JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionSarasin & Partners LLP
Latest Disclosed Ownership908,567 shares
Latest Disclosed Value $ 267,264,066
Sarasin & Partners LLP reports 10.70% decrease in ownership of JPM / JPMorgan Chase & Co.

On April 13, 2026 - Sarasin & Partners LLP filed a 13F-HR form disclosing ownership of 908,567 shares of JPMorgan Chase & Co. (CH:JPM) valued at $267,264,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,017,395 shares of JPMorgan Chase & Co.. This represents a change in shares of -10.70% 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)
2026-04-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 908,567 -108,828 -10.70 267,264 -18.47 3.2604
2026-01-08 2025-12-31 13F JPMORGAN CHASE COM 46625H100 1,017,395 -17,188 -1.66 327,825 0.37 3.4036
2025-10-10 2025-09-30 13F JPMORGAN CHASE COM 46625H100 1,034,583 -90,601 -8.05 326,608 0.12 3.2050
2025-07-09 2025-06-30 13F JPMORGAN CHASE COM 46625H100 1,125,184 50,697 4.72 326,202 23.76 3.2470
2025-04-15 2025-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,074,487 -310,476 -22.42 263,572 -20.61 2.8583
2025-04-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 1,657,698 272,735 349,542 3.3691
2025-01-16 2024-12-31 13F JPMORGAN CHASE COM 46625H100 1,384,963 -272,735 -16.45 331,989 -5.02 3.6626
2024-10-09 2024-09-30 13F JPMORGAN CHASE COM 46625H100 1,657,698 526,578 46.55 349,542 52.79 3.2978
2024-07-19 2024-06-30 13F JPMORGAN CHASE COM 46625H100 1,131,120 352,086 45.20 228,780 46.62 2.0266
2024-04-12 2024-03-31 13F JPMORGAN CHASE COM 46625H100 779,034 12,895 1.68 156,041 19.74 1.5364
2024-01-10 2023-12-31 13F JPMORGAN CHASE COM 46625H100 766,139 17,732 2.37 130,320 20.07 1.4327
2023-10-05 2023-09-30 13F JPMORGAN CHASE COM 46625H100 748,407 125,507 20.15 108,534 19.80 1.3556
2023-07-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 622,900 -143,700 -18.75 90,595 -9.31 1.0506
2023-05-08 2023-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 766,600 707,455 1,196.14 99,896 1,159.55 1.2600
2023-04-27 2023-03-31 13F JPMORGAN CHASE COM 46625H100 1,345,322 1,286,177 224,884 2.1127
2023-01-30 2022-12-31 13F JPMORGAN CHASE COM 46625H100 59,145 -2,916 -4.70 7,931 22.30 0.1039
2022-10-18 2022-09-30 13F JPMORGAN CHASE COM 46625H100 62,061 -59,183 -48.81 6,485 -52.50 0.0898
2022-07-13 2022-06-30 13F JPMORGAN CHASE COM 46625H100 121,244 -836,403 -87.34 13,653 -89.54 0.1722
2022-04-11 2022-03-31 13F JPMORGAN CHASE COM 46625H100 957,647 -384,501 -28.65 130,546 -38.57 1.3127
2022-01-19 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,342,148 -148,004 -9.93 212,529 -12.87 1.9361
2021-10-22 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,490,152 -44,399 -2.89 243,923 2.19 2.4616
2021-07-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,534,551 30,816 2.05 238,684 4.27 2.4917
2021-04-29 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,503,735 -364,635 -19.52 228,914 -3.58 2.6992
2021-01-19 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,868,370 89,961 5.06 237,414 38.67 3.1424
2020-11-09 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,778,409 202,038 12.82 171,207 15.47 2.4760
2020-07-17 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,576,371 -174,600 -9.97 148,274 -5.94 2.3716
2020-04-30 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,750,971 -7,595 -0.43 157,640 -35.69 3.0982
2020-02-12 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,758,566 8,377 0.48 245,144 19.01 3.7463
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,750,189 63,835 3.79 205,980 9.25 3.4083
2019-07-18 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,686,354 -204,374 -10.81 188,534 -1.50 3.2948
2019-05-13 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,890,728 12,186 0.65 191,398 4.37 3.6847
2019-02-12 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,878,542 -163,777 -8.02 183,383 -20.43 3.9894
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,042,319 -93,480 -4.38 230,455 3.55 4.3429
2018-08-07 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,135,799 -142,950 -6.27 222,550 -11.19 4.3748
2018-05-01 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,278,749 88,432 4.04 250,594 6.98 4.9085
2018-02-06 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,190,317 -205,562 -8.58 234,233 2.36 4.5511
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,395,879 -304,351 -11.27 228,830 -7.28 4.6128
2017-08-03 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,700,230 -133,455 -4.71 246,801 -0.85 4.8278
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,833,685 -611,380 -17.75 248,911 -16.27 4.8417
2017-02-10 2016-12-31 13F JPMORGAN CHASE COM 46625H100 3,445,065 -718,623 -17.26 297,275 7.22 5.0267
2016-10-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 4,163,688 -176,821 -4.07 277,260 2.80 4.3474
2016-07-13 2016-06-30 13F JPMORGAN CHASE COM 46625H100 4,340,509 -443,228 -9.27 269,719 -4.79 4.4773
2016-04-27 2016-03-31 13F JPMORGAN CHASE COM 46625H100 4,783,737 -588,710 -10.96 283,293 -20.14 4.6224
2016-01-19 2015-12-31 13F JPMORGAN CHASE COM 46625H100 5,372,447 -26,462 -0.49 354,743 7.77 5.8963
2015-11-06 2015-09-30 13F JPMORGAN CHASE COM 46625H100 5,398,909 55,533 1.04 329,171 -9.09 5.9218
2015-08-06 2015-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,343,376 265,831 362,067 5.8934
2015-10-21 2015-06-30 13F/A-2 JPMORGAN CHASE COM 46625H100 5,343,376 265,831 5.24 362,067 17.71 5.9395
2015-07-27 2015-06-30 13F JPMORGAN CHASE COM 46625H100 5,343,376 362,067
2015-04-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 5,077,545 5,077,545 0.00 307,598 4.7049
2015-01-26 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -5,761,562 -100.00 0 -100.00
2014-10-23 2014-09-30 13F JPMORGAN CHASE COM 46625H100 5,761,562 -52,605 -0.90 347,076 3.60 4.7742
2014-07-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 5,814,167 -19,103 -0.33 335,012 -5.40 4.6883
2014-04-09 2014-03-31 13F JPMORGAN CHASE COM 46625H100 5,833,270 242,997 4.35 354,138 8.33 5.0503
2014-02-13 2013-12-31 13F JPMORGAN CHASE COM 46625H100 5,590,273 3,584,638 178.73 326,919 215.34 4.5755
2013-10-09 2013-09-30 13F JPMORGAN CHASE COM 46625H100 2,005,635 104,943 5.52 103,671 3.32 1.5814
2013-08-07 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 1,900,692 1,900,692 100,338 1.4293
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.