JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionChatham Capital Group, Inc.
Latest Disclosed Ownership15,868 shares
Latest Disclosed Value $ 4,667,731
Chatham Capital Group, Inc. reports 1.20% increase in ownership of JPM / JPMorgan Chase & Co.

On April 20, 2026 - Chatham Capital Group, Inc. filed a 13F-HR form disclosing ownership of 15,868 shares of JPMorgan Chase & Co. (MX:JPM) valued at $4,667,731 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 15,680 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.20% 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)
2026-04-20 2026-03-31 13F JPMORGAN CHASE COM 46625H100 15,868 188 1.20 4,668 -7.62 0.6771
2026-01-14 2025-12-31 13F JPMORGAN CHASE COM 46625H100 15,680 170 1.10 5,052 3.27 0.7189
2025-10-15 2025-09-30 13F JPMORGAN CHASE COM 46625H100 15,510 75 0.49 4,892 9.34 0.7037
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 15,435 0 0.00 4,475 18.17 0.6825
2025-04-10 2025-03-31 13F JPMORGAN CHASE COM 46625H100 15,435 0 0.00 3,786 2.35 0.6317
2025-02-07 2024-12-31 13F JPMORGAN CHASE COM 46625H100 15,435 -30 -0.19 3,700 13.47 0.6085
2024-10-16 2024-09-30 13F JPMORGAN CHASE COM 46625H100 15,465 -307 -1.95 3,261 2.19 0.5331
2024-07-15 2024-06-30 13F JPMORGAN CHASE COM 46625H100 15,772 -10 -0.06 3,190 0.92 0.5568
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 15,782 375 2.43 3,161 20.65 0.5801
2024-01-19 2023-12-31 13F JPMORGAN CHASE COM 46625H100 15,407 0 0.00 2,621 17.28 0.5306
2023-10-26 2023-09-30 13F JPMORGAN CHASE COM 46625H100 15,407 42 0.27 2,234 0.00 0.4987
2023-07-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 15,365 50 0.33 2,235 11.98 0.4703
2023-04-24 2023-03-31 13F JPMORGAN CHASE COM 46625H100 15,315 150 0.99 1,996 -1.87 0.4461
2023-02-01 2022-12-31 13F JPMORGAN CHASE COM 46625H100 15,165 -3,475 -18.64 2,034 4.36 0.4768
2022-10-28 2022-09-30 13F JPMORGAN CHASE COM 46625H100 18,640 1,940 11.62 1,948 3.56 0.4777
2022-08-02 2022-06-30 13F JPMORGAN CHASE COM 46625H100 16,700 4,315 34.84 1,881 11.43 0.4256
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 12,385 0 0.00 1,688 -13.92 0.3264
2022-02-02 2021-12-31 13F JPMORGAN CHASE COM 46625H100 12,385 -500 -3.88 1,961 -7.02 0.3540
2021-10-13 2021-09-30 13F JPMORGAN CHASE COM 46625H100 12,885 -250 -1.90 2,109 3.23 0.4059
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 13,135 0 0.00 2,043 2.15 0.3950
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 13,135 -50 -0.38 2,000 19.40 0.4186
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 13,185 -400 -2.94 1,675 28.06 0.3765
2020-10-22 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,585 -27,710 -67.10 1,308 -66.32 0.3225
2020-07-20 2020-06-30 13F JPMORGAN CHASE COM 46625H100 41,295 3,475 9.19 3,884 14.07 1.0052
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 37,820 -330 -0.87 3,405 -35.97 1.0050
2020-01-31 2019-12-31 13F JPMORGAN CHASE COM 46625H100 38,150 -275 -0.72 5,318 17.60 1.3110
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 38,425 -83 -0.22 4,522 5.04 1.1552
2019-07-24 2019-06-30 13F JPMORGAN CHASE COM 46625H100 38,508 332 0.87 4,305 11.38 1.0840
2019-05-09 2019-03-31 13F JPMORGAN CHASE COM 46625H100 38,176 -1,669 -4.19 3,865 -0.64 0.9942
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 39,845 30,135 310.35 3,890 254.93 1.0802
2018-10-30 2018-09-30 13F JPMORGAN CHASE COM 46625H100 9,710 -326 -3.25 1,096 4.78 0.2769
2018-07-30 2018-06-30 13F JPMORGAN CHASE COM 46625H100 10,036 1,326 15.22 1,046 9.19 0.2753
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 8,710 304 3.62 958 6.56 0.2576
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 8,406 0 0.00 899 11.96 0.2474
2017-11-08 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,406 -675 -7.43 803 -3.25 0.2273
2017-08-09 2017-06-30 13F JPMORGAN CHASE COM 46625H100 9,081 500 5.83 830 10.08 0.2299
2017-05-09 2017-03-31 13F JPMORGAN CHASE COM 46625H100 8,581 96 1.13 754 3.01 0.2108
2017-02-07 2016-12-31 13F JPMORGAN CHASE COM 46625H100 8,485 -500 -5.56 732 22.41 0.2137
2016-11-08 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,985 200 2.28 598 9.52 0.1887
2016-07-29 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,785 -525 -5.64 546 -0.91 0.1688
2016-04-29 2016-03-31 13F JPMORGAN CHASE COM 46625H100 9,310 0 0.00 551 -10.41 0.1739
2016-02-02 2015-12-31 13F JPMORGAN CHASE COM 46625H100 9,310 1,240 15.37 615 25.00 0.1973
2015-10-23 2015-09-30 13F JPMORGAN CHASE COM 46625H100 8,070 -722 -8.21 492 -17.45 0.1659
2015-07-31 2015-06-30 13F JPMORGAN CHASE COM 46625H100 8,792 -268 -2.96 596 8.56 0.1677
2015-04-28 2015-03-31 13F JPMORGAN CHASE COM 46625H100 9,060 490 5.72 549 2.43 0.1609
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 8,570 0 0.00 536 3.88 0.1599
2014-11-06 2014-09-30 13F JPMORGAN CHASE COM 46625H100 8,570 8,570 516 0.1603
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.