JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionBecker Capital Management Inc
Latest Disclosed Ownership350,079 shares
Latest Disclosed Value $ 102,979,115
Becker Capital Management Inc reports 1.83% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 11, 2026 - Becker Capital Management Inc filed a 13F-HR form disclosing ownership of 350,079 shares of JPMorgan Chase & Co. (MX:JPM) valued at $102,979,115 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 356,613 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.83% 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)
2026-05-11 2026-03-31 13F JPMORGAN CHASE COM 46625H100 350,079 -6,534 -1.83 102,979 -10.38 3.0270
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 356,613 -1,323 -0.37 114,908 1.77 3.2876
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 357,936 -16,766 -4.47 112,904 3.93 3.2987
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 374,702 -2,801 -0.74 108,630 17.31 3.3855
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 377,503 -7,426 -1.93 92,601 0.36 3.0521
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 384,929 -3,151 -0.81 92,271 12.76 3.0128
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 388,080 -2,542 -0.65 81,830 3.57 2.6604
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 390,622 -4,294 -1.09 79,007 -0.12 2.7113
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 394,916 -6,055 -1.51 79,102 15.98 2.7179
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 400,971 -2,086 -0.52 68,205 16.69 2.4596
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 403,057 1,791 0.45 58,451 0.16 2.3191
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 401,266 8,309 2.11 58,360 13.97 2.2085
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 392,957 -15,878 -3.88 51,206 -6.60 2.0247
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 408,835 4,074 1.01 54,825 29.61 2.5542
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 404,761 -2,776 -0.68 42,298 -7.83 2.2206
2022-08-04 2022-06-30 13F JPMORGAN CHASE COM 46625H100 407,537 3,648 0.90 45,893 -16.65 2.2102
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 403,889 487 0.12 55,058 -13.81 2.2210
2022-02-08 2021-12-31 13F JPMORGAN CHASE COM 46625H100 403,402 -19,604 -4.63 63,879 -7.75 2.5259
2021-10-14 2021-09-30 13F JPMORGAN CHASE COM 46625H100 423,006 513 0.12 69,242 5.37 2.9173
2021-08-12 2021-06-30 13F JPMorgan Chase Common Stock 46625H100 422,493 -6,699 -1.56 65,715 0.58 2.7897
2021-05-13 2021-03-31 13F JPMorgan Chase COM 46625H100 429,192 -13,499 -3.05 65,336 16.15 2.9436
2021-02-10 2020-12-31 13F JP MORGAN CHASE Common Stock 46625H100 442,691 -6,537 -1.46 56,253 30.07 2.7794
2020-11-09 2020-09-30 13F JP MORGAN CHASE Common Stock 46625H100 449,228 -10,106 -2.20 43,247 0.10 2.4006
2020-08-11 2020-06-30 13F JP MORGAN CHASE Common Stock 46625H100 459,334 -42,768 -8.52 43,205 -4.42 2.4475
2020-05-07 2020-03-31 13F JP MORGAN CHASE Common Stock 46625H100 502,102 -99,103 -16.48 45,204 -46.06 2.7486
2020-02-11 2019-12-31 13F JP MORGAN CHASE Common Stock 46625H100 601,205 -46,840 -7.23 83,808 9.89 2.9722
2019-11-14 2019-09-30 13F JP MORGAN CHASE Common Stock 46625H100 648,045 -26,790 -3.97 76,268 1.09 2.9137
2019-08-08 2019-06-30 13F JPMORGAN CHASE Common Stock 46625H100 674,835 -27,939 -3.98 75,447 6.05 2.7330
2019-05-08 2019-03-31 13F JP MORGAN CHASE Common Stock 46625H100 702,774 7,482 1.08 71,142 4.81 2.6359
2019-02-04 2018-12-31 13F JP MORGAN CHASE Common Stock 46625H100 695,292 -3,737 -0.53 67,874 -13.95 2.6476
2018-11-05 2018-09-30 13F JP MORGAN CHASE Common Stock 46625H100 699,029 -8,081 -1.14 78,878 7.05 2.5107
2018-08-03 2018-06-30 13F JP MORGAN CHASE Common Stock 46625H100 707,110 -44,113 -5.87 73,681 -10.81 2.4456
2018-05-04 2018-03-31 13F JP MORGAN CHASE Common Stock 46625H100 751,223 -18,065 -2.35 82,612 0.42 2.7402
2018-02-13 2017-12-31 13F JP MORGAN CHASE Common Stock 46625H100 769,288 -16,468 -2.10 82,268 9.62 2.7185
2017-11-02 2017-09-30 13F JP MORGAN CHASE Common Stock 46625H100 785,756 -2,598 -0.33 75,048 4.15 2.5783
2017-08-11 2017-06-30 13F JP MORGAN CHASE Common Stock 46625H100 788,354 -63,966 -7.50 72,056 -3.76 2.5811
2017-05-12 2017-03-31 13F JP MORGAN CHASE Common Stock 46625H100 852,320 -39,794 -4.46 74,868 -2.74 2.7227
2017-02-28 2016-12-31 13F/A-1 JP MORGAN CHASE Common Stock 46625H100 892,114 -36,837 -3.97 76,981 24.45 2.8498
2017-02-01 2016-12-31 13F JP MORGAN CHASE Common Stock 46625H100 987,911 61,389
2016-11-01 2016-09-30 13F JP MORGAN CHASE Common Stock 46625H100 928,951 -58,960 -5.97 61,859 0.77 2.4234
2016-08-02 2016-06-30 13F JP MORGAN CHASE Common Stock 46625H100 987,911 2,437 0.25 61,389 5.19 2.5031
2016-05-25 2016-03-31 13F JP MORGAN CHASE Common Stock 46625H100 985,474 238 0.02 58,360 -10.29 2.5170
2016-02-03 2015-12-31 13F JP MORGAN CHASE Common Stock 46625H100 985,236 14,859 1.53 65,055 9.96 2.8560
2015-11-02 2015-09-30 13F JP MORGAN CHASE Common Stock 46625H100 970,377 6,741 0.70 59,164 -9.39 2.6701
2015-08-11 2015-06-30 13F JP MORGAN CHASE Common Stock 46625H100 963,636 48,917 5.35 65,296 17.83 2.5670
2015-05-06 2015-03-31 13F JP MORGAN CHASE Common Stock 46625H100 914,719 914,719 0.00 55,414 2.1569
2015-02-03 2014-12-31 13F JP MORGAN CHASE Common Stock 46625H100 0 -931,584 -100.00 0 -100.00
2014-11-03 2014-09-30 13F JP MORGAN CHASE Common Stock 46625H100 931,584 11,906 1.29 56,119 5.90 2.3038
2014-08-13 2014-06-30 13F JP MORGAN CHASE Common Stock 46625H100 919,678 65,193 7.63 52,992 2.15 2.1674
2014-04-30 2014-03-31 13F JP MORGAN CHASE Common Stock 46625H100 854,485 458 0.05 51,876 3.87 2.1279
2014-02-03 2013-12-31 13F JP MORGAN CHASE Common Stock 46625H100 854,027 21,343 2.56 49,943 16.04 2.0485
2013-11-12 2013-09-30 13F JP MORGAN CHASE Common Stock 46625H100 832,684 -65,254 -7.27 43,041 -9.20 1.9750
2013-08-06 2013-06-30 13F JP MORGAN CHASE Common Stock 46625H100 897,938 897,938 47,402 2.3938
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.