JPMorgan Chase & Co.
CH ˙ SWX ˙ US46625H1005
SecurityCH:JPM / JPMorgan Chase & Co.
InstitutionSumitomo Mitsui Financial Group, Inc.
Latest Disclosed Ownership143,253 shares
Latest Disclosed Value $ 42,139,302
Sumitomo Mitsui Financial Group, Inc. reports 8.40% increase in ownership of JPM / JPMorgan Chase & Co.

On May 14, 2026 - Sumitomo Mitsui Financial Group, Inc. filed a 13F-HR form disclosing ownership of 143,253 shares of JPMorgan Chase & Co. (CH:JPM) valued at $42,139,302 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 132,155 shares of JPMorgan Chase & Co.. This represents a change in shares of 8.40% 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 143,253 11,098 8.40 42,139 -1.04 0.8317
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 132,155 4,778 3.75 42,583 5.98 0.7538
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 127,377 1,343 1.07 40,179 9.96 0.7044
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 126,034 1,935 1.56 36,539 20.06 0.5951
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 124,099 21,869 21.39 30,432 24.17 0.5574
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 102,230 7,299 7.69 24,509 22.44 0.3265
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 94,931 5,545 6.20 20,017 10.72 0.5154
2024-08-13 2024-06-30 13F JPMORGAN CHASE COM 46625H100 89,386 6,636 8.02 18,079 9.08 0.5623
2024-05-13 2024-03-31 13F JPMORGAN CHASE COM 46625H100 82,750 1,253 1.54 16,575 19.56 0.5133
2024-02-08 2023-12-31 13F JPMORGAN CHASE COM 46625H100 81,497 5,541 7.30 13,863 25.85 0.4395
2023-11-08 2023-09-30 13F JPMORGAN CHASE COM 46625H100 75,956 3,742 5.18 11,015 4.88 0.3547
2023-08-09 2023-06-30 13F JPMORGAN CHASE COM 46625H100 72,214 2,068 2.95 10,503 14.90 0.3340
2023-05-11 2023-03-31 13F JPMORGAN CHASE COM 46625H100 70,146 1,927 2.82 9,141 -0.09 0.2864
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 68,219 -1,325 -1.91 9,148 25.88 0.3460
2022-11-08 2022-09-30 13F JPMORGAN CHASE COM 46625H100 69,544 -1,515 -2.13 7,267 -9.19 0.3057
2022-08-09 2022-06-30 13F JPMORGAN CHASE COM 46625H100 71,059 -2,061 -2.82 8,002 -19.72 0.2246
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 73,120 3,840 5.54 9,968 -9.13 0.2924
2022-02-10 2021-12-31 13F JPMORGAN CHASE COM 46625H100 69,280 8,830 14.61 10,970 10.86 0.3152
2021-11-10 2021-09-30 13F JPMORGAN CHASE COM 46625H100 60,450 2,008 3.44 9,895 8.86 0.2259
2021-08-11 2021-06-30 13F JPMORGAN CHASE COM 46625H100 58,442 9,060 18.35 9,090 20.93 0.2001
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 49,382 8,325 20.28 7,517 44.09 0.1773
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 41,057 4,385 11.96 5,217 47.79 0.1284
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 36,672 4,488 13.94 3,530 16.62 0.1206
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 32,184 -7,227 -18.34 3,027 -14.68 0.1039
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 39,411 7,540 23.66 3,548 -20.14 0.1745
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 31,871 -471 -1.46 4,443 16.74 0.3493
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 32,342 1,920 6.31 3,806 11.91 0.3153
2019-08-09 2019-06-30 13F JPMORGAN CHASE COM 46625H100 30,422 -1,745 -5.42 3,401 4.45 0.2688
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 32,167 -3,732 -10.40 3,256 -6.33 0.2910
2019-02-08 2018-12-31 13F JPMORGAN CHASE COM 46625H100 35,899 -1,171 -3.16 3,476 -16.90 0.2198
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 37,070 -2,627 -6.62 4,183 1.14 0.3402
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 39,697 4,571 13.01 4,136 7.07 0.4237
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 35,126 3,774 12.04 3,863 15.21 0.3557
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 31,352 823 2.70 3,353 14.99 0.4387
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 30,529 -1,376 -4.31 2,916 0.00 0.3456
2017-08-10 2017-06-30 13F JPMORGAN CHASE COM 46625H100 31,905 -377 -1.17 2,916 2.82 0.5949
2017-05-12 2017-03-31 13F JPMORGAN CHASE COM 46625H100 32,282 -3,690 -10.26 2,836 -8.63 0.5349
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 35,972 35,972 3,104 0.7203
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.