JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionGlenview Trust Co
Latest Disclosed Ownership394,136 shares
Latest Disclosed Value $ 115,939,045
Glenview Trust Co reports 1.32% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Glenview Trust Co filed a 13F-HR form disclosing ownership of 394,136 shares of JPMorgan Chase & Co. (US:JPM) valued at $115,939,046 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 399,413 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.32% during the quarter. The current value of the position is $118,575,816 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 394,136 -5,277 -1.32 115,939 -9.91 0.9443
2026-02-09 2025-12-31 13F JPMORGAN CHASE COM 46625H100 399,413 -7,926 -1.95 128,699 0.16 1.9857
2025-11-07 2025-09-30 13F JPMORGAN CHASE COM 46625H100 407,339 -2,792 -0.68 128,487 8.06 2.0374
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 410,131 -1,775 -0.43 118,901 17.68 2.0573
2025-05-20 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 411,906 -5,276 -1.26 101,041 1.04 1.9633
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 417,182 0 100,003 0.9744
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 417,182 -1,138 -0.27 100,003 13.37 1.8738
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 418,320 -2,714 -0.64 88,207 3.58 1.6967
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 421,034 255 0.06 85,158 1.04 1.7134
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 420,779 -12,724 -2.94 84,282 14.30 1.8105
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 433,503 -24,430 -5.33 73,739 11.04 1.8109
2023-11-13 2023-09-30 13F JPMORGAN CHASE COM 46625H100 457,933 12,428 2.79 66,409 2.49 1.8324
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 445,505 12,352 2.85 64,794 14.79 1.7684
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 433,153 11,945 2.84 56,444 -0.07 1.6897
2023-02-08 2022-12-31 13F JPMORGAN CHASE COM 46625H100 421,208 18,310 4.54 56,484 34.15 1.8715
2022-11-04 2022-09-30 13F JPMORGAN CHASE COM 46625H100 402,898 4,428 1.11 42,103 -6.17 1.5953
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 398,470 25,546 6.85 44,871 -11.74 1.6484
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 372,924 70,834 23.45 50,837 6.27 1.6509
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 302,090 2,267 0.76 47,836 -2.53 1.5830
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 299,823 4,361 1.48 49,079 6.80 1.8962
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 295,462 3,608 1.24 45,956 3.44 1.7751
2021-05-12 2021-03-31 13F JPMORGAN CHASE COM 46625H100 291,854 1,296 0.45 44,429 20.34 1.9130
2021-02-02 2020-12-31 13F JPMORGAN CHASE COM 46625H100 290,558 -2,773 -0.95 36,921 30.74 1.7162
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 293,331 -47 -0.02 28,239 2.33 1.4633
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 293,378 1,130 0.39 27,595 4.88 1.5723
2020-04-28 2020-03-31 13F JPMORGAN CHASE COM 46625H100 292,248 -1,113 -0.38 26,312 -35.66 1.8247
2020-02-06 2019-12-31 13F JPMORGAN CHASE COM 46625H100 293,361 -1,648 -0.56 40,894 17.78 2.2879
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 295,009 6,737 2.34 34,720 7.73 2.0997
2019-08-08 2019-06-30 13F JPMORGAN CHASE COM 46625H100 288,272 -892 -0.31 32,229 10.10 2.0022
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 289,164 -3,880 -1.32 29,272 2.32 1.8773
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 293,044 1,472 0.50 28,607 -13.05 2.1139
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 291,572 1,501 0.52 32,902 8.85 2.0741
2018-08-10 2018-06-30 13F JPMORGAN CHASE COM 46625H100 290,071 1,322 0.46 30,226 -4.81 2.2472
2018-05-15 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 288,749 -15,381 -5.06 31,754 -2.37 2.1923
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 288,749 31,754
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 304,130 -1,191 -0.39 32,524 11.53 2.2432
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 305,321 -468 -0.15 29,161 4.34 2.1353
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 305,789 -4,604 -1.48 27,949 2.51 2.1697
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 310,393 -13,055 -4.04 27,265 -2.31 2.1547
2017-02-14 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 323,448 21,747 7.21 27,910 40.10 2.3133
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 323,448 27,910
2017-04-28 2015-12-31 13F JPMORGAN CHASE COM 46625H100 301,701 22,075 7.89 19,922 13.85 2.0693
2017-05-01 2014-12-31 13F JPMORGAN CHASE COM 46625H100 279,626 -8,589 -2.98 17,499 3.83 1.8650
2017-05-02 2013-12-31 13F JPMORGAN CHASE COM 46625H100 288,215 13,136 4.78 16,854 39.35 1.9387
2017-05-03 2012-12-31 13F JPMORGAN CHASE COM 46625H100 275,079 40,562 17.30 12,095 55.12 1.7898
2017-05-04 2011-12-31 13F JPMORGAN CHASE COM 46625H100 234,517 -16,367 -6.52 7,797 -26.73 1.3168
2017-05-05 2010-12-31 13F JPMORGAN CHASE COM 46625H100 250,884 33,343 15.33 10,642 17.40 1.8377
2017-05-08 2009-12-31 13F JPMORGAN CHASE COM 46625H100 217,541 -36,493 -14.37 9,065 13.17 1.7387
2017-05-09 2008-12-31 13F JPMORGAN CHASE COM 46625H100 254,034 254,034 8,010 1.9338
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.