JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionMcrae Capital Management Inc
Latest Disclosed Ownership21,927 shares
Latest Disclosed Value $ 6,450,046
Mcrae Capital Management Inc reports 10.64% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Mcrae Capital Management Inc filed a 13F-HR form disclosing ownership of 21,927 shares of JPMorgan Chase & Co. (MX:JPM) valued at $6,450,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 24,539 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.64% 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 21,927 -2,612 -10.64 6,450 -18.42 1.3378
2026-02-10 2025-12-31 13F JPMORGAN CHASE COM 46625H100 24,539 -1,608 -6.15 7,907 -4.13 1.6141
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 26,147 -305 -1.15 8,248 7.55 1.6371
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 26,452 -223 -0.84 7,669 17.19 1.5701
2025-05-13 2025-03-31 13F JPMORGAN CHASE COM 46625H100 26,675 -17,241 -39.26 6,543 -37.85 1.3793
2025-01-30 2024-12-31 13F JPMORGAN CHASE COM 46625H100 43,916 -556 -1.25 10,527 12.26 2.0638
2024-10-24 2024-09-30 13F JPMORGAN CHASE COM 46625H100 44,472 -94 -0.21 9,378 4.03 1.8305
2024-07-24 2024-06-30 13F JPMORGAN CHASE COM 46625H100 44,566 -201 -0.45 9,014 0.54 2.0551
2024-04-18 2024-03-31 13F JPMORGAN CHASE COM 46625H100 44,767 -635 -1.40 8,967 16.11 1.9642
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 45,402 320 0.71 7,723 18.13 1.9320
2023-10-17 2023-09-30 13F JPMORGAN CHASE COM 46625H100 45,082 -128 -0.28 6,538 -0.58 1.9361
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 45,210 -227 -0.50 6,575 11.06 1.8689
2023-04-19 2023-03-31 13F JPMORGAN CHASE COM 46625H100 45,437 -4,704 -9.38 5,921 -11.94 1.7046
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 50,141 -375 -0.74 6,724 27.35 1.9667
2022-10-20 2022-09-30 13F JPMORGAN CHASE COM 46625H100 50,516 750 1.51 5,279 -5.80 1.6051
2022-07-20 2022-06-30 13F JPMORGAN CHASE COM 46625H100 49,766 2,264 4.77 5,604 -13.45 1.5210
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 47,502 2,105 4.64 6,475 -9.93 1.4610
2022-01-26 2021-12-31 13F JPMORGAN CHASE COM 46625H100 45,397 805 1.81 7,189 -1.51 1.4995
2021-10-26 2021-09-30 13F JPMORGAN CHASE COM 46625H100 44,592 715 1.63 7,299 6.95 1.6071
2021-07-28 2021-06-30 13F JPMORGAN CHASE COM 46625H100 43,877 200 0.46 6,825 2.65 1.5614
2021-05-11 2021-03-31 13F JPMORGAN CHASE COM 46625H100 43,677 2,515 6.11 6,649 27.13 1.6464
2021-01-27 2020-12-31 13F JPMORGAN CHASE COM 46625H100 41,162 18,966 85.45 5,230 144.74 1.4999
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 22,196 16,471 287.70 2,137 297.21 0.7163
2020-07-23 2020-06-30 13F JPMORGAN CHASE COM 46625H100 5,725 775 15.66 538 20.63 0.2015
2020-04-16 2020-03-31 13F JPMORGAN CHASE COM 46625H100 4,950 2,850 135.71 446 52.22 0.2174
2020-01-17 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,100 0 0.00 293 18.62 0.1079
2019-10-21 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,100 0 0.00 247 5.11 0.0963
2019-07-29 2019-06-30 13F JPMORGAN CHASE COM 46625H100 2,100 100 5.00 235 16.34 0.0940
2019-04-16 2019-03-31 13F JPMORGAN CHASE COM 46625H100 2,000 -300 -13.04 202 -10.22 0.0841
2019-01-28 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,300 -345 -13.04 225 -24.50 0.1157
2018-10-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,645 0 0.00 298 7.97 0.1263
2018-07-16 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,645 0 0.00 276 -5.15 0.1155
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,645 400 17.82 291 21.25 0.1314
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,245 2,245 240 0.1012
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.