JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership27,562 shares
Latest Disclosed Value $ 8,107,750
Sunbelt Securities, Inc. reports 4.55% increase in ownership of JPM / JPMorgan Chase & Co.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 27,562 shares of JPMorgan Chase & Co. (MX:JPM) valued at $8,107,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 26,363 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.55% 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)
2026-05-16 2026-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 27,562 1,199 4.55 8,108 -4.56 0.5118
2026-02-20 2025-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 26,363 -310 -1.16 8,495 0.96 0.5666
2025-11-19 2025-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 26,673 -2,676 -9.12 8,413 19.59 0.5809
2025-08-14 2025-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 29,349 3,783 14.80 7,035 12.18 0.6211
2025-04-24 2025-03-31 13F SMUCKER J M CO COM Stock 46625H100 25,566 -3,783 -12.89 6,271 -10.71 0.5600
2025-02-18 2024-12-31 13F JPMORGAN CHASE & CO. COM Stock 46625H100 29,349 1,594 5.74 7,024 20.01 0.6188
2024-11-18 2024-09-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 27,755 -1,066 -3.70 5,852 0.39 0.5739
2024-08-16 2024-06-30 13F JPMORGAN CHASE & CO. COM Stock 46625H100 28,821 292 1.02 5,829 2.01 0.5963
2024-04-15 2024-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,529 332 1.18 5,714 19.14 0.6375
2024-02-15 2023-12-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,197 -946 -3.25 4,796 13.49 0.6039
2023-12-11 2023-09-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 29,143 1,345 4.84 4,226 4.55 0.5849
2023-08-16 2023-06-30 13F JPMORGAN CHASE & CO COM Stock 46625H100 27,798 -289 -1.03 4,043 11.78 0.5815
2023-05-17 2023-03-31 13F JPMORGAN CHASE & CO COM Stock 46625H100 28,087 2,430 9.47 3,616 5.12 0.5816
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 25,657 -1,174 -4.38 3,441 22.68 0.6723
2022-11-21 2022-09-30 13F JPMORGAN CHASE COM 46625H100 26,831 325 1.23 2,804 -6.06 0.5928
2022-10-03 2022-06-30 13F JPMORGAN CHASE COM 46625H100 26,506 3,246 13.96 2,985 -8.69 0.6313
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 23,260 -8,600 -26.99 3,269 -34.20 0.5985
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 31,860 -3,177 -9.07 4,968 -6.67 0.8070
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 35,037 0 0.00 5,323 0.00 0.9569
2021-07-29 2021-06-30 13F JPMORGAN CHASE COM 46625H100 35,037 -255 -0.72 5,323 -0.93 0.9581
2021-05-27 2021-03-31 13F JPMORGAN CHASE COM 46625H100 35,292 -1,604 -4.35 5,373 14.61 1.0584
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 36,896 5,557 17.73 4,688 55.33 0.9688
2020-11-17 2020-09-30 13F JPMORGAN CHASE COM 46625H100 31,339 -677 -2.11 3,018 0.23 0.8392
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,016 340 1.07 3,011 5.58 1.0345
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 31,676 -58,795 -64.99 2,852 -77.39 0.1222
2020-02-26 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 90,471 -5,296 -5.53 12,612 11.90 1.3277
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 90,471 -5,296 3,153 1,243.6344
2019-11-15 2019-09-30 13F JPMORGAN CHASE COM 46625H100 95,767 64,338 204.71 11,271 220.75 1.2640
2019-08-01 2019-06-30 13F JPMORGAN CHASE COM 46625H100 31,429 1,390 4.63 3,514 15.55 1.5283
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 30,039 2,059 7.36 3,041 11.35 1.5203
2019-02-14 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 27,980 -3,103 -9.98 2,731 -22.13 1.5910
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 31,083 0 3,507 1.8775
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 31,083 340 1.11 3,507 9.49 1.8775
2018-08-08 2018-06-30 13F JPMORGAN CHASE COM 46625H100 30,743 16,824 120.87 3,203 109.21 1.9167
2018-05-09 2018-03-31 13F JPMORGAN CHASE COM 46625H100 13,919 462 3.43 1,531 6.39 1.4003
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 13,457 4,703 53.72 1,439 72.13 1.3995
2017-11-03 2017-09-30 13F JPMORGAN CHASE COM 46625H100 8,754 3,626 70.71 836 78.25 0.8787
2017-08-15 2017-06-30 13F JPMORGAN CHASE COM 46625H100 5,128 26 0.51 469 4.69 0.8812
2017-05-05 2017-03-31 13F JPMORGAN CHASE COM 46625H100 5,102 -44 -0.86 448 0.90 0.6735
2017-02-13 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,146 -3,032 -37.08 444 -18.53 0.6743
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 5,146 444
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,178 101 1.25 545 8.57 0.6574
2017-02-15 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 8,077 -47 -0.58 502 4.37 0.6562
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,077 502
2017-02-15 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,124 27 0.33 481 -10.09 0.7000
2016-05-11 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,124 481
2017-02-15 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,097 24 0.30 535 8.74 0.7528
2016-02-11 2015-12-31 13F JPMORGAN CHASE COM 46625H100 8,097 535
2017-02-15 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 8,073 -714 -8.13 492 -17.31 0.6683
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 8,073 492
2017-02-15 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 8,787 290 3.41 595 15.53 0.8190
2015-08-13 2015-06-30 13F JPMORGAN CHASE COM 46625H100 8,787 595
2017-02-15 2015-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 8,497 -362 -4.09 515 -7.04 0.7650
2015-05-19 2015-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,497 0 515 0.5927
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 8,497 515
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 8,859 8,859 554 0.7275
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.