JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTower Research Capital LLC (TRC)
Latest Disclosed Ownership99,893 shares
Latest Disclosed Value $ 29,384,525
Tower Research Capital LLC (TRC) reports 2.02% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Tower Research Capital LLC (TRC) filed a 13F-HR form disclosing ownership of 99,893 shares of JPMorgan Chase & Co. (MX:JPM) valued at $29,384,525 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 97,914 shares of JPMorgan Chase & Co.. This represents a change in shares of 2.02% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 99,893 1,979 2.02 29,385 -6.86 0.5038
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 97,914 40,027 69.15 31,550 72.79 0.7635
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 57,887 -61,673 -51.58 18,259 -47.32 0.5038
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 119,560 11,276 10.41 34,662 28.43 0.9347
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 108,284 -60,954 -36.02 26,990 -33.47 0.8038
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 169,238 49,897 41.81 40,568 61.21 0.8051
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 119,341 -18,618 -13.50 25,164 -9.82 0.6659
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 137,959 17,529 14.56 27,904 15.67 0.4710
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 120,430 -310,403 -72.05 24,122 -67.08 0.5809
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 430,833 266,492 162.16 73,285 207.50 0.9051
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 164,341 101,899 163.19 23,833 162.44 0.7455
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 62,442 41 0.07 9,082 113,412.50 0.3025
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 62,401 -1,203 -1.89 8 0.00 0.2588
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 63,604 -243,544 -79.29 9 -99.98 0.3534
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 307,148 109,470 55.38 32,097 44.18 0.5210
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 197,678 -245,451 -55.39 22,261 -63.15 0.4991
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 443,129 176,520 66.21 60,407 43.08 0.5776
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 266,609 193,194 263.15 42,218 251.29 0.7304
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 73,415 -38,579 -34.45 12,018 -31.01 0.3067
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 111,994 -269,829 -70.67 17,419 -70.03 0.4532
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 381,823 218,641 133.99 58,125 180.31 0.9785
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 163,182 93,656 134.71 20,736 209.82 0.6336
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 69,526 -25,504 -26.84 6,693 -25.12 0.0741
2020-08-13 2020-06-30 13F JPMORGAN CHASE COM 46625H100 95,030 52,816 125.11 8,938 135.15 0.3668
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 42,214 42,180 124,058.82 3,801 75,920.00 0.2312
2020-02-07 2019-12-31 13F JPMORGAN CHASE COM 46625H100 34 -38,353 -99.91 5 -99.89 0.0004
2019-11-05 2019-09-30 13F JPMORGAN CHASE COM 46625H100 38,387 38,387 4,517 0.3096
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 0 -74,688 -100.00 0 -100.00
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 74,688 16,062 27.40 7,561 32.12 0.4587
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 58,626 23,809 68.38 5,723 45.66 0.4125
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 34,817 -145,861 -80.73 3,929 -79.13 0.2881
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 180,678 180,678 18,827 1.0545
2018-05-15 2018-03-31 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 0 -136 -100.00 0 -100.00
2018-02-09 2017-12-31 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 136 -464 -77.33 9 -71.87 0.0012
2018-02-09 2017-12-31 13F JPMORGAN CHASE COM 46625H100 64,648 62,150 6,913 0.8918
2017-11-14 2017-09-30 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 600 -5,566 -90.27 32 -94.32 0.0026
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,498 -3,668 239 0.0197
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,166 3,517 132.77 563 141.63 0.0639
2017-05-19 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,649 -79,607 -96.78 233 -96.72 0.0232
2017-02-03 2016-12-31 13F JPMORGAN CHASE COM 46625H100 82,256 72,017 703.36 7,098 942.29 0.7705
2016-11-08 2016-09-30 13F JPMORGAN CHASE COM 46625H100 10,239 -40,947 -80.00 681 -78.59 0.0676
2016-08-10 2016-06-30 13F JPMORGAN CHASE COM 46625H100 51,186 49,616 3,160.25 3,181 11,260.71 0.3038
2016-05-16 2016-03-31 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 1,570 309 24.50 28 -6.67 0.0042
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,903 8,820 527 0.0785
2016-02-10 2015-12-31 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 1,261 1,261 30 0.0049
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 83 83 5 0.0008
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 0 -3,200 -100.00 0 -100.00
2015-07-30 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,200 1,000 45.45 217 63.16 0.0192
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 2,200 2,200 -31.25 133 -38.71 0.0164
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -33,772 -100.00 0 -100.00
2014-10-31 2014-09-30 13F JPMORGAN CHASE COM 46625H100 33,772 30,314 876.63 2,035 922.61 0.2281
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 3,458 -22,682 -86.77 199 -87.46 0.0256
2014-05-02 2014-03-31 13F JPMORGAN CHASE COM 46625H100 26,140 2,686 11.45 1,587 15.75 0.2035
2014-01-31 2013-12-31 13F JPMORGAN CHASE COM 46625H100 23,454 -69,230 -74.69 1,371 -71.38 0.2288
2013-11-06 2013-09-30 13F JPMORGAN CHASE COM 46625H100 92,684 91,934 12,257.87 4,791 39,825.00 0.5164
2013-08-05 2013-06-30 13F JPMORGAN CHASE W EXP 10/28/201 46634E114 750 750 12 0.0010
2013-08-05 2013-06-30 13F JPMORGAN CHASE COM 46625H100 3,403 3,403 180 0.0146
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.