JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWaters Parkerson & Co., Llc
Latest Disclosed Ownership338,645 shares
Latest Disclosed Value $ 99,615,686
Waters Parkerson & Co., Llc reports 1.13% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 29, 2026 - Waters Parkerson & Co., Llc filed a 13F-HR form disclosing ownership of 338,645 shares of JPMorgan Chase & Co. (MX:JPM) valued at $99,615,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 342,506 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.13% 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)
2026-04-29 2026-03-31 13F JPMORGAN CHASE COM 46625H100 338,645 -3,861 -1.13 99,616 -9.74 5.1212
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 342,506 -4,980 -1.43 110,362 0.69 5.4220
2025-10-28 2025-09-30 13F JPMORGAN CHASE COM 46625H100 347,486 -3,835 -1.09 109,607 7.62 5.3430
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 351,321 -3,883 -1.09 101,851 16.89 5.0809
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 355,204 -3,711 -1.03 87,131 1.27 4.6489
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 358,915 -1,935 -0.54 86,035 113,103.95 4.5335
2024-11-13 2024-09-30 13F JPMORGAN CHASE Com 46625H100 360,850 -5,310 -1.45 76 2.70 3.8597
2024-08-13 2024-06-30 13F JPMORGAN CHASE Com 46625H100 366,160 -7,527 -2.01 74 0.00 3.9418
2024-05-14 2024-03-31 13F JPMORGAN CHASE Com 46625H100 373,687 -7,502 -1.97 75 15.63 3.8435
2024-02-14 2023-12-31 13F JPMORGAN CHASE Com 46625H100 381,189 -7,687 -1.98 65 14.29 3.5908
2023-11-09 2023-09-30 13F JPMORGAN CHASE Com 46625H100 388,876 590 0.15 56 0.00 3.3747
2023-08-14 2023-06-30 13F JPMORGAN CHASE Com 46625H100 388,286 -2,446 -0.63 56 12.00 3.1922
2023-05-02 2023-03-31 13F JPMORGAN CHASE Com 46625H100 390,732 836 0.21 51 -3.85 3.0069
2023-02-10 2022-12-31 13F JPMORGAN CHASE Com 46625H100 389,896 -948 -0.24 52 -99.87 3.1455
2022-11-07 2022-09-30 13F JPMORGAN CHASE Com 46625H100 390,844 2,642 0.68 40,843 -6.57 2.7358
2022-08-01 2022-06-30 13F JPMORGAN CHASE Com 46625H100 388,202 8,489 2.24 43,715 -15.55 2.7605
2022-05-13 2022-03-31 13F JPMORGAN CHASE Com 46625H100 379,713 7,775 2.09 51,762 -12.11 2.8870
2022-02-14 2021-12-31 13F JPMORGAN CHASE Com 46625H100 371,938 -826 -0.22 58,896 -3.48 3.1101
2021-11-04 2021-09-30 13F JPMORGAN CHASE Com 46625H100 372,764 -1,103 -0.30 61,018 4.93 3.5135
2021-08-10 2021-06-30 13F JPMORGAN CHASE Com 46625H100 373,867 -3,721 -0.99 58,151 1.17 3.3616
2021-05-12 2021-03-31 13F JPMORGAN CHASE Com 46625H100 377,588 -1,036 -0.27 57,480 19.47 3.5470
2021-02-10 2020-12-31 13F JPMORGAN CHASE Com 46625H100 378,624 7,885 2.13 48,112 34.80 3.2141
2020-11-16 2020-09-30 13F JPMORGAN CHASE Com 46625H100 370,739 -1,700 -0.46 35,691 1.88 2.6816
2020-08-13 2020-06-30 13F JPMORGAN CHASE Com 46625H100 372,439 70 0.02 35,032 4.50 2.8420
