JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership7,886,541 shares
Latest Disclosed Value $ 2,319,180,767
Neuberger Berman Group LLC reports 3.99% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 7,886,541 shares of JPMorgan Chase & Co. (CH:JPM) valued at $2,319,180,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,214,514 shares of JPMorgan Chase & Co.. This represents a change in shares of -3.99% 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)
2026-05-14 2026-03-31 13F JPMORGAN CHASE Common 46625H100 7,886,541 -327,973 -3.99 2,319,181 -12.39 0.9022
2026-02-13 2025-12-31 13F JPMORGAN CHASE Common 46625H100 8,214,514 -554,872 -6.33 2,647,022 -4.31 1.9704
2025-11-12 2025-09-30 13F JPMORGAN CHASE Common 46625H100 8,769,386 -278,413 -3.08 2,766,161 5.47 2.0214
2025-08-25 2025-06-30 13F/A-1 JPMORGAN CHASE Common 46625H100 9,047,799 204,523 2.31 2,622,692 20.95 2.0182
2025-08-13 2025-06-30 13F JPMORGAN CHASE Common 46625H100 9,047,799 204,523 2,622,692 1.0440
2025-05-13 2025-03-31 13F JPMORGAN CHASE Common 46625H100 8,843,276 -267,344 -2.93 2,168,455 -0.70 1.8162
2025-02-13 2024-12-31 13F JPMORGAN CHASE Common 46625H100 9,110,620 -544,238 -5.64 2,183,806 7.27 1.7336
2024-11-14 2024-09-30 13F JPMORGAN CHASE Common 46625H100 9,654,858 -276,398 -2.78 2,035,774 1.37 1.5885
2024-11-14 2024-06-30 13F/A-1 JPMORGAN CHASE Common 46625H100 9,931,256 -289,469 -2.83 2,008,233 -1.90 1.6484
2024-08-13 2024-06-30 13F JPMORGAN CHASE Common 46625H100 9,931,256 -289,469 2,008,233 1.6482
2024-11-14 2024-03-31 13F/A-1 JPMORGAN CHASE Common 46625H100 10,220,725 -158,486 -1.53 2,047,055 15.95 1.6920
2024-05-13 2024-03-31 13F JPMORGAN CHASE Common 46625H100 10,220,725 -158,486 2,047,055 1.6917
2024-11-14 2023-12-31 13F/A-2 JPMORGAN CHASE Common 46625H100 10,379,211 -1,898,973 -15.47 1,765,507 -0.87 1.5395
2024-02-09 2023-12-31 13F JPMORGAN CHASE Common 46625H100 10,379,211 -1,898,973 1,765,507 1.5395
2023-11-14 2023-09-30 13F JPMORGAN CHASE Common 46625H100 12,278,184 -471,245 -3.70 1,781,088 -3.92 1.6228
2023-08-11 2023-06-30 13F JPMORGAN CHASE Common 46625H100 12,749,429 -170,020 -1.32 1,853,800 10.13 1.6576
2023-05-12 2023-03-31 13F JPMORGAN CHASE Common 46625H100 12,919,449 -291,279 -2.20 1,683,209 -4.98 1.5609
2023-02-13 2022-12-31 13F JPMORGAN CHASE Common 46625H100 13,210,728 961,065 7.85 1,771,387 38.35 1.7365
2022-11-15 2022-09-30 13F JPMORGAN CHASE Common 46625H100 12,249,663 -771,993 -5.93 1,280,396 -12.70 1.3369
2022-08-15 2022-06-30 13F JPMORGAN CHASE Common 46625H100 13,021,656 261,529 2.05 1,466,722 -15.70 1.4740
2022-05-23 2022-03-31 13F/A-1 JPMORGAN CHASE Common 46625H100 12,760,127 138,767 1.10 1,739,813 -12.43 1.4741
2022-05-13 2022-03-31 13F JPMORGAN CHASE Common 46625H100 12,755,592 134,232 1,730,819 0.7719
2022-02-11 2021-12-31 13F JPMORGAN CHASE Common 46625H100 12,621,360 934,137 7.99 1,986,813 4.40 1.5588
2021-11-12 2021-09-30 13F JPMORGAN CHASE Common 46625H100 11,687,223 309,138 2.72 1,903,004 8.07 1.6637
2021-08-13 2021-06-30 13F JPMORGAN CHASE Common 46625H100 11,378,085 618,563 5.75 1,760,903 7.66 1.5369
2021-05-13 2021-03-31 13F JPMORGAN CHASE Common 46625H100 10,759,522 4,741 0.04 1,635,680 19.79 1.5623
2021-02-10 2020-12-31 13F JPMORGAN CHASE Common 46625H100 10,754,781 -375,127 -3.37 1,365,481 27.51 1.4158
2020-11-12 2020-09-30 13F JPMORGAN CHASE Common 46625H100 11,129,908 -127,596 -1.13 1,070,852 1.15 1.2699
2020-08-13 2020-06-30 13F JPMORGAN CHASE Common 46625H100 11,257,504 330,733 3.03 1,058,633 7.61 1.3162
2020-05-14 2020-03-31 13F JPMORGAN CHASE Common 46625H100 10,926,771 -794,231 -6.78 983,786 -39.79 1.4996
2020-02-12 2019-12-31 13F JPMORGAN CHASE Common 46625H100 11,721,002 -1,085,853 -8.48 1,633,823 8.40 1.9069
2019-11-13 2019-09-30 13F JPMORGAN CHASE Common 46625H100 12,806,855 -287,777 -2.20 1,507,240 2.97 1.8408
2019-08-13 2019-06-30 13F JPMORGAN CHASE Common 46625H100 13,094,632 -900,048 -6.43 1,463,787 3.33 1.7508
2019-05-13 2019-03-31 13F JPMORGAN CHASE Common 46625H100 13,994,680 -412,212 -2.86 1,416,646 0.73 1.7360
2019-02-12 2018-12-31 13F JPMORGAN CHASE Common 46625H100 14,406,892 14,402,517 329,200.39 1,406,350 442,148.43 1.9604
2018-11-16 2018-09-30 13F/A-1 JPMORGAN CHASE & CO-CW18 Warrant 46634E114 4,375 0 0.00 318 14.39 0.0004
