JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTufton Capital Management
Latest Disclosed Ownership71,178 shares
Latest Disclosed Value $ 20,937
Tufton Capital Management reports 2.56% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 12, 2026 - Tufton Capital Management filed a 13F-HR form disclosing ownership of 71,178 shares of JPMorgan Chase & Co. (MX:JPM) valued at $20,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 73,045 shares of JPMorgan Chase & Co.. This represents a change in shares of -2.56% 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)
2026-05-12 2026-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 71,178 -1,867 -2.56 21 -13.04 3.8090
2026-01-28 2025-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 73,045 -954 -1.29 24 0.00 4.1141
2025-10-31 2025-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 73,999 -261 -0.35 23 9.52 4.1606
2025-08-05 2025-06-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 74,260 -2,385 -3.11 22 -99.89 4.0932
2025-05-06 2025-03-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 76,645 -3,385 -4.23 18,801 -1.99 3.6215
2025-02-05 2024-12-31 13F JPMORGAN CHASE & CO. COM COM 46625H100 80,030 -639 -0.79 19,184 12.78 3.6286
2024-11-08 2024-09-30 13F JPMORGAN CHASE & CO. COM COM 46625H100 80,669 -2,009 -2.43 17,010 1.72 3.1888
2024-07-31 2024-06-30 13F JPMORGAN CHASE COM 46625H100 82,678 -743 -0.89 16,722 0.08 3.2520
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 83,421 -560 -0.67 16,709 16.97 3.2815
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 83,981 -2,916 -3.36 14,285 13.36 2.9967
2023-10-30 2023-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 86,897 -135 -0.16 12,602 -0.45 2.8115
2023-10-30 2023-09-30 13F JPMORGAN CHASE COM 46625H100 86,897 -135 12,602 2.8115
2023-07-28 2023-06-30 13F JPMORGAN CHASE COM 46625H100 87,032 -2,642 -2.95 12,658 8.33 2.7308
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 89,674 467 0.52 11,686 -2.32 2.5273
2023-01-26 2022-12-31 13F JPMORGAN CHASE COM 46625H100 89,207 -721 -0.80 11,963 27.30 2.6318
2022-10-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 89,928 -34,215 -27.56 9,397 -32.78 2.2683
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 124,143 857 0.70 13,979 -16.82 2.6113
2022-04-25 2022-03-31 13F JPMORGAN CHASE COM 46625H100 123,286 -1,690 -1.35 16,806 -15.08 2.7164
2022-01-28 2021-12-31 13F JPMORGAN CHASE COM 46625H100 124,976 -351 -0.28 19,790 -3.53 3.0386
2021-10-21 2021-09-30 13F JPMORGAN CHASE COM 46625H100 125,327 -1,142 -0.90 20,514 4.29 3.4725
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 126,469 -4,245 -3.25 19,671 -1.14 3.2307
2021-04-22 2021-03-31 13F JPMORGAN CHASE COM 46625H100 130,714 -2,305 -1.73 19,898 17.73 3.3995
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 133,019 950 0.72 16,902 32.94 3.1168
2020-10-23 2020-09-30 13F JPMORGAN CHASE COM 46625H100 132,069 -1,015 -0.76 12,714 1.57 2.6266
2020-07-27 2020-06-30 13F JPMORGAN CHASE COM 46625H100 133,084 131 0.10 12,517 4.58 2.7566
2020-04-23 2020-03-31 13F JPMORGAN CHASE COM 46625H100 132,953 1,291 0.98 11,969 -34.78 3.0686
2020-01-24 2019-12-31 13F JPMORGAN CHASE COM 46625H100 131,662 -470 -0.36 18,353 18.03 3.6118
2019-10-25 2019-09-30 13F JPMORGAN CHASE COM 46625H100 132,132 -1,319 -0.99 15,550 4.23 3.2814
2019-07-26 2019-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 133,451 -110 -0.08 14,919 10.35 3.1547
2019-04-29 2019-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 133,561 1,497 1.13 13,520 4.87 2.8794
2019-01-28 2018-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 132,064 1,415 1.08 12,892 -12.55 3.1627
2018-10-26 2018-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 130,649 -6,623 -4.82 14,742 3.07 3.1361
2018-08-06 2018-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 137,272 -3,253 -2.31 14,303 -7.44 3.0672
2018-04-23 2018-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 140,525 821 0.59 15,453 3.43 3.0490
2018-01-26 2017-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 139,704 -1,449 -1.03 14,940 10.81 2.8779
2017-10-20 2017-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 141,153 -1,010 -0.71 13,482 3.76 2.6968
2017-07-28 2017-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 142,163 -18,360 -11.44 12,994 -7.84 2.6370
2017-04-28 2017-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 160,523 -10,357 -6.06 14,100 -4.37 2.7785
2017-01-31 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 170,880 -6,897 -3.88 14,745 24.56 2.9916
2016-10-21 2016-09-30 13F JPMORGAN CHASE & CO COM COM 46625H100 177,777 -175 -0.10 11,838 7.05 2.3867
2016-07-26 2016-06-30 13F JPMORGAN CHASE & CO COM COM 46625H100 177,952 -5,798 -3.16 11,058 1.62 2.2390
2016-04-13 2016-03-31 13F JPMORGAN CHASE & CO COM COM 46625H100 183,750 -155 -0.08 10,882 -10.38 2.7092
2016-01-19 2015-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 183,905 -1,605 -0.87 12,143 7.36 2.9880
2015-10-22 2015-09-30 13F JPMORGAN CHASE COM 46625H100 185,510 -7,112 -3.69 11,311 -13.34 2.4852
2015-07-23 2015-06-30 13F JPMORGAN CHASE COM 46625H100 192,622 -15,888 -7.62 13,052 3.32 2.6368
2015-04-22 2015-03-31 13F JPMORGAN CHASE COM 46625H100 208,510 208,510 0.00 12,632 2.3154
2015-02-02 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -210,343 -100.00 0 -100.00
2014-11-07 2014-09-30 13F JPMORGAN CHASE COM 46625H100 210,343 -2,445 -1.15 12,671 3.34 2.3799
2014-07-16 2014-06-30 13F JPMORGAN CHASE COM 46625H100 212,788 5,475 2.64 12,261 -2.58 2.4845
2014-04-22 2014-03-31 13F JPMORGAN CHASE COM 46625H100 207,313 647 0.31 12,586 4.14 2.6306
2014-01-30 2013-12-31 13F JPMORGAN CHASE COM 46625H100 206,666 -507 -0.24 12,086 12.86 2.5885
2013-10-30 2013-09-30 13F JPMORGAN CHASE COM 46625H100 207,173 -6,395 -2.99 10,709 -5.01 2.5239
2013-07-18 2013-06-30 13F JPMORGAN CHASE COM 46625H100 213,568 213,568 11,274 2.7073
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.