JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionSilvercrest Asset Management Group Llc
Latest Disclosed Ownership236,147 shares
Latest Disclosed Value $ 69,464,917
Silvercrest Asset Management Group Llc reports 2.12% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Silvercrest Asset Management Group Llc filed a 13F-HR form disclosing ownership of 236,147 shares of JPMorgan Chase & Co. (US:JPM) valued at $69,465,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 241,267 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.12% during the quarter. The current value of the position is $71,044,825 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.

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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 236,147 -5,120 -2.12 69,465 -10.65 0.5019
2026-02-17 2025-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 241,267 -23,388 -8.84 77,741 -6.87 0.5343
2025-11-14 2025-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 264,655 -8,217 -3.01 83,480 5.53 0.5524
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 272,872 4,620 1.72 79,108 20.22 0.5314
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 268,252 5,604 2.13 65,802 4.52 0.4710
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 262,648 75,356 40.23 62,959 59.42 0.4206
2024-11-14 2024-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 187,292 -1,243 -0.66 39,492 3.56 0.2687
2024-08-15 2024-06-30 13F/A-1 JPMORGAN CHASE & CO COM COM 46625H100 188,535 -30 -0.02 38,133 0.96 0.2616
2024-08-14 2024-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 377,070 188,505 76,266 0.1743
2024-05-15 2024-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 188,565 -3,420 -1.78 37,770 15.66 0.2555
2024-02-14 2023-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 191,985 2,248 1.18 32,657 18.68 0.2310
2023-11-14 2023-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 189,737 700 0.37 27,516 0.08 0.2089
2023-08-14 2023-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 189,037 8,486 4.70 27,494 16.86 0.1961
2023-05-15 2023-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 180,551 -3,914 -2.12 23,528 -4.89 0.1787
2023-02-14 2022-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 184,465 83 0.05 24,737 28.38 0.1902
2022-11-14 2022-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 184,382 -1,235 -0.67 19,268 -7.82 0.1585
2022-08-15 2022-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 185,617 1,412 0.77 20,903 -16.76 0.1589
2022-05-16 2022-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 184,205 -11,939 -6.09 25,111 -19.15 0.1631
2022-02-14 2021-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 196,144 3,331 1.73 31,059 -1.59 0.1968
2021-11-15 2021-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 192,813 -11,285 -5.53 31,562 -0.58 0.2127
2021-08-16 2021-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 204,098 -3,796 -1.83 31,745 0.31 0.2082
2021-05-17 2021-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 207,894 -4,624 -2.18 31,648 17.19 0.2137
2021-02-16 2020-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 212,518 -4,249 -1.96 27,005 29.41 0.1971
2020-11-16 2020-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 216,767 -446 -0.21 20,868 2.14 0.1790
2020-08-14 2020-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 217,213 -1,473 -0.67 20,431 3.77 0.1812
2020-05-15 2020-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 218,686 7,935 3.77 19,688 -32.99 0.2111
2020-02-14 2019-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 210,751 -301 -0.14 29,379 18.28 0.2279
2019-11-14 2019-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 211,052 -642 -0.30 24,839 4.95 0.2049
2019-08-14 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 211,694 -3,307 -1.54 23,667 8.74 0.2217
2019-05-15 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 215,001 -7,229 -3.25 21,765 0.33 0.2139
2019-02-14 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 222,230 926 0.42 21,694 -13.13 0.2390
2018-11-14 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 221,304 -11,417 -4.91 24,972 2.98 0.2266
2018-08-14 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 232,721 -1,720 -0.73 24,250 -5.94 0.2270
2018-05-15 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 234,441 -30,504 -11.51 25,782 -9.00 0.2513
2018-02-14 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 264,945 2,277 0.87 28,333 12.93 0.2635
2017-11-14 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 262,668 4,183 1.62 25,088 6.19 0.2500
2017-08-14 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 258,485 -601 -0.23 23,625 3.81 0.2529
2017-05-15 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 259,086 -425 -0.16 22,758 1.63 0.2436
2017-02-14 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 259,511 -5,160 -1.95 22,393 27.05 0.2508
2016-11-14 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 264,671 -1,038 -0.39 17,625 6.75 0.2116
2016-08-15 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 265,709 -3,455 -1.28 16,511 3.58 0.2099
2016-05-16 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 269,164 -11,055 -3.95 15,940 -13.85 0.2196
2016-02-16 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 280,219 147,632 111.35 18,503 128.88 0.2563
2015-11-16 2015-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 132,587 -131,079 -49.71 8,084 -54.75 0.1230
2015-08-14 2015-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 263,666 136,330 107.06 17,866 131.60 0.2387
2015-05-15 2015-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 127,336 11,464 9.89 7,714 6.39 0.1095
2015-02-17 2014-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 115,872 -695 -0.60 7,251 3.26 0.1051
2014-11-14 2014-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 116,567 3,918 3.48 7,022 8.18 0.1085
2014-08-14 2014-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 112,649 5,138 4.78 6,491 -0.54 0.0974
2014-05-15 2014-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 107,511 -2,854 -2.59 6,526 1.12 0.1039
2014-02-14 2013-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 110,365 -5,178 -4.48 6,454 8.07 0.1071
2013-11-14 2013-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 115,543 4,355 3.92 5,972 1.75 0.1148
2013-08-14 2013-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 111,188 111,188 5,869 0.1239
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.