JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWhitener Capital Management, Inc.
Latest Disclosed Ownership76,870 shares
Latest Disclosed Value $ 22,612,176
Whitener Capital Management, Inc. reports 1.15% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Whitener Capital Management, Inc. filed a 13F-HR form disclosing ownership of 76,870 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,612,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 77,765 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.15% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 76,870 -895 -1.15 22,612 -9.76 5.1580
2026-01-23 2025-12-31 13F JPMORGAN CHASE COM 46625H100 77,765 -173 -0.22 25,058 1.92 5.7022
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 77,938 -397 -0.51 24,584 8.25 5.8856
2025-07-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 78,335 -1,161 -1.46 22,710 16.46 6.0152
2025-05-01 2025-03-31 13F JPMORGAN CHASE COM 46625H100 79,496 -341 -0.43 19,500 1.90 5.5181
2025-01-15 2024-12-31 13F JPMORGAN CHASE COM 46625H100 79,837 -578 -0.72 19,138 12.86 5.3618
2024-10-29 2024-09-30 13F JPMORGAN CHASE COM 46625H100 80,415 623 0.78 16,956 5.07 4.8092
2024-07-17 2024-06-30 13F JPMORGAN CHASE COM 46625H100 79,792 2,288 2.95 16,139 3.96 4.8876
2024-04-16 2024-03-31 13F JPMORGAN CHASE COM 46625H100 77,504 -104 -0.13 15,524 17.59 5.0816
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 77,608 -794 -1.01 13,201 16.11 4.7766
2023-11-02 2023-09-30 13F JPMORGAN CHASE COM 46625H100 78,402 -318 -0.40 11,370 -0.69 4.5535
2023-07-13 2023-06-30 13F JPMORGAN CHASE COM 46625H100 78,720 -637 -0.80 11,449 10.72 4.3914
2023-04-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 79,357 -1,363 -1.69 10,341 -4.47 4.3222
2023-03-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 80,720 3,676 4.77 10,825 34.43 4.7283
2022-10-28 2022-09-30 13F JP Morgan Chase COM 46625H100 77,044 602 0.79 8,052 -6.46 3.8066
2022-08-09 2022-06-30 13F JP Morgan Chase COM 46625H100 76,442 1,742 2.33 8,608 -15.47 3.8801
2022-05-11 2022-03-31 13F JP Morgan Chase COM 46625H100 74,700 1,842 2.53 10,183 -11.74 3.8246
2022-02-14 2021-12-31 13F/A-1 JP Morgan Chase COM 46625H100 72,858 2,003 2.83 11,537 28.15 4.1242
2022-02-07 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 12,247 -58,608 1,939 0.5848
2021-11-12 2021-09-30 13F JP Morgan Chase COM 46625H100 70,855 -630 -0.88 9,003 -19.02 4.1423
2021-08-12 2021-06-30 13F JP Morgan Chase COM 46625H100 71,485 796 1.13 11,118 3.32 4.4270
2021-05-11 2021-03-31 13F JP Morgan Chase COM 46625H100 70,689 -166 -0.23 10,761 19.53 4.6643
2021-02-08 2020-12-31 13F JP Morgan Chase COM 46625H100 70,855 -100 -0.14 9,003 31.82 4.1207
2020-10-09 2020-09-30 13F JP Morgan Chase COM 46625H100 70,955 2,279 3.32 6,830 5.74 3.2897
2020-07-17 2020-06-30 13F JP Morgan Chase COM 46625H100 68,676 1,847 2.76 6,459 7.36 3.3612
2020-04-24 2020-03-31 13F JP Morgan Chase COM 46625H100 66,829 3,556 5.62 6,016 -31.79 3.8907
2020-02-12 2019-12-31 13F JP Morgan Chase COM 46625H100 63,273 966 1.55 8,820 20.28 4.5737
2019-11-07 2019-09-30 13F JP Morgan Chase COM 46625H100 62,307 1,037 1.69 7,333 7.07 4.0242
2019-08-02 2019-06-30 13F JP Morgan Chase COM 46625H100 61,270 726 1.20 6,849 11.77 3.8965
2019-05-02 2019-03-31 13F JP Morgan Chase COM 46625H100 60,544 2,581 4.45 6,128 8.31 4.0089
2019-02-05 2018-12-31 13F JP Morgan Chase COM 46625H100 57,963 -346 -0.59 5,658 -14.00 4.1666
2018-11-07 2018-09-30 13F JP Morgan Chase COM 46625H100 58,309 331 0.57 6,579 8.91 4.3169
2018-08-08 2018-06-30 13F JP Morgan Chase COM 46625H100 57,978 1,401 2.48 6,041 -2.89 4.7437
2018-04-23 2018-03-31 13F JP Morgan Chase COM 46625H100 56,577 2,275 4.19 6,221 7.13 4.7583
2018-04-23 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 54,302 54,302 5,807 4.9936
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.