JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionShelton Capital Management
Latest Disclosed Ownership43,187 shares
Latest Disclosed Value $ 12,703,809
Shelton Capital Management reports 1.13% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Shelton Capital Management filed a 13F-HR form disclosing ownership of 43,187 shares of JPMorgan Chase & Co. (MX:JPM) valued at $12,703,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 43,680 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.13% 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.

Upgrade to unlock premium data and export to Excel .

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 43,187 -493 -1.13 12,704 -9.74 0.2779
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 43,680 -212 -0.48 14,074 1.66 0.2778
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 43,892 4,704 12.00 13,845 21.86 0.2964
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 39,188 514 1.33 11,361 19.77 0.2614
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 38,674 -56,949 -59.56 9,487 -58.61 0.2260
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 95,623 -7,002 -6.82 22,922 5.92 0.5705
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 102,625 13,191 14.75 21,639 19.63 0.5555
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 89,434 -5,544 -5.84 18,089 -4.92 0.4911
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 94,978 -13,787 -12.68 19,024 2.83 0.5402
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 108,765 -2,479 -2.23 18,501 14.68 0.5857
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 111,244 -3,129 -2.74 16,133 -3.02 0.5910
2023-08-10 2023-06-30 13F JPMORGAN CHASE COM 46625H100 114,373 34,035 42.36 16,634 58.90 0.5971
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 80,338 45,938 133.54 10,469 126.92 0.4360
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 34,400 -37,111 -51.90 4,613 -38.27 0.4831
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 71,511 168 0.24 7,473 -6.98 0.3553
2022-08-11 2022-06-30 13F JPMORGAN CHASE COM 46625H100 71,343 1,100 1.57 8,034 -16.10 0.3613
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 70,243 273 0.39 9,576 -13.57 0.3536
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 69,970 16,557 31.00 11,080 26.73 0.3921
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 53,413 -2,036 -3.67 8,743 1.37 0.3416
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 55,449 5,890 11.88 8,625 14.33 0.3255
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 49,559 -6,015 -10.82 7,544 6.83 0.2626
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 55,574 -69,139 -55.44 7,062 -41.18 0.3173
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 124,713 47,241 60.98 12,006 64.76 0.4970
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 77,472 -3,329 -4.12 7,287 0.16 0.4014
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 80,801 -50,651 -38.53 7,275 -60.30 0.5273
2020-02-11 2019-12-31 13F JPMORGAN CHASE COM 46625H100 131,452 -50,530 -27.77 18,324 -14.45 1.0127
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 181,982 5,400 3.06 21,418 8.49 1.2642
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 176,582 158,989 903.71 19,742 -88.64 1.1375
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 17,593 -147,901 -89.37 173,795 975.73 0.6855
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 165,494 43,801 35.99 16,156 17.65 1.0989
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 121,693 -735 -0.60 13,732 7.64 0.7832
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 122,428 -11,153 -8.35 12,757 -13.16 0.7935
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 133,581 -1,004 -0.75 14,690 2.06 0.9636
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 134,585 -1,345 -0.99 14,393 10.86 0.9243
2017-11-28 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 135,930 -345 -0.25 12,983 4.23 0.8763
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 135,930 -345 12,983
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 136,275 -24 -0.02 12,456 4.04 0.8801
2017-11-28 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 136,299 -3,765 -2.69 11,972 -0.94 0.8291
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 179,584 39,520 15,775
2017-11-28 2016-12-31 13F/A-2 JPMORGAN CHASE COM 46625H100 140,064 -53,077 -27.48 12,086 -6.03 0.9202
2017-02-16 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 140,064 0 12,086 1.0611
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 140,064 12,086
2017-12-06 2016-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 193,141 15,839 8.93 12,861 16.73 1.0734
2017-12-04 2016-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 140,064 -53,077 12,086 0.7702
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 193,141 15,839 12,861
2016-08-01 2016-06-30 13F JPMORGAN CHASE COM 46625H100 177,302 682 0.39 11,018 5.34 0.9708
2016-05-13 2016-03-31 13F JPMORGAN CHASE COM 46625H100 176,620 490 0.28 10,459 -10.07 0.9467
2016-02-01 2015-12-31 13F JPMORGAN CHASE COM 46625H100 176,130 712 0.41 11,630 8.74 1.1245
2015-11-02 2015-09-30 13F JPMORGAN CHASE COM 46625H100 175,418 12,284 7.53 10,695 -3.25 1.1773
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 163,134 -5,600 -3.32 11,054 8.14 1.1434
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 168,734 1,785 1.07 10,222 -2.16 1.1044
2015-02-10 2014-12-31 13F JPMORGAN CHASE COM 46625H100 166,949 6,006 3.73 10,448 7.77 1.2169
2014-10-15 2014-09-30 13F JPMORGAN CHASE COM 46625H100 160,943 13,545 9.19 9,695 14.15 1.3031
2014-07-25 2014-06-30 13F JPMORGAN CHASE COM 46625H100 147,398 1,345 0.92 8,493 -4.22 1.1859
2014-04-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 146,053 -200 -0.14 8,867 3.67 1.2999
2014-01-22 2013-12-31 13F JPMORGAN CHASE COM 46625H100 146,253 -300 -0.20 8,553 12.91 1.2934
2013-10-16 2013-09-30 13F JPMORGAN CHASE COM 46625H100 146,553 6,600 4.72 7,575 2.53 1.2673
2013-07-10 2013-06-30 13F JPMORGAN CHASE COM 46625H100 139,953 139,953 7,388 1.3479
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.