JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionMorgan Stanley
Latest Disclosed Ownership68,544,442 shares
Latest Disclosed Value $ 20,163,033,832
Morgan Stanley reports 3.25% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 68,544,442 shares of JPMorgan Chase & Co. (CH:JPM) valued at $20,163,033,832 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 66,385,268 shares of JPMorgan Chase & Co.. This represents a change in shares of 3.25% 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.

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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)
2026-05-15 2026-03-31 13F JPMORGAN CHASE COM 46625H100 68,544,442 2,159,174 3.25 20,163,034 -5.74 1.2148
2026-05-27 2025-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 66,385,268 939,421 1.44 21,390,662 3.62 1.2771
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 66,385,268 939,421 21,390,662 1.2771
2026-05-27 2025-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 65,445,847 -1,539,474 -2.30 20,643,585 6.30 1.2499
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 65,445,847 -1,539,474 20,643,585 1.2499
2025-08-15 2025-06-30 13F JPMORGAN CHASE COM 46625H100 66,985,321 -2,369,463 -3.42 19,419,715 14.15 1.2651
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 69,354,784 510,135 0.74 17,012,730 3.09 1.2164
2025-05-15 2024-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 68,844,649 -372,239 -0.54 16,502,751 13.07 1.1563
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 68,844,649 -372,239 16,502,751 1.1561
2025-05-14 2024-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 69,216,888 1,007,990 1.48 14,595,073 5.79 1.0583
2025-02-14 2024-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 69,216,888 1,007,990 14,595,073 1.0582
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 69,216,888 1,007,990 14,595,073 1.0581
2025-05-14 2024-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 68,208,898 1,479,531 2.22 13,795,933 3.22 1.0675
2024-10-17 2024-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 68,208,898 1,479,531 13,795,933 1.0674
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 68,208,898 1,479,531 13,795,933 1.0676
2024-10-17 2024-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 66,729,367 1,888,170 2.91 13,365,893 21.18 1.0724
2024-08-16 2024-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 66,729,367 1,888,170 13,365,893 1.0726
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 66,729,367 1,888,170 13,365,893 1.0726
2024-08-16 2023-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 64,841,197 1,899,854 3.02 11,029,488 20.83 0.9719
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 64,841,197 1,899,854 11,029,488 0.9719
2023-11-15 2023-09-30 13F JPMORGAN CHASE COM 46625H100 62,941,343 201,441 0.32 9,127,754 0.03 0.9282
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 62,739,902 2,323,678 3.85 9,124,892 15.90 0.8993
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 60,416,224 1,366,968 2.31 7,872,839 -0.58 0.8441
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 59,049,256 8,088,433 15.87 7,918,506 48.69 0.8994
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 50,960,823 1,297,577 2.61 5,325,407 -4.78 0.7258
2022-10-27 2022-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 49,663,246 10,173,938 25.76 5,592,575 3.89 0.7259
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 49,663,246 10,173,938 5,592,575 0.1464
2022-10-27 2022-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 39,489,308 -194,373 -0.49 5,383,184 -14.33 0.7260
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 39,489,308 -194,373 5,383,184 0.7260
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 39,683,681 1,481,841 3.88 6,283,910 0.49 0.7759
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 38,201,840 -86,737 -0.23 6,253,258 5.00 0.8422
2021-08-23 2021-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 38,288,577 510,298 1.35 5,955,407 3.55 0.7855
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 38,288,577 510,298 5,955,407 0.1633
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 37,778,279 -1,428,724 -3.64 5,750,988 15.43 0.8448
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 39,207,003 2,044,249 5.50 4,982,034 39.25 0.7695
2020-11-13 2020-09-30 13F JPMORGAN CHASE COM 46625H100 37,162,754 -495,508 -1.32 3,577,658 1.00 0.6920
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 37,658,262 -154,622 -0.41 3,542,137 4.05 0.7840
2020-05-26 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 37,812,884 2,262,845 6.37 3,404,295 -31.31 0.9251
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 37,812,884 2,262,845 3,404,295 923,453.8078
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 35,550,039 824,314 2.37 4,955,674 21.26 1.1525
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 34,725,725 -937,224 -2.63 4,086,872 2.50 1.0819
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 35,662,949 1,952,873 5.79 3,987,118 16.84 1.0612
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 33,710,076 -4,080,767 -10.80 3,412,472 -7.50 0.9660
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 37,790,843 271,876 0.72 3,689,145 -12.86 1.1040
2019-04-23 2018-09-30 13F/A-2 JPMORGAN CHASE COM 46625H100 37,518,967 3,247,181 9.47 4,233,643 18.55 1.0596
2019-04-23 2018-09-30 13F/A-2 JPMORGAN CHASE *W EXP 10/28/201 46634E114 162,799 -25,797 11,828 0.0030
2018-11-20 2018-09-30 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 162,799 0 11,828 0.0030
2018-11-20 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 37,518,967 37,356,168 4,233,643 1.0596