2020-05-11 2020-03-31 13F JPMORGAN CHASE Com 46625H100 372,369 4,906 1.34 33,524 -34.55 3.2557
2020-02-13 2019-12-31 13F JPMORGAN CHASE Com 46625H100 367,463 -848 -0.23 51,224 18.17 3.8367
2019-11-13 2019-09-30 13F JPMORGAN CHASE Com 46625H100 368,311 -6,963 -1.86 43,347 3.32 3.4943
2019-08-06 2019-06-30 13F JPMORGAN CHASE Com 46625H100 375,274 -1,363 -0.36 41,956 10.04 3.4000
2019-05-13 2019-03-31 13F JPMORGAN CHASE Com 46625H100 376,637 3,767 1.01 38,127 4.74 3.2029
2019-02-12 2018-12-31 13F JPMORGAN CHASE Com 46625H100 372,870 1,591 0.43 36,400 -13.12 3.5124
2018-11-13 2018-09-30 13F JPMORGAN CHASE Com 46625H100 371,279 -453 -0.12 41,895 8.16 3.4203
2018-08-13 2018-06-30 13F JPMORGAN CHASE Com 46625H100 371,732 -1,782 -0.48 38,734 -5.70 3.3296
2018-05-08 2018-03-31 13F JPMORGAN CHASE Com 46625H100 373,514 -16,715 -4.28 41,075 -1.57 3.6028
2018-02-09 2017-12-31 13F JPMORGAN CHASE Com 46625H100 390,229 -3,274 -0.83 41,731 11.04 3.5117
2017-11-13 2017-09-30 13F JPMORGAN CHASE Com 46625H100 393,503 -2,182 -0.55 37,583 3.92 3.3160
2017-08-11 2017-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 395,685 4,282 1.09 36,166 5.19 3.3462
2017-05-12 2017-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 391,403 -2,447 -0.62 34,381 1.17 3.2532
2017-02-15 2016-12-31 13F JPMORGAN CHASE & CO COM Com 46625H100 393,850 -2,302 -0.58 33,985 28.83 3.4259
2016-11-14 2016-09-30 13F JPMORGAN CHASE & CO COM Com 46625H100 396,152 6,392 1.64 26,380 8.92 2.7013
2016-08-10 2016-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 389,760 18,811 5.07 24,220 10.25 2.5943
2016-05-16 2016-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 370,949 14,654 4.11 21,968 -6.62 2.4264
2016-02-16 2015-12-31 13F JPMORGAN CHASE & CO COM Com 46625H100 356,295 8,192 2.35 23,526 10.85 2.6958
2015-11-16 2015-09-30 13F JPMORGAN CHASE & CO COM Com 46625H100 348,103 6,384 1.87 21,224 -8.34 2.7022
2015-08-13 2015-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 341,719 8,425 2.53 23,155 14.68 2.7157
2015-05-11 2015-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 333,294 11,039 3.43 20,191 0.12 2.3651
2015-02-13 2014-12-31 13F JPMORGAN CHASE & CO COM Com 46625H100 322,255 6,247 1.98 20,167 5.94 2.3898
2014-11-13 2014-09-30 13F JPMORGAN CHASE & CO COM Com 46625H100 316,008 2,510 0.80 19,036 5.38 2.2820
2014-08-12 2014-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 313,498 13,512 4.50 18,064 -0.81 2.1614
2014-05-08 2014-03-31 13F JPMORGAN CHASE & CO COM Com 46625H100 299,986 -2,403 -0.79 18,212 2.99 2.2504
2014-02-07 2013-12-31 13F JPMORGAN CHASE & CO COM Com 46625H100 302,389 10,579 3.63 17,684 17.24 2.1674
2013-11-15 2013-09-30 13F JPMORGAN CHASE & CO COM Com 46625H100 291,810 3,365 1.17 15,084 -0.94 2.0304
2013-11-18 2013-06-30 13F JPMORGAN CHASE & CO COM Com 46625H100 288,445 288,445 15,227 2.2144
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.