JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionTelos Capital Management, Inc.
Latest Disclosed Ownership65,594 shares
Latest Disclosed Value $ 19,295,031
Telos Capital Management, Inc. reports 1.36% increase in ownership of JPM / JPMorgan Chase & Co.

On April 16, 2026 - Telos Capital Management, Inc. filed a 13F-HR form disclosing ownership of 65,594 shares of JPMorgan Chase & Co. (MX:JPM) valued at $19,295,031 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 64,715 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.36% 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)
2026-04-16 2026-03-31 13F JPMORGAN CHASE COM 46625H100 65,594 879 1.36 19,295 -7.47 1.8483
2026-01-22 2025-12-31 13F JPMORGAN CHASE COM 46625H100 64,715 -1,573 -2.37 20,852 -0.27 1.9441
2025-11-04 2025-09-30 13F JPMORGAN CHASE COM 46625H100 66,288 -35 -0.05 20,909 8.75 2.0033
2025-08-05 2025-06-30 13F JPMORGAN CHASE COM 46625H100 66,323 1,036 1.59 19,228 20.06 1.9576
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 65,287 457 0.70 16,015 3.05 1.7448
2025-01-27 2024-12-31 13F JPMORGAN CHASE COM 46625H100 64,830 -10,522 -13.96 15,540 -2.19 1.6574
2024-10-21 2024-09-30 13F JPMORGAN CHASE COM 46625H100 75,352 -223 -0.30 15,889 3.95 1.6675
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 75,575 569 0.76 15,286 1.74 1.6942
2024-04-25 2024-03-31 13F JPMORGAN CHASE COM 46625H100 75,006 -980 -1.29 15,024 16.23 1.6940
2024-01-31 2023-12-31 13F JPMORGAN CHASE COM 46625H100 75,986 -374 -0.49 12,925 16.73 1.5752
2023-11-01 2023-09-30 13F JPMORGAN CHASE COM 46625H100 76,360 -730 -0.95 11,074 -1.24 1.5394
2023-07-21 2023-06-30 13F JPMORGAN CHASE COM 46625H100 77,090 -2,419 -3.04 11,212 8.22 1.4946
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 79,509 455 0.58 10,361 -2.27 1.4460
2023-01-27 2022-12-31 13F JPMORGAN CHASE COM 46625H100 79,054 2,159 2.81 10,601 31.94 1.5434
2022-10-31 2022-09-30 13F JPMORGAN CHASE COM 46625H100 76,895 4,213 5.80 8,035 -1.83 1.3223
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 72,682 2,853 4.09 8,185 -14.01 1.2502
2022-05-02 2022-03-31 13F JPMORGAN CHASE COM 46625H100 69,829 2,486 3.69 9,519 -10.74 1.2362
2022-01-21 2021-12-31 13F JPMORGAN CHASE COM 46625H100 67,343 502 0.75 10,664 -2.53 1.3332
2021-10-19 2021-09-30 13F JPMORGAN CHASE COM 46625H100 66,841 2,881 4.50 10,941 9.98 1.4976
2021-07-15 2021-06-30 13F JPMORGAN CHASE COM 46625H100 63,960 -317 -0.49 9,948 1.67 1.3165
2021-04-28 2021-03-31 13F JPMORGAN CHASE COM 46625H100 64,277 -2,696 -4.03 9,785 14.98 1.4056
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 66,973 -71 -0.11 8,510 31.86 1.2968
2020-10-27 2020-09-30 13F JPMORGAN CHASE COM 46625H100 67,044 4,290 6.84 6,454 9.33 1.1269
2020-07-23 2020-06-30 13F JPMORGAN CHASE COM 46625H100 62,754 3,108 5.21 5,903 9.93 1.1424
2020-05-01 2020-03-31 13F JPMORGAN CHASE COM 46625H100 59,646 3,845 6.89 5,370 -30.97 1.3304
2020-01-23 2019-12-31 13F JPMORGAN CHASE COM 46625H100 55,801 -148 -0.26 7,779 18.15 1.7752
2019-10-31 2019-09-30 13F JPMORGAN CHASE COM 46625H100 55,949 1,326 2.43 6,584 7.81 1.8036
2019-07-19 2019-06-30 13F JPMORGAN CHASE COM 46625H100 54,623 2,028 3.86 6,107 14.71 1.7895
2019-04-18 2019-03-31 13F JPMORGAN CHASE COM 46625H100 52,595 30,078 133.58 5,324 142.22 1.6595
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 22,517 2,900 14.78 2,198 -0.72 0.8134
2018-10-26 2018-09-30 13F JPMORGAN CHASE COM 46625H100 19,617 754 4.00 2,214 12.61 0.7081
2018-07-27 2018-06-30 13F JPMORGAN CHASE COM 46625H100 18,863 379 2.05 1,966 -3.30 0.6772
2018-04-24 2018-03-31 13F JPMORGAN CHASE COM 46625H100 18,484 -694 -3.62 2,033 -0.88 0.7224
2018-01-30 2017-12-31 13F JPMORGAN CHASE COM 46625H100 19,178 -525 -2.66 2,051 9.04 0.7239
2017-11-03 2017-09-30 13F JPMORGAN CHASE COM 46625H100 19,703 38 0.19 1,881 4.67 0.7259
2017-07-27 2017-06-30 13F JPMORGAN CHASE COM 46625H100 19,665 -87 -0.44 1,797 3.57 0.7180
2017-05-08 2017-03-31 13F JPMORGAN CHASE COM 46625H100 19,752 -1,563 -7.33 1,735 -5.71 0.7226
2017-01-26 2016-12-31 13F JPMORGAN CHASE COM 46625H100 21,315 -466 -2.14 1,840 26.81 0.8186
2016-11-03 2016-09-30 13F JPMORGAN CHASE COM 46625H100 21,781 1,040 5.01 1,451 12.66 0.6754
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 20,741 790 3.96 1,288 8.97 0.6297
2016-04-28 2016-03-31 13F JPMORGAN CHASE COM 46625H100 19,951 967 5.09 1,182 -5.74 0.6197
2016-02-03 2015-12-31 13F JPMORGAN CHASE COM 46625H100 18,984 1,909 11.18 1,254 20.46 0.6760
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 17,075 512 3.09 1,041 -7.22 0.6363
2015-08-05 2015-06-30 13F JPMORGAN CHASE COM 46625H100 16,563 366 2.26 1,122 14.37 0.6192
2015-05-05 2015-03-31 13F JPMORGAN CHASE COM 46625H100 16,197 16,197 0.00 981 0.5727
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -15,135 -100.00 0 -100.00
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 15,135 30 0.20 912 4.83 0.5672
2014-08-06 2014-06-30 13F JPMORGAN CHASE COM 46625H100 15,105 1,067 7.60 870 2.11 0.5381
2014-05-14 2014-03-31 13F JPMORGAN CHASE COM 46625H100 14,038 447 3.29 852 7.17 0.5959
2014-02-04 2013-12-31 13F JPMORGAN CHASE COM 46625H100 13,591 52 0.38 795 13.57 0.5829
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 13,539 1,211 9.82 700 7.53 0.5680
2013-08-09 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 12,328 12,328 651 0.5715
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.