JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionChicago Capital, LLC
Latest Disclosed Ownership138,958 shares
Latest Disclosed Value $ 40,875,990
Chicago Capital, LLC reports 1.30% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 23, 2026 - Chicago Capital, LLC filed a 13F-HR form disclosing ownership of 138,958 shares of JPMorgan Chase & Co. (US:JPM) valued at $40,875,885 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 140,791 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.30% during the quarter. The current value of the position is $41,805,514 USD.

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)
2026-04-23 2026-03-31 13F JPMORGAN CHASE COM 46625H100 138,958 -1,833 -1.30 40,876 -9.90 1.1022
2026-01-26 2025-12-31 13F JPMORGAN CHASE COM 46625H100 140,791 463 0.33 45,366 2.49 1.1205
2025-10-22 2025-09-30 13F JPMORGAN CHASE COM 46625H100 140,328 -1,675 -1.18 44,264 7.52 1.0893
2025-07-17 2025-06-30 13F JPMORGAN CHASE COM 46625H100 142,003 83,417 142.38 41,168 186.46 1.0159
2025-04-17 2025-03-31 13F JPMORGAN CHASE COM 46625H100 58,586 2,862 5.14 14,371 7.59 0.4059
2025-01-24 2024-12-31 13F JPMORGAN CHASE COM 46625H100 55,724 -3,806 -6.39 13,358 6.41 0.3542
2024-10-18 2024-09-30 13F JPMORGAN CHASE COM 46625H100 59,530 316 0.53 12,552 4.81 0.3486
2024-08-06 2024-06-30 13F JPMORGAN CHASE COM 46625H100 59,214 3,249 5.81 11,977 6.84 0.3561
2024-04-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 55,965 357 0.64 11,210 18.51 0.3416
2024-01-22 2023-12-31 13F JPMORGAN CHASE COM 46625H100 55,608 430 0.78 9,459 18.21 0.3406
2023-10-25 2023-09-30 13F JPMORGAN CHASE COM 46625H100 55,178 0 0.00 8,002 -0.30 0.3743
2023-07-20 2023-06-30 13F JPMORGAN CHASE COM 46625H100 55,178 -5,890 -9.64 8,025 0.85 0.3618
2023-04-18 2023-03-31 13F JPMORGAN CHASE COM 46625H100 61,068 -942 -1.52 7,958 -4.31 0.3959
2023-01-20 2022-12-31 13F JPMORGAN CHASE COM 46625H100 62,010 -397 -0.64 8,316 27.49 0.4600
2022-10-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 62,407 -601 -0.95 6,522 -8.08 0.3772
2022-07-21 2022-06-30 13F JPMORGAN CHASE COM 46625H100 63,008 65 0.10 7,095 -17.31 0.3920
2022-04-21 2022-03-31 13F JPMORGAN CHASE COM 46625H100 62,943 160 0.25 8,580 -13.70 0.3693
2022-01-20 2021-12-31 13F JPMORGAN CHASE COM 46625H100 62,783 522 0.84 9,942 -2.45 0.3702
2021-10-28 2021-09-30 13F JPMORGAN CHASE COM 46625H100 62,261 150 0.24 10,192 5.50 0.3866
2021-07-22 2021-06-30 13F JPMORGAN CHASE COM 46625H100 62,111 1,930 3.21 9,661 5.46 0.3776
2021-04-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 60,181 -227 -0.38 9,161 19.35 0.3867
2021-01-25 2020-12-31 13F JPMORGAN CHASE COM 46625H100 60,408 144 0.24 7,676 32.30 0.3429
2020-10-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 60,264 35 0.06 5,802 2.42 0.2983
2020-07-29 2020-06-30 13F JPMORGAN CHASE COM 46625H100 60,229 100 0.17 5,665 4.66 0.3283
2020-04-21 2020-03-31 13F JPMORGAN CHASE COM 46625H100 60,129 65 0.11 5,413 -35.35 0.4365
2020-01-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 60,064 0 0.00 8,373 18.45 0.5109
2019-10-28 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 60,064 143 0.24 7,069 5.52 0.4734
2019-07-11 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 59,921 489 0.82 6,699 11.35 0.4285
2019-04-23 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 59,432 -925 -1.53 6,016 2.10 0.4089
2019-02-11 2018-12-31 13F JPMORGAN CHASE COM 46625H100 60,357 836 1.40 5,892 -12.27 0.4805
2018-11-02 2018-09-30 13F JPMORGAN CHASE COM 46625H100 59,521 45 0.08 6,716 8.38 0.4646
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 59,476 44,823 305.90 6,197 284.67 0.4996
2018-05-09 2018-03-31 13F JPMorgan Chase COM 46625H100 14,653 14,653 1,611 0.2150
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.