JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHamilton Capital, LLC
Latest Disclosed Ownership3,421 shares
Latest Disclosed Value $ 1,006,302
Hamilton Capital, LLC reports 27.18% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Hamilton Capital, LLC filed a 13F-HR form disclosing ownership of 3,421 shares of JPMorgan Chase & Co. (MX:JPM) valued at $1,006,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 15, 2026 disclosing 4,698 shares of JPMorgan Chase & Co.. This represents a change in shares of -27.18% 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 3,421 -1,277 -27.18 1,006 -33.51 0.0521
2026-05-15 2025-12-31 13F JPMORGAN CHASE COM 46625H100 4,698 2,022 75.56 1,514 95.23 0.0757
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,676 152 6.02 776 25.20 0.0426
2025-05-16 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,524 30 1.20 619 3.69 0.0375
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,494 52 2.13 598 10.35 0.0455
2024-11-15 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,442 3 0.12 542 9.74 0.0402
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,439 -1,953 -44.47 493 -43.91 0.0375
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,392 -27 -0.61 880 17.04 0.0658
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 4,419 -198 -4.29 752 12.26 0.0603
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 4,617 -234 -4.82 670 -5.11 0.0513
2023-08-03 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,851 -752 -13.42 706 -3.42 0.0492
2023-05-03 2023-03-31 13F JPMORGAN CHASE COM 46625H100 5,603 -1,008 -15.25 730 -17.61 0.0468
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 6,611 3,138 90.35 887 144.08 0.0573
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,473 -1,600 -31.54 363 -36.43 0.0247
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 5,073 701 16.03 571 -4.19 0.0360
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,372 -2,688 -38.07 596 -46.69 0.0383
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 7,060 4,137 141.53 1,118 133.89 0.0870
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 2,923 1,078 58.43 478 66.55 0.0413
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,845 -126 -6.39 287 -4.33 0.0277
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,971 1,971 300 0.0310
2019-11-13 2019-09-30 13F JPMORGAN CHASE COM 46625H100 0 -10,279 -100.00 0 -100.00
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 10,279 7,210 234.93 1,149 269.45 0.3969
2019-05-10 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,069 3,069 311 0.1400
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 0 -2,401 -100.00 0 -100.00
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,401 2,401 257 0.0961
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.