JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSawgrass Asset Management Llc
Latest Disclosed Ownership15,712 shares
Latest Disclosed Value $ 4,621,842
Sawgrass Asset Management Llc reports 4.77% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Sawgrass Asset Management Llc filed a 13F-HR form disclosing ownership of 15,712 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,621,842 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 16,499 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.77% 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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,712 -787 -4.77 4,622 -13.07 0.6959
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 16,499 0 0.00 5,316 2.15 0.6645
2025-10-31 2025-09-30 13F JPMORGAN CHASE COM 46625H100 16,499 66 0.40 5,204 9.24 0.6427
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 16,433 -783 -4.55 4,764 12.81 0.5416
2025-04-22 2025-03-31 13F JPMORGAN CHASE COM 46625H100 17,216 -1,119 -6.10 4,223 -3.91 0.5178
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 18,335 -755 -3.95 4,395 9.19 0.4824
2024-11-06 2024-09-30 13F JPMORGAN CHASE COM 46625H100 19,090 -352 -1.81 4,025 2.37 0.4187
2024-07-18 2024-06-30 13F JPMORGAN CHASE COM 46625H100 19,442 -460 -2.31 3,932 -1.35 0.4262
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 19,902 -428 -2.11 3,986 15.27 0.4361
2024-02-06 2023-12-31 13F JPMORGAN CHASE COM 46625H100 20,330 -730 -3.47 3,458 13.23 0.3898
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 21,060 -145 -0.68 3,054 -0.97 0.3715
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 21,205 2,672 14.42 3,084 27.70 0.3798
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 18,533 -165 -0.88 2,415 -3.67 0.3138
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 18,698 -3,066 -14.09 2,507 10.25 0.3435
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 21,764 -357 -1.61 2,274 -8.71 0.3249
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 22,121 -235 -1.05 2,491 -18.27 0.3191
2022-05-18 2022-03-31 13F J P MORGAN CHASE AND CS 46625H100 22,356 22,356 3,048 0.3193
2022-02-03 2021-12-31 13F MORGAN J P & CO INC COM COM 46625H100 0 -23,719 -100.00 0 -100.00
2021-11-04 2021-09-30 13F MORGAN J P & CO INC COM COM 46625H100 23,719 -6,959 -22.68 3,883 -18.63 0.3935
2021-08-05 2021-06-30 13F MORGAN J P & CO INC COM COM 46625H100 30,678 -85 -0.28 4,772 1.90 0.4122
2021-04-29 2021-03-31 13F MORGAN J P & CO INC COM COM 46625H100 30,763 -1,043 -3.28 4,683 15.86 0.3770
2021-01-22 2020-12-31 13F MORGAN J P & CO INC COM COM 46625H100 31,806 -140 -0.44 4,042 31.45 0.3013
2020-11-02 2020-09-30 13F MORGAN J P & CO INC COM COM 46625H100 31,946 0 0.00 3,075 2.33 0.2439
2020-07-27 2020-06-30 13F MORGAN J P & CO INC COM COM 46625H100 31,946 -950 -2.89 3,005 1.45 0.2243
2020-05-15 2020-03-31 13F MORGAN J P & CO INC COM COM 46625H100 32,896 4,955 17.73 2,962 -23.95 0.2650
2020-02-10 2019-12-31 13F MORGAN J P & CO INC COM COM 46625H100 27,941 -7,665 -21.53 3,895 -7.04 0.2939
2019-10-30 2019-09-30 13F MORGAN J P & CO INC COM COM 46625H100 35,606 171 0.48 4,190 5.75 0.3254
2019-07-23 2019-06-30 13F MORGAN J P & CO INC COM COM 46625H100 35,435 -250 -0.70 3,962 9.69 0.1731
2019-05-07 2019-03-31 13F MORGAN J P & CO INC COM COM 46625H100 35,685 -1,815 -4.84 3,612 -1.34 0.1612
2019-02-01 2018-12-31 13F MORGAN J P & CO INC COM COM 46625H100 37,500 -350 -0.92 3,661 -14.28 0.1848
2018-11-19 2018-09-30 13F MORGAN J P & CO INC COM COM 46625H100 37,850 -1,485 -3.78 4,271 4.20 0.1819
2018-07-26 2018-06-30 13F/A-1 MORGAN J P & CO INC COM COM 46625H100 39,335 -1,075 -2.66 4,099 -7.76 0.1832
2018-07-26 2018-06-30 13F MORGAN J P & CO INC COM COM 46625H100 39,335 -1,075 4,099
2018-05-15 2018-03-31 13F MORGAN J P & CO INC COM COM 46625H100 40,410 -610 -1.49 4,444 1.30 0.2130
2018-02-12 2017-12-31 13F MORGAN J P & CO INC COM COM 46625H100 41,020 -2,150 -4.98 4,387 6.40 0.2010
2017-11-09 2017-09-30 13F MORGAN J P & CO INC COM COM 46625H100 43,170 -265 -0.61 4,123 3.85 0.2014
2017-08-11 2017-06-30 13F MORGAN J COM 46625H100 43,435 -1,045 -2.35 3,970 1.61 0.1800
2017-04-25 2017-03-31 13F MORGAN J P & CO INC COM COM 46625H100 44,480 -1,020 -2.24 3,907 -0.48 0.1782
2017-02-01 2016-12-31 13F MORGAN J P & CO INC COM COM 46625H100 45,500 -325 -0.71 3,926 28.68 0.1834
2016-10-28 2016-09-30 13F MORGAN J P & CO INC COM COM 46625H100 45,825 1,050 2.35 3,051 9.67 0.1421
2016-08-03 2016-06-30 13F MORGAN J P & CO INC COM COM 46625H100 44,775 -635 -1.40 2,782 3.46 0.1297
2016-04-28 2016-03-31 13F MORGAN J P & CO INC COM COM 46625H100 45,410 -1,100 -2.37 2,689 -12.44 0.1241
2016-02-03 2015-12-31 13F MORGAN J P & CO INC COM COM 46625H100 46,510 -275 -0.59 3,071 7.68 0.1442
2015-10-26 2015-09-30 13F MORGAN J P & CO INC COM COM 46625H100 46,785 -1,850 -3.80 2,852 -13.47 0.1400
2015-07-21 2015-06-30 13F MORGAN J P & CO INC COM COM 46625H100 48,635 1,425 3.02 3,296 15.24 0.1502
2015-04-21 2015-03-31 13F MORGAN J P & CO INC COM COM 46625H100 47,210 -75 -0.16 2,860 -3.35 0.1313
2015-02-06 2014-12-31 13F MORGAN J P & CO INC COM COM 46625H100 47,285 2,650 5.94 2,959 10.04 0.1374
2014-11-04 2014-09-30 13F MORGAN J P & CO INC COM COM 46625H100 44,635 0 0.00 2,689 4.55 0.1568
2014-08-11 2014-06-30 13F MORGAN J P & CO INC COM COM 46625H100 44,635 -510 -1.13 2,572 -6.17 0.1504
2014-05-06 2014-03-31 13F MORGAN J P & CO INC COM COM 46625H100 45,145 0 0.00 2,741 3.83 0.1662
2014-01-29 2013-12-31 13F MORGAN J P & CO INC COM COM 46625H100 45,145 -2,665 -5.57 2,640 6.84 0.1574
2013-10-31 2013-09-30 13F MORGAN J P & CO INC COM COM 46625H100 47,810 -1,240 -2.53 2,471 -4.56 0.1727
2013-07-29 2013-06-30 13F MORGAN J P & CO INC COM COM 46625H100 49,050 49,050 2,589 0.1852
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.