JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAristotle Capital Management, LLC
Latest Disclosed Ownership11,644 shares
Latest Disclosed Value $ 3,425,198
Aristotle Capital Management, LLC ownership in JPM / JPMorgan Chase & Co.

On May 15, 2026 - Aristotle Capital Management, LLC filed a 13F-HR form disclosing ownership of 11,644 shares of JPMorgan Chase & Co. (MX:JPM) valued at $3,425,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,644 shares of JPMorgan Chase & Co.. This represents a change in shares of 0.00% 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 11,644 0 0.00 3,425 -8.69 0.0072
2026-02-17 2025-12-31 13F JPMORGAN CHASE COM 46625H100 11,644 -514 -4.23 3,752 -2.16 0.0075
2025-11-14 2025-09-30 13F JPMORGAN CHASE COM 46625H100 12,158 0 0.00 3,835 8.80 0.0074
2025-08-14 2025-06-30 13F JPMORGAN CHASE COM 46625H100 12,158 -2 -0.02 3,525 18.18 0.0068
2025-05-15 2025-03-31 13F JPMORGAN CHASE COM 46625H100 12,160 -17 -0.14 2,983 2.19 0.0059
2025-02-14 2024-12-31 13F JPMORGAN CHASE COM 46625H100 12,177 -34 -0.28 2,919 13.36 0.0056
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 12,211 0 0.00 2,575 4.25 0.0047
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 12,211 0 0.00 2,470 0.98 0.0048
2024-05-15 2024-03-31 13F JPMORGAN CHASE COM 46625H100 12,211 -923 -7.03 2,446 9.44 0.0045
2024-02-14 2023-12-31 13F JPMORGAN CHASE COM 46625H100 13,134 -2 -0.02 2,234 17.33 0.0044
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 13,136 -23 -0.17 1,905 -0.47 0.0041
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 13,159 -293 -2.18 1,914 9.19 0.0039
2023-05-15 2023-03-31 13F JPMORGAN CHASE COM 46625H100 13,452 -317 -2.30 1,753 -5.09 0.0037
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 13,769 820 6.33 1,846 36.44 0.0039
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 12,949 -4,412 -25.41 1,353 -30.79 0.0030
2022-08-15 2022-06-30 13F JPMORGAN CHASE COM 46625H100 17,361 -4,843 -21.81 1,955 -35.41 0.0041
2022-05-16 2022-03-31 13F JPMORGAN CHASE COM 46625H100 22,204 -13,362 -37.57 3,027 -46.25 0.0055
2022-02-14 2021-12-31 13F JPMORGAN CHASE COM 46625H100 35,566 -7,398 -17.22 5,632 -19.92 0.0095
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 42,964 -3,891,446 -98.91 7,033 -98.85 0.0133
2021-08-16 2021-06-30 13F JPMORGAN CHASE COM 46625H100 3,934,410 -3,568,264 -47.56 611,958 -46.42 1.1700
2021-05-17 2021-03-31 13F JPMORGAN CHASE COM 46625H100 7,502,674 313,552 4.36 1,142,132 25.03 2.3337
2021-02-22 2020-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,189,122 316,941 4.61 913,522 38.08 2.2688
2021-02-16 2020-12-31 13F JPMORGAN CHASE COM 46625H100 6,162,651 -709,530 783,088 2,304,397.9481
2020-11-16 2020-09-30 13F JPMORGAN CHASE COM 46625H100 6,872,181 150,742 2.24 661,585 4.64 1.9983
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 6,721,439 815,544 13.81 632,219 18.90 2.1250
2020-08-20 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 5,905,895 1,208,283 25.72 531,708 -18.80 2.2434
2020-05-15 2020-03-31 13F JPMORGAN CHASE COM 46625H100 5,905,895 1,208,283 531,708 2,243,396.4570
2020-08-20 2019-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 4,697,612 1,641,908 53.73 654,847 82.09 2.1522
2020-02-14 2019-12-31 13F JPMORGAN CHASE COM 46625H100 4,697,612 1,641,908 654,847 2,152,244.7422
2019-11-14 2019-09-30 13F JPMORGAN CHASE COM 46625H100 3,055,704 49,851 1.66 359,626 7.01 1.9060
