JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionEdgewood Management Llc
Latest Disclosed Ownership19,171 shares
Latest Disclosed Value $ 5,639,341
Edgewood Management Llc reports 1.86% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Edgewood Management Llc filed a 13F-HR form disclosing ownership of 19,171 shares of JPMorgan Chase & Co. (MX:JPM) valued at $5,639,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 19,534 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.86% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE COM 46625H100 19,171 -363 -1.86 5,639 -10.41 0.0364
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 19,534 0 0.00 6,294 2.16 0.0300
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 19,534 -242 -1.22 6,162 7.47 0.0218
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 19,776 -140 -0.70 5,733 17.36 0.0182
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 19,916 -242 -1.20 4,885 1.10 0.0170
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 20,158 0 0.00 4,832 13.69 0.0139
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 20,158 -1,306 -6.08 4,251 -2.10 0.0115
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 21,464 0 0.00 4,341 0.98 0.0118
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 21,464 0 0.00 4,299 17.75 0.0115
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 21,464 0 0.00 3,651 17.32 0.0105
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 21,464 0 0.00 3,113 -0.29 0.0102
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 21,464 0 0.00 3,122 11.62 0.0095
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 21,464 0 0.00 2,797 -2.85 0.0090
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 21,464 2,000 10.28 2,878 41.49 0.0102
2022-11-10 2022-09-30 13F JPMORGAN CHASE COM 46625H100 19,464 0 0.00 2,034 -7.21 0.0071
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 19,464 0 0.00 2,192 -17.38 0.0065
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 19,464 2,000 11.45 2,653 -4.05 0.0053
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 17,464 0 0.00 2,765 -3.29 0.0045
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 17,464 -200 -1.13 2,859 4.08 0.0048
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 17,664 -150 -0.84 2,747 1.29 0.0046
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 17,814 0 0.00 2,712 19.79 0.0054
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 17,814 0 0.00 2,264 32.01 0.0045
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 17,814 6,400 56.07 1,715 59.68 0.0038
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 11,414 0 0.00 1,074 4.47 0.0026
2020-05-13 2020-03-31 13F JPMORGAN CHASE COM 46625H100 11,414 1,500 15.13 1,028 -25.62 0.0034
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 9,914 5,810 141.57 1,382 186.13 0.0041
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 4,104 0 0.00 483 5.23 0.0016
2019-08-12 2019-06-30 13F JPMORGAN CHASE COM 46625H100 4,104 0 0.00 459 10.60 0.0015
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 4,104 -1,935 -32.04 415 -29.66 0.0015
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 6,039 0 0.00 590 -13.36 0.0024
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 6,039 0 0.00 681 8.27 0.0023
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 6,039 -120 -1.95 629 -7.09 0.0023
2018-05-11 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,159 -790 -11.37 677 -8.88 0.0027
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 6,949 -100 -1.42 743 10.40 0.0032
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 7,049 0 0.00 673 4.50 0.0031
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,049 -50 -0.70 644 3.21 0.0032
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,099 -180 -2.47 624 -0.64 0.0035
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,279 0 0.00 628 29.48 0.0041
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 7,279 -120 -1.62 485 5.43 0.0032
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 7,399 -180 -2.37 460 2.45 0.0034
2016-05-09 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 449 -10.20 0.0032
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 500 8.23 0.0037
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 462 -10.12 0.0039
2015-08-07 2015-06-30 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 514 11.98 0.0043
2015-05-06 2015-03-31 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 459 -3.16 0.0041
2015-02-06 2014-12-31 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 474 3.72 0.0044
2014-11-10 2014-09-30 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 457 4.58 0.0046
2014-08-08 2014-06-30 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 437 -5.00 0.0044
2014-05-12 2014-03-31 13F JPMORGAN CHASE COM 46625H100 7,579 0 0.00 460 3.84 0.0049
2014-02-11 2013-12-31 13F JPMORGAN CHASE COM 46625H100 7,579 -1,550 -16.98 443 -6.14 0.0050
2013-11-04 2013-09-30 13F JPMORGAN CHASE COM 46625H100 9,129 -1,550 -14.51 472 -16.31 0.0059
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 10,679 10,679 564 0.0076
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.