JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionOsterweis Capital Management Inc
Latest Disclosed Ownership141,453 shares
Latest Disclosed Value $ 41,609,814
Osterweis Capital Management Inc reports 1.77% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Osterweis Capital Management Inc filed a 13F-HR form disclosing ownership of 141,453 shares of JPMorgan Chase & Co. (MX:JPM) valued at $41,609,814 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 138,995 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.77% 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 141,453 2,458 1.77 41,610 -7.09 1.6281
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 138,995 -3,291 -2.31 44,787 -0.21 1.8956
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 142,286 525 0.37 44,881 9.21 2.0254
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 141,761 3,345 2.42 41,098 21.04 1.9663
2025-06-05 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 138,416 391 0.28 33,953 2.62 1.6758
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 138,416 391 339,534 1.3424
2025-06-05 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 138,025 138,025 33,086 1.5395
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 138,025 138,025 33 1.5395
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 0 -328,211 -100.00 0 -100.00
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 328,211 2,295 0.70 51,972 -2.58 2.6002
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 325,916 -19,995 -5.78 53,349 -0.84 2.9124
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 345,911 -36,135 -9.46 53,803 -7.49 2.7672
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 382,046 82,975 27.74 58,158 53.04 3.1698
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 299,071 50,785 20.45 38,003 58.99 2.2668
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 248,286 61,758 33.11 23,903 36.25 1.6131
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 186,528 186,528 17,544 1.2718
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 0 -243,516 -100.00 0 -100.00
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 243,516 -107,427 -30.61 23,772 -39.97 1.8287
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 350,943 -38,285 -9.84 39,601 -2.36 2.5288
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 389,228 -40,205 -9.36 40,557 -14.12 2.6236
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 429,433 165,177 62.51 47,225 67.11 3.3593
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 264,256 2,261 0.86 28,259 12.93 2.0055
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 261,995 -47,800 -15.43 25,023 -11.63 1.8765
2017-08-15 2017-06-30 13F JPMORGAN CHASE COM 46625H100 309,795 -4,895 -1.56 28,315 2.43 2.1557
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 314,690 -41,513 -11.65 27,643 -10.06 2.1624
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 356,203 -78,632 -18.08 30,736 6.15 2.2150
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 434,835 434,835 0.00 28,955 1.7424
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -6,600 -100.00 0 -100.00
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 6,600 0 0.00 398 4.74 0.0122
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 6,600 -630 -8.71 380 -13.44 0.0109
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 7,230 0 0.00 439 3.78 0.0134
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 7,230 0 0.00 423 13.40 0.0131
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 7,230 -1,795 -19.89 373 -21.64 0.0120
2013-08-15 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 9,025 9,025 476 0.0178
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.