JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSegall Bryant & Hamill, Llc
Latest Disclosed Ownership478,445 shares
Latest Disclosed Value $ 137,562,495
Segall Bryant & Hamill, Llc reports 335.56% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Segall Bryant & Hamill, Llc filed a 13F-HR form disclosing ownership of 478,445 shares of JPMorgan Chase & Co. (MX:JPM) valued at $137,562,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 109,845 shares of JPMorgan Chase & Co.. This represents a change in shares of 335.56% 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 478,445 368,600 335.56 137,562 288.66 2.2336
2026-02-13 2025-12-31 13F JP MORGAN CHASE COM 46625H100 109,845 -51,373 -31.87 35,394 -30.40 0.4791
2025-11-12 2025-09-30 13F JP MORGAN CHASE COM 46625H100 161,218 -15,301 -8.67 50,853 -0.63 0.6775
2025-08-12 2025-06-30 13F JP MORGAN CHASE COM 46625H100 176,519 12,646 7.72 51,175 27.30 0.7186
2025-05-02 2025-03-31 13F JP MORGAN CHASE COM 46625H100 163,873 -20,094 -10.92 40,198 -8.84 0.6160
2025-02-11 2024-12-31 13F JP MORGAN CHASE COM 46625H100 183,967 -655 -0.35 44,099 13.28 0.6067
2024-11-08 2024-09-30 13F JP MORGAN CHASE COM 46625H100 184,622 27,503 17.50 38,929 22.50 0.5308
2024-08-14 2024-06-30 13F JP MORGAN CHASE COM 46625H100 157,119 4,666 3.06 31,779 4.07 0.5634
2024-05-15 2024-03-31 13F JP MORGAN CHASE COM 46625H100 152,453 -7,948 -4.96 30,536 11.92 0.5723
2024-02-14 2023-12-31 13F JP MORGAN CHASE COM 46625H100 160,401 -454,678 -73.92 27,284 -69.41 0.5258
2023-11-09 2023-09-30 13F JP MORGAN CHASE COM 46625H100 615,079 -34,740 -5.35 89,199 -5.62 1.0320
2023-08-14 2023-06-30 13F JP MORGAN CHASE COM 46625H100 649,819 -11,661 -1.76 94,510 109,794.19 0.9887
2023-05-15 2023-03-31 13F JP MORGAN CHASE COM 46625H100 661,480 -14,737 -2.18 86 -99.91 0.9296
2023-02-14 2022-12-31 13F JP MORGAN CHASE COM 46625H100 676,217 -13,132 -1.90 90,680 25.93 1.0120
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 689,349 -143 -0.02 72,008 -7.29 0.8577
2022-08-15 2022-06-30 13F JP MORGAN CHASE COM 46625H100 689,492 17,912 2.67 77,673 -15.13 0.8743
2022-05-13 2022-03-31 13F JP MORGAN CHASE COM 46625H100 671,580 -13,568 -1.98 91,521 -15.72 0.8755
2022-02-14 2021-12-31 13F JP MORGAN CHASE COM 46625H100 685,148 -17,247 -2.46 108,597 -5.52 1.0035
2021-12-30 2021-09-30 13F/A-1 JP MORGAN CHASE COM 46625H100 702,395 -885 -0.13 114,940 5.04 1.0992
2021-11-03 2021-09-30 13F JP MORGAN CHASE COM 46625H100 702,395 -885 114,940 1.1123
2021-08-12 2021-06-30 13F JP MORGAN CHASE COM 46625H100 703,280 18,351 2.68 109,424 4.99 1.0617
2021-05-13 2021-03-31 13F JP MORGAN CHASE COM 46625H100 684,929 -70,662 -9.35 104,226 8.54 1.0303
2021-02-12 2020-12-31 13F JP MORGAN CHASE COM 46625H100 755,591 22,981 3.14 96,025 36.11 1.0681
2020-11-13 2020-09-30 13F JP MORGAN CHASE COM 46625H100 732,610 43,764 6.35 70,549 8.88 0.9581
2020-08-14 2020-06-30 13F JP MORGAN CHASE COM 46625H100 688,846 -8,111 -1.16 64,797 3.18 1.0888
2020-05-14 2020-03-31 13F JP MORGAN CHASE COM 46625H100 696,957 -17,347 -2.43 62,802 -36.96 1.2758
