JPMorgan Chase & Co.
US ˙ NYSE ˙ US46625H1005

SecurityJPM / JPMorgan Chase & Co.
InstitutionLincluden Management Ltd
Latest Disclosed Ownership18,451 shares
Latest Disclosed Value $ 5,427
Lincluden Management Ltd reports 4.32% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - Lincluden Management Ltd filed a 13F-HR form disclosing ownership of 18,451 shares of JPMorgan Chase & Co. (US:JPM) valued at $5,427,546 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 17,687 shares of JPMorgan Chase & Co.. This represents a change in shares of 4.32% during the quarter. The current value of the position is $5,550,983 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 & CO COM COM 46625H100 18,451 764 4.32 5 0.00 0.5780
2026-01-30 2025-12-31 13F JPMORGAN & CHASE & CO COM COM 46625H100 17,687 -1,411 -7.39 6 -16.67 0.4842
2025-11-14 2025-09-30 13F JPMORGAN & CHASE & CO COM COM 46625H100 19,098 -92 -0.48 6 20.00 0.6706
2025-07-25 2025-06-30 13F JPMORGAN & CHASE & CO COM COM 46625H100 19,190 -5,230 -21.42 6 0.00 0.6144
2025-05-06 2025-03-31 13F JPMORGAN & CHASE & CO COM COM 46625H100 24,420 -779 -3.09 6 -16.67 0.7610
2025-02-04 2024-12-31 13F JPMORGAN & CHASE & CO COM COM 46625H100 25,199 -212 -0.83 6 20.00 0.7311
2024-10-28 2024-09-30 13F JPMORGAN & CHASE & CO COM COM 46625H100 25,411 225 0.89 5 0.00 0.5844
2024-07-24 2024-06-30 13F JPMORGAN & CHASE & CO COM COM 46625H100 25,186 1,273 5.32 5 25.00 0.6186
2024-05-07 2024-03-31 13F JPMORGAN & CHASE & CO COM COM 46625H100 23,913 -4,660 -16.31 5 0.00 0.5683
2024-02-07 2023-12-31 13F JP MORGAN CHASE COM 46625H100 28,573 18,715 189.85 5 300.00 0.5898
2023-11-08 2023-09-30 13F JP MORGAN CHASE COM 46625H100 9,858 -229 -2.27 1 0.00 0.1730
2023-08-09 2023-06-30 13F JP MORGAN CHASE COM 46625H100 10,087 -97 -0.95 1 0.00 0.1690
2023-05-12 2023-03-31 13F JP MORGAN CHASE COM 46625H100 10,184 -631 -5.83 1 0.00 0.1507
2023-02-02 2022-12-31 13F JP MORGAN CHASE COM 46625H100 10,815 0 0.00 1 -99.91 0.1683
2022-11-07 2022-09-30 13F JP MORGAN CHASE COM 46625H100 10,815 35 0.32 1,130 -6.92 0.1440
2022-08-08 2022-06-30 13F JP MORGAN CHASE COM 46625H100 10,780 0 0.00 1,214 -17.41 0.1329
2022-05-12 2022-03-31 13F JP MORGAN CHASE COM 46625H100 10,780 -395 -3.53 1,470 -16.95 0.1301
2022-02-09 2021-12-31 13F JP MORGAN CHASE COM 46625H100 11,175 -400 -3.46 1,770 -6.60 0.1618
2021-11-09 2021-09-30 13F JP MORGAN CHASE COM 46625H100 11,575 -360 -3.02 1,895 2.10 0.1901
2021-08-12 2021-06-30 13F JP MORGAN CHASE COM 46625H100 11,935 -4,256 -26.29 1,856 -24.71 0.1781
2021-05-06 2021-03-31 13F JP MORGAN CHASE COM 46625H100 16,191 -805 -4.74 2,465 14.12 0.2392
2021-02-09 2020-12-31 13F JP MORGAN CHASE COM 46625H100 16,996 -715 -4.04 2,160 26.69 0.2249
2020-10-29 2020-09-30 13F JP MORGAN CHASE COM 46625H100 17,711 1,178 7.13 1,705 -34.47 0.1685
