JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStamos Capital Partners, L.p.
Latest Disclosed Ownership35,956 shares
Latest Disclosed Value $ 10,576,817
Stamos Capital Partners, L.p. reports 31.02% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Stamos Capital Partners, L.p. filed a 13F-HR form disclosing ownership of 35,956 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,576,817 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 27,443 shares of JPMorgan Chase & Co.. This represents a change in shares of 31.02% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 35,956 8,513 31.02 10,577 19.61 1.6535
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 27,443 1,294 4.95 8,843 7.20 1.4210
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 26,149 -4,356 -14.28 8,248 -6.73 1.5561
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 30,505 12,091 65.66 8,844 95.81 1.5864
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 18,414 604 3.39 4,517 5.79 1.1815
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 17,810 -9,540 -34.88 4,269 -25.98 1.0019
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 27,350 -3,390 -11.03 5,767 -7.24 1.3571
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 30,740 690 2.30 6,217 3.29 1.3191
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 30,050 -15,670 -34.27 6,019 -22.60 1.3663
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 45,720 -25,280 -35.61 7,777 -24.48 2.1102
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 71,000 -22,150 -23.78 10,296 -24.00 2.2937
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 93,150 7,090 8.24 13,548 20.80 3.1688
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 86,060 28,130 48.56 11,214 44.36 2.8933
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 57,930 -34,990 -37.66 7,768 -20.00 2.4585
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 92,920 1,230 1.34 9,710 -5.96 2.4693
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 91,690 14,860 19.34 10,325 -1.41 3.1225
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 76,830 26,230 51.84 10,473 30.70 3.4959
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 50,600 7,250 16.72 8,013 12.92 3.7175
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 43,350 -6,190 -12.49 7,096 -7.90 3.9687
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 49,540 -13,160 -20.99 7,705 -19.28 4.0611
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 62,700 0 0.00 9,545 19.81 4.8183
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 62,700 -12,300 -16.40 7,967 10.35 3.3978
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 75,000 26,000 53.06 7,220 56.65 2.6827
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 49,000 -36,208 -42.49 4,609 -39.92 2.6394
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 85,208 67,268 374.96 7,671 206.72 4.0393
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 17,940 -2,513 -12.29 2,501 3.91 2.0180
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 20,453 3,000 17.19 2,407 21.32 2.1401
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 17,453 -5,000 -22.27 1,984 -15.39 1.9847
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 22,453 -28,847 -56.23 2,345 -53.17 3.0053
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 51,300 51,300 5,008 3.7764
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.