JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStonebridge Capital Advisors LLC
Latest Disclosed Ownership116,213 shares
Latest Disclosed Value $ 34,185,181
Stonebridge Capital Advisors LLC reports 0.89% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Stonebridge Capital Advisors LLC filed a 13F-HR form disclosing ownership of 116,213 shares of JPMorgan Chase & Co. (MX:JPM) valued at $34,185,181 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 117,257 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.89% 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 & CO COM Stock 46625H100 116,213 -1,044 -0.89 34,185 -9.52 2.3930
2026-02-12 2025-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 117,257 -2,143 -1.79 37,783 0.32 2.6175
2025-11-12 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 119,400 -1,158 -0.96 37,662 7.76 2.6865
2025-08-15 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 120,558 -8,855 -6.84 34,951 10.10 2.6547
2025-05-14 2025-03-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 129,413 -25,854 -16.65 31,745 -14.71 2.5855
2025-02-14 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 155,267 -2,116 -1.34 37,219 12.16 2.9901
2024-11-14 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 157,383 164 0.10 33,186 4.36 2.7060
2024-08-14 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 157,219 -581 -0.37 31,799 0.61 2.7971
2024-05-14 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 157,800 2,719 1.75 31,607 19.82 2.8402
2024-02-14 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 155,081 1,174 0.76 26,379 18.19 2.6469
2023-11-15 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 153,907 2,102 1.38 22,320 1.09 2.4568
2023-08-23 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 151,805 2,976 2.00 22,079 13.85 2.3456
2023-05-12 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 148,829 2,220 1.51 19,394 -1.36 2.2129
2023-02-14 2022-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 146,609 5,991 4.26 19,660 33.79 2.3293
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 140,618 7,192 5.39 14,695 -2.20 1.8913
2022-08-12 2022-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 133,426 6,253 4.92 15,025 -13.33 1.8207
2022-05-13 2022-03-31 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 127,173 8,571 7.23 17,336 -7.69 1.8730
2022-05-12 2022-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 118,602 0 18,781 2.0743
2022-02-14 2021-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 118,602 2,879 2.49 18,781 -0.86 2.0743
2021-11-15 2021-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 115,723 -770 -0.66 18,943 4.55 2.3023
2021-08-20 2021-06-30 13F/A-1 JPMORGAN CHASE & CO COM Stock 46625H100 116,493 25 0.02 18,119 2.19 2.1926
2021-08-16 2021-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 116,468 0 17,730 2.3468
2021-05-14 2021-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 116,468 1,828 1.59 17,730 21.71 2.3468
2021-03-05 2020-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 114,640 2,641 2.36 14,567 35.10 2.2058
2020-11-18 2020-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 111,999 2,694 2.46 10,782 4.87 1.9346
2020-08-13 2020-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 109,305 374 0.34 10,281 4.83 1.9061
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 108,931 -1,933 -1.74 9,807 -36.54 2.0705
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 110,864 -5,232 -4.51 15,454 13.11 2.5229
2019-11-12 2019-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 116,096 -112 -0.10 13,663 5.16 2.3567
2019-08-15 2019-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 116,208 -3,659 -3.05 12,992 7.07 2.3089
2019-05-14 2019-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 119,867 6,665 5.89 12,134 9.80 2.2551
2019-02-13 2018-12-31 13F J P Morgan Chase COM 46625H100 113,202 965 0.86 11,051 -12.74 2.5782
2018-11-15 2018-09-30 13F J P Morgan Chase COM 46625H100 112,237 -962 -0.85 12,665 7.38 2.5487
2018-08-14 2018-06-30 13F J P Morgan Chase COM 46625H100 113,199 1,600 1.43 11,795 -3.89 2.5695
2018-05-15 2018-03-31 13F J P Morgan Chase COM 46625H100 111,599 -1,371 -1.21 12,273 1.59 2.8245
2018-02-15 2017-12-31 13F J P Morgan Chase COM 46625H100 112,970 -2,119 -1.84 12,081 9.91 2.7651
2017-11-15 2017-09-30 13F J P Morgan Chase COM 46625H100 115,089 335 0.29 10,992 4.80 2.7028
2017-08-15 2017-06-30 13F J P Morgan Chase COM 46625H100 114,754 2,545 2.27 10,489 6.42 2.7525
2017-05-25 2017-03-31 13F J P Morgan Chase COM 46625H100 112,209 -939 -0.83 9,856 0.94 2.6823
2017-02-15 2016-12-31 13F J P Morgan Chase COM 46625H100 113,148 -2,414 -2.09 9,764 26.89 2.8976
2016-11-14 2016-09-30 13F J P Morgan Chase COM 46625H100 115,562 6,481 5.94 7,695 13.53 2.4082
2016-08-16 2016-06-30 13F J P Morgan Chase COM 46625H100 109,081 3,954 3.76 6,778 8.87 2.3015
2016-05-19 2016-03-31 13F J P Morgan Chase COM 46625H100 105,127 1,937 1.88 6,226 -8.63 2.1941
2016-02-04 2015-12-31 13F J P Morgan Chase COM 46625H100 103,190 4,466 4.52 6,814 13.21 2.4896
2015-11-23 2015-09-30 13F J P Morgan Chase COM 46625H100 98,724 32,213 48.43 6,019 33.55 2.4209
2015-08-14 2015-06-30 13F J P Morgan Chase COM 46625H100 66,511 5,091 8.29 4,507 21.12 1.7318
2015-05-15 2015-03-31 13F J P Morgan Chase COM 46625H100 61,420 5,200 9.25 3,721 5.77 1.4359
2015-02-17 2014-12-31 13F J P Morgan Chase COM 46625H100 56,220 2,729 5.10 3,518 9.19 1.4451
2014-11-14 2014-09-30 13F J P Morgan Chase COM 46625H100 53,491 6,510 13.86 3,222 19.02 1.4198
2014-08-14 2014-06-30 13F J P Morgan Chase COM 46625H100 46,981 3,782 8.75 2,707 3.20 1.2205
2014-05-12 2014-03-31 13F J P Morgan Chase COM 46625H100 43,199 2,183 5.32 2,623 9.34 1.2830
2014-03-03 2013-12-31 13F J P Morgan Chase COM 46625H100 41,016 41,016 2,399 1.2355
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.