JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTributary Capital Management, LLC
Latest Disclosed Ownership3,570 shares
Latest Disclosed Value $ 1,050,151
Tributary Capital Management, LLC reports 2.72% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Tributary Capital Management, LLC filed a 13F-HR form disclosing ownership of 3,570 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,050,151 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,670 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.72% 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)
2026-05-04 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,570 -100 -2.72 1,050 -11.17 0.1019
2026-01-27 2025-12-31 13F JPMORGAN CHASE COM 46625H100 3,670 -100 -2.65 1,183 -0.59 0.1165
2026-01-27 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,770 -205 -5.16 1,189 3.21 0.1075
2025-07-30 2025-06-30 13F JPMORGAN CHASE COM 46625H100 3,975 -50 -1.24 1,152 16.72 0.1021
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 4,025 -1,062 -20.88 987 -19.03 0.0863
2025-01-21 2024-12-31 13F JPMORGAN CHASE COM 46625H100 5,087 -205 -3.87 1,219 9.33 0.0944
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 5,292 -247 -4.46 1,116 -0.45 0.0866
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 5,539 -240 -4.15 1,120 -3.20 0.0928
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 5,779 519 9.87 1,158 29.42 0.0948
2024-01-16 2023-12-31 13F JPMORGAN CHASE COM 46625H100 5,260 225 4.47 895 22.47 0.0753
2023-10-11 2023-09-30 13F JPMORGAN CHASE COM 46625H100 5,035 -57 -1.12 730 -1.35 0.0691
2023-07-17 2023-06-30 13F JPMORGAN CHASE COM 46625H100 5,092 -150 -2.86 741 8.35 0.0664
2023-04-26 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,242 -100 -1.87 683 0.0633
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 5,342 -100 -1.84 1 -100.00 0.0713
2022-10-11 2022-09-30 13F JPMORGAN CHASE COM 46625H100 5,442 -93 -1.68 569 -8.67 0.0597
2022-07-19 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,535 -75 -1.34 623 -18.56 0.0619
2022-04-22 2022-03-31 13F JPMORGAN CHASE COM 46625H100 5,610 -250 -4.27 765 -17.56 0.0604
2022-01-06 2021-12-31 13F JPMORGAN CHASE COM 46625H100 5,860 -59 -1.00 928 -4.23 0.0701
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,919 -1,150 -16.27 969 -11.91 0.0749
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 7,069 -156 -2.16 1,100 0.00 0.0834
2021-04-20 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,225 -100 -1.37 1,100 18.15 0.0859
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,325 700 10.57 931 45.92 0.0668
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,625 -300 -4.33 638 -2.00 0.0551
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,925 -250 -3.48 651 0.77 0.0556
2020-04-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,175 -250 -3.37 646 -37.58 0.0659
2020-01-16 2019-12-31 13F JPMORGAN CHASE COM 46625H100 7,425 -1,000 -11.87 1,035 4.33 0.0724
2019-10-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,425 -1,000 -10.61 992 -5.88 0.0720
2019-07-11 2019-06-30 13F JPMORGAN CHASE COM 46625H100 9,425 -1,350 -12.53 1,054 -3.39 0.0743
2019-04-17 2019-03-31 13F JPMORGAN CHASE COM 46625H100 10,775 -1,500 -12.22 1,091 -8.93 0.0792
2019-01-23 2018-12-31 13F JPMORGAN CHASE COM 46625H100 12,275 0 0.00 1,198 -13.50 0.1098
2018-10-17 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 12,275 -1,475 -10.73 1,385 -3.35 0.1051
2018-10-16 2018-09-30 13F JPMORGAN CHASE COM 46625H100 11,300 -72,700 1,275
2018-10-17 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 13,750 -245 -1.75 1,433 -6.89 0.1124
2018-07-25 2018-06-30 13F JPMORGAN CHASE COM 46625H100 84,000 70,005 8,753
2018-04-19 2018-03-31 13F JPMORGAN CHASE COM 46625H100 13,995 -1,500 -9.68 1,539 -7.12 0.1287
2018-01-25 2017-12-31 13F JPMORGAN CHASE COM 46625H100 15,495 -1,000 -6.06 1,657 5.21 0.1442
2017-10-19 2017-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 16,495 -300 -1.79 1,575 2.61 0.1354
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 16,495 -300 1,575
2017-07-24 2017-06-30 13F JPMORGAN CHASE COM 46625H100 16,795 -1,465 -8.02 1,535 -4.30 0.1353
2017-05-11 2017-03-31 13F JPMORGAN CHASE COM 46625H100 18,260 -1,535 -7.75 1,604 -6.09 0.1568
2017-02-15 2016-12-31 13F JPMORGAN CHASE COM 46625H100 19,795 6,650 50.59 1,708 95.20 0.2008
2016-11-15 2016-09-30 13F JPMORGAN CHASE COM 46625H100 13,145 0 0.00 875 7.10 0.1138
2016-08-09 2016-06-30 13F JPMORGAN CHASE COM 46625H100 13,145 0 0.00 817 5.01 0.1191
2016-05-02 2016-03-31 13F JPMORGAN CHASE COM 46625H100 13,145 0 0.00 778 -10.37 0.1227
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 13,145 2,000 17.95 868 27.65 0.1436
2015-11-13 2015-09-30 13F JPMORGAN CHASE COM 46625H100 11,145 11,145 680 0.1133
2014-10-28 2014-09-30 13F JPMORGAN CHASE COM 46625H100 0 -1,110 -100.00 0 -100.00
2014-08-04 2014-06-30 13F JPMORGAN CHASE COM 46625H100 1,110 240 27.59 64 25.49 0.0128
2014-02-06 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 870 -33,700 -97.48 51 -97.15 0.0101
2013-11-08 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 34,570 -91,780 -72.64 1,787 -73.21 0.3690
2013-08-08 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 126,350 126,350 6,670 1.0909
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.