JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionGiverny Capital Inc.
ManagerFrancois Rochon
Latest Disclosed Ownership52,298 shares
Latest Disclosed Value $ 15,383,980
Giverny Capital Inc. reports 0.89% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Giverny Capital Inc. filed a 13F-HR form disclosing ownership of 52,298 shares of JPMorgan Chase & Co. (MX:JPM) valued at $15,383,980 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 51,838 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.89% 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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 52,298 460 0.89 15,384 -7.90 0.5632
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 51,838 1,133 2.23 16,703 4.44 0.5572
2025-11-17 2025-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 50,705 -245 -0.48 15,994 8.28 0.5420
2025-11-14 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 50,705 -245 15,994 0.5101
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 50,705 -245 15,994 0.4904
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 50,950 6,467 14.54 14,771 35.37 0.5066
2025-08-12 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 44,483 621 1.42 10,912 3.78 0.4022
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 44,483 621 10,912 0.4022
2025-08-12 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 43,862 538 1.24 10,514 15.10 0.3843
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 43,862 538 10,514 0.3843
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 43,324 3,098 7.70 9,135 12.28 0.3473
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 40,226 1,023 2.61 8,136 3.62 0.3438
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 39,203 2,430 6.61 7,852 25.53 0.3193
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 36,773 167 0.46 6,255 17.84 0.2940
2024-01-25 2023-09-30 13F/A-1 JPMORGANCHASE&CO COM 46625H100 36,606 2,511 7.36 5,309 7.06 0.2882
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 36,606 2,511 5,309 0.2883
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 34,095 1,069 3.24 4,959 15.22 0.2609
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 33,026 1,785 5.71 4,304 2.72 0.2592
2023-05-17 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 31,241 2,722 9.54 4,189 40.57 0.2590
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 31,241 2,722 4 0.2589
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,519 -255,638 -89.96 2,980 -90.69 0.2018
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 284,157 7,609 2.75 31,999 -15.12 2.1083
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 276,548 9,261 3.46 37,699 -10.93 2.1281
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 267,287 -114,483 -29.99 42,325 -32.27 2.2579
2021-11-15 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 381,770 18,282 5.03 62,492 10.53 3.7261
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 381,770 18,282 62,492 3.6875
2021-08-13 2021-06-30 13F JP MORGAN CHASE COM 46625H100 363,488 9,056 2.56 56,537 4.79 3.4386
2021-05-17 2021-03-31 13F JP MORGAN CHASE COM 46625H100 354,432 8,817 2.55 53,955 22.86 3.6088
2021-02-16 2020-12-31 13F JP MORGAN CHASE COM 46625H100 345,615 9,087 2.70 43,917 35.55 3.3683
2020-11-13 2020-09-30 13F JP MORGAN CHASE COM 46625H100 336,528 4,405 1.33 32,398 3.71 2.9709
2020-08-07 2020-06-30 13F JP MORGAN CHASE COM 46625H100 332,123 9,430 2.92 31,239 7.53 3.1064
2020-05-15 2020-03-31 13F JP MORGAN CHASE COM 46625H100 322,693 -17,332 -5.10 29,052 -38.71 3.7000
2020-02-07 2019-12-31 13F JP MORGAN CHASE COM 46625H100 340,025 2,243 0.66 47,399 19.23 4.2894
2019-11-14 2019-09-30 13F JP MORGAN CHASE COM 46625H100 337,782 3,771 1.13 39,754 6.46 3.9629
2019-08-13 2019-06-30 13F JP MORGAN CHASE COM 46625H100 334,011 15,896 5.00 37,342 15.96 3.7721
2019-05-14 2019-03-31 13F JP MORGAN CHASE COM 46625H100 318,115 15,921 5.27 32,203 9.16 3.6941
2019-02-13 2018-12-31 13F JP MORGAN CHASE COM 46625H100 302,194 95,425 46.15 29,500 26.44 3.8883
2018-11-13 2018-09-30 13F JP MORGAN CHASE COM 46625H100 206,769 192,012 1,301.16 23,332 1,417.04 2.6419
2018-08-13 2018-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 14,757 0 0.00 1,538 -5.24 0.2000
2018-08-13 2018-06-30 13F JP MORGAN CHASE COM 46625H100 14,757 0 1,538
2018-05-11 2018-03-31 13F JP MORGAN CHASE COM 46625H100 14,757 0 0.00 1,623 2.85 0.2173
2018-02-13 2017-12-31 13F JP MORGAN CHASE COM 46625H100 14,757 21 0.14 1,578 12.15 0.2165
2017-11-13 2017-09-30 13F JP MORGAN CHASE COM 46625H100 14,736 2,357 19.04 1,407 24.40 0.2056
2017-08-04 2017-06-30 13F JP MORGAN CHASE COM 46625H100 12,379 0 0.00 1,131 4.05 0.1828
2017-05-11 2017-03-31 13F JP MORGAN CHASE COM 46625H100 12,379 0 0.00 1,087 1.78 0.1805
2017-02-10 2016-12-31 13F JP MORGAN CHASE COM 46625H100 12,379 0 0.00 1,068 29.61 0.1807
2016-11-08 2016-09-30 13F JP MORGAN CHASE COM 46625H100 12,379 0 0.00 824 7.15 0.1533
2016-08-11 2016-06-30 13F JP MORGAN CHASE COM 46625H100 12,379 12,379 769 0.1493
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.