2020-02-11 2019-12-31 13F JP MORGAN CHASE COM 46625H100 714,304 -7,226 -1.00 99,617 17.24 1.5452
2019-11-12 2019-09-30 13F JP MORGAN CHASE COM 46625H100 721,530 -4,770 -0.66 84,966 4.61 1.3192
2019-08-14 2019-06-30 13F JP Morgan Chase COM 46625H100 726,300 4,451 0.62 81,224 11.20 1.2273
2019-05-15 2019-03-31 13F JP Morgan Chase COM 46625H100 721,849 39,318 5.76 73,042 9.62 1.1340
2019-02-14 2018-12-31 13F JP Morgan Chase COM 46625H100 682,531 94,689 16.11 66,629 0.45 1.1481
2018-11-14 2018-09-30 13F JP Morgan Chase COM 46625H100 587,842 -5,705 -0.96 66,332 7.25 0.9767
2018-08-08 2018-06-30 13F JP Morgan Chase COM 46625H100 593,547 99,965 20.25 61,848 13.94 0.9426
2018-05-15 2018-03-31 13F JP Morgan Chase COM 46625H100 493,582 -33,392 -6.34 54,279 -3.68 1.2571
2018-02-15 2017-12-31 13F JP Morgan Chase COM 46625H100 526,974 -20,647 -3.77 56,355 7.75 1.2406
2017-11-14 2017-09-30 13F JP Morgan Chase -Common Stock 46625H100 547,621 -7,115 -1.28 52,303 3.16 1.2148
2017-08-14 2017-06-30 13F JP Morgan Chase -Common Stock 46625H100 554,736 2,846 0.52 50,703 4.59 1.1945
2017-05-12 2017-03-31 13F JP Morgan Chase -Common Stock 46625H100 551,890 18,900 3.55 48,478 5.41 1.1716
2017-02-14 2016-12-31 13F JP Morgan Chase -Common Stock 46625H100 532,990 23,188 4.55 45,992 35.48 1.1544
2016-11-14 2016-09-30 13F JP Morgan Chase -Common Stock 46625H100 509,802 19,642 4.01 33,948 11.45 0.8710
2016-08-10 2016-06-30 13F JP Morgan Chase -Common Stock 46625H100 490,160 23,799 5.10 30,459 10.29 0.8028
2016-05-12 2016-03-31 13F JP Morgan Chase -Common Stock 46625H100 466,361 2,503 0.54 27,618 -9.83 0.6838
2016-02-12 2015-12-31 13F JP Morgan Chase -Common Stock 46625H100 463,858 -6,132 -1.30 30,629 6.89 0.7363
2015-11-12 2015-09-30 13F JP Morgan Chase -Common Stock 46625H100 469,990 50,590 12.06 28,655 0.83 0.6981
2015-08-12 2015-06-30 13F JP Morgan Chase -Common Stock 46625H100 419,400 -19,104 -4.36 28,419 6.98 0.6361
2015-05-14 2015-03-31 13F JP Morgan Chase -Common Stock 46625H100 438,504 17,827 4.24 26,565 0.91 0.5975
2015-02-12 2014-12-31 13F JP Morgan Chase -Common Stock 46625H100 420,677 16,906 4.19 26,326 8.24 0.5945
2014-11-13 2014-09-30 13F JP Morgan Chase -Common Stock 46625H100 403,771 -10,101 -2.44 24,323 2.00 0.5620
2014-08-14 2014-06-30 13F JP Morgan Chase -Common Stock 46625H100 413,872 -7,658 -1.82 23,847 -6.81 0.5677
2014-05-15 2014-03-31 13F/A-1 JP Morgan Chase -Common Stock 46625H100 421,530 -44,588 -9.57 25,591 -6.12 0.6113
2014-05-14 2014-03-31 13F JP Morgan Chase -Common Stock 46625H100 421,530 25,591
2014-03-12 2013-12-31 13F/A-1 JP Morgan Chase -Common Stock 46625H100 466,118 -9,353 -1.97 27,259 10.91 0.6342
2014-02-05 2013-12-31 13F JP Morgan Chase -Common Stock 46625H100 466,118 27,259
2013-11-15 2013-09-30 13F JP Morgan Chase -Common Stock 46625H100 475,471 -100,855 -17.50 24,577 -19.22 0.6070
2013-07-24 2013-06-30 13F JP Morgan Chase -Common Stock 46625H100 576,326 -26,381 -4.38 30,424 6.36 0.8028
2013-05-23 2013-03-31 13F JP Morgan Chase -Common Stock 46625H100 602,707 602,707 28,604 0.7603
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.