JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTD Capital Management LLC
Latest Disclosed Ownership633 shares
Latest Disclosed Value $ 186,080
TD Capital Management LLC reports 33.51% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - TD Capital Management LLC filed a 13F-HR form disclosing ownership of 633 shares of JPMorgan Chase & Co. (MX:JPM) valued at $186,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 26, 2026 disclosing 952 shares of JPMorgan Chase & Co.. This represents a change in shares of -33.51% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 633 -319 -33.51 186 -39.22 0.0167
2026-02-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 952 -109 -10.27 307 -8.38 0.0272
2025-11-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,061 -32 -2.93 335 5.70 0.0301
2025-08-08 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,093 421 62.65 317 92.68 0.0299
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 672 -111 -14.18 165 -12.30 0.0167
2025-02-05 2024-12-31 13F JPMORGAN CHASE COM 46625H100 783 -49 -5.89 188 6.86 0.0191
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 832 55 7.08 175 11.46 0.0176
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 777 -50 -6.05 157 -4.85 0.0164
2024-05-13 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 827 50 6.44 166 25.00 0.0177
2024-05-10 2024-03-31 13F JPMORGAN CHASE COM 46625H100 777 0 132 0.0151
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 777 -406 -34.32 132 -22.81 0.0151
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,183 3 0.25 171 0.00 0.0210
2023-08-16 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,180 2 0.17 172 11.76 0.0205
2023-05-02 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 1,178 -64 -5.15 154 -7.83 0.0190
2023-02-15 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,242 69 5.88 167 34.96 0.0218
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,173 1,173 123 0.0171
2022-05-18 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -1,191 -100.00 0 -100.00
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,191 -79 -6.22 189 -9.13 0.0213
2021-11-09 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,270 2 0.16 208 5.58 0.0254
2021-08-02 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,268 2 0.16 197 2.07 0.0246
2021-05-10 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,266 27 2.18 193 22.93 0.0256
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,239 3 0.24 157 31.93 0.0217
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,236 101 8.90 119 11.21 0.0179
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,135 101 9.77 107 15.05 0.0176
2020-05-07 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,034 100 10.71 93 -28.46 0.0171
2020-02-05 2019-12-31 13F JPMORGAN CHASE COM 46625H100 934 -79 -7.80 130 9.24 0.0212
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,013 0 0.00 119 5.31 0.0213
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,013 0 0.00 113 9.71 0.0229
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,013 0 0.00 103 4.04 0.0217
2019-02-06 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,013 0 0.00 99 -13.16 0.0244
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,013 -109 -9.71 114 -2.56 0.0294
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,122 0 0.00 117 -4.88 0.0320
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,122 0 0.00 123 2.50 0.0354
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,122 0 0.00 120 12.15 0.0329
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,122 198 21.43 107 27.38 0.0309
2017-07-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 924 5 0.54 84 3.70 0.0251
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 919 4 0.44 81 2.53 0.0239
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 915 6 0.66 79 29.51 0.0242
2016-11-07 2016-09-30 13F JPMORGAN CHASE COM 46625H100 909 800 733.94 61 771.43 0.0183
2016-08-04 2016-06-30 13F JPMORGAN CHASE COM 46625H100 109 0 0.00 7 16.67 0.0022
2016-05-10 2016-03-31 13F JPMORGAN CHASE COM 46625H100 109 0 0.00 6 -14.29 0.0019
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 109 0 0.00 7 0.00 0.0022
2015-11-05 2015-09-30 13F JPMORGAN CHASE COM 46625H100 109 0 0.00 7 0.00 0.0021
2015-07-20 2015-06-30 13F JPMORGAN CHASE COM 46625H100 109 0 0.00 7 0.00 0.0018
2015-05-07 2015-03-31 13F JPMORGAN CHASE COM 46625H100 109 -339 -75.67 7 -75.00 0.0016
2015-01-20 2014-12-31 13F JPMORGAN CHASE COM 46625H100 448 3 0.67 28 3.70 0.0064
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 445 3 0.68 27 8.00 0.0061
2014-08-05 2014-06-30 13F JPMORGAN CHASE COM 46625H100 442 3 0.68 25 -7.41 0.0056
2014-05-06 2014-03-31 13F JPMORGAN CHASE COM 46625H100 439 3 0.69 27 8.00 0.0062
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 436 4 0.93 25 13.64 0.0059
2013-10-30 2013-09-30 13F Jpmorgan Chase COM 46625H100 432 3 0.70 22 -4.35 0.0051
2013-08-12 2013-06-30 13F Jpmorgan Chase COM 46625H100 429 429 23 0.0056
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.