2019-08-14 2019-06-30 13F JPMORGAN CHASE COM 46625H100 3,005,853 -46,244 -1.52 336,054 8.77 1.8763
2019-05-15 2019-03-31 13F JPMORGAN CHASE COM 46625H100 3,052,097 153,825 5.31 308,964 9.20 1.8354
2019-02-14 2018-12-31 13F JPMORGAN CHASE COM 46625H100 2,898,272 -44,831 -1.52 282,929 -14.81 1.9097
2019-09-19 2018-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,943,103 95,803 3.36 332,100 11.94 1.9342
2018-11-14 2018-09-30 13F JPMORGAN CHASE COM 46625H100 2,943,103 95,803 332,100
2019-09-19 2018-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,847,300 208,490 7.90 296,689 2.24 1.8261
2018-08-14 2018-06-30 13F JPMORGAN CHASE COM 46625H100 2,896,300 257,490 301,794
2018-05-15 2018-03-31 13F JPMORGAN CHASE COM 46625H100 2,638,810 71,751 2.80 290,190 5.71 1.9492
2018-02-14 2017-12-31 13F JPMORGAN CHASE COM 46625H100 2,567,059 85,940 3.46 274,522 15.85 1.9036
2017-11-14 2017-09-30 13F JPMORGAN CHASE COM 46625H100 2,481,119 9,064 0.37 236,972 4.88 1.8404
2017-11-16 2017-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,472,055 160,876 6.96 225,946 11.30 1.8859
2017-08-14 2017-06-30 13F JPMORGAN CHASE COM 46625H100 2,472,055 160,876 225,946
2017-05-17 2017-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,311,179 68,498 3.05 203,014 4.91 1.8475
2017-05-15 2017-03-31 13F JPMORGAN CHASE COM 46625H100 2,311,179 203,014
2017-03-07 2016-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,242,681 -794 -0.04 193,521 29.54 1.9603
2017-02-14 2016-12-31 13F JPMORGAN CHASE COM 46625H100 2,242,681 193,521
2017-11-16 2016-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,243,475 -6,148 -0.27 149,393 6.87 1.5512
2016-11-14 2016-09-30 13F JPMORGAN CHASE COM 46625H100 2,243,475 -6,148 149,393
2017-11-16 2016-06-30 13F/A-1 JPMORGAN CHASE COM 46625H100 2,249,623 -37,776 -1.65 139,792 3.20 1.5153
2016-08-16 2016-06-30 13F JPMORGAN CHASE COM 46625H100 2,249,623 -37,776 139,792
2017-11-17 2016-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 2,287,399 -1,190,383 -34.23 135,460 -41.01 1.5715
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 2,287,399 -1,190,383 135,460
2016-02-16 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,477,782 169,782 5.13 229,638 13.86 2.7705
2017-11-16 2015-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 3,308,000 62,745 1.93 201,689 -8.28 2.5181
2015-11-16 2015-09-30 13F JPMORGAN CHASE COM 46625H100 3,308,000 62,745 201,689
2015-08-14 2015-06-30 13F JPMORGAN CHASE COM 46625H100 3,245,255 -28,424 -0.87 219,898 10.88 2.5885
2015-05-15 2015-03-31 13F JPMORGAN CHASE COM 46625H100 3,273,679 -43,583 -1.31 198,319 -4.47 2.4637
2015-03-20 2014-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 3,317,262 15,185 0.46 207,594 4.36 2.6566
2015-02-13 2014-12-31 13F JPMORGAN CHASE COM 46625H100 3,219,746 201,492
2014-11-14 2014-09-30 13F JPMORGAN CHASE COM 46625H100 3,302,077 58,686 1.81 198,917 6.44 2.6188
2014-08-14 2014-06-30 13F JPMORGAN CHASE & CO COMMON STO COM 46625H100 3,243,391 282,947 9.56 186,884 3.98 2.4863
2014-05-15 2014-03-31 13F JPMORGAN CHASE COM 46625H100 2,960,444 40,174 1.38 179,729 5.24 2.6051
2014-02-13 2013-12-31 13F JPMORGAN CHASE & CO COMMON STO COM 46625H100 2,920,270 454,499 18.43 170,777 33.99 2.7157
2013-11-12 2013-09-30 13F JPMORGAN CHASE COM 46625H100 2,465,771 570,940 30.13 127,456 27.42 2.5522
2013-08-09 2013-06-30 13F JPMORGAN CHASE COM 46625H100 1,894,831 1,894,831 100,028 2.7458
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.