JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionHilltop Holdings Inc.
Latest Disclosed Ownership35,822 shares
Latest Disclosed Value $ 10,537,133
Hilltop Holdings Inc. reports 47.85% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Hilltop Holdings Inc. filed a 13F-HR form disclosing ownership of 35,822 shares of JPMorgan Chase & Co. (MX:JPM) valued at $10,537,133 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 68,692 shares of JPMorgan Chase & Co.. This represents a change in shares of -47.85% 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 35,822 -32,870 -47.85 10,537 -52.39 0.6985
2026-02-17 2025-12-31 13F JPMorgan Chase COM 46625H100 68,692 -4,182 -5.74 22,134 -3.71 1.3099
2025-11-14 2025-09-30 13F JPMorgan Chase COM 46625H100 72,874 -2,400 -3.19 22,987 5.33 1.2159
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 75,274 5,307 7.59 21,823 27.15 1.3983
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 69,967 -15,654 -18.28 17,163 -16.38 1.0773
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 85,621 1,010 1.19 20,524 15.03 1.2960
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 84,611 44,406 110.45 17,841 119.42 1.1394
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 40,205 -945 -2.30 8,132 -1.35 0.9395
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 41,150 -3,702 -8.25 8,242 8.04 0.8508
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 44,852 826 1.88 7,629 19.50 0.8649
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 44,026 9,947 29.19 6,385 28.81 0.7448
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 34,079 1,439 4.41 4,956 16.53 0.6028
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 32,640 -4,451 -12.00 4,253 -14.48 0.5587
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 37,091 8,893 31.54 4,974 68.81 0.6374
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 28,198 3,070 12.22 2,946 4.10 0.3987
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 25,128 4,208 20.11 2,830 -0.77 0.3746
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 20,920 -6,385 -23.38 2,852 -34.04 0.3212
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 27,305 2,372 9.51 4,324 5.93 0.4494
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 24,933 -3,746 -13.06 4,082 -8.48 0.4474
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 28,679 3,822 15.38 4,460 17.86 0.5024
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 24,857 4,260 20.68 3,784 44.59 0.4884
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 20,597 6,764 48.90 2,617 96.47 0.3662
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 13,833 -2,232 -13.89 1,332 -11.90 0.2259
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 16,065 2,547 18.84 1,512 24.24 0.2792
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 13,518 -28,751 -68.02 1,217 -79.34 0.2932
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 42,269 12,894 43.89 5,892 70.44 1.1014
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 29,375 -3,864 -11.62 3,457 -6.97 0.6559
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 33,239 -516 -1.53 3,716 8.72 0.7877
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 33,755 4,264 14.46 3,418 18.76 0.7258
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 29,491 -7,138 -19.49 2,878 -30.38 0.7142
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 36,629 8,158 28.65 4,134 39.33 0.8676
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 28,471 5,404 23.43 2,967 16.95 0.6284
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 23,067 12,515 118.60 2,537 124.91 0.4435
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 10,552 -7,712 -42.23 1,128 -35.36 0.2543
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 18,264 10,718 142.04 1,745 152.90 0.5286
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 7,546 847 12.64 690 17.15 0.2025
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 6,699 -120 -1.76 589 0.17 0.1772
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 6,819 316 4.86 588 35.80 0.1842
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 6,503 -21 -0.32 433 6.65 0.1363
2016-08-15 2016-06-30 13F JPMORGAN CHASE COM 46625H100 6,524 -547 -7.74 406 -2.87 0.1291
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 7,071 -2,388 -25.25 418 -33.12 0.1308
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 9,459 -317 -3.24 625 5.04 0.1817
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 9,776 -12,647 -56.40 595 -60.83 0.1740
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 22,423 10,646 90.40 1,519 112.75 0.4134
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 11,777 5,368 83.76 714 78.05 0.1824
2015-02-17 2014-12-31 13F JPMORGAN CHASE COM 46625H100 6,409 611 10.54 401 14.90 0.1385
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,798 1,487 34.49 349 40.73 0.1601
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 4,311 -2,305 -34.84 248 -38.31 0.1158
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 6,616 -854 -11.43 402 -8.01 0.2005
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 7,470 446 6.35 437 20.39 0.2237
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 7,024 1,870 36.28 363 33.46 0.2105
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 5,154 5,154 272 0.1841
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.