JPMorgan Chase & Co.
CL ˙ SNSE ˙ US46625H1005
SecurityCL:JPM / JPMorgan Chase & Co.
InstitutionVictory Capital Management Inc
Latest Disclosed Ownership2,415,579 shares
Latest Disclosed Value $ 710,566,824
Victory Capital Management Inc reports 4.41% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Victory Capital Management Inc filed a 13F-HR form disclosing ownership of 2,415,579 shares of JPMorgan Chase & Co. (CL:JPM) valued at $710,566,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,527,003 shares of JPMorgan Chase & Co.. This represents a change in shares of -4.41% 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 2,415,579 -111,424 -4.41 710,567 -12.73 0.3412
2026-02-13 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,527,003 165,166 6.99 814,251 9.30 0.4595
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,361,837 63,402 2.76 744,994 11.72 0.4356
2025-08-13 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,298,435 -177,829 -7.18 666,864 9.79 0.4300
2025-05-02 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,476,264 -207,723 -7.74 607,427 -5.59 0.6215
2025-02-06 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,683,987 -40,223 -1.48 643,378 12.00 0.6324
2024-11-05 2024-09-30 13F JPMORGAN CHASE COM 46625H100 2,724,210 -100,793 -3.57 574,427 0.53 0.5533
2024-08-05 2024-06-30 13F JPMORGAN CHASE COM 46625H100 2,825,003 -190,253 -6.31 571,385 -5.39 0.5728
2024-05-03 2024-03-31 13F JPMORGAN CHASE COM 46625H100 3,015,256 11,834 0.39 603,956 18.22 0.5896
2024-02-05 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,003,422 260,916 9.51 510,882 28.45 0.5374
2023-11-06 2023-09-30 13F JPMORGAN CHASE COM 46625H100 2,742,506 58,361 2.17 397,718 1.88 0.4572
2023-07-27 2023-06-30 13F JPMORGAN CHASE COM 46625H100 2,684,145 50,753 1.93 390,382 13.76 0.4293
2023-05-02 2023-03-31 13F JPMORGAN CHASE COM 46625H100 2,633,392 524,181 24.85 343,157 21.32 0.3854
2023-04-25 2022-12-31 13F/A-3 JPMORGAN CHASE COM 46625H100 2,109,211 -36,507 -1.70 282,845 26.14 0.3254
2023-03-10 2022-12-31 13F/A-2 JPMORGAN CHASE COM 46625H100 2,109,211 -36,507 282,845 0.3088
2023-02-10 2022-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,109,211 -36,507 282,845 0.1951
2023-02-09 2022-12-31 13F JPMORGAN CHASE COM 46625H100 2,090,494 -55,224 290,157 0.1971
2022-11-02 2022-09-30 13F JPMORGAN CHASE COM 46625H100 2,145,718 343,731 19.08 224,227 10.50 0.2617
2022-08-01 2022-06-30 13F JPMORGAN CHASE COM 46625H100 1,801,987 -249,561 -12.16 202,921 -19.08 0.2312
2022-05-04 2022-03-31 13F JPMORGAN CHASE COM 46625H100 2,051,548 465,801 29.37 250,753 -0.14 0.2509
2022-02-07 2021-12-31 13F JPMORGAN CHASE COM 46625H100 1,585,747 -289,057 -15.42 251,103 -18.18 0.2310
2021-11-02 2021-09-30 13F JPMORGAN CHASE COM 46625H100 1,874,804 -431,827 -18.72 306,887 -14.46 0.3005
2021-08-03 2021-06-30 13F JPMORGAN CHASE COM 46625H100 2,306,631 85,007 3.83 358,773 6.08 0.3444
2021-05-04 2021-03-31 13F JPMORGAN CHASE COM 46625H100 2,221,624 -229,922 -9.38 338,198 8.56 0.3466
2021-02-01 2020-12-31 13F JPMORGAN CHASE COM 46625H100 2,451,546 121,861 5.23 311,518 38.90 0.3471
2020-11-09 2020-09-30 13F JPMorgan Chase COM 46625H100 2,329,685 383,674 19.72 224,279 22.53 0.2879
2020-08-07 2020-06-30 13F JPMORGAN CHASE COM 46625H100 1,946,011 -4,998 -0.26 183,042 4.21 0.2479
2020-05-12 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 1,951,009 -218,979 -10.09 175,649 -41.93 0.2945
