE COM 46625H100 12,946 0 0.00 1,385 11.96 0.5852
2017-10-23 2017-09-30 13F JPMORGAN CHASE COM 46625H100 12,946 0 0.00 1,237 4.56 0.5276
2017-07-13 2017-06-30 13F JPMORGAN CHASE COM 46625H100 12,946 0 0.00 1,183 4.05 0.4822
2017-04-20 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 12,946 1,400 12.13 1,137 14.16 0.4153
2017-04-20 2017-03-31 13F JPMORGAN CHASE COM 46625H100 12,946 1,137
2017-01-24 2016-12-31 13F JPMORGAN CHASE COM 46625H100 11,546 -1,477 -11.34 996 14.75 0.4611
2016-10-24 2016-09-30 13F JPMORGAN CHASE COM 46625H100 13,023 -5,398 -29.30 868 -24.19 0.2632
2016-07-25 2016-06-30 13F JPMORGAN CHASE COM 46625H100 18,421 -19,642 -51.60 1,145 -49.25 0.2663
2016-04-27 2016-03-31 13F JPMORGAN CHASE COM 46625H100 38,063 38,063 2,256 0.3883
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.