JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionAssociated Banc-corp
Latest Disclosed Ownership385,784 shares
Latest Disclosed Value $ 113,482,221
Associated Banc-corp reports 1.93% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 1, 2026 - Associated Banc-corp filed a 13F-HR form disclosing ownership of 385,784 shares of JPMorgan Chase & Co. (CH:JPM) valued at $113,482,221 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 393,395 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.93% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F JPMORGAN CHASE COM 46625H100 385,784 -7,611 -1.93 113,482 -10.47 3.0046
2026-02-06 2025-12-31 13F JPMORGAN CHASE COM 46625H100 393,395 -1,736 -0.44 126,760 1.70 3.2450
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 395,131 -525 -0.13 124,636 8.66 3.2803
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 395,656 -4,833 -1.21 114,705 16.76 3.2511
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 400,489 15,580 4.05 98,240 6.47 2.9953
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 384,909 -10,977 -2.77 92,267 10.53 2.7795
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 395,886 -2,357 -0.59 83,477 3.64 2.4538
2024-08-01 2024-06-30 13F JPMORGAN CHASE COM 46625H100 398,243 921 0.23 80,549 1.21 2.5051
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 397,322 -1,076 -0.27 79,584 17.44 2.5226
2024-02-09 2023-12-31 13F JPMORGAN CHASE COM 46625H100 398,398 -964 -0.24 67,767 17.01 2.3543
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 399,362 3,395 0.86 57,915 0.57 2.2419
2023-08-07 2023-06-30 13F JPMORGAN CHASE COM 46625H100 395,967 -1,108 -0.28 57,589 11.30 2.1764
2023-05-09 2023-03-31 13F JPMORGAN CHASE COM 46625H100 397,075 4,791 1.22 51,743 -1.64 2.0787
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 392,284 3,171 0.81 52,605 29.37 2.1892
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 389,113 5,044 1.31 40,662 -5.98 1.8789
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 384,069 12,468 3.36 43,250 -14.62 1.8935
2022-05-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 371,601 -1,810 -0.48 50,656 -14.33 1.9507
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 373,411 -3,521 -0.93 59,130 -4.17 2.1680
2021-11-08 2021-09-30 13F JPMORGAN CHASE COM 46625H100 376,932 -166 -0.04 61,700 5.19 2.4382
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 377,098 -1,919 -0.51 58,654 71.89 2.3206
2021-05-05 2021-03-31 13F JPMORGAN CHASE COM 46625H100 379,017 -11,869 -3.04 34,123 -31.30 2.1213
2021-02-11 2020-12-31 13F JPMORGAN CHASE COM 46625H100 390,886 -7,167 -1.80 49,670 29.62 1.9384
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 398,053 -7,741 -1.91 38,320 0.40 1.6485
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 405,794 4,670 1.16 38,169 5.69 1.7226
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 401,124 9,846 2.52 36,113 -33.79 1.9247
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 391,278 -5,089 -1.28 54,544 16.92 2.7169
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 396,367 -972 -0.24 46,649 5.01 2.5084
2019-08-06 2019-06-30 13F JPMORGAN CHASE COM 46625H100 397,339 6,209 1.59 44,423 12.20 2.4352
2019-05-07 2019-03-31 13F JPMORGAN CHASE COM 46625H100 391,130 9,081 2.38 39,594 6.16 2.2821
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 382,049 8,242 2.20 37,296 -11.58 2.4313
2018-11-07 2018-09-30 13F JPMORGAN CHASE COM 46625H100 373,807 7,590 2.07 42,181 10.54 2.3399
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 366,217 -11,464 -3.04 38,160 -8.12 2.2310
2018-05-07 2018-03-31 13F JPMORGAN CHASE COM 46625H100 377,681 -9,202 -2.38 41,533 0.39 2.3621
2018-02-07 2017-12-31 13F JPMORGAN CHASE COM 46625H100 386,883 -16,218 -4.02 41,373 7.46 2.2316
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 403,101 -4,604 -1.13 38,500 3.32 2.1237
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 407,705 14,120 3.59 37,264 7.78 2.1138
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 393,585 -6,034 -1.51 34,573 0.26 2.0582
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 399,619 -21,790 -5.17 34,483 22.88 2.1523
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 421,409 6,566 1.58 28,062 8.86 1.7863
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 414,843 6,440 1.58 25,778 6.58 1.6555
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 408,403 5,759 1.43 24,186 -9.03 1.5888
2016-02-12 2015-12-31 13F JPMORGAN CHASE COM 46625H100 402,644 6,858 1.73 26,587 10.18 1.7544
2015-11-10 2015-09-30 13F JPMORGAN CHASE COM 46625H100 395,786 9,032 2.34 24,131 -7.92 1.6833
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 386,754 33,667 9.54 26,206 22.52 1.6803
2015-05-12 2015-03-31 13F JPMORGAN CHASE COM 46625H100 353,087 -2,172 -0.61 21,390 -3.79 1.3498
2015-02-12 2014-12-31 13F JPMORGAN CHASE COM 46625H100 355,259 5,249 1.50 22,232 5.44 1.4025
2014-11-05 2014-09-30 13F JPMORGAN CHASE COM 46625H100 350,010 3,367 0.97 21,085 5.57 1.3840
2014-08-13 2014-06-30 13F JPMORGAN CHASE COM 46625H100 346,643 5,081 1.49 19,973 -3.68 1.2988
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 341,562 15,962 4.90 20,736 8.90 1.4299
2014-02-14 2013-12-31 13F JPMORGAN CHASE COM 46625H100 325,600 20,111 6.58 19,041 20.59 1.3674
2013-11-14 2013-09-30 13F JPMORGAN CHASE COM 46625H100 305,489 38,318 14.34 15,790 11.95 1.2533
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 267,171 267,171 14,104 1.1589
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.