JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWinslow Asset Management Inc
Latest Disclosed Ownership60,130 shares
Latest Disclosed Value $ 17,688
Winslow Asset Management Inc reports 4.11% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 5, 2026 - Winslow Asset Management Inc filed a 13F-HR form disclosing ownership of 60,130 shares of JPMorgan Chase & Co. (MX:JPM) valued at $17,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 62,708 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.11% 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.

Upgrade to unlock premium data and export to Excel .

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 60,130 -2,578 -4.11 18 -15.00 3.4366
2026-02-02 2025-12-31 13F JPMORGAN CHASE COM 46625H100 62,708 -584 -0.92 20 5.26 3.7269
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 63,292 -2,582 -3.92 20 0.00 3.7461
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 65,874 -303 -0.46 19 18.75 3.8526
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 66,177 -3,570 -5.12 16 0.00 3.5810
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 69,747 -2,897 -3.99 17 6.67 3.3319
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 72,644 -498 -0.68 15 7.14 2.8323
2024-08-09 2024-06-30 13F JPMORGAN CHASE COM 46625H100 73,142 -4,136 -5.35 15 -6.67 2.9140
2024-05-02 2024-03-31 13F JPMORGAN CHASE COM 46625H100 77,278 -509 -0.65 15 15.38 2.9148
2024-02-16 2023-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 77,787 728 0.94 13 18.18 2.6911
2023-11-07 2023-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 77,059 -1,398 -1.78 11 0.00 2.5888
2023-08-09 2023-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 78,457 -514 -0.65 11 10.00 2.4577
2023-05-03 2023-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 78,971 -569 -0.72 10 0.00 2.4021
2023-01-23 2022-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 79,540 -553 -0.69 11 -99.88 2.5238
2022-11-08 2022-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 80,093 -396 -0.49 8,370 -7.66 2.1797
2022-08-03 2022-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 80,489 546 0.68 9,064 -16.83 2.1883
2022-05-09 2022-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 79,943 -838 -1.04 10,898 -14.81 2.1525
2022-02-07 2021-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 80,781 147 0.18 12,792 -3.08 2.2588
2021-11-12 2021-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 80,634 -694 -0.85 13,199 4.34 2.5489
2021-08-10 2021-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 81,328 -110 -0.14 12,650 2.04 2.3592
2021-05-10 2021-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 81,438 -112 -0.14 12,397 19.63 2.5115
2021-02-01 2020-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 81,550 -1,409 -1.70 10,363 29.75 2.1866
2020-11-10 2020-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 82,959 -2,158 -2.54 7,987 -0.24 2.0384
2020-08-11 2020-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 85,117 -750 -0.87 8,006 3.56 2.1589
2020-05-12 2020-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 85,867 -272 -0.32 7,731 -35.62 2.5408
2020-02-10 2019-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 86,139 -353 -0.41 12,008 17.97 2.7401
2019-11-12 2019-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 86,492 -14,987 -14.77 10,179 -10.28 2.5416
2019-07-29 2019-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 101,479 -8,125 -7.41 11,345 2.25 2.5198
2019-05-10 2019-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 109,604 -2,490 -2.22 11,095 1.39 2.3296
2019-02-13 2018-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 112,094 -472 -0.42 10,943 -13.85 2.5496
2018-10-18 2018-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 112,566 -1,088 -0.96 12,702 7.25 2.3121
2018-07-13 2018-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 113,654 461 0.41 11,843 -4.86 2.1964
2018-04-26 2018-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 113,193 -1,315 -1.15 12,448 1.65 2.3923
2018-01-11 2017-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 114,508 245 0.21 12,246 12.21 2.2539
2017-10-13 2017-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 114,263 -542 -0.47 10,913 4.00 2.1135
2017-08-04 2017-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 114,805 -1,346 -1.16 10,493 2.84 2.1322
2017-04-12 2017-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 116,151 -3,010 -2.53 10,203 -0.77 2.0893
2017-02-07 2016-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 119,161 -53 -0.04 10,282 29.53 2.1575
2016-11-08 2016-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 119,214 -1,466 -1.21 7,938 5.85 1.7502
2016-08-09 2016-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 120,680 -3,864 -3.10 7,499 1.68 1.6794
2016-05-10 2016-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 124,544 -18,727 -13.07 7,375 -22.04 1.6490
2016-02-08 2015-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 143,271 -2,465 -1.69 9,460 6.47 1.8701
2015-11-12 2015-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 145,736 -2,608 -1.76 8,885 -11.61 1.7595
2015-08-07 2015-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 148,344 -4,179 -2.74 10,052 8.79 1.7333
2015-05-07 2015-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 152,523 -7,685 -4.80 9,240 -7.84 1.5549
2015-02-09 2014-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 160,208 -6,051 -3.64 10,026 0.11 1.6428
2014-11-03 2014-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 166,259 -645 -0.39 10,015 4.14 1.7761
2014-07-31 2014-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 166,904 675 0.41 9,617 -4.71 1.5912
2014-05-07 2014-03-31 13F J P MORGAN CHASE & CO COM COM 46625H100 166,229 -1,148 -0.69 10,092 3.11 1.7534
2014-02-06 2013-12-31 13F J P MORGAN CHASE & CO COM COM 46625H100 167,377 -2,485 -1.46 9,788 11.48 1.7532
2013-10-24 2013-09-30 13F J P MORGAN CHASE & CO COM COM 46625H100 169,862 -6,475 -3.67 8,780 -5.68 1.6679
2013-08-06 2013-06-30 13F J P MORGAN CHASE & CO COM COM 46625H100 176,337 176,337 9,309 1.8460
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.