JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionStonebridge Capital Management Inc
Latest Disclosed Ownership2,360 shares
Latest Disclosed Value $ 694,218
Stonebridge Capital Management Inc reports 7.27% increase in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Stonebridge Capital Management Inc filed a 13F-HR form disclosing ownership of 2,360 shares of JPMorgan Chase & Co. (MX:JPM) valued at $694,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on July 1, 2025 disclosing 2,200 shares of JPMorgan Chase & Co..

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)
2026-04-13 2026-03-31 13F J.P. MORGAN CHASE & C COM 46625H100 2,360 160 7.27 694 0.3157
2025-07-01 2025-06-30 13F J.P. MORGAN CHASE COM 46625H100 2,200 1,200 120.00 1 0.2495
2025-05-12 2025-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,000 0 0.00 0 0.1059
2025-01-14 2024-12-31 13F J.P. MORGAN CHASE COM 46625H100 1,000 0 0.00 0 0.0983
2024-10-07 2024-09-30 13F J.P. MORGAN CHASE COM 46625H100 1,000 0 0.00 0 0.0838
2024-07-09 2024-06-30 13F J.P. MORGAN CHASE COM 46625H100 1,000 0 0.00 0 0.0862
2024-04-15 2024-03-31 13F J.P. MORGAN CHASE COM 46625H100 1,000 1,000 0 0.0894
2020-07-07 2020-06-30 13F J.P. MORGAN CHASE COM 46625H100 0 -18,210 -100.00 0 -100.00
2020-05-20 2020-03-31 13F J.P. MORGAN CHASE COM 46625H100 18,210 -725 -3.83 1,639 -37.89 0.9184
2020-01-02 2019-12-31 13F J.P. MORGAN CHASE COM 46625H100 18,935 -2,176 -10.31 2,639 6.20 1.1548
2019-10-02 2019-09-30 13F J.P. MORGAN CHASE COM 46625H100 21,111 -8,960 -29.80 2,485 -26.09 1.1518
2019-07-12 2019-06-30 13F J.P. MORGAN CHASE COM 46625H100 30,071 -8,250 -21.53 3,362 -13.33 1.3251
2019-05-02 2019-03-31 13F J.P. MORGAN CHASE COM 46625H100 38,321 1,710 4.67 3,879 8.53 1.4160
2019-01-25 2018-12-31 13F/A-1 J.P. MORGAN CHASE COM 46625H100 36,611 905 2.53 3,574 -11.29 1.4280
2019-01-24 2018-12-31 13F J.P. MORGAN CHASE COM 46625H100 35,706 0 4,029
2018-10-16 2018-09-30 13F J.P. MORGAN CHASE COM 46625H100 35,706 -850 -2.33 4,029 6.28 1.3838
2018-07-06 2018-06-30 13F J.P. MORGAN CHASE COM 46625H100 36,556 70 0.19 3,791 -5.81 1.3574
2018-04-16 2018-03-31 13F J.P. MORGAN CHASE COM 46625H100 36,486 250 0.69 4,025 -1.42 1.4731
2018-01-29 2017-12-31 13F J.P. MORGAN CHASE COM 46625H100 36,236 -850 -2.29 4,083 15.27 1.4525
2017-11-01 2017-09-30 13F J.P. MORGAN CHASE & C COM 46625H100 37,086 -200 -0.54 3,542 3.93 1.3330
2017-07-27 2017-06-30 13F J.P. MORGAN CHASE COM 46625H100 37,286 125 0.34 3,408 4.41 1.3023
2017-04-26 2017-03-31 13F J.P. MORGAN CHASE COM 46625H100 37,161 -3,450 -8.50 3,264 -6.85 1.3165
2017-01-24 2016-12-31 13F J.P. MORGAN CHASE COM 46625H100 40,611 -11,735 -22.42 3,504 0.52 1.4755
2016-10-17 2016-09-30 13F J.P. MORGAN CHASE COM 46625H100 52,346 -700 -1.32 3,486 5.76 1.4969
2016-07-27 2016-06-30 13F J.P. MORGAN CHASE COM 46625H100 53,046 -900 -1.67 3,296 3.16 1.5026
2016-04-12 2016-03-31 13F J.P. MORGAN CHASE COM 46625H100 53,946 5,895 12.27 3,195 0.69 1.3683
2016-01-28 2015-12-31 13F J.P. MORGAN CHASE COM 46625H100 48,051 -625 -1.28 3,173 6.91 1.3415
2015-10-30 2015-09-30 13F J.P. MORGAN CHASE COM 46625H100 48,676 -800 -1.62 2,968 -11.46 1.3339
2015-07-16 2015-06-30 13F J.P. MORGAN CHASE COM 46625H100 49,476 -3,250 -6.16 3,352 4.95 1.3681
2015-04-17 2015-03-31 13F J.P. MORGAN CHASE COM 46625H100 52,726 52,726 0.00 3,194 1.3000
2015-02-05 2014-12-31 13F J.P. MORGAN CHASE COM 46625H100 0 -53,626 -100.00 0 -100.00
2014-10-30 2014-09-30 13F J.P. MORGAN CHASE COM 46625H100 53,626 -100 -0.19 3,231 4.39 1.2418
2014-07-16 2014-06-30 13F J.P. MORGAN CHASE COM 46625H100 53,726 34,275 176.21 3,095 162.07 1.1682
2014-04-28 2014-03-31 13F J.P. MORGAN CHASE COM 46625H100 19,451 -5,292 -21.39 1,181 -18.38 0.4898
2014-02-03 2013-12-31 13F J.P. MORGAN CHASE COM 46625H100 24,743 3,316 15.48 1,447 30.60 0.5811
2013-11-04 2013-09-30 13F J.P. MORGAN CHASE COM 46625H100 21,427 4,090 23.59 1,108 21.09 0.5024
2013-08-15 2013-06-30 13F J.P. MORGAN CHASE COM 46625H100 17,337 17,337 915 0.4262
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.