2018-11-14 2018-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 162,799 -37,356,168 11,828
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 37,518,967 37,330,371 4,233,643
2019-04-23 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 34,271,786 34,075,417 17,352.75 3,571,120 26,048.64 0.9648
2019-04-23 2018-06-30 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 188,596 -33,342,074 11,962 0.0032
2018-08-14 2018-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 188,596 -34,083,190 11,962
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 34,271,786 34,075,417 3,571,120
2019-04-23 2018-03-31 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 196,369 -320 -0.16 13,657 4.52 0.0038
2019-04-23 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 33,530,670 -1,610,997 3,687,368 1.0234
2018-05-14 2018-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 196,369 -33,334,301 13,657
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 33,530,670 33,333,981 3,687,368
2019-04-23 2017-12-31 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 196,689 -3,920 -1.95 13,066 20.47 0.0036
2019-04-23 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 35,141,667 952,370 3,758,053 1.0286
2018-02-14 2017-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 196,689 -34,944,978 13,066
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 35,141,667 34,941,058 3,758,053
2017-11-14 2017-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 200,609 -6,229 -3.01 10,846 4.27 0.0032
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 34,189,297 763,310 3,265,421 0.9781
2017-08-11 2017-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 206,838 990 0.48 10,402 9.10 0.0031
2017-08-11 2017-06-30 13F JPMORGAN CHASE COM 46625H100 33,425,987 -3,249,912 3,055,137 0.9230
2017-05-22 2017-03-31 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 205,848 -30,877 -13.04 9,534 -9.03 0.0029
2017-05-22 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 36,675,899 1,065,907 3,221,612 0.9901
2017-05-12 2017-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 205,848 -30,877 9,534
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 36,675,899 3,221,612
2017-02-22 2016-12-31 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 236,725 -35,521 -13.05 10,480 56.28 0.0034
2017-02-22 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 35,609,992 598,300 3,072,785 1.0057
2017-02-13 2016-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 236,725 0 10,480
2017-02-13 2016-12-31 13F JPMORGAN CHASE COM 46625H100 35,609,992 3,072,785
2016-11-10 2016-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 272,246 -11,376 -4.01 6,706 16.77 0.0023
2016-11-10 2016-09-30 13F JPMORGAN CHASE COM 46625H100 35,011,692 2,050,455 2,331,429 0.7963
2016-08-12 2016-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 283,622 108 0.04 5,743 14.43 0.0021
2016-08-12 2016-06-30 13F JPMORGAN CHASE COM 46625H100 32,961,237 -1,127,923 2,048,210 0.7398
2016-05-12 2016-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 283,514 197,791 230.73 5,019 147.24 0.0019
2016-05-12 2016-03-31 13F JPMORGAN CHASE COM 46625H100 34,089,160 363,224 2,018,760 0.7769
2016-02-09 2015-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 85,723 -3,518 -3.94 2,030 14.24 0.0007
2016-02-09 2015-12-31 13F JPMORGAN CHASE COM 46625H100 33,725,936 91,238 2,226,924 0.8061
2016-02-08 2015-09-30 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 89,241 5,662 6.77 1,777 -14.07 0.0007
2016-02-08 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 33,634,698 2,543,859 2,050,707 0.7578
2015-11-09 2015-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 89,241 0 1,777
2015-11-09 2015-09-30 13F JPMORGAN CHASE COM 46625H100 33,634,698 2,050,707
2015-08-12 2015-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 83,579 13,610 19.45 2,068 34.29 0.0007
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 31,090,839 -714,933 2,106,714 0.7302
2015-05-14 2015-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 69,969 -17,521 -20.03 1,540 -15.38 0.0006
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 31,805,772 773,991 1,926,795 0.7096
2015-02-13 2014-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 87,490 573 0.66 1,820 4.12 0.0007
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 31,031,781 2,513,654 1,941,968 0.7101
2014-12-16 2014-09-30 13F/A-1 JPMORGAN CHASE *W EXP 10/28/201 46634E114 86,917 18,269 26.61 1,748 26.03 0.0007
2014-12-16 2014-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 28,518,127 -68,533 1,717,932 0.6606
2014-11-14 2014-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 86,917 1,748
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 28,518,127 1,717,932
2014-05-13 2014-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 68,648 1,361 2.02 1,387 6.28 0.0006
2014-05-13 2014-03-31 13F JPMORGAN CHASE COM 46625H100 28,586,660 -1,193,211 1,735,496 0.7268
2014-02-13 2013-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 67,287 1,927 2.95 1,305 19.07 0.0006
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 29,779,871 1,460,768 1,741,527 0.7408
2013-11-13 2013-09-30 13F JP MORGAN CHASE WRNT EX RTS/WTS 46634E114 65,360 35,611 119.70 1,096 136.21 0.0005
2013-11-13 2013-09-30 13F JPMORGAN CHASE & CO C COM 46625H100 28,319,103 1,146,263 1,463,814 0.6919
2013-08-08 2013-06-30 13F JP MORGAN CHASE WRNT EX RTS/WTS 46634E114 29,749 29,749 464 0.0002
2013-08-08 2013-06-30 13F JPMORGAN CHASE & CO C COM 46625H100 27,172,840 27,172,840 1,434,455 0.7236
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.