JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership154,146 shares
Latest Disclosed Value $ 45,343,717
Savant Capital, LLC reports 9.39% increase in ownership of JPM / JPMorgan Chase & Co.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 154,146 shares of JPMorgan Chase & Co. (US:JPM) valued at $45,343,587 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 140,914 shares of JPMorgan Chase & Co.. This represents a change in shares of 9.39% during the quarter. The current value of the position is $48,150,586 USD.

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 154,146 13,232 9.39 45,344 -0.14 0.2191
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 140,914 7,308 5.47 45,405 7.74 0.2583
2026-03-04 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 133,606 1,304 0.99 42,143 9.88 0.2557
2025-11-05 2025-09-30 13F JPMORGAN CHASE COM 46625H100 184,604 9,217 58,230 0.3080
2026-03-04 2025-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 132,302 9,825 8.02 38,356 27.67 0.2756
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 175,387 9,445 50,847 0.3154
2026-03-04 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 122,477 -39,154 -24.22 30,044 -22.46 0.2544
2025-05-08 2025-03-31 13F JPMORGAN CHASE COM 46625H100 165,942 4,311 40,706 0.2952
2025-01-29 2024-12-31 13F JPMORGAN CHASE COM 46625H100 161,631 17,627 12.24 38,744 27.60 0.3046
2024-11-04 2024-09-30 13F JPMORGAN CHASE COM 46625H100 144,004 20,559 16.65 30,365 21.62 0.2520
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 123,445 1,248 1.02 24,968 2.01 0.2499
2024-05-06 2024-03-31 13F JPMORGAN CHASE COM 46625H100 122,197 -780 -0.63 24,476 17.01 0.2809
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 122,977 6,200 5.31 20,918 23.52 0.2697
2023-11-07 2023-09-30 13F JPMORGAN CHASE COM 46625H100 116,777 -2,898 -2.42 16,935 -2.70 0.2527
2023-08-04 2023-06-30 13F JPMORGAN CHASE COM 46625H100 119,675 32,637 37.50 17,406 53.47 0.2722
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 87,038 14,340 19.73 11,342 30.19 0.2112
2023-02-13 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 72,698 9,582 15.18 8,712 32.06 0.2128
2023-02-07 2022-12-31 13F JPMORGAN CHASE COM 46625H100 72,698 9,582 8,712 0.2126
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 63,116 994 1.60 6,596 -5.72 0.2055
2022-07-22 2022-06-30 13F JPMORGAN CHASE COM 46625H100 62,122 2,420 4.05 6,996 -14.03 0.2122
2022-05-05 2022-03-31 13F JPMORGAN CHASE COM 46625H100 59,702 -1,052 -1.73 8,138 -15.41 0.2666
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 60,754 -628 -1.02 9,620 -4.26 0.3112
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 61,382 9,384 18.05 10,048 24.23 0.3665
2021-08-04 2021-06-30 13F JPMORGAN CHASE COM 46625H100 51,998 13,801 36.13 8,088 39.09 0.3263
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 38,197 888 2.38 5,815 22.65 0.3116
2021-02-03 2020-12-31 13F JPMORGAN CHASE COM 46625H100 37,309 -3,074 -7.61 4,741 21.94 0.2759
2020-11-04 2020-09-30 13F JPMORGAN CHASE COM 46625H100 40,383 -694 -1.69 3,888 0.62 0.2659
2020-08-11 2020-06-30 13F JPMORGAN CHASE COM 46625H100 41,077 36 0.09 3,864 4.57 0.2926
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 41,041 8,277 25.26 3,695 -19.09 0.3506
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 32,764 1,011 3.18 4,567 22.21 0.5600
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 31,753 2,941 10.21 3,737 16.02 0.5189
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 28,812 -2,628 -8.36 3,221 1.19 0.4538
2019-05-02 2019-03-31 13F JPMORGAN CHASE COM 46625H100 31,440 812 2.65 3,183 6.45 0.5976
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 30,628 3,784 14.10 2,990 -1.29 0.6260
2018-10-22 2018-09-30 13F JPMORGAN CHASE COM 46625H100 26,844 1,970 7.92 3,029 16.86 0.5439
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 24,874 31 0.12 2,592 -5.12 0.5536
2018-04-27 2018-03-31 13F JPMORGAN CHASE COM 46625H100 24,843 -4,092 -14.14 2,732 -11.70 0.5762
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 28,935 4,940 20.59 3,094 34.99 0.6508
2017-10-31 2017-09-30 13F JPMORGAN CHASE COM 46625H100 23,995 287 1.21 2,292 5.77 0.5141
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 23,708 1,023 4.51 2,167 8.73 0.5119
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 22,685 765 3.49 1,993 5.39 0.4928
2017-01-11 2016-12-31 13F JPMORGAN CHASE COM 46625H100 21,920 -614 -2.72 1,891 25.98 0.5079
2016-10-28 2016-09-30 13F JPMORGAN CHASE COM 46625H100 22,534 51 0.23 1,501 7.44 0.4125
2016-07-28 2016-06-30 13F JPMORGAN CHASE COM 46625H100 22,483 2,536 12.71 1,397 18.29 0.3996
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 19,947 -2,422 -10.83 1,181 -20.04 0.3587
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 22,369 3,673 19.65 1,477 29.56 0.4607
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 18,696 1,100 6.25 1,140 -4.36 0.4082
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 17,596 276 1.59 1,192 13.63 0.4011
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 17,320 -582 -3.25 1,049 -6.34 0.3714
2015-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 17,902 524 3.02 1,120 6.97 0.4243
2014-10-28 2014-09-30 13F JPMORGAN CHASE COM 46625H100 17,378 440 2.60 1,047 7.27 0.4452
2014-08-05 2014-06-30 13F JPMORGAN CHASE COM 46625H100 16,938 -604 -3.44 976 -8.36 0.4221
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 17,542 247 1.43 1,065 5.34 0.4933
2014-01-28 2013-12-31 13F JPMORGAN CHASE COM 46625H100 17,295 70 0.41 1,011 13.60 0.4956
2013-11-01 2013-09-30 13F JPMORGAN CHASE COM 46625H100 17,225 210 1.23 890 -0.89 0.4845
2013-07-29 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 17,015 17,015 898 0.5210
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.