JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionDavis R M Inc
Latest Disclosed Ownership373,195 shares
Latest Disclosed Value $ 109,779,156
Davis R M Inc reports 1.39% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Davis R M Inc filed a 13F-HR form disclosing ownership of 373,195 shares of JPMorgan Chase & Co. (US:JPM) valued at $109,779,041 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 368,096 shares of JPMorgan Chase & Co.. This represents a change in shares of 1.39% during the quarter. The current value of the position is $112,275,716 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)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 373,195 5,099 1.39 109,779 -7.44 1.9483
2026-02-12 2025-12-31 13F JP Morgan Chase COM 46625H100 368,096 505 0.14 118,608 2.29 2.0419
2025-11-12 2025-09-30 13F JP Morgan Chase COM 46625H100 367,591 -281 -0.08 115,949 8.72 2.0270
2025-08-07 2025-06-30 13F JP Morgan Chase COM 46625H100 367,872 21,062 6.07 106,650 25.36 1.9776
2025-05-08 2025-03-31 13F JP Morgan Chase COM 46625H100 346,810 4,445 1.30 85,072 3.66 1.7034
2025-02-07 2024-12-31 13F JP Morgan Chase COM 46625H100 342,365 1,292 0.38 82,068 14.11 1.6015
2024-11-13 2024-09-30 13F JP Morgan Chase COM 46625H100 341,073 -3,704 -1.07 71,919 3.13 1.3898
2024-08-09 2024-06-30 13F JP Morgan Chase COM 46625H100 344,777 -3,094 -0.89 69,735 0.08 1.4159
2024-05-10 2024-03-31 13F JP Morgan Chase COM 46625H100 347,871 -3,484 -0.99 69,678 16.59 1.4587
2024-02-09 2023-12-31 13F JP Morgan Chase COM 46625H100 351,355 -4,666 -1.31 59,766 117,086.27 1.3788
2023-11-14 2023-09-30 13F JP Morgan Chase COM 46625H100 356,021 -6,805 -1.88 52 -1.92 1.2952
2023-08-10 2023-06-30 13F JP Morgan Chase COM 46625H100 362,826 -5,584 -1.52 53 8.33 1.2675
2023-05-01 2023-03-31 13F JP Morgan Chase COM 46625H100 368,410 -11,976 -3.15 48 -5.88 1.2226
2023-02-14 2022-12-31 13F JP Morgan Chase COM 46625H100 380,386 -7,133 -1.84 51 -99.87 1.3748
2022-11-08 2022-09-30 13F JP Morgan Chase COM 46625H100 387,519 -4,113 -1.05 40,496 -8.18 1.1746
2022-08-08 2022-06-30 13F JP Morgan Chase COM 46625H100 391,632 2,356 0.61 44,102 -16.89 1.2296
2022-05-05 2022-03-31 13F JP Morgan Chase COM 46625H100 389,276 14,014 3.73 53,066 -10.70 1.2636
2022-02-08 2021-12-31 13F JP Morgan Chase COM 46625H100 375,262 11,892 3.27 59,423 -0.10 1.3244
2021-11-08 2021-09-30 13F JP Morgan Chase COM 46625H100 363,370 15,596 4.48 59,480 9.96 1.4749
2021-08-12 2021-06-30 13F JP Morgan Chase COM 46625H100 347,774 18,342 5.57 54,093 7.86 1.3599
2021-05-10 2021-03-31 13F JP Morgan Chase COM 46625H100 329,432 21,839 7.10 50,149 28.30 1.3779
2021-01-27 2020-12-31 13F JP Morgan Chase COM 46625H100 307,593 18,062 6.24 39,086 40.23 1.1217
2020-12-01 2020-09-30 13F JP Morgan Chase COM 46625H100 289,531 26,490 10.07 27,873 12.65 0.9109
2020-07-20 2020-06-30 13F JP Morgan Chase COM 46625H100 263,041 22,386 9.30 24,742 14.20 0.8817
