JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTwin Capital Management Inc
Latest Disclosed Ownership46,629 shares
Latest Disclosed Value $ 13,716,434
Twin Capital Management Inc reports 2.08% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Twin Capital Management Inc filed a 13F-HR form disclosing ownership of 46,629 shares of JPMorgan Chase & Co. (MX:JPM) valued at $13,716,434 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 47,619 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.08% 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)
2026-05-05 2026-03-31 13F JPMORGAN CHASE COM 46625H100 46,629 -990 -2.08 13,716 -10.60 1.7683
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 47,619 -532 -1.10 15,344 1.02 1.9044
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 48,151 -11,744 -19.61 15,188 -12.53 1.9127
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 59,895 472 0.79 17,364 19.13 1.8458
2025-05-05 2025-03-31 13F JPMORGAN CHASE COM 46625H100 59,423 -101 -0.17 14,577 2.16 1.7005
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 59,524 -6,032 -9.20 14,269 3.22 1.5625
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 65,556 -3,211 -4.67 13,823 -0.61 1.5599
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 68,767 -5,966 -7.98 13,909 -7.09 1.6392
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 74,733 -2,632 -3.40 14,969 13.75 1.8554
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 77,365 3,160 4.26 13,160 22.28 1.7241
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 74,205 -164 -0.22 10,761 -0.51 1.5458
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 74,369 2,541 3.54 10,816 15.57 1.4103
2023-05-08 2023-03-31 13F JPMORGAN CHASE COM 46625H100 71,828 -8,424 -10.50 9,360 93,490.00 1.2788
2023-01-31 2022-12-31 13F JPMORGAN CHASE COM 46625H100 80,252 -322 -0.40 11 -99.88 1.3945
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 80,574 1,225 1.54 8,420 -5.76 1.1379
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 79,349 -2,341 -2.87 8,935 -19.76 1.1408
2022-05-06 2022-03-31 13F JPMORGAN CHASE COM 46625H100 81,690 -13,415 -14.11 11,136 -26.06 1.1994
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 95,105 -6,546 -6.44 15,060 -9.49 1.5071
2021-10-29 2021-09-30 13F JPMORGAN CHASE COM 46625H100 101,651 -10,934 -9.71 16,639 -4.98 1.7048
2021-08-09 2021-06-30 13F JPMORGAN CHASE COM 46625H100 112,585 -1,270 -1.12 17,511 1.03 1.6139
2021-05-06 2021-03-31 13F JPMORGAN CHASE COM 46625H100 113,855 -19,430 -14.58 17,332 2.33 1.7258
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 133,285 -5,583 -4.02 16,937 26.69 1.5403
2020-11-05 2020-09-30 13F JPMORGAN CHASE COM 46625H100 138,868 -2,844 -2.01 13,369 0.30 1.2102
2020-08-04 2020-06-30 13F JPMORGAN CHASE COM 46625H100 141,712 -7,816 -5.23 13,329 -0.99 1.2832
2020-04-29 2020-03-31 13F JPMORGAN CHASE COM 46625H100 149,528 -910 -0.60 13,462 -35.81 1.4602
2020-01-29 2019-12-31 13F JPMORGAN CHASE COM 46625H100 150,438 -55,175 -26.83 20,971 -13.34 1.7732
2019-10-28 2019-09-30 13F JPMORGAN CHASE COM 46625H100 205,613 9,502 4.85 24,199 10.37 1.7513
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 196,111 -56,168 -22.26 21,925 -14.15 1.5259
2019-05-03 2019-03-31 13F JPMORGAN CHASE COM 46625H100 252,279 -52,700 -17.28 25,538 -14.22 1.2585
2019-02-04 2018-12-31 13F JPMORGAN CHASE COM 46625H100 304,979 -3,210 -1.04 29,772 -14.39 1.6778
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 308,189 9,919 3.33 34,776 11.89 1.5977
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 298,270 -8,643 -2.82 31,080 -7.91 1.5607
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 306,913 -1,687 -0.55 33,751 2.27 1.7422
2018-01-29 2017-12-31 13F JPMORGAN CHASE COM 46625H100 308,600 5,390 1.78 33,002 13.96 1.6206
2017-11-09 2017-09-30 13F JPMORGAN CHASE COM 46625H100 303,210 17,418 6.09 28,960 10.87 1.5201
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 285,792 23,322 8.89 26,121 13.30 1.5395
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 262,470 -5,870 -2.19 23,055 -0.43 1.4274
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 268,340 -2,850 -1.05 23,155 28.22 1.4902
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 271,190 28,490 11.74 18,059 19.75 1.2086
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 242,700 27,600 12.83 15,081 18.39 1.1324
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 215,100 8,320 4.02 12,738 -6.71 0.9870
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 206,780 23,520 12.83 13,654 22.21 1.1196
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 183,260 2,370 1.31 11,173 -8.84 1.0594
2015-07-30 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 180,890 -3,230 -1.75 12,257 9.89 1.0983
2015-05-12 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 184,120 31,220 20.42 11,154 16.58 0.9775
2015-02-09 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 152,900 8,690 6.03 9,568 10.14 0.9131
2014-11-10 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 144,210 -660 -0.46 8,687 4.07 0.8801
2014-07-29 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 144,870 144,870 8,347 -8.27 0.8394
2014-05-13 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 0 -139,920 -100.00 9,100 11.21 0.9594
2014-02-07 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 139,920 -55,270 -28.32 8,183 -18.89 0.8753
2013-11-06 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 195,190 195,190 10,089 -3.69 1.0783
2013-08-12 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 0 0 10,476 1.1136
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.