JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionBlair William & Co/il
Latest Disclosed Ownership2,307,253 shares
Latest Disclosed Value $ 678,701,562
Blair William & Co/il reports 0.11% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 8, 2026 - Blair William & Co/il filed a 13F-HR form disclosing ownership of 2,307,253 shares of JPMorgan Chase & Co. (CL:JPM) valued at $678,701,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,309,809 shares of JPMorgan Chase & Co.. This represents a change in shares of -0.11% 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)
2026-05-08 2026-03-31 13F JPMORGAN CHASE COM 46625H100 2,307,253 -2,556 -0.11 678,702 -8.81 1.9449
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,309,809 2,891 0.13 744,267 2.28 1.9975
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,306,918 -22,827 -0.98 727,671 7.74 1.9369
2025-07-24 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,329,745 10,609 0.46 675,416 18.73 1.8760
2025-05-09 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,319,136 -65,475 -2.75 568,884 -0.48 1.7157
2025-02-12 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,384,611 -24,865 -1.03 571,615 12.51 1.6627
2024-11-12 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,409,476 3,777 0.16 508,062 4.42 1.4921
2024-08-12 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,405,699 187,177 8.44 486,577 9.50 1.5008
2024-05-09 2024-03-31 13F JPMORGAN CHASE COM 46625H100 2,218,522 3,127 0.14 444,370 17.92 1.3957
2024-02-12 2023-12-31 13F JPMORGAN CHASE COM 46625H100 2,215,395 41,885 1.93 376,839 19.55 1.2841
2023-11-09 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,173,510 43,479 2.04 315,202 1.75 1.2088
2023-08-11 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,130,031 52,213 2.51 309,792 14.42 1.1348
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,077,818 23,455 1.14 270,760 -1.72 1.0816
2023-02-10 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,054,363 142,651 7.46 275,490 37.90 1.1979
2022-11-09 2022-09-30 13F JPMORGAN CHASE COM 46625H100 1,911,712 82,801 4.53 199,774 -3.00 0.9175
2022-08-10 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,828,911 68,606 3.90 205,954 -14.17 0.9137
2022-05-13 2022-03-31 13F JPMORGAN CHASE COM 46625H100 1,760,305 32,290 1.87 239,965 -12.30 0.8411
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,728,015 71,192 4.30 273,631 0.89 0.8582
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,656,823 37,097 2.29 271,205 7.65 0.9232
2021-08-12 2021-06-30 13F JPMORGAN CHASE COM 46625H100 1,619,726 -24,910 -1.51 251,932 0.63 0.8730
2021-05-13 2021-03-31 13F JPMORGAN CHASE COM 46625H100 1,644,636 -18,725 -1.13 250,363 18.45 0.9445
2021-02-09 2020-12-31 13F JPMORGAN CHASE COM 46625H100 1,663,361 273,824 19.71 211,363 58.00 0.7749
2020-11-06 2020-09-30 13F JPMORGAN CHASE COM 46625H100 1,389,537 -139,115 -9.10 133,771 -6.96 0.5674
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,528,652 -120,557 -7.31 143,785 -3.16 0.6856
2020-05-11 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,649,209 -76,334 -4.42 148,478 -38.27 0.9281
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 1,725,543 41,729 2.48 240,541 21.38 1.2363
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 1,683,814 13,197 0.79 198,168 6.10 1.1418
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 1,670,617 85,945 5.42 186,775 16.43 1.0680
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 1,584,672 138,927 9.61 160,416 13.66 0.9780
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 1,445,745 1,443,745 72,187.25 141,134 97,233.79 1.0307
2018-11-13 2018-09-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 2,000 0 0.00 145 14.17 0.0009
2018-11-13 2018-09-30 13F JPMORGAN CHASE COM 46625H100 1,389,255 5,428 156,764 0.9605
2018-08-13 2018-06-30 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 2,000 0 0.00 127 -8.63 0.0009
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 1,383,827 5,164 144,195 0.9807
2018-05-15 2018-03-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 2,000 0 0.00 139 4.51 0.0010
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 1,378,663 1,260 151,612 1.0721
2018-02-14 2017-12-31 13F JPMORGAN CHASE *W EXP 10/28/201 46634E114 2,000 0 0.00 133 23.15 0.0009
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 1,377,403 828,621 147,299 0.9999
2017-11-13 2017-09-30 13F JPMORGAN CHASE & CO-CW18 WT 46634E114 2,000 -1,170,991 -99.83 108 -99.90 0.0008
2017-11-13 2017-09-30 13F JPMORGAN CHASE COM 46625H100 1,356,374 183,383 129,547 0.9715
2017-08-04 2017-06-30 13F JPMORGAN CHASE COM 46625H100 1,172,991 58,269 5.23 107,211 7.58 0.8050
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 1,114,722 64,778 6.17 99,657 10.00 0.8032
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 1,049,944 178,603 20.50 90,600 56.14 0.8104
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 871,341 13,475 1.57 58,023 8.84 0.5129
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 857,866 30,248 3.65 53,308 8.77 0.4971
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 827,618 48,652 6.25 49,011 -4.71 0.4614
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 778,966 164,763 26.83 51,435 37.35 0.4829
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 614,203 43,270 7.58 37,447 -3.20 0.3240
2015-08-03 2015-06-30 13F JPMORGAN CHASE COM 46625H100 570,933 5,186 0.92 38,686 12.88 0.0579
2015-05-11 2015-03-31 13F JPMORGAN CHASE COM 46625H100 565,747 565,747 34,272 0.0528
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 0 -1,599,315 -100.00 0 -100.00
2014-11-04 2014-09-30 13F JPMORGAN CHASE COM 46625H100 1,599,315 -122,721 -7.13 96,342 -2.90 0.1648
2014-08-01 2014-06-30 13F JPMORGAN CHASE COM 46625H100 1,722,036 -326,979 -15.96 99,223 -20.24 0.1620
2014-05-06 2014-03-31 13F JPMORGAN CHASE COM 46625H100 2,049,015 -93,108 -4.35 124,395 -0.70 0.2058
2014-02-11 2013-12-31 13F JPMORGAN CHASE COM 46625H100 2,142,123 -295,633 -12.13 125,270 -0.58 0.2071
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 2,437,756 -104,093 -4.10 126,007 -6.09 0.2241
2013-08-07 2013-06-30 13F JPMORGAN CHASE COM 46625H100 2,541,849 2,541,849 134,184 0.2653
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.