2020-04-24 2020-03-31 13F JP Morgan Chase COM 46625H100 240,655 7,328 3.14 21,666 -33.39 0.9004
2020-01-23 2019-12-31 13F JP Morgan Chase COM 46625H100 233,327 10,310 4.62 32,526 23.92 1.0663
2019-10-24 2019-09-30 13F JP Morgan Chase COM 46625H100 223,017 6,995 3.24 26,247 8.68 0.9245
2019-07-31 2019-06-30 13F JP Morgan Chase COM 46625H100 216,022 8,494 4.09 24,151 14.96 0.8594
2019-04-29 2019-03-31 13F JP Morgan Chase COM 46625H100 207,528 7,413 3.70 21,008 7.54 0.7819
2019-01-18 2018-12-31 13F JP Morgan Chase COM 46625H100 200,115 15,687 8.51 19,535 -6.13 0.7997
2018-10-17 2018-09-30 13F JP Morgan Chase COM 46625H100 184,428 17,728 10.63 20,811 19.81 0.7551
2018-07-19 2018-06-30 13F JPMORGAN CHASE COM 46625H100 166,700 65,542 64.79 17,370 56.15 0.6758
2018-04-19 2018-03-31 13F JPMORGAN CHASE COM 46625H100 101,158 53,436 111.97 11,124 117.99 0.4434
2018-01-16 2017-12-31 13F JPMORGAN CHASE COM 46625H100 47,722 610 1.29 5,103 13.40 0.2001
2017-10-24 2017-09-30 13F JPMORGAN CHASE COM 46625H100 47,112 3,348 7.65 4,500 12.50 0.1860
2017-07-31 2017-06-30 13F JPMORGAN CHASE COM 46625H100 43,764 -2,224 -4.84 4,000 -0.99 0.1691
2017-05-03 2017-03-31 13F JPMORGAN CHASE COM 46625H100 45,988 -696 -1.49 4,040 0.30 0.1826
2017-01-18 2016-12-31 13F JPMORGAN CHASE COM 46625H100 46,684 1,048 2.30 4,028 32.54 0.1925
2016-10-19 2016-09-30 13F JPMORGAN CHASE COM 46625H100 45,636 1,042 2.34 3,039 9.67 0.1482
2016-07-14 2016-06-30 13F JPMORGAN CHASE COM 46625H100 44,594 4,335 10.77 2,771 16.23 0.1362
2016-04-18 2016-03-31 13F JPMORGAN CHASE COM 46625H100 40,259 -1,536 -3.68 2,384 -13.62 0.1214
2016-01-14 2015-12-31 13F JP MORGAN CHASE COM 46625H100 41,795 5,321 14.59 2,760 24.10 0.1411
2015-10-16 2015-09-30 13F JP MORGAN CHASE COM 46625H100 36,474 1,222 3.47 2,224 -6.91 0.1188
2015-07-16 2015-06-30 13F JP MORGAN CHASE COM 46625H100 35,252 -1,910 -5.14 2,389 6.13 0.1234
2015-04-17 2015-03-31 13F JPMORGAN CHASE COM 46625H100 37,162 -5,523 -12.94 2,251 -15.72 0.1184
2015-01-23 2014-12-31 13F JPMORGAN CHASE COM 46625H100 42,685 -2,895 -6.35 2,671 -2.73 0.1472
2014-10-20 2014-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 45,580 -4,790 -9.51 2,746 -5.38 0.1577
2014-10-20 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 45,580 0 2,746 0.1577
2014-10-20 2014-09-30 13F JPMORGAN CHASE COM 46625H100 50,370 2,902
2014-07-15 2014-06-30 13F JPMORGAN CHASE COM 46625H100 50,370 -9,467 -15.82 2,902 -20.12 0.1669
2014-04-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 59,837 -8,203 -12.06 3,633 -8.70 0.2206
2014-01-27 2013-12-31 13F JPMORGAN CHASE COM 46625H100 68,040 -15,965 -19.00 3,979 -8.36 0.2434
2013-10-23 2013-09-30 13F JPMORGAN CHASE COM 46625H100 84,005 -8,929 -9.61 4,342 -11.50 0.2928
2013-08-12 2013-06-30 13F JPMORGAN CHASE COM 46625H100 92,934 92,934 4,906 0.3500
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.