2020-08-10 2020-06-30 13F JP MORGAN CHASE COM 46625H100 16,533 -3,168 -16.08 2,602 46.67 0.2730
2020-05-14 2020-03-31 13F JP MORGAN CHASE COM 46625H100 19,701 -2,340 -10.62 1,774 -42.27 0.2139
2020-02-13 2019-12-31 13F JP MORGAN CHASE COM 46625H100 22,041 -15,095 -40.65 3,073 -29.70 0.2767
2019-11-05 2019-09-30 13F JP MORGAN CHASE COM 46625H100 37,136 -6,380 -14.66 4,371 -10.15 0.4054
2019-08-15 2019-06-30 13F JP MORGAN CHASE COM 46625H100 43,516 -7,040 -13.93 4,865 -4.94 0.3098
2019-05-16 2019-03-31 13F JP MORGAN CHASE COM 46625H100 50,556 -1,630 -3.12 5,118 0.47 0.4902
2019-02-01 2018-12-31 13F JP MORGAN CHASE COM 46625H100 52,186 -32,614 -38.46 5,094 -46.77 0.3915
2018-11-19 2018-09-30 13F JP MORGAN CHASE COM 46625H100 84,800 -45,510 -34.92 9,569 -29.53 0.7968
2018-08-14 2018-06-30 13F JP MORGAN CHASE COM 46625H100 130,310 2,835 2.22 13,578 -3.14 0.9903
2018-05-02 2018-03-31 13F JP MORGAN CHASE COM 46625H100 127,475 -14,390 -10.14 14,018 -7.60 1.1232
2018-02-15 2017-12-31 13F JP MORGAN CHASE COM 46625H100 141,865 -4,190 -2.87 15,171 8.75 1.0517
2017-11-02 2017-09-30 13F JP MORGAN CHASE COM 46625H100 146,055 -465 -0.32 13,950 4.17 1.0817
2017-07-25 2017-06-30 13F JP MORGAN CHASE COM 46625H100 146,520 -1,710 -1.15 13,392 2.85 1.1542
2017-05-16 2017-03-31 13F JP MORGAN CHASE COM 46625H100 148,230 -11,145 -6.99 13,021 -5.32 1.1727
2017-03-27 2016-12-31 13F JP MORGAN CHASE COM 46625H100 159,375 25,134 18.72 13,752 53.84 1.4983
2016-11-17 2016-09-30 13F JP MORGAN CHASE COM 46625H100 134,241 750 0.56 8,939 7.76 1.3134
2016-08-23 2016-06-30 13F JP MORGAN CHASE COM 46625H100 133,491 562 0.42 8,295 5.37 1.3766
2016-04-21 2016-03-31 13F JP MORGAN CHASE COM 46625H100 132,929 635 0.48 7,872 -9.88 1.3293
2016-02-12 2015-12-31 13F JP MORGAN CHASE COM 46625H100 132,294 -16,870 -11.31 8,735 -3.96 1.7744
2015-11-09 2015-09-30 13F JP MORGAN CHASE COM 46625H100 149,164 -6,590 -4.23 9,095 -13.82 1.7578
2015-07-31 2015-06-30 13F JP MORGAN CHASE COM 46625H100 155,754 -13,730 -8.10 10,554 2.80 1.2998
2015-05-05 2015-03-31 13F JP MORGAN CHASE COM 46625H100 169,484 -13,767 -7.51 10,267 -10.47 1.4652
2015-02-19 2014-12-31 13F/A-1 JP MORGAN CHASE COM 46625H100 183,251 -5,670 -3.00 11,468 0.76 1.1328
2015-02-17 2014-12-31 13F JP MORGAN CHASE COM 46625H100 183,251 11,468
2014-11-21 2014-09-30 13F JP MORGAN CHASE COM 46625H100 188,921 -535 -0.28 11,381 4.26 1.1059
2014-07-18 2014-06-30 13F JP MORGAN CHASE COM 46625H100 189,456 6,940 3.80 10,916 -1.49 0.9958
2014-04-16 2014-03-31 13F JP MORGAN CHASE COM 46625H100 182,516 -3,327 -1.79 11,081 1.96 1.0407
2014-02-11 2013-12-31 13F JP MORGAN CHASE COM 46625H100 185,843 4,250 2.34 10,868 15.78 0.9870
2013-11-13 2013-09-30 13F JP MORGAN CHASE COM 46625H100 181,593 -245 -0.13 9,387 -2.21 1.1720
2013-08-08 2013-06-30 13F JP MORGAN CHASE COM 46625H100 181,838 181,838 9,599 0.0221
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.