2018-11-16 2018-09-30 13F/A-1 JPMORGAN CHASE Common 46625H100 14,789,912 -38,391 1,669,006 1.8911
2018-11-13 2018-09-30 13F JPMORGAN CHASE & CO-CW18 Warrant 46634E114 4,375 -14,785,537 318
2018-11-13 2018-09-30 13F JPMORGAN CHASE Common 46625H100 14,789,912 14,785,537 1,669,006
2018-08-13 2018-06-30 13F JPMORGAN CHASE & CO-CW18 Warrant 46634E114 4,375 0 0.00 278 -8.55 0.0003
2018-08-13 2018-06-30 13F JPMORGAN CHASE Common 46625H100 14,828,303 -76,476 1,544,811 1.7054
2018-05-08 2018-03-31 13F JPMORGAN CHASE & CO-CW18 Warrant 46634E114 4,375 0 0.00 304 4.47 0.0003
2018-05-08 2018-03-31 13F JPMORGAN CHASE Common 46625H100 14,904,779 -572,399 1,638,383 1.8723
2018-02-14 2017-12-31 13F JPMORGAN CHASE & CO-CW18 Warrant 46634E114 4,375 0 0.00 291 22.78 0.0003
2018-02-14 2017-12-31 13F JPMORGAN CHASE Common 46625H100 15,477,178 -160,658 1,654,866 1.9020
2017-11-15 2017-09-30 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 4,375 -8,875 -66.98 237 -64.41 0.0003
2017-11-15 2017-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 15,637,836 -253,093 1,493,569 1.8684
2017-08-08 2017-06-30 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 13,250 -25,625 -65.92 666 -63.00 0.0009
2017-08-08 2017-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 15,890,929 -197,228 1,452,431 1.8654
2017-05-10 2017-03-31 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 38,875 0 0.00 1,800 4.59 0.0023
2017-05-10 2017-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 16,088,157 -523,168 1,413,184 1.8237
2017-02-06 2016-12-31 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 38,875 -2,850 -6.83 1,721 67.41 0.0023
2017-02-06 2016-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 16,611,325 -610,273 1,433,391 1.9250
2016-11-02 2016-09-30 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 41,725 0 0.00 1,028 21.66 0.0014
2016-11-02 2016-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 17,221,598 -226,150 1,146,786 1.5559
2016-08-05 2016-06-30 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 41,725 0 0.00 845 14.34 0.0012
2016-08-05 2016-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 17,447,748 -1,311,272 1,084,203 1.4938
2016-05-06 2016-03-31 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 41,725 -298,650 -87.74 739 -90.83 0.0010
2016-05-06 2016-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 18,759,020 685,723 1,110,909 1.5273
2016-01-28 2015-12-31 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 340,375 81,150 31.30 8,063 56.23 0.0106
2016-01-28 2015-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 18,073,297 -502,198 1,193,379 1.5623
2015-11-10 2015-09-30 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 259,225 2,000 0.78 5,161 -18.93 0.0067
2015-11-10 2015-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 18,575,495 -517,049 1,132,548 1.4593
2015-07-31 2015-06-30 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 257,225 190,375 284.78 6,366 332.77 0.0071
2015-07-31 2015-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 19,092,544 1,056,745 1,293,711 1.4385
2015-05-06 2015-03-31 13F WTS JPMORGAN CHASE WARRANT OR RIGHT 46634E114 66,850 66,850 1,471 0.0016
2015-05-06 2015-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 18,035,799 18,035,799 1,092,609 1.1665
2015-02-05 2014-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 0 -15,558,916 -100.00 0 -100.00
2014-11-04 2014-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 15,558,916 -147,691 -0.94 937,268 3.56 0.9618
2014-08-05 2014-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 15,706,607 -3,800,431 -19.48 905,015 -23.58 0.8836
2014-05-05 2014-03-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 19,507,038 1,466,547 8.13 1,184,273 12.25 1.2045
2014-02-11 2013-12-31 13F J P MORGAN CHASE COMMON STOCK 46625H100 18,040,491 4,649,969 34.73 1,055,008 52.42 1.0844
2013-10-29 2013-09-30 13F/A-1 J P MORGAN CHASE COMMON STOCK 46625H100 13,390,522 2,202,452 19.69 692,156 17.19 0.7685
2013-10-29 2013-09-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 14,900,594 685,129
2013-08-13 2013-06-30 13F J P MORGAN CHASE COMMON STOCK 46625H100 11,188,070 11,188,070 590,619 0.7023
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.