2020-05-04 2020-03-31 13F JPMORGAN CHASE COM 46625H100 1,951,009 -218,979 175,649 192,229.9816
2020-02-06 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,169,988 -187,252 -7.94 302,496 9.04 0.3672
2020-02-04 2019-12-31 13F JPMORGAN CHASE COM 46625H100 2,167,556 -189,684 286,898 343,901.9490
2019-11-12 2019-09-30 13F JPMORGAN CHASE COM 46625H100 2,357,240 2,163,605 1,117.36 277,424 1,181.52 0.3569
2019-08-15 2019-06-30 13F JPMORGAN CHASE COM 46625H100 193,635 47,188 32.22 21,648 46.02 0.0437
2019-05-03 2019-03-31 13F JPMORGAN CHASE Common Stock 46625H100 146,447 -78,950 -35.03 14,825 -32.62 0.0337
2019-05-02 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 225,397 -12,969 -5.44 22,003 -18.20 0.0552
2019-02-05 2018-12-31 13F JPMORGAN CHASE COM 46625H100 225,397 -12,969 22,003
2018-11-01 2018-09-30 13F JPMORGAN CHASE COM 46625H100 238,366 -482,629 -66.94 26,898 -64.20 0.0555
2018-08-02 2018-06-30 13F JPMORGAN CHASE COM 46625H100 720,995 -112,507 -13.50 75,128 -18.04 0.1599
2018-05-04 2018-03-31 13F JPMORGAN CHASE COM 46625H100 833,502 25,746 3.19 91,660 6.11 0.1999
2018-02-01 2017-12-31 13F JPMORGAN CHASE COM 46625H100 807,756 -53,393 -6.20 86,382 5.02 0.1818
2017-10-27 2017-09-30 13F JPMORGAN CHASE COM 46625H100 861,149 20,628 2.45 82,249 7.06 0.1848
2017-08-07 2017-06-30 13F JPMORGAN CHASE COM 46625H100 840,521 52,197 6.62 76,824 10.94 0.1798
2017-05-10 2017-03-31 13F JPMORGAN CHASE COM 46625H100 788,324 -131,391 -14.29 69,246 -12.75 0.1648
2017-02-09 2016-12-31 13F JPMORGAN CHASE & CO COM COM 46625H100 919,715 -415,216 -31.10 79,362 -10.72 0.2002
2016-11-02 2016-09-30 13F JPMORGAN CHASE and COM 46625H100 1,334,931 1,172,441 721.55 88,892 780.38 0.2490
2016-08-09 2016-06-30 13F JPMORGAN CHASE and COM 46625H100 162,490 -29,974 -15.57 10,097 -11.41 0.0404
2016-05-17 2016-03-31 13F/A-2 JPMORGAN CHASE and COM 46625H100 192,464 -8,263 -4.12 11,397 -14.01 0.0471
2016-05-12 2016-03-31 13F/A-1 JPMORGAN CHASE and COM 46625H100 192,464 0 11,397 0.0468
2016-05-12 2016-03-31 13F JPMORGAN CHASE and COM 46625H100 192,464 11,397
2016-02-10 2015-12-31 13F JPMORGAN CHASE and COM 46625H100 200,727 25,483 14.54 13,254 24.05 0.0550
2015-11-06 2015-09-30 13F JPMORGAN CHASE and COM 46625H100 175,244 3,202 1.86 10,684 -8.38 0.0440
2015-08-14 2015-06-30 13F/A-01 JPMORGAN CHASE and COM 46625H100 172,042 166,202 2,845.92 11,661 3,203.40 0.0432
2015-08-07 2015-06-30 13F JPMORGAN CHASE and COM 46625H100 172,042 11,661
2015-05-07 2015-03-31 13F JPMorgan Chase COM 46625H100 5,840 -1,898,095 -99.69 353 -99.70 0.0013
2015-02-11 2014-12-31 13F JPMORGAN CHASE and COM 46625H100 1,903,935 -240,981 -11.23 119,148 -7.79 0.4392
2014-10-16 2014-09-30 13F JPMORGAN CHASE Common Stock 46625H100 2,144,916 -331 -0.02 129,211 4.51 0.9739
2014-08-08 2014-06-30 13F JPMorgan Chase Common Stock 46625H100 2,145,247 -54,898 -2.50 123,630 -7.44 0.8384
2014-05-06 2014-03-31 13F JPMorgan Chase Common Stock 46625H100 2,200,145 -664,393 -23.19 133,571 -20.23 0.9063
2014-02-12 2013-12-31 13F JPMorgan Chase Common Stock 46625H100 2,864,538 277,261 10.72 167,447 25.21 1.1808
2014-03-12 2013-09-30 13F/A-1 JPMORGAN CHASE and Common Stocks 46625H100 2,587,277 2,587,277 133,735 0.9595
2013-11-12 2013-09-30 13F JPMORGAN CHASE and Common Stocks 46625H100 2,587,277 133,735
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.