JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionAristotle Atlantic Partners, Llc
Latest Disclosed Ownership214,433 shares
Latest Disclosed Value $ 63,077,668
Aristotle Atlantic Partners, Llc reports 1.57% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Aristotle Atlantic Partners, Llc filed a 13F-HR form disclosing ownership of 214,433 shares of JPMorgan Chase & Co. (CL:JPM) valued at $63,077,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 217,852 shares of JPMorgan Chase & Co.. This represents a change in shares of -1.57% 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 214,433 -3,419 -1.57 63,078 -10.14 1.6686
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 217,852 -59,752 -21.52 70,196 -19.83 3.2114
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 277,604 -8,850 -3.09 87,565 5.44 2.5402
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 286,454 -6,313 -2.16 83,046 15.64 2.5258
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 292,767 8,816 3.10 71,816 5.51 2.4234
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 283,951 -12,024 -4.06 68,066 9.06 2.1401
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 295,975 6,522 2.25 62,409 6.60 1.9404
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 289,453 -25,606 -8.13 58,545 -7.23 1.8969
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 315,059 -15,164 -4.59 63,106 12.35 2.0598
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 330,223 372 0.11 56,171 17.43 1.9768
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 329,851 -5,493 -1.64 47,835 -1.92 1.9154
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 335,344 48,966 17.10 48,773 30.69 1.8368
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 286,378 -27,354 -8.72 37,318 -11.30 1.9191
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 313,732 8,280 2.71 42,072 31.81 2.3565
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 305,452 131,760 75.86 31,919 63.19 1.9417
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 173,692 3,767 2.22 19,559 -15.57 1.5044
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 169,925 -1,843 -1.07 23,165 -14.83 1.4336
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 171,768 15,671 10.04 27,200 6.45 1.5790
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 156,097 2,731 1.78 25,552 7.11 1.6907
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 153,366 3,855 2.58 23,855 4.81 1.5735
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 149,511 6,806 4.77 22,760 25.51 1.6644
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 142,705 4,885 3.54 18,134 36.67 1.3994
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 137,820 3,224 2.40 13,268 4.80 1.1687
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 134,596 11,174 9.05 12,660 13.93 1.2161
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 123,422 2,473 2.04 11,112 -34.09 1.6971
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 120,949 3,784 3.23 16,860 22.26 2.1531
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 117,165 2,624 2.29 13,790 7.68 3.9713
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 114,541 2,850 2.55 12,806 13.27 3.7230
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 111,691 1,129 1.02 11,306 4.75 3.4355
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 110,562 3,214 2.99 10,793 7.71 3.8038
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 107,348 1,353 1.28 10,020 -9.26 6.1239
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 105,995 2,845 2.76 11,043 -2.64 3.8293
2018-09-07 2018-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 103,150 2,738 2.73 11,343 5.63 4.0940
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 11,721 -88,691 1,289
2018-09-07 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 100,412 100,412 10,738 3.8543
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 100,412 10,738 3.8496
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.