JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership76,505 shares
Latest Disclosed Value $ 22,504,711
Advisors Asset Management, Inc. reports 0.78% increase in ownership of JPM / JPMorgan Chase & Co.

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 76,505 shares of JPMorgan Chase & Co. (MX:JPM) valued at $22,504,711 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 75,912 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.78% 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 76,505 593 0.78 22,505 -8.00 0.3736
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 75,912 4,494 6.29 24,460 8.58 0.4106
2025-11-06 2025-09-30 13F JPMORGAN CHASE COM 46625H100 71,418 1,980 2.85 22,527 11.91 0.3823
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 69,438 -6,541 -8.61 20,131 8.01 0.3604
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 75,979 -1,559 -2.01 18,638 0.27 0.3501
2025-02-10 2024-12-31 13F JPMORGAN CHASE COM 46625H100 77,538 720 0.94 18,587 14.75 0.3424
2024-11-08 2024-09-30 13F JPMORGAN CHASE COM 46625H100 76,818 -1,780 -2.26 16,198 1.89 0.2975
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 78,598 -1,347 -1.68 15,897 -0.72 0.3101
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 79,945 -26,363 -24.80 16,013 -11.45 0.3078
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 106,308 -52,904 -33.23 18,083 -21.68 0.3692
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 159,212 -40,508 -20.28 23,089 -20.52 0.4981
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 199,720 -50,488 -20.18 29,047 -10.91 0.5934
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 250,208 -31,243 -11.10 32,605 -13.61 0.6633
2023-02-13 2022-12-31 13F JPMORGAN CHASE COM 46625H100 281,451 -23,621 -7.74 37,743 18.39 0.7776
2022-11-08 2022-09-30 13F JP MORGAN CHASE COM 46625H100 305,072 12,746 4.36 31,880 -3.16 0.6702
2022-08-08 2022-06-30 13F JPMORGAN CHASE COM 46625H100 292,326 -2,619 -0.89 32,919 -18.13 0.6244
2022-05-17 2022-03-31 13F JPMORGAN CHASE COM 46625H100 294,945 -33,078 -10.08 40,207 -22.59 0.6191
2022-02-15 2021-12-31 13F JP MORGAN CHASE COM 46625H100 328,023 -36,065 -9.91 51,942 -12.85 0.7416
2021-11-12 2021-09-30 13F JPMORGAN CHASE COM 46625H100 364,088 -46,395 -11.30 59,598 -6.65 0.9063
2021-07-30 2021-06-30 13F JPMORGAN CHASE COM 46625H100 410,483 -13,236 -3.12 63,847 -1.02 0.9418
2021-05-07 2021-03-31 13F JPMORGAN CHASE COM 46625H100 423,719 -9,518 -2.20 64,503 17.17 1.0028
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 433,237 36,415 9.18 55,051 44.11 0.9104
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 396,822 20,715 5.51 38,202 7.99 0.7064
2020-08-12 2020-06-30 13F JPMORGAN CHASE COM 46625H100 376,107 -16,234 -4.14 35,377 0.16 0.6887
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 392,341 -55,480 -12.39 35,322 -43.42 0.8403
2020-05-20 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 447,821 15,114 3.49 62,426 22.58 1.0945
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 447,821 15,114 64,203 568,257.2524
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 432,707 9,789 2.31 50,925 7.70 0.9379
2019-11-14 2019-06-30 13F/A-1 JP MORGAN CHASE COM 46625H100 422,918 12,434 3.03 47,282 13.79 0.8529
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 422,918 12,434 47,282
2019-05-15 2019-03-31 13F JP MORGAN CHASE COM 46625H100 410,484 56,130 15.84 41,553 20.12 0.7395
2019-02-06 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 354,354 51,302 16.93 34,592 1.16 0.6964
2019-01-31 2018-12-31 13F JPMORGAN CHASE COM 46625H100 354,354 51,302 34,592
2018-11-15 2018-09-30 13F JPMORGAN CHASE COM 46625H100 303,052 6,794 2.29 34,196 10.77 0.5590
2018-08-22 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 296,258 12,538 4.42 30,870 -5.65 0.5243
2018-08-15 2018-06-30 13F JPMORGAN CHASE COM 46625H100 296,258 12,538 30,870
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 283,720 3,208 1.14 32,717 9.06 0.5482
2018-02-13 2017-12-31 13F JPMORGAN CHASE COM 46625H100 280,512 -7,414 -2.57 29,998 9.08 0.4931
2017-11-07 2017-09-30 13F JPMORGAN CHASE COM 46625H100 287,926 -10,615 -3.56 27,500 0.78 0.4607
2017-08-02 2017-06-30 13F JPMORGAN CHASE COM 46625H100 298,541 9,738 3.37 27,287 7.56 0.4561
2017-05-02 2017-03-31 13F JPMORGAN CHASE COM 46625H100 288,803 41,524 16.79 25,368 54.06 0.4251
2016-10-31 2016-09-30 13F JPMORGAN CHASE COM 46625H100 247,279 35,920 16.99 16,466 25.37 0.2701
2016-08-08 2016-06-30 13F JPMORGAN CHASE COM 46625H100 211,359 20,891 10.97 13,134 16.44 0.2129
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 190,468 35,698 23.07 11,280 10.38 0.1877
2016-02-10 2015-12-31 13F JPMORGAN CHASE COM 46625H100 154,770 35,755 30.04 10,219 40.84 0.1621
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 119,015 19,444 19.53 7,256 7.54 0.1157
2015-08-11 2015-06-30 13F JPMORGAN CHASE COM 46625H100 99,571 4,160 4.36 6,747 16.73 0.0926
2015-05-13 2015-03-31 13F JPMORGAN CHASE COM 46625H100 95,411 -2,008 -2.06 5,780 -5.18 0.0770
2015-02-05 2014-12-31 13F JPMORGAN CHASE COM 46625H100 97,419 -3,285 -3.26 6,096 0.49 0.0817
2014-11-13 2014-09-30 13F JPMORGAN CHASE COM 46625H100 100,704 -11,835 -10.52 6,066 -6.45 0.0837
2014-08-14 2014-06-30 13F JPMORGAN CHASE COM 46625H100 112,539 -668 -0.59 6,484 -5.66 0.0899
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 113,207 -501 -0.44 6,873 3.35 0.1042
2014-02-03 2013-12-31 13F JPMORGAN CHASE COM 46625H100 113,708 -75,691 -39.96 6,650 -32.07 0.1072
2013-11-15 2013-09-30 13F JPMORGAN CHASE COM 46625H100 189,399 -24,781 -11.57 9,790 -13.42 0.1738
2013-08-14 2013-06-30 13F JPMORGAN CHASE COM 46625H100 214,180 214,180 11,307 0.2136
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.