JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership645,667 shares
Latest Disclosed Value $ 189,929,405
Panagora Asset Management Inc reports 20.67% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 645,667 shares of JPMorgan Chase & Co. (CH:JPM) valued at $189,929,405 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 813,949 shares of JPMorgan Chase & Co.. This represents a change in shares of -20.67% 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 COM 46625H100 645,667 -168,282 -20.67 189,929 -27.58 0.7115
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 813,949 -399,662 -32.93 262,271 -31.49 0.9295
2025-11-13 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,213,611 -55,714 -4.39 382,809 4.03 1.5424
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,269,325 414,353 48.46 367,990 75.46 1.6585
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 854,972 67,898 8.63 209,725 11.16 1.0475
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 787,074 -395,422 -33.44 188,670 -24.33 0.8720
2024-11-13 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,182,496 -307,286 -20.63 249,341 -17.25 1.1914
2024-07-29 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,489,782 -7,021 -0.47 301,323 0.50 1.5152
2024-05-07 2024-03-31 13F JPMORGAN CHASE COM 46625H100 1,496,803 32,273 2.20 299,810 20.35 1.5627
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 1,464,530 276,389 23.26 249,117 44.58 1.3934
2023-10-31 2023-09-30 13F JPMORGAN CHASE COM 46625H100 1,188,141 -820 -0.07 172,304 -0.36 1.0701
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 1,188,961 30,791 2.66 172,922 14.58 1.0187
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,158,170 21,401 1.88 150,921 -1.00 0.9539
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 1,136,769 142,444 14.33 152,441 46.71 0.9997
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 994,325 150,368 17.82 103,907 9.33 0.7206
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 843,957 -142,880 -14.48 95,038 -29.35 0.6230
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 986,837 -515,978 -34.33 134,526 -43.47 0.7327
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,502,815 -178,741 -10.63 237,971 -13.54 1.2602
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,681,556 -6,837 -0.40 275,254 4.81 1.4709
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,688,393 245,331 17.00 262,613 19.55 1.4070
2021-05-12 2021-03-31 13F JPMORGAN CHASE COMMON 46625H100 1,443,062 -222,568 -13.36 219,677 3.79 1.2334
2021-02-10 2020-12-31 13F JPMORGAN CHASE COMMON 46625H100 1,665,630 183,697 12.40 211,652 48.35 1.2524
2020-11-13 2020-09-30 13F JPMORGAN CHASE COMMON 46625H100 1,481,933 127,611 9.42 142,666 11.99 0.8937
2020-08-12 2020-06-30 13F JPMORGAN CHASE COMMON 46625H100 1,354,322 261,537 23.93 127,388 29.48 0.8119
2020-05-14 2020-03-31 13F JPMORGAN CHASE COMMON 46625H100 1,092,785 -276,782 -20.21 98,383 -48.47 0.6959
2020-02-12 2019-12-31 13F JPMORGAN CHASE COMMON 46625H100 1,369,567 -84,463 -5.81 190,918 11.57 0.8671
2019-11-12 2019-09-30 13F JPMORGAN CHASE COMMON 46625H100 1,454,030 -24,799 -1.68 171,125 3.50 0.7894
2019-08-09 2019-06-30 13F JPMORGAN CHASE COMMON 46625H100 1,478,829 -516,929 -25.90 165,333 -18.16 0.7394
2019-05-15 2019-03-31 13F JPMORGAN CHASE COMMON 46625H100 1,995,758 -918,157 -31.51 202,031 -28.98 0.8983
2019-02-14 2018-12-31 13F JPMORGAN CHASE COMMON 46625H100 2,913,915 -195,076 -6.27 284,456 -18.92 1.3240
2018-11-13 2018-09-30 13F JPMORGAN CHASE COMMON 46625H100 3,108,991 44,457 1.45 350,819 9.86 1.3203
2018-08-14 2018-06-30 13F JPMORGAN CHASE COMMON 46625H100 3,064,534 -128,484 -4.02 319,324 -9.06 1.2661
2018-05-15 2018-03-31 13F JPMORGAN CHASE COMMON 46625H100 3,193,018 45,841 1.46 351,136 4.33 1.3852
2018-02-14 2017-12-31 13F JPMORGAN CHASE COMMON 46625H100 3,147,177 -45,387 -1.42 336,560 10.38 1.2628
2017-11-14 2017-09-30 13F JPMORGAN CHASE COMMON 46625H100 3,192,564 -71,649 -2.19 304,922 2.20 1.2073
2017-08-14 2017-06-30 13F JPMORGAN CHASE COMMON 46625H100 3,264,213 23,375 0.72 298,349 4.80 1.2008
2017-05-15 2017-03-31 13F JPMORGAN CHASE COMMON 46625H100 3,240,838 115,116 3.68 284,675 5.55 1.1854
2017-02-14 2016-12-31 13F JPMORGAN CHASE COMMON 46625H100 3,125,722 210,848 7.23 269,719 38.96 1.2354
2016-11-14 2016-09-30 13F JPMORGAN CHASE COMMON 46625H100 2,914,874 -233,656 -7.42 194,101 -0.79 0.9253
2016-08-15 2016-06-30 13F JPMORGAN CHASE COMMON 46625H100 3,148,530 -229,227 -6.79 195,650 -2.19 0.9715
2016-05-16 2016-03-31 13F JPMORGAN CHASE COMMON 46625H100 3,377,757 -292,329 -7.97 200,031 -17.46 0.9930
2016-02-12 2015-12-31 13F JPMORGAN CHASE COMMON 46625H100 3,670,086 122,310 3.45 242,336 12.03 1.1941
2015-11-13 2015-09-30 13F JPMORGAN CHASE COMMON 46625H100 3,547,776 371,008 11.68 216,308 0.49 1.1419
2015-08-14 2015-06-30 13F JPMORGAN CHASE COMMON 46625H100 3,176,768 822,704 34.95 215,258 50.94 1.0790
2015-05-15 2015-03-31 13F JPMORGAN CHASE COMMON 46625H100 2,354,064 -12,998 -0.55 142,609 -3.73 0.7240
2015-02-13 2014-12-31 13F JPMORGAN CHASE COMMON 46625H100 2,367,062 -18,063 -0.76 148,131 3.10 0.7576
2014-11-12 2014-09-30 13F JPMORGAN CHASE COMMON 46625H100 2,385,125 -515,149 -17.76 143,680 -14.02 0.6962
2014-08-14 2014-06-30 13F JPMORGAN CHASE COMMON 46625H100 2,900,274 -696,946 -19.37 167,114 -23.48 0.8112
2014-05-15 2014-03-31 13F JPMORGAN CHASE COMMON 46625H100 3,597,220 -231,977 -6.06 218,387 -2.48 1.0314
2014-02-21 2013-12-31 13F JPMORGAN CHASE COMMON 46625H100 3,829,197 -692,636 -15.32 223,931 -4.19 1.0368
2013-11-14 2013-09-30 13F JPMORGAN CHASE COMMON 46625H100 4,521,833 202,712 4.69 233,734 2.51 1.1481
2013-08-14 2013-06-30 13F JPMORGAN CHASE COMMON 46625H100 4,319,121 4,319,121 228,006 